Summit Investment Advisors, Inc.

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002055275

Type: FundHoldings: 55Value: $112.4MLatest: 2025Q1

SUMMIT INVESTMENT ADVISORS, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 55 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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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46138J817

Shares:477.9K

Value:$11.0M

% of Portfolio:9.8% ($11.0M/$112.4M)

46138J783

Shares:418.9K

Value:$8.2M

% of Portfolio:7.3% ($8.2M/$112.4M)

464287614

IWF|464287614

Shares:19.9K

Value:$7.4M

% of Portfolio:6.6% ($7.4M/$112.4M)

46436E528

Shares:291.5K

Value:$6.7M

% of Portfolio:6.0% ($6.7M/$112.4M)

46138J635

Shares:269.9K

Value:$6.3M

% of Portfolio:5.6% ($6.3M/$112.4M)

46435UAA9

Shares:252.5K

Value:$6.1M

% of Portfolio:5.4% ($6.1M/$112.4M)

464287622

IWB|464287622

Shares:18.0K

Value:$5.5M

% of Portfolio:4.9% ($5.5M/$112.4M)

46138J791

Shares:242.2K

Value:$4.7M

% of Portfolio:4.2% ($4.7M/$112.4M)

46435GAA0

Shares:178.5K

Value:$4.3M

% of Portfolio:3.8% ($4.3M/$112.4M)

35473P595

Shares:173.3K

Value:$4.1M

% of Portfolio:3.7% ($4.1M/$112.4M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:8.1K

Value:$3.9M

% of Portfolio:3.5% ($3.9M/$112.4M)

464287598

IWD|464287598

Shares:19.3K

Value:$3.5M

% of Portfolio:3.1% ($3.5M/$112.4M)

33733A201

Shares:77.6K

Value:$2.7M

% of Portfolio:2.4% ($2.7M/$112.4M)

46137V357

RSP|46137V357

Shares:16.1K

Value:$2.7M

% of Portfolio:2.4% ($2.7M/$112.4M)

46138J585

Shares:107.0K

Value:$2.4M

% of Portfolio:2.1% ($2.4M/$112.4M)

46138J452

Shares:110.0K

Value:$2.4M

% of Portfolio:2.1% ($2.4M/$112.4M)

46436E387

Shares:93.5K

Value:$2.2M

% of Portfolio:1.9% ($2.2M/$112.4M)

46436E478

Shares:90.3K

Value:$2.0M

% of Portfolio:1.8% ($2.0M/$112.4M)

46436E379

Shares:74.2K

Value:$1.7M

% of Portfolio:1.5% ($1.7M/$112.4M)

46138J395

Shares:78.6K

Value:$1.6M

% of Portfolio:1.5% ($1.6M/$112.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46138J817)✕	477.9K	QoQ +4.97% (+22.6K) YoY-	All Managers (Combined)	$11.0M	9.8% ($11.0M/$112.4M)	QoQ +4.65% (+$490.5K) YoY-
(cusip46138J783)✕	418.9K	QoQ +3.22% (+13.1K) YoY-	All Managers (Combined)	$8.2M	7.3% ($8.2M/$112.4M)	QoQ +3.80% (+$301.3K) YoY-
(IWFcusip464287614)	19.9K	QoQ +2.24% (-436) YoY-	All Managers (Combined)	$7.4M	6.6% ($7.4M/$112.4M)	QoQ -8.70% (-$703.3K) YoY-
(cusip46436E528)✕	291.5K	QoQ +4.15% (+11.6K) YoY-	All Managers (Combined)	$6.7M	6.0% ($6.7M/$112.4M)	QoQ +2.81% (+$183.9K) YoY-
(cusip46138J635)✕	269.9K	QoQ -4.15% (-11.7K) YoY-	All Managers (Combined)	$6.3M	5.6% ($6.3M/$112.4M)	QoQ -5.01% (-$331.2K) YoY-
(cusip46435UAA9)✕	252.5K	QoQ +4.00% (+9.7K) YoY-	All Managers (Combined)	$6.1M	5.4% ($6.1M/$112.4M)	QoQ +4.48% (+$261.3K) YoY-
(IWBcusip464287622)	18.0K	QoQ +3.05% (-533) YoY-	All Managers (Combined)	$5.5M	4.9% ($5.5M/$112.4M)	QoQ -5.81% (-$340.6K) YoY-
(cusip46138J791)✕	242.2K	QoQ +6.22% (+14.2K) YoY-	All Managers (Combined)	$4.7M	4.2% ($4.7M/$112.4M)	QoQ +6.38% (+$283.6K) YoY-
(cusip46435GAA0)✕	178.5K	QoQ +6.42% (+10.8K) YoY-	All Managers (Combined)	$4.3M	3.8% ($4.3M/$112.4M)	QoQ +6.60% (+$266.9K) YoY-
(cusip35473P595)✕	173.3K	QoQ +2.62% (+4.4K) YoY-	All Managers (Combined)	$4.1M	3.7% ($4.1M/$112.4M)	QoQ +0.80% (+$33.0K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	8.1K	QoQ +1.03% (-83) YoY-	All Managers (Combined)	$3.9M	3.5% ($3.9M/$112.4M)	QoQ -9.23% (-$396.4K) YoY-
(IWDcusip464287598)	19.3K	QoQ +4.24% (-784) YoY-	All Managers (Combined)	$3.5M	3.1% ($3.5M/$112.4M)	QoQ -2.04% (-$73.5K) YoY-
(cusip33733A201)✕	77.6K	QoQ +5.62% (-4.1K) YoY-	All Managers (Combined)	$2.7M	2.4% ($2.7M/$112.4M)	QoQ -2.27% (-$63.9K) YoY-
(RSPcusip46137V357)	16.1K	QoQ +5.78% (-879) YoY-	All Managers (Combined)	$2.7M	2.4% ($2.7M/$112.4M)	QoQ -0.75% (-$20.9K) YoY-
(cusip46138J585)✕	107.0K	QoQ +454.89% (+87.7K) YoY-	All Managers (Combined)	$2.4M	2.1% ($2.4M/$112.4M)	QoQ +449.62% (+$2.0M) YoY-
(cusip46138J452)✕	110.0K	QoQ NEW(+110.0K) YoY-	All Managers (Combined)	$2.4M	2.1% ($2.4M/$112.4M)	QoQ NEW(+$2.4M) YoY-
(cusip46436E387)✕	93.5K	QoQ NEW(+93.5K) YoY-	All Managers (Combined)	$2.2M	1.9% ($2.2M/$112.4M)	QoQ NEW(+$2.2M) YoY-
(cusip46436E478)✕	90.3K	QoQ +776.83% (+80.0K) YoY-	All Managers (Combined)	$2.0M	1.8% ($2.0M/$112.4M)	QoQ +768.23% (+$1.8M) YoY-
(cusip46436E379)✕	74.2K	QoQ NEW(+74.2K) YoY-	All Managers (Combined)	$1.7M	1.5% ($1.7M/$112.4M)	QoQ NEW(+$1.7M) YoY-
(cusip46138J395)✕	78.6K	QoQ NEW(+78.6K) YoY-	All Managers (Combined)	$1.6M	1.5% ($1.6M/$112.4M)	QoQ NEW(+$1.6M) YoY-