Sponsored

The Analysis of Summit Financial Strategies, Inc.'s Holdings & P&L

Currently, Summit Financial Strategies, Inc. holds 172 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in N/A (+13.1K shares, valued at $9.8M), VONG (+62.0K shares, valued at $7.9M), JCPB (+161.2K shares, valued at $7.6M); decreased their positions in SCHB (-346.0K shares, valued at $10.0M), SCHM (-151.0K shares, valued at $5.6M), AVEM (-44.3K shares, valued at $4.3M); initiated new positions in GLW (+1.3K shares, valued at $324.4K), SOXX (+489 shares, valued at $313.3K), AMD (+487 shares, valued at $283.1K).

1M P&L

+1.4M+0.11%

3M P&L

+41.4M+3.37%

HY P&L

+68.9M+5.73%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.1B

87.4%

2Packaging & Containers63.5M

5.0%

3Consumer Electronics20.1M

1.6%

Top Industries by Stock Count

1N/A91 stocks

59.9%

2Semiconductors6 stocks

3.9%

3Drug Manufacturers - General4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIC DIMENSIONAL ETF TRUST4.0M shares2.05%2026-06-302026-07-24

ISHARES TR ISHARES TR180.8K shares7.83%2026-06-302026-07-24

JCPB J P MORGAN EXCHANGE TRADED F2.8M shares6.11%2026-06-302026-07-24

FBND FIDELITY MERRIMACK STR TR2.4M shares7.08%2026-06-302026-07-24

DFLV DIMENSIONAL ETF TRUST2.5M shares3.03%2026-06-302026-07-24

IJH ISHARES TR1.0M shares7.40%2026-06-302026-07-24

AVEM AMERICAN CENTY ETF TR785.0K shares-5.34%2026-06-302026-07-24

SCHB SCHWAB STRATEGIC TR2.3M shares-12.95%2026-06-302026-07-24

Sponsored

PKG PACKAGING CORP AMER265.1K shares7.91%2026-06-302026-07-24

IJR ISHARES TR340.4K shares5.22%2026-06-302026-07-24

VBK VANGUARD INDEX FDS135.7K shares-1.90%2026-06-302026-07-24

SCHM SCHWAB STRATEGIC TR1.1M shares-11.78%2026-06-302026-07-24

VONG VANGUARD SCOTTSDALE FDS310.8K shares24.93%2026-06-302026-07-24

DFAT DIMENSIONAL ETF TRUST472.3K shares5.83%2026-06-302026-07-24

DFGR DIMENSIONAL ETF TRUST1.1M shares5.14%2026-06-302026-07-24

SCHA SCHWAB STRATEGIC TR635.0K shares-14.28%2026-06-302026-07-24

Sponsored

AAPL APPLE INC69.5K shares-0.96%2026-06-302026-07-24

BRK.B BERKSHIRE HATHAWAY INC DEL24.9K shares-1.99%2026-06-302026-07-24

VOO VANGUARD INDEX FDS17.6K shares3.47%2026-06-302026-07-24

WMT WALMART INC81.9K shares-0.67%2026-06-302026-07-24

JMUB J P MORGAN EXCHANGE TRADED F160.9K shares2.15%2026-06-302026-07-24

MSFT MICROSOFT CORP21.1K shares0.15%2026-06-302026-07-24

SCHZ SCHWAB STRATEGIC TR279.3K shares-15.03%2026-06-302026-07-24

VEA VANGUARD TAX-MANAGED FDS78.9K shares-0.10%2026-06-302026-07-24

Sponsored

DFUV DIMENSIONAL ETF TRUST94.9K shares-0.51%2026-06-302026-07-24

IWB ISHARES TR12.4K shares-0.59%2026-06-302026-07-24

SCHX SCHWAB STRATEGIC TR160.3K shares1.16%2026-06-302026-07-24

SCHF SCHWAB STRATEGIC TR169.9K shares-14.72%2026-06-302026-07-24

JAAA JANUS DETROIT STR TR91.0K shares0.51%2026-06-302026-07-24

TSLA TESLA INC10.1K shares0.01%2026-06-302026-07-24

EFA ISHARES TR40.5K shares-17.19%2026-06-302026-07-24

CIVB CIVISTA BANCSHARES INC142.6K shares0.00%2026-06-302026-07-24

Sponsored

IWF ISHARES TR32.1K shares243.83%2026-06-302026-07-24

APPLIED MATLS INC APPLIED MATLS INC5.3K shares-0.56%2026-06-302026-07-24

GLD SPDR GOLD TR10.2K shares0.00%2026-06-302026-07-24

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T4.9K shares-5.06%2026-06-302026-07-24

