Summit-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "TROW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "META",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "IWD",
  "IWF",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  null,
  "LPLA",
  "IEFA",
  null,
  "SPYG",
  null,
  "IWP",
  "IWR",
  "AMZN",
  "VUG",
  "VOO",
  "V",
  "IUSG",
  "DVY",
  null,
  null,
  "SPYV",
  "CINF",
  "COST",
  "RSP",
  "IWB",
  "QQQ",
  null,
  "VTI"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 55
Total Value: 112431221
Accession Number: 0001951757-25-000550
Form Type: 13F-HR
CIK: summit-investment-advisors
Manager Name: Summit-Investment-Advisors

Data Enrichment

49% identified

27 identified28 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

55 positions • $112.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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78464A508

SPYV|78464A508

Shares:32.4K

Value:$1.6M

% of Portfolio:1.4% ($1.6M/$112.4M)

78464A409

SPYG|78464A409

Shares:17.8K

Value:$1.5M

% of Portfolio:1.3% ($1.5M/$112.4M)

464287499

IWR|464287499

Shares:15.9K

Value:$1.4M

% of Portfolio:1.2% ($1.4M/$112.4M)

Apple Inc.

AAPL|037833100

Shares:6.7K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$112.4M)

922908769

VTI|922908769

Shares:4.7K

Value:$1.3M

% of Portfolio:1.2% ($1.3M/$112.4M)

46435U168

Shares:54.1K

Value:$1.3M

% of Portfolio:1.1% ($1.3M/$112.4M)

46431W606

Shares:13.8K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$112.4M)

46138J825

Shares:49.9K

Value:$1.0M

% of Portfolio:0.9% ($1.0M/$112.4M)

CINCINNATI FINANCIAL CORP

CINF|172062101

Shares:6.2K

Value:$905.1K

% of Portfolio:0.8% ($905.1K/$112.4M)

AMAZON COM INC

AMZN|023135106

Shares:4.9K

Value:$900.4K

% of Portfolio:0.8% ($900.4K/$112.4M)

MICROSOFT CORP

MSFT|594918104

Shares:1.9K

Value:$810.3K

% of Portfolio:0.7% ($810.3K/$112.4M)

33738D309

Shares:17.7K

Value:$808.5K

% of Portfolio:0.7% ($808.5K/$112.4M)

47103U845

Shares:15.2K

Value:$764.4K

% of Portfolio:0.7% ($764.4K/$112.4M)

46138G508

Shares:28.5K

Value:$592.7K

% of Portfolio:0.5% ($592.7K/$112.4M)

NVIDIA CORP

NVDA|67066G104

Shares:5.2K

Value:$586.8K

% of Portfolio:0.5% ($586.8K/$112.4M)

46432F842

IEFA|46432F842

Shares:6.7K

Value:$538.1K

% of Portfolio:0.5% ($538.1K/$112.4M)

46434VBD1

Shares:21.0K

Value:$525.9K

% of Portfolio:0.5% ($525.9K/$112.4M)

46138G649

Shares:2.6K

Value:$525.2K

% of Portfolio:0.5% ($525.2K/$112.4M)

46138J643

Shares:24.9K

Value:$506.6K

% of Portfolio:0.5% ($506.6K/$112.4M)

