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Summit Investment Advisors, Inc.
Summit Investment Advisors, Inc. is a wealth management and investment advisory firm headquartered in Hunt Valley, Maryland. The firm is registered with the SEC and serves primarily high-net-worth clients, offering tailored investment advisory services for individuals and families. Summit Investment Advisors, Inc. manages $255 million in assets and provides comprehensive planning, portfolio management, and retirement solutions. The firm maintains a focused client roster and emphasizes personalized service.
Investment Strategy
Summit Investment Advisors, Inc. offers personalized investment strategies based on a detailed assessment of clients’ individual goals, time horizons, risk tolerance, and financial circumstances. Advisors create custom-managed portfolios, focusing on long-term asset growth, household-level financial planning, and prudent asset allocation. The firm’s approach centers on constructing diversified portfolios tailored to the needs of high-net-worth individuals and families, with an emphasis on managing risk and aligning investments to client objectives.
Latest 13F Filing Activity
Summit Investment Advisors, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 55 equity positions with a total 13F market value of $121M. The fund increased holdings in Ishares TR, Ishares TR, Invesco QQQ TR among other positions. Summit Investment Advisors, Inc. reduced exposure to Visa Inc., Costco WHSL Corp. New, Amazon Com Inc. among others.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BSJP | INVESCO EXCH TRD SLF IDX FD | 9.36% | $11.4M | 492,654 | $23.07 | $23.07 | +$338.4K |
I IWF | ISHARES TR | 7.14% | $8.7M | 20,053 | $400.92 | $424.58 | +$1.3M |
B BSCR | INVESCO EXCH TRD SLF IDX FD | 7.01% | $8.5M | 432,241 | $19.49 | $19.65 | +$298.4K |
I IBHF | ISHARES TR | 5.80% | $7.0M | 304,244 | $23.16 | $23.23 | +$325.0K |
B BSJQ | INVESCO EXCH TRD SLF IDX FD | 5.42% | $6.6M | 282,006 | $23.28 | $23.33 | +$298.9K |
Industry Allocation
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