Summit Investment Advisors, Inc. Portfolio Holdings

Summit Investment Advisors, Inc.

  • $121 Billion
  • Q2 2025

Summit Investment Advisors, Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $121 Billion distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Et Sf Idxd Fd Tr Bulle with a value of $11.4B, Ishares Russell 1000 Gr ETF with a value of $8.66B, Invesco Et Self Idxd Fd Tr Bul with a value of $8.51B, Ishares Tr Ibonds 2026 Term Hi with a value of $7.04B, and Invesco Etsf Fd Tr Bulletshare with a value of $6.57B.

Examining the 13F form we can see an increase of $8.92B in the current position value, from $112B to 121B.

Summit Investment Advisors, Inc. is based out at Hunt Valley, MD

Below you can find more details about Summit Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $121 Billion
ETFs: $112 Billion
Technology: $3.26 Billion
Financial Services: $1.63 Billion
Consumer Cyclical: $889 Million
Consumer Defensive: $580 Million
Communication Services: $559 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.4 Billion 9.36% of portfolio
492,654
Q2 2025 Added 3.09%
$0
$8.66 Billion 7.14% of portfolio
20,053
Q2 2025 Added 0.95%
$0
$8.51 Billion 7.01% of portfolio
432,241
Q2 2025 Added 3.19%
$0
$7.04 Billion 5.8% of portfolio
304,244
Q2 2025 Added 4.38%
$0
$6.57 Billion 5.42% of portfolio
282,006
Q2 2025 Added 4.47%
$0
$6.36 Billion 5.24% of portfolio
262,378
Q2 2025 Added 3.92%
$0
$6.26 Billion 5.16% of portfolio
18,322
Q2 2025 Added 1.9%
$0
$4.94 Billion 4.07% of portfolio
252,749
Q2 2025 Added 4.36%
$0
$4.51 Billion 3.72% of portfolio
186,724
Q2 2025 Added 4.62%
$0
$4.51 Billion 3.71% of portfolio
8,136
Q2 2025 Added 0.57%
$0
$4.29 Billion 3.53% of portfolio
177,999
Q2 2025 Added 2.71%
$0
$3.77 Billion 3.11% of portfolio
19,549
Q2 2025 Added 1.45%
$0
$3 Billion 2.47% of portfolio
79,091
Q2 2025 Added 1.87%
$0
$2.97 Billion 2.45% of portfolio
16,366
Q2 2025 Added 1.79%
$0
$2.66 Billion 2.19% of portfolio
121,173
Q2 2025 Added 10.19%
$0
$2.6 Billion 2.14% of portfolio
114,478
Q2 2025 Added 6.99%
$0
$2.19 Billion 1.8% of portfolio
97,610
Q2 2025 Added 8.05%
$0
$1.92 Billion 1.58% of portfolio
81,772
Q2 2025 Added 10.19%
$0
$1.87 Billion 1.54% of portfolio
87,324
Q2 2025 Added 11.08%
$0
$1.71 Billion 1.41% of portfolio
17,708
Q2 2025 Reduced 0.38%
$0
$1.69 Billion 1.4% of portfolio
32,486
Q2 2025 Added 0.42%
$0
$1.48 Billion 1.22% of portfolio
16,067
Q2 2025 Added 0.84%
$0
$1.45 Billion 1.19% of portfolio
4,742
Q2 2025 Added 0.53%
$3.43T
$1.36 Billion 1.12% of portfolio
6,740
Q2 2025 Added 0.94%
$0
$1.3 Billion 1.07% of portfolio
54,449
Q2 2025 Added 0.57%
$0
$1.25 Billion 1.03% of portfolio
14,548
Q2 2025 Added 5.79%
$0
$1.03 Billion 0.85% of portfolio
49,764
Q2 2025 Reduced 0.18%
$3.91T
$980 Million 0.81% of portfolio
1,870
Q1 2025 Reduced 1.42%
$24.5B
$918 Million 0.76% of portfolio
6,282
Q2 2025 Added 0.59%
$447B
$916 Million 0.75% of portfolio
5,270
Q2 2025 Added 1.97%
$0
$912 Million 0.75% of portfolio
19,870
Q2 2025 Added 12.18%
$2.26T
$889 Million 0.73% of portfolio
4,142
Q2 2025 Reduced 14.9%
$0
$772 Million 0.64% of portfolio
15,263
Q2 2025 Added 0.69%
$0
$675 Million 0.56% of portfolio
32,310
Q2 2025 Added 13.32%
$0
$626 Million 0.52% of portfolio
2,744
Q2 2025 Added 3.55%
$0
$601 Million 0.5% of portfolio
29,270
Q2 2025 Added 17.75%
$0
$557 Million 0.46% of portfolio
6,816
Q2 2025 Added 1.35%
$0
$516 Million 0.43% of portfolio
20,554
Q2 2025 Reduced 1.94%
$0
$497 Million 0.41% of portfolio
869
Q2 2025 Added 0.12%
$0
$464 Million 0.38% of portfolio
10,852
Q2 2025 Added 1.8%
$0
$450 Million 0.37% of portfolio
23,980
Q2 2025 Added 4.98%
$30.2B
$424 Million 0.35% of portfolio
1,147
Q4 2024 New
$0
$380 Million 0.31% of portfolio
8,065
Q2 2025 Added 1.9%
$0
$348 Million 0.29% of portfolio
559
Q2 2025 Added 9.82%
$429B
$349 Million 0.29% of portfolio
366
Q2 2025 Added 0.55%
$1.72T
$328 Million 0.27% of portfolio
437
Q2 2025 Added 1.39%
$0
$325 Million 0.27% of portfolio
6,504
Q2 2025 Added 0.39%
$0
$298 Million 0.25% of portfolio
1,956
Q2 2025 Added 0.05%
$23.8B
$289 Million 0.24% of portfolio
2,800
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $121 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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