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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922908363

VOO|922908363

Shares:868

Value:$446.0K

% of Portfolio:0.4% ($446.0K/$112.4M)

46138J577

Shares:22.8K

Value:$423.5K

% of Portfolio:0.4% ($423.5K/$112.4M)

LPL Financial Holdings Inc.

LPLA|50212V100

Shares:1.1K

Value:$379.9K

% of Portfolio:0.3% ($379.9K/$112.4M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:364

Value:$368.0K

% of Portfolio:0.3% ($368.0K/$112.4M)

46435G250

Shares:7.9K

Value:$365.0K

% of Portfolio:0.3% ($365.0K/$112.4M)

46435U713

Shares:6.5K

Value:$299.5K

% of Portfolio:0.3% ($299.5K/$112.4M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:509

Value:$284.5K

% of Portfolio:0.3% ($284.5K/$112.4M)

464287671

IUSG|464287671

Shares:2.0K

Value:$257.9K

% of Portfolio:0.2% ($257.9K/$112.4M)

Meta Platforms, Inc.

META|30303M102

Shares:431

Value:$253.2K

% of Portfolio:0.2% ($253.2K/$112.4M)

PRICE T ROWE GROUP INC

TROW|74144T108

Shares:2.8K

Value:$252.4K

% of Portfolio:0.2% ($252.4K/$112.4M)

464287168

DVY|464287168

Shares:1.9K

Value:$249.3K

% of Portfolio:0.2% ($249.3K/$112.4M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.5K

Value:$240.7K

% of Portfolio:0.2% ($240.7K/$112.4M)

464287481

IWP|464287481

Shares:1.7K

Value:$209.3K

% of Portfolio:0.2% ($209.3K/$112.4M)

VISA INC.

V|92826C839

Shares:589

Value:$204.9K

% of Portfolio:0.2% ($204.9K/$112.4M)

922908736

VUG|922908736

Shares:527

Value:$202.3K

% of Portfolio:0.2% ($202.3K/$112.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	868	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$446.0K	0.4% ($446.0K/$112.4M)	QoQ -8.33% (-$40.6K) YoY-
(cusip46138J577)✕	22.8K	QoQ +1.05% (+238) YoY-	All Managers (Combined)	$423.5K	0.4% ($423.5K/$112.4M)	QoQ +1.93% (+$8.0K) YoY-
LPL Financial Holdings Inc.(LPLAcusip50212V100)	1.1K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$379.9K	0.3% ($379.9K/$112.4M)	QoQ -11.07% (-$47.3K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	364	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$368.0K	0.3% ($368.0K/$112.4M)	QoQ -6.09% (-$23.9K) YoY-
(cusip46435G250)✕	7.9K	QoQ +1.11% (-87) YoY-	All Managers (Combined)	$365.0K	0.3% ($365.0K/$112.4M)	QoQ -1.71% (-$6.4K) YoY-
(cusip46435U713)✕	6.5K	QoQ +0.58% (-38) YoY-	All Managers (Combined)	$299.5K	0.3% ($299.5K/$112.4M)	QoQ -2.41% (-$7.4K) YoY-
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	509	QoQ +0.19% (-1) YoY-	All Managers (Combined)	$284.5K	0.3% ($284.5K/$112.4M)	QoQ -8.11% (-$25.1K) YoY-
(IUSGcusip464287671)	2.0K	QoQ +0.05% (-1) YoY-	All Managers (Combined)	$257.9K	0.2% ($257.9K/$112.4M)	QoQ -9.51% (-$27.1K) YoY-
Meta Platforms, Inc.(METAcusip30303M102)	431	QoQ +2.37% (-10) YoY-	All Managers (Combined)	$253.2K	0.2% ($253.2K/$112.4M)	QoQ -17.46% (-$53.6K) YoY-
PRICE T ROWE GROUP INC(TROWcusip74144T108)	2.8K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$252.4K	0.2% ($252.4K/$112.4M)	QoQ -15.92% (-$47.8K) YoY-
(DVYcusip464287168)	1.9K	QoQ +0.83% (-16) YoY-	All Managers (Combined)	$249.3K	0.2% ($249.3K/$112.4M)	QoQ -4.40% (-$11.5K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	1.5K	QoQ +0.59% (-9) YoY-	All Managers (Combined)	$240.7K	0.2% ($240.7K/$112.4M)	QoQ -6.37% (-$16.4K) YoY-
(IWPcusip464287481)	1.7K	QoQ +13.47% (+202) YoY-	All Managers (Combined)	$209.3K	0.2% ($209.3K/$112.4M)	QoQ +0.90% (+$1.9K) YoY-
VISA INC.(Vcusip92826C839)	589	QoQ -5.15% (-32) YoY-	All Managers (Combined)	$204.9K	0.2% ($204.9K/$112.4M)	QoQ -7.24% (-$16.0K) YoY-
(VUGcusip922908736)	527	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$202.3K	0.2% ($202.3K/$112.4M)	QoQ -10.01% (-$22.5K) YoY-