VO VANGUARD INDEX FDS45.0K shares317.18%2026-06-302026-07-24

IWR ISHARES TR31.2K shares0.00%2026-06-302026-07-24

JPMORGAN CHASE & CO JPMORGAN CHASE & CO10.3K shares-2.57%2026-06-302026-07-24

VWO VANGUARD INTL EQUITY INDEX F54.9K shares-12.44%2026-06-302026-07-24

Sponsored

SCHP SCHWAB STRATEGIC TR120.5K shares0.94%2026-06-302026-07-24

AVLV AMERICAN CENTY ETF TR33.5K shares-8.33%2026-06-302026-07-24

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-06-302026-07-24

GOOGL ALPHABET INC7.8K shares0.10%2026-06-302026-07-24

VSS VANGUARD INTL EQUITY INDEX F16.7K shares11.21%2026-06-302026-07-24

NVDA NVIDIA CORPORATION12.7K shares0.55%2026-06-302026-07-24

EFV ISHARES TR32.4K shares-11.97%2026-06-302026-07-24

IWD ISHARES TR10.1K shares0.84%2026-06-302026-07-24

Sponsored

ABBVIE INC ABBVIE INC9.3K shares-34.44%2026-06-302026-07-24

CAT CATERPILLAR INC2.0K shares2.82%2026-06-302026-07-24

LLY ELI LILLY & CO1.8K shares-2.50%2026-06-302026-07-24

AMZN AMAZON COM INC8.2K shares-0.30%2026-06-302026-07-24

SMMU PIMCO ETF TR35.5K shares-1.22%2026-06-302026-07-24

IVW ISHARES TR13.0K shares0.00%2026-06-302026-07-24

VTV VANGUARD INDEX FDS8.1K shares1.31%2026-06-302026-07-24

WYY WIDEPOINT CORP98.5K shares-16.38%2026-06-302026-07-24

Sponsored

TXN TEXAS INSTRS INC5.8K shares-0.38%2026-06-302026-07-24

EXXON MOBIL CORP EXXON MOBIL CORP12.5K shares1.84%2026-06-302026-07-24

PRK PARK NATL CORP9.1K shares-41.36%2026-06-302026-07-24

ET ENERGY TRANSFER L P85.2K shares0.00%2026-06-302026-07-24

VANGUARD INDEX FDS VANGUARD INDEX FDS4.4K shares-1.91%2026-06-302026-07-24

PG PROCTER & GAMBLE CO10.2K shares4.81%2026-06-302026-07-24

IWM ISHARES TR4.7K shares-14.75%2026-06-302026-07-24

GOOG ALPHABET INC3.9K shares-5.50%2026-06-302026-07-24

Sponsored

VOE VANGUARD INDEX FDS6.8K shares2.28%2026-06-302026-07-24

IVOO VANGUARD ADMIRAL FDS INC10.0K shares0.00%2026-06-302026-07-24

VUG VANGUARD INDEX FDS14.3K shares502.23%2026-06-302026-07-24

BK BANK OF NY MELLON CORP8.5K shares0.00%2026-06-302026-07-24

JNJ JOHNSON & JOHNSON4.7K shares-4.74%2026-06-302026-07-24

IBP INSTALLED BLDG PRODS INC5.2K shares79.18%2026-06-302026-07-24

SPTM SPDR SERIES TRUST12.2K shares0.00%2026-06-302026-07-24

VEU VANGUARD INTL EQUITY INDEX F13.0K shares0.00%2026-06-302026-07-24

Sponsored

SPSM SPDR SERIES TRUST17.8K shares-3.61%2026-06-302026-07-24

QQQ INVESCO QