StockDriftsStockDriftsTop 50 Summit Investment Advisors INC Ks Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLOT | ISHARES TR | 12.89% | 558.6K | $28.5M | +10.57%(+53.40K) | $50.97(-0.25%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 10.35% | 110.1K | $22.9M | +10.44%(+10.41K) | $193.82(+11.47%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 10.19% | 322.3K | $22.5M | +10.68%(+31.09K) | $52.04(+11.11%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 9.6% | 653.3K | $21.3M | +11.74%(+68.64K) | $28.57(+23.11%) | 2026-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 5% | 248.9K | $11.1M | -23.96%(-78.42K) | $39.08(+11.85%) | 2026-09-30 | |
| ICSH | ISHARES TR | 4.37% | 192.0K | $9.7M | +26.33%(+40.03K) | $50.60(-0.47%) | 2026-09-30 | |
| EES | WISDOMTREE TR | 3.38% | 115.9K | $7.5M | +6.89%(+7.47K) | $57.32(+13.15%) | 2026-09-30 | |
| VNQ | VANGUARD INDEX FDS | 3.28% | 81.0K | $7.3M | +31.01%(+19.17K) | $90.93(+5.28%) | 2026-09-30 | |
| DES | WISDOMTREE TR | 2.86% | 166.9K | $6.3M | +2.36%(+3.85K) | $34.19(+12.75%) | 2026-09-30 | |
| VDC | VANGUARD WORLD FD | 2.46% | 24.9K | $5.4M | +20.19%(+4.18K) | $216.41(+13.43%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +8.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +4.55% |
Summit Investment Advisors INC Ks reports $221.28M in US-listed equity holdings across 100 positions in its most recent 13F filing. Its largest disclosed positions are FLOT (12.9%), RSP (10.3%) and FRDM (10.2%). The top 20 holdings account for 77.97% of reported assets. Its disclosed equity book has returned +8.08% cumulatively over 3 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Investment Advisors INC Ks’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2162251). View Summit Investment Advisors INC Ks’s 13F filings on SEC