46434V407

Shares:10.7K

Value:$449.3K

% of Portfolio:0.4% ($449.3K/$112.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYVcusip78464A508)	32.4K	QoQ +0.25% (-81) YoY-	All Managers (Combined)	$1.6M	1.4% ($1.6M/$112.4M)	QoQ -6.60% (-$112.5K) YoY-
(SPYGcusip78464A409)	17.8K	QoQ -0.24% (-43) YoY-	All Managers (Combined)	$1.5M	1.3% ($1.5M/$112.4M)	QoQ -9.77% (-$160.4K) YoY-
(IWRcusip464287499)	15.9K	QoQ +3.27% (-506) YoY-	All Managers (Combined)	$1.4M	1.2% ($1.4M/$112.4M)	QoQ -4.94% (-$70.5K) YoY-
Apple Inc.(AAPLcusip037833100)	6.7K	QoQ -3.04% (-210) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$112.4M)	QoQ -20.31% (-$338.0K) YoY-
(VTIcusip922908769)	4.7K	QoQ +0.16% (-8) YoY-	All Managers (Combined)	$1.3M	1.2% ($1.3M/$112.4M)	QoQ -8.75% (-$124.5K) YoY-
(cusip46435U168)✕	54.1K	QoQ -0.37% (-206) YoY-	All Managers (Combined)	$1.3M	1.1% ($1.3M/$112.4M)	QoQ -0.63% (-$8.0K) YoY-
(cusip46431W606)✕	13.8K	QoQ +29.10% (+3.1K) YoY-	All Managers (Combined)	$1.2M	1.0% ($1.2M/$112.4M)	QoQ +25.09% (+$233.0K) YoY-
(cusip46138J825)✕	49.9K	QoQ -83.92% (-260.3K) YoY-	All Managers (Combined)	$1.0M	0.9% ($1.0M/$112.4M)	QoQ -83.92% (-$5.4M) YoY-
CINCINNATI FINANCIAL CORP(CINFcusip172062101)	6.2K	QoQ +0.64% (+40) YoY-	All Managers (Combined)	$905.1K	0.8% ($905.1K/$112.4M)	QoQ +6.32% (+$53.8K) YoY-
AMAZON COM INC(AMZNcusip023135106)	4.9K	QoQ +0.87% (-42) YoY-	All Managers (Combined)	$900.4K	0.8% ($900.4K/$112.4M)	QoQ -18.99% (-$211.1K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	1.9K	QoQ -1.42% (-27) YoY-	All Managers (Combined)	$810.3K	0.7% ($810.3K/$112.4M)	QoQ +4.02% (-$31.4K) YoY-
(cusip33738D309)✕	17.7K	QoQ +37.62% (+4.8K) YoY-	All Managers (Combined)	$808.5K	0.7% ($808.5K/$112.4M)	QoQ +35.84% (+$213.3K) YoY-
(cusip47103U845)✕	15.2K	QoQ +0.71% (-108) YoY-	All Managers (Combined)	$764.4K	0.7% ($764.4K/$112.4M)	QoQ -0.17% (-$1.4K) YoY-
(cusip46138G508)✕	28.5K	QoQ +23.69% (+5.5K) YoY-	All Managers (Combined)	$592.7K	0.5% ($592.7K/$112.4M)	QoQ +22.17% (+$107.6K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	5.2K	QoQ -2.43% (-129) YoY-	All Managers (Combined)	$586.8K	0.5% ($586.8K/$112.4M)	QoQ -18.11% (-$129.8K) YoY-
(IEFAcusip46432F842)	6.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$538.1K	0.5% ($538.1K/$112.4M)	QoQ +5.40% (+$27.6K) YoY-
(cusip46434VBD1)✕	21.0K	QoQ -89.41% (-177.0K) YoY-	All Managers (Combined)	$525.9K	0.5% ($525.9K/$112.4M)	QoQ -89.41% (-$4.4M) YoY-
(cusip46138G649)✕	2.6K	QoQ +1.10% (-29) YoY-	All Managers (Combined)	$525.2K	0.5% ($525.2K/$112.4M)	QoQ -9.15% (-$53.0K) YoY-
(cusip46138J643)✕	24.9K	QoQ +1.04% (+258) YoY-	All Managers (Combined)	$506.6K	0.5% ($506.6K/$112.4M)	QoQ +1.95% (+$9.7K) YoY-
(cusip46434V407)✕	10.7K	QoQ +1.23% (-130) YoY-	All Managers (Combined)	$449.3K	0.4% ($449.3K/$112.4M)	QoQ -0.90% (-$4.1K) YoY-