Summit Financial Strategies, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.27B
Q ending 2026-03-31
Prior quarter
$1.22B
Q ending 2025-12-31
Change
+4.3% QoQ · +28.0% YoY
Positions
170
reported holdings
Largest positions
Top 100 of 170 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Dimensional Etf Trust | DFIC | Shares | $138.1M | 3.9M |
| J P Morgan Exchange Traded F | JCPB | Shares | $124.3M | 2.6M |
| Ishares Tr | IVV | Shares | $109.5M | 168K |
| Fidelity Merrimack Str Tr | FBND | Shares | $101.6M | 2.2M |
| Dimensional Etf Trust | DFLV | Shares | $86.0M | 2.4M |
| Schwab Strategic Tr | SCHB | Shares | $67.1M | 2.7M |
| American Centy Etf Tr | AVEM | Shares | $66.8M | 829K |
| Ishares Tr | IJH | Shares | $65.7M | 972K |
| Packaging Corp Amer | PKG | Shares | $52.1M | 246K |
| Vanguard Index Fds | VBK | Shares | $41.8M | 138K |
| Ishares Tr | IJR | Shares | $40.2M | 323K |
| Schwab Strategic Tr | SCHM | Shares | $39.7M | 1.3M |
| Dimensional Etf Trust | DFGR | Shares | $28.2M | 1.1M |
| Dimensional Etf Trust | DFAT | Shares | $27.9M | 446K |
| Vanguard Scottsdale Fds | VONG | Shares | $27.3M | 249K |
| Schwab Strategic Tr | SCHA | Shares | $21.5M | 741K |
| Apple Inc | AAPL | Shares | $17.8M | 70K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $12.2M | 25K |
| Walmart Inc | WMT | Shares | $10.2M | 82K |
| Vanguard Index Fds | VOO | Shares | $10.2M | 17K |
| J P Morgan Exchange Traded F | JMUB | Shares | $7.9M | 157K |
| Microsoft Corp | MSFT | Shares | $7.8M | 21K |
| Schwab Strategic Tr | SCHZ | Shares | $7.6M | 329K |
| Vanguard Tax-Managed Fds | VEA | Shares | $5.1M | 79K |
| Schwab Strategic Tr | SCHF | Shares | $4.9M | 199K |
| Ishares Tr | EFA | Shares | $4.7M | 49K |
| Dimensional Etf Trust | DFUV | Shares | $4.6M | 95K |
| Janus Detroit Str Tr | JAAA | Shares | $4.6M | 91K |
| Ishares Tr | IWB | Shares | $4.4M | 12K |
| Spdr Gold Tr | GLD | Shares | $4.4M | 10K |
| Schwab Strategic Tr | SCHX | Shares | $4.1M | 158K |
| Ishares Tr | IWF | Shares | $4.0M | 9K |
| Tesla Inc | TSLA | Shares | $3.8M | 10K |
| Vanguard Intl Equity Index F | VWO | Shares | $3.4M | 63K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $3.4M | 5K |
| Civista Bancshares Inc | CIVB | Shares | $3.3M | 143K |
| Schwab Strategic Tr | SCHP | Shares | $3.2M | 119K |
| Jpmorgan Chase & Co | JPM | Shares | $3.1M | 11K |
| Vanguard Index Fds | VO | Shares | $3.1M | 11K |
| Abbvie Inc | ABBV | Shares | $3.1M | 14K |
| Ishares Tr | IWR | Shares | $3.0M | 31K |
| American Centy Etf Tr | AVLV | Shares | $2.9M | 37K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.9M | 4 |
| Ishares Tr | EFV | Shares | $2.7M | 37K |
| Park Natl Corp | PRK | Shares | $2.5M | 15K |
| Alphabet Inc | GOOGL | Shares | $2.2M | 8K |
| Nvidia Corporation | NVDA | Shares | $2.2M | 13K |
| Vanguard Intl Equity Index F | VSS | Shares | $2.2M | 15K |
| Ishares Tr | IWD | Shares | $2.1M | 10K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 12K |
| Applied Matls Inc | AMAT | Shares | $1.8M | 5K |
| Pimco Etf Tr | SMMU | Shares | $1.8M | 36K |
| Amazon Com Inc | AMZN | Shares | $1.7M | 8K |
| Eli Lilly & Co | LLY | Shares | $1.7M | 2K |
| Energy Transfer L P | ET | Shares | $1.6M | 85K |
| Vanguard Index Fds | VTV | Shares | $1.6M | 8K |
| Ishares Tr | IVW | Shares | $1.5M | 13K |
| Vanguard Index Fds | VTI | Shares | $1.4M | 4K |
| Procter & Gamble Co | PG | Shares | $1.4M | 10K |
| Caterpillar Inc | CAT | Shares | $1.4M | 2K |
| Ishares Tr | IWM | Shares | $1.4M | 6K |
| Vanguard Index Fds | VOE | Shares | $1.2M | 7K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Alphabet Inc | GOOG | Shares | $1.2M | 4K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $1.1M | 10K |
| Texas Instrs Inc | TXN | Shares | $1.1M | 6K |
| Vanguard Index Fds | VUG | Shares | $1.0M | 2K |
| Bank New York Mellon Corp | BNY | Shares | $1.0M | 8K |
| Vanguard Intl Equity Index F | VEU | Shares | $976K | 13K |
| Abbott Laboratories | ABT | Shares | $972K | 9K |
| Pgim Etf Tr | PULS | Shares | $971K | 20K |
| Spdr Series Trust | SPTM | Shares | $965K | 12K |
| Spdr Series Trust | SPSM | Shares | $892K | 18K |
| Ecolab Inc | ECL | Shares | $845K | 3K |
| Schwab Strategic Tr | SCHE | Shares | $793K | 24K |
| Schwab Strategic Tr | SCHG | Shares | $769K | 26K |
| Installed Bldg Prods Inc | IBP | Shares | $768K | 3K |
| Spdr Index Shs Fds | SPDW | Shares | $735K | 16K |
| Merck & Co Inc | MRK | Shares | $729K | 6K |
| Deere & Co | DE | Shares | $726K | 1K |
| Worthington Enterprises Inc | WOR | Shares | $700K | 13K |
| Spdr Series Trust | SPYM | Shares | $688K | 9K |
| Invesco Qqq Tr | QQQ | Shares | $677K | 1K |
| Ishares Tr | DVY | Shares | $665K | 4K |
| American Elec Pwr Co Inc | AEP | Shares | $662K | 5K |
| Cincinnati Finl Corp | CINF | Shares | $638K | 4K |
| Chevron Corporation | CVX | Shares | $628K | 3K |
| Schwab Strategic Tr | SCHC | Shares | $621K | 13K |
| Huntington Bancshares Inc | HBAN | Shares | $594K | 38K |
| Janus Detroit Str Tr | JBBB | Shares | $588K | 13K |
| Widepoint Corp | WYY | Shares | $588K | 118K |
| Netflix Inc. | NFLX | Shares | $562K | 6K |
| Amgen Inc | AMGN | Shares | $546K | 2K |
| Ishares Tr | DGRO | Shares | $540K | 8K |
| Direxion Shares Etf Trust | SPXL | Shares | $535K | 3K |
| Eaton Corp Plc | Shares | $522K | 1K | |
| Ishares Tr | IAGG | Shares | $497K | 10K |
| Mcdonalds Corp | MCD | Shares | $495K | 2K |
| Ishares Tr | AGG | Shares | $486K | 5K |
| American Centy Etf Tr | AVUV | Shares | $458K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.