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Summit Investment Advisors

Latest statistics and disclosures from Summit Investment Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002055275

Tip: Access up to 7 years of quarterly data

Positions held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Summit Investment Advisors

Summit Investment Advisors holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Invesco Exch Trd Slf Idx Bulshs 2025 Hy (BSJP)	9.4	$11M	493k	23.07	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	7.1	$8.7M	20k	431.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	7.0	$8.5M	432k	19.70	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	5.8	$7.0M	304k	23.15	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)	5.4	$6.6M	282k	23.31	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	5.2	$6.4M	262k	24.23	View chart
Ishares Tr Rus 1000 Etf (IWB)	5.2	$6.3M	18k	341.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	4.1	$4.9M	253k	19.53	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	3.7	$4.5M	187k	24.18	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.7	$4.5M	8.1k	553.91	View chart
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)	3.5	$4.3M	178k	24.09	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	3.1	$3.8M	20k	192.76	View chart
First Tr Exchange-traded Dow 30 Eql Wgt (EDOW)	2.5	$3.0M	79k	37.96	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.4	$3.0M	16k	181.56	View chart
Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS)	2.2	$2.7M	121k	21.96	View chart
Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR)	2.1	$2.6M	115k	22.67	View chart
Ishares Tr Ibonds 28 Tr Hi (IBHH)	2.0	$2.4M	101k	23.58	View chart
Ishares Tr Ibonds 2027 Term (IBHG)	1.8	$2.2M	98k	22.39	View chart
Ishares Tr Ibonds 29 Tr Hi (IBHI)	1.6	$1.9M	82k	23.47	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 Hg (BSJT)	1.5	$1.9M	87k	21.38	View chart
Spdr Series Trust Prtflo S&p500 Gw (SPYG)	1.4	$1.7M	18k	96.76	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	1.4	$1.7M	33k	52.12	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.2	$1.5M	16k	92.39	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.2	$1.4M	4.7k	305.72	View chart
Apple (AAPL)	1.1	$1.4M	6.7k	202.39	View chart
Ishares Tr Ibonds 25 Trm Hg (IBHE)	1.1	$1.3M	54k	23.86	View chart
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)	1.0	$1.3M	15k	86.14	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.8	$1.0M	50k	20.69	View chart
Microsoft Corporation (MSFT)	0.8	$980k	1.9k	524.00	View chart
Cincinnati Financial Corporation (CINF)	0.8	$918k	6.3k	146.19	View chart
NVIDIA Corporation (NVDA)	0.8	$916k	5.3k	173.72	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.8	$912k	20k	45.92	View chart
Amazon (AMZN)	0.7	$889k	4.1k	214.72	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.6	$772k	15k	50.57	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.6	$675k	32k	20.89	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.5	$626k	2.7k	228.06	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$601k	29k	20.53	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$557k	6.8k	81.70	View chart
Ishares Tr Ibonds Dec25 Etf (IBDQ)	0.4	$516k	21k	25.10	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$497k	869.00	571.42	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	0.4	$464k	11k	42.76	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$450k	24k	18.76	View chart
Lpl Financial Holdings (LPLA)	0.3	$424k	1.1k	369.99	View chart
Ishares Tr High Yld Systm B (HYDB)	0.3	$380k	8.1k	47.09	View chart
Costco Wholesale Corporation (COST)	0.3	$349k	366.00	952.38	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$348k	559.00	622.14	View chart
Meta Platforms Cl A (META)	0.3	$328k	437.00	750.17	View chart
Ishares Tr Us Infrastruc (IFRA)	0.3	$325k	6.5k	50.03	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$299k	2.0k	152.59	View chart
T. Rowe Price (TROW)	0.2	$289k	2.8k	103.06	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$262k	2.0k	133.93	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$237k	1.7k	139.20	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$235k	528.00	444.77	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$231k	1.2k	189.20	View chart
Procter & Gamble Company (PG)	0.2	$231k	1.5k	150.66	View chart

Past Filings by Summit Investment Advisors

SEC 13F filings are viewable for Summit Investment Advisors going back to 2025

Summit Investment Advisors 2025 Q2 filed Aug. 6, 2025

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