SUMMIT INVESTMENT ADVISORS, INC. - Portfolio overview

SUMMIT INVESTMENT ADVISORS, INC. has 55 reported holdings in this dataset, with the latest filing dated 2025-08-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. BSJP - INVESCO EXCH TRD SLF IDX FD, 9.36%
2. IWF - ISHARES TR, 7.14%
3. BSCR - INVESCO EXCH TRD SLF IDX FD, 7.01%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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