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13F holdings · Q3 2026

Summit Investment Advisors, Inc.\KS

Leawood, KS · files as Summit Investment Advisors, Inc.\KS
Know the moment Summit Investment Advisors, Inc.\KS filesYou follow Summit Investment Advisors, Inc.\KS An email or push as soon as its next 13F reaches the SEC, with every stock it bought, sold and trimmed. Next 13F due by Feb 15, 2027
Filed
Holdings as of Sep 30, 2026Filed Nov 5, 2026Next filing due Feb 15, 2027CIK 2162251

Summit Investment Advisors, Inc.\KS reported 100 stocks worth $221M in its 13F filing for Q3 2026, filed Nov 5, 2026. Its largest holdings are FLOT (12.9%), RSP (10.3%) and FRDM (10.2%). Compared with Q2 2026, the fund opened new positions in FLOT, RSP and FRDM.

Latest filing: what Summit Investment Advisors, Inc.\KS did in Q3 2026

vs Q2 2026
Filed 13F-HRView on SEC ↗
100 new0 added0 trimmed0 sold outBought about $221M · sold about $0
New 100
See all 100 →
Added 0

None

Trimmed 0

None

Sold out 0

None

Dollar changes use the share change at the quarter end price. New and sold out show the whole position.

Reported value$221MUS stocks
Stocks held100100 new · 0 sold out
Top 5 weight48.0%fairly concentrated
Turnover100%of the portfolio changed

Portfolio at a glance

share of reported value · Q3 2026
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 4 qtrsHeld
1
FLOT
Ishares TR
$28.5M12.9%559KNew position1 of 4
2
RSP
Invesco Exchange Traded FD T
$22.9M10.3%110KNew position1 of 4
3
FRDM
Freedom 100 Emerging Markets ETF
$22.5M10.2%322KNew position1 of 4
4
SCHD
Schwab US Dividend Equity ETF
$21.3M9.6%653KNew position1 of 4
5
DIMENSIONAL ETF TRUST
$11.1M5.0%249KNew position1 of 4
6
ICSH
Ishares TR
$9.7M4.4%192KNew position1 of 4
7
EES
Wisdomtree TR
$7.5M3.4%116KNew position1 of 4
8
VNQ
Vanguard Index Fds
$7.3M3.3%81KNew position1 of 4
9
DES
Wisdomtree TR
$6.3M2.9%167KNew position1 of 4
10
VDC
Vanguard World FD
$5.4M2.5%25KNew position1 of 4
🔒 90 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Reported value

last 4 quarters
$0Q4 '25
$0Q1 '26
$0Q2 '26
$221MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Nov 5, 202613F-HRQ3 2026SEC filing ↗

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Summit Investment Advisors, Inc.\KS 13F FAQ

What does Summit Investment Advisors, Inc.\KS own?

Summit Investment Advisors, Inc.\KS reported 100 stocks worth $221M in its 13F filing for Q3 2026, filed Nov 5, 2026. Its largest holdings are FLOT (12.9%), RSP (10.3%) and FRDM (10.2%). The table above lists every position in the filing (the top 10 without an account).

What did Summit Investment Advisors, Inc.\KS buy and sell in Q3 2026?

Compared with Q2 2026: 100 new positions, 0 added to, 0 trimmed and 0 sold out. New positions include FLOT, RSP and FRDM.

When will Summit Investment Advisors, Inc.\KS file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Summit Investment Advisors, Inc.\KS's portfolio worth?

The Q3 2026 filing reports $221M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.