Summit Investment Advisors, Inc. 13F Holdings · last filed Q2 2025
Summit Investment Advisors, Inc. reported 55 securities worth $121.35M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: BSJP (9.36%), IWF (7.14%), BSCR (7.01%). Among its top 25 positions this quarter: 24 added, 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BSJP | INVESCO EXCH TRD SLF IDX FD | $11.4M | 9.36% | 492,654 | Added |
| 2 | IWF | ISHARES TR | $8.7M | 7.14% | 20,053 | Added |
| 3 | BSCR | INVESCO EXCH TRD SLF IDX FD | $8.5M | 7.01% | 432,241 | Added |
| 4 | IBHF | ISHARES TR | $7.0M | 5.80% | 304,244 | Added |
| 5 | BSJQ | INVESCO EXCH TRD SLF IDX FD | $6.6M | 5.42% | 282,006 | Added |
| 6 | IBDS | ISHARES TR | $6.4M | 5.24% | 262,378 | Added |
| 7 | IWB | ISHARES TR | $6.3M | 5.16% | 18,322 | Added |
| 8 | BSCQ | INVESCO EXCH TRD SLF IDX FD | $4.9M | 4.07% | 252,749 | Added |
| 9 | IBDR | ISHARES TR | $4.5M | 3.72% | 186,724 | Added |
| 10 | QQQ | INVESCO QQQ TR | $4.5M | 3.71% | 8,136 | Added |
| 11 | FLBL | FRANKLIN TEMPLETON ETF TR | $4.3M | 3.53% | 177,999 | Added |
| 12 | IWD | ISHARES TR | $3.8M | 3.11% | 19,549 | Added |
| 13 | EDOW | FIRST TR EXCHANGE-TRADED FD | $3.0M | 2.47% | 79,091 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $3.0M | 2.45% | 16,366 | Added |
| 15 | BSJS | INVESCO EXCH TRD SLF IDX FD | $2.7M | 2.19% | 121,173 | Added |
| 16 | BSJR | INVESCO EXCH TRD SLF IDX FD | $2.6M | 2.14% | 114,478 | Added |
| 17 | IBHH | ISHARES TR | $2.4M | 1.96% | 100,648 | Added |
| 18 | IBHG | ISHARES TR | $2.2M | 1.80% | 97,610 | Added |
| 19 | IBHI | ISHARES TR | $1.9M | 1.58% | 81,772 | Added |
| 20 | BSJT | INVESCO EXCH TRD SLF IDX FD | $1.9M | 1.54% | 87,324 | Added |
| 21 | SPYG | SPDR SERIES TRUST | $1.7M | 1.41% | 17,708 | Trimmed |
| 22 | SPYV | SPDR SERIES TRUST | $1.7M | 1.40% | 32,486 | Added |
| 23 | IWR | ISHARES TR | $1.5M | 1.22% | 16,067 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $1.4M | 1.19% | 4,742 | Added |
| 25 | AAPL | APPLE INC | $1.4M | 1.12% | 6,740 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR