Summit Investment Advisors, Inc.\KS
All 13F Filings
- Location
- Leawood, KS
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 221,280
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 11/5/2026 | 100 | 221,280 | 13F-HR | Summit Investment Advisors, Inc.\KS |
| Q2 2026 | 11/5/2026 | 100 | 218,741 | 13F-HR | Summit Investment Advisors, Inc.\KS |
| Q1 2026 | 11/5/2026 | 99 | 196,927 | 13F-HR | Summit Investment Advisors, Inc.\KS |
| Q4 2025 | 11/5/2026 | 97 | 186,605 | 13F-HR | Summit Investment Advisors, Inc.\KS |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 85.65 K | 38.7% | 3.581 K | 0 | 3.581 K |
| ETFs | 107.1 K | 48.4% | 0 | 3.76 K | -3.76 K |
| Debt | 28.52 K | 12.9% | 2.726 K | 0 | 2.726 K |
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Fund Snapshot
Q3 2026
Latest filed
11/5/2026
Total value ($000)
221,280
Holdings
100
QoQ value change ($000)
2,539
(1.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.