Summit Investment Advisors, Inc. has disclosed its latest holdings in a recent SEC filing, revealing a total value of approximately $221 million as of September 30, 2026. This filing is significant as it provides insights into the firm's investment strategies and positions within the financial advisory sector.

The filing, accession number 0002162251-26-000004, indicates that Summit Investment Advisors is actively managing a diverse portfolio, with notable investments in major companies such as Apple, Amazon, and Alphabet. This diversification reflects the firm's approach to navigating the current market landscape and capitalizing on growth opportunities.

Background

Summit Investment Advisors, Inc., based in Leawood, Kansas, is a financial advisory firm that specializes in managing investments for clients. The firm operates under the Central Index Key (CIK) number 0002162251. As part of its regulatory obligations, the company files various forms with the SEC, including the recent 13F-HR filings dated November 5, 2026.

What the Filing Says

The filing details a total of 100 entries, with a combined value of $221,279,786. This comprehensive report provides a snapshot of the firm's investment landscape, emphasizing its commitment to transparency and regulatory compliance.

Impact

This filing may have implications for various stakeholders, including clients, competitors, and market analysts. Clients can gain insights into the firm's investment philosophy and portfolio management strategies. Competitors may analyze Summit's positions in leading companies to gauge market trends and investment patterns.

What's Next

The filing does not specify what happens next for Summit Investment Advisors, Inc. However, it is expected that the firm will continue to adapt its investment strategies in response to market conditions and client needs.