Summit Investment Advisors, Inc.\KS

Registered adviser

CIK

2162251

Location

LEAWOOD, KS

Portfolio Value

Small $197,564,015

Diversification

Diversified

Filing Date

Global Rank

#6,243 / 8,827 ▼ 91 · as of Jun 2026

Top Industry

Drug Manufacturers - General 11.5%

Period ended 38 days ago

Filed Nov 5, 2026 · 2d

4 quarters · since Dec 2025

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 316321

Roster of Nov 1, 2026

Regulatory AUM

$273,353,092

Main clients

Individuals and high net worth (97% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$273,353,092	Individuals and high net worth (97%)
Apr 2025 to Mar 2026	$142,027,838	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$129,618,354	Individuals and high net worth (93%)
May 2023 to Mar 2024	$104,207,716	Individuals and high net worth (89%)
Apr 2023	$104,207,716	Individuals and high net worth (89%)
Feb 2022 to Mar 2023	$119,860,283	Individuals and high net worth (72%)

1 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.1% of the book (60%+)

Turnover

Turnover unknown

It needs four straight quarters of measured turnover

Horizon

Short horizon

Value-weighted holding period 3.0 quarters (under 4)

Closest benchmark: every 13F filer's combined book, active share 79.5%; sector active share 65.9% against the combined 13F book's sector weights.

Over time 3 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

100 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.4%

+2.4 pts

Top 5

52.0%

+1.5 pts

Top 10

70.4%

+0.3 pts

HHI

689

Diversified+55

Portfolio Trend

4 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	75.3%	$148,803,411	38
Technology	7.1%	$13,973,241	16
Healthcare	3.3%	$6,610,221	6
Financial Services	3.0%	$5,835,403	11
Industrials	2.9%	$5,713,102	8
Energy	2.8%	$5,438,559	4
Consumer Defensive	1.8%	$3,509,528	7
Basic Materials	1.3%	$2,626,357	1
Consumer Cyclical	1.2%	$2,360,164	3
Communication Services	1.1%	$2,203,812	4
Real Estate	0.1%	$270,672	1
Utilities	0.1%	$219,545	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHD	Schwab U.S. Dividend Equity ETF	+68,642	653,294	$21,251,653
FLOT	iShares Floating Rate Bond ETF	+53,404	558,608	$28,516,938
ICSH	iShares Ultra Short Duration Bond Active ETF	+40,029	192,033	$9,678,463
FRDM	Freedom 100 Emerging Markets ETF	+31,095	322,280	$22,546,708
VNQ	VANGUARD REAL ESTATE INDEX FUND	+19,173	80,995	$7,259,581
RSP	Victory Portfolios II	+10,413	110,137	$0
EES	WisdomTree U.S. SmallCap Fund	+7,474	115,909	$7,485,391
AVUV	Avantis U.S. Small Cap Value ETF	+6,847	34,430	$4,054,821
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	+4,184	24,902	$5,433,865
DES	WisdomTree U.S. SmallCap Dividend Fund	+3,852	166,881	$6,324,789
VDE	VANGUARD ENERGY INDEX FUND	+2,604	8,689	$1,495,898
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	+2,553	17,119	$3,955,002
JKHY	Jack Henry & Associates Inc	+1,168	5,154	$738,258
EPD	Enterprise Products Partners L.P.	+300	18,700	$665,907
KO	Coca Cola Co	+263	3,056	$263,060
NVDA	Nvidia Corp	+225	1,693	$386,647
FSK	FS KKR Capital Corp	+218	15,979	$175,609
USB	US Bancorp De	+162	19,768	$1,141,799
CSCO	Cisco Systems, Inc.	+107	18,139	$1,952,300
DE	Deere & Co	+50	385	$258,546
WMT	Walmart Inc.	+49	5,599	$581,848
ABBV	AbbVie Inc.	+35	6,329	$1,655,603
MRVL	Marvell Technology, Inc.	+30	1,213	$320,486
ECL	Ecolab Inc.	+27	9,565	$2,626,357
XEL	Xcel Energy Inc	+21	3,115	$219,545
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DFAC	Dimensional U.S. Core Equity 2 ETF	−78,422	248,932	$11,065,027
DFAI	Dimensional International Core Equity Market ETF	−33,023	38,034	$1,575,748
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	−31,213	34,632	$2,429,434
BNDX	Vanguard Total International Bond ETF	−19,312	27,302	$1,279,644
VXUS	Vanguard Total International Stock ETF	−15,230	8,703	$739,406
DFAU	Dimensional US Core Equity Market ETF	−11,320	10,167	$532,344
SCHV	Schwab U.S. Large-Cap Value ETF	−4,657	43,502	$1,449,051
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−3,921	7,236	$2,708,000
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	−3,291	6,548	$322,292
IUSV	iShares Core S&P U.S. Value ETF	−1,500	4,028	$444,207
INVH	Invitation Homes Inc.	−1,200	10,280	$270,672
IUSG	iShares Core S&P U.S. Growth ETF	−1,101	2,957	$572,918
JEPI	JPMorgan Equity Premium Income ETF	−634	23,497	$1,321,001
IWR	iShares Russell Mid-Cap ETF	−570	2,053	$219,075
SPHQ	Invesco S&P 500 Quality ETF	−551	14,662	$1,232,780
AAPL	Apple Inc.	−493	10,438	$3,476,062
VUG	VANGUARD GROWTH INDEX FUND	−473	2,899	$261,228
SPY	Spdr S&P 500 ETF Trust	−380	332	$253,193
IWM	iShares Russell 2000 ETF	−228	800	$222,312
JFR	Nuveen Floating Rate Income Fund	−210	60,030	$446,623
MCHP	Microchip Technology Inc	−95	7,465	$580,553
SCHW	Schwab Charles Corp	−94	8,320	$813,196
CVX	Chevron Corp	−84	13,982	$2,855,264
QCOM	Qualcomm Inc	−58	2,301	$423,476
BRK-B	Berkshire Hathaway Inc	−30	3,369	$1,677,593
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	9,412	$1,531,803
DDS	Dillard's, Inc.	1,653	$1,107,493
SPCX	Space Exploration Technologies Corp	4,591	$692,598
T	At&T Inc.	9,419	$229,823
AKAM	Akamai Technologies Inc	2,102	$223,547
ADP	Automatic Data Processing Inc	844	$217,802
No positions match the current search.

Sold Out

Positions the filer fully exited

6 positions

Ticker	Company	Shares	Value
FBND	Fidelity Total Bond ETF	8,689	$395,262
CARR	CARRIER GLOBAL Corp	3,583	$262,813
DFSV	Dimensional US Small Cap Value ETF	6,016	$233,360
WULF	Terawulf Inc.	9,081	$224,300
EFA	iShares MSCI EAFE ETF	1,925	$199,969
—		1,276	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

100 tracked positions · $197,564,015 total · filing declares 100 positions · $221,279,786 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 100 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
FLOT	iShares Floating Rate Bond ETF	Added	558,608	+53,404	$28,516,938	+10.6%	14.43%
FRDM	Freedom 100 Emerging Markets ETF	Added	322,280	+31,095	$22,546,708	+6.2%	11.41%
SCHD	Schwab U.S. Dividend Equity ETF	Added	653,294	+68,642	$21,251,653	+14.6%	10.76%
DFAC	Dimensional U.S. Core Equity 2 ETF	Reduced	248,932	-78,422	$11,065,027	−23.8%	5.60%
ICSH	iShares Ultra Short Duration Bond Active ETF	Added	192,033	+40,029	$9,678,463	+25.9%	4.90%
EES	WisdomTree U.S. SmallCap Fund	Added	115,909	+7,474	$7,485,391	+1.8%	3.79%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	80,995	+19,173	$7,259,581	+21.8%	3.67%
DES	WisdomTree U.S. SmallCap Dividend Fund	Added	166,881	+3,852	$6,324,789	−4.6%	3.20%
VDC	VANGUARD CONSUMER STAPLES INDEX FUND	Added	24,902	+4,184	$5,433,865	+16.3%	2.75%
AVUV	Avantis U.S. Small Cap Value ETF	Added	34,430	+6,847	$4,054,821	+17.8%	2.05%
VBR	VANGUARD SMALL-CAP VALUE INDEX FUND	Added	17,119	+2,553	$3,955,002	+11.7%	2.00%
AAPL	Apple Inc. Technology	Reduced	10,438	-493	$3,476,062	+9.9%	1.76%
CVX	Chevron Corp Energy	Reduced	13,982	-84	$2,855,264	+22.5%	1.45%
LLY	ELI LILLY & Co Healthcare	Reduced	2,387	-16	$2,761,949	−4.2%	1.40%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	7,236	-3,921	$2,708,000	−34.4%	1.37%
MMM	3M Co Industrials	Added	16,395	+3	$2,691,239	+1.4%	1.36%
ECL	Ecolab Inc. Basic Materials	Added	9,565	+27	$2,626,357	−1.2%	1.33%
AMAT	Applied Materials Inc Technology	Held	4,874	0	$2,492,466	−29.3%	1.26%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Reduced	34,632	-31,213	$2,429,434	−49.7%	1.23%
CSCO	Cisco Systems, Inc. Technology	Added	18,139	+107	$1,952,300	−7.8%	0.99%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,369	-30	$1,677,593	−1.4%	0.85%
ABBV	AbbVie Inc. Healthcare	Added	6,329	+35	$1,655,603	+4.5%	0.84%
DFAI	Dimensional International Core Equity Market ETF	Reduced	38,034	-33,023	$1,575,748	−46.2%	0.80%
XOM	ExxonMobil Holdings Corp Energy	NEW	9,412	NEW	$1,531,803	NEW	0.78%
VDE	VANGUARD ENERGY INDEX FUND	Added	8,689	+2,604	$1,495,898	+63.7%	0.76%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	43,502	-4,657	$1,449,051	−13.6%	0.73%
JEPI	JPMorgan Equity Premium Income ETF	Reduced	23,497	-634	$1,321,001	−3.1%	0.67%
BNDX	Vanguard Total International Bond ETF	Reduced	27,302	-19,312	$1,279,644	−43.3%	0.65%
SPHQ	Invesco S&P 500 Quality ETF	Reduced	14,662	-551	$1,232,780	−10.1%	0.62%
PG	PROCTER & GAMBLE Co Consumer Defensive	Held	7,941	0	$1,153,668	−0.9%	0.58%
USB	US Bancorp De Financial Services	Added	19,768	+162	$1,141,799	−3.6%	0.58%
DDS	Dillard's, Inc. Consumer Cyclical	NEW	1,653	NEW	$1,107,493	NEW	0.56%
MSFT	Microsoft Corp Technology	Added	1,971	+1	$1,010,925	+37.6%	0.51%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	6,312	+15	$979,622	−1.6%	0.50%
JNJ	Johnson & Johnson Healthcare	Added	3,582	+2	$948,298	+4.3%	0.48%
META	Meta Platforms, Inc. Communication Services	Reduced	1,233	-9	$894,146	+27.8%	0.45%
MCY	Mercury General Corp Financial Services	Added	8,235	+2	$814,029	−7.3%	0.41%
SCHW	Schwab Charles Corp Financial Services	Reduced	8,320	-94	$813,196	+4.7%	0.41%
ITW	Illinois Tool Works Inc Industrials	Added	3,062	+4	$787,791	−4.8%	0.40%
MU	Micron Technology Inc Technology	Held	712	0	$758,358	−7.7%	0.38%
AMZN	Amazon Com Inc Consumer Cyclical	Held	3,017	0	$751,685	+4.5%	0.38%
GOOGL	Alphabet Inc. Communication Services	Held	2,154	0	$741,148	−3.7%	0.38%
VXUS	Vanguard Total International Stock ETF	Reduced	8,703	-15,230	$739,406	−63.9%	0.37%
JKHY	Jack Henry & Associates Inc Technology	Added	5,154	+1,168	$738,258	+34.5%	0.37%
SPCX	Space Exploration Technologies Corp Industrials	NEW	4,591	NEW	$692,598	NEW	0.35%
EPD	Enterprise Products Partners L.P. Energy	Added	18,700	+300	$665,907	−1.5%	0.34%
UNH	Unitedhealth Group Inc Healthcare	Added	1,736	+4	$637,250	−11.5%	0.32%
WMT	Walmart Inc. Consumer Defensive	Added	5,599	+49	$581,848	−7.4%	0.29%
MCHP	Microchip Technology Inc Technology	Reduced	7,465	-95	$580,553	−15.8%	0.29%
COST	Costco Wholesale Corp Consumer Defensive	Held	630	0	$573,514	−2.7%	0.29%

Showing the top 50 of 100 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.