§ 13F · FUND PROFILE
SUMMIT INVESTMENT ADVISORS, INC..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $121M (13F)Positions · 55Turnover · — · Q2Filed · Aug 6, 2025
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$231K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED AUG 6, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BSJP | INVESCO EXCH TRD SLF IDX FD | 493K | $11M | 9.4% | +3% |
| 2 | IWF | ISHARES TR | 20K | $9M | 7.1% | +1% |
| 3 | BSCR | INVESCO EXCH TRD SLF IDX FD | 432K | $9M | 7.0% | +3% |
| 4 | IBHF | ISHARES TR | 304K | $7M | 5.8% | +4% |
| 5 | BSJQ | INVESCO EXCH TRD SLF IDX FD | 282K | $7M | 5.4% | +4% |
| 6 | IBDS | ISHARES TR | 262K | $6M | 5.2% | +4% |
| 7 | IWB | ISHARES TR | 18K | $6M | 5.2% | +2% |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | 253K | $5M | 4.1% | +4% |
| 9 | IBDR | ISHARES TR | 187K | $5M | 3.7% | +5% |
| 10 | QQQ | INVESCO QQQ TR | 8K | $5M | 3.7% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
SUMMIT INVESTMENT ADVISORS, INC. is a Other fund managing $121 million in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed