account_balance
Investment manager · 13F filer · SEC CIK 2162251
Summit Investment Advisors, Inc.
Reported value$221Mas of Sep 30, 2026
Positions100 6 new, 6 sold out
Top 10 weight64.4%FLOT alone is 13%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FLOTiShares Tr
12.9%Added +11%
RSPInvesco Exchange Traded Fd T
10.4%Added +10%
FRDMEa Series Trust
10.2%Added +11%
SCHDSchwab Strategic Tr
9.6%Added +12%
DFACDimensional ETF Trust
5.0%Trimmed −24%
ICSHiShares Tr
4.4%Added +26%
EESWisdomtree Tr
3.4%Added +7%
VNQVanguard Index FDS
3.3%Added +31%
DESWisdomtree Tr
2.9%Added +2%
VDCVanguard World Fd
2.5%+20%
AVUVAmerican Centy ETF Tr
1.8%
VBR1.8%
FLOTiShares Tr
12.9%Added +11%
RSPInvesco Exchange Traded Fd T
10.4%Added +10%
FRDMEa Series Trust
10.2%Added +11%
SCHDSchwab Strategic Tr
9.6%Added +12%
DFACDimensional ETF Trust
5.0%
ICSHiShares Tr
4.4%
EES3.4%
VNQ3.3%
DES2.9%
VDC2.5%
VBR
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLOT iShares Tr 12.9% Added +11%
RSP Invesco Exchange Traded Fd T 10.4% Added +10%
FRDM Ea Series Trust 10.2% Added +11%
SCHD Schwab Strategic Tr 9.6% Added +12%
DFAC Dimensional ETF Trust 5.0% Trimmed −24%
ICSH iShares Tr 4.4% Added +26%
EES Wisdomtree Tr 3.4% Added +7%
VNQ Vanguard Index FDS 3.3% Added +31%
DES Wisdomtree Tr 2.9% Added +2%
VDC Vanguard World Fd 2.5% Added +20%
AVUV American Centy ETF Tr 1.8% Added +25%
VBR Vanguard Index FDS 1.8% Added +18%
What changed
Biggest moves since Jun 30, 2026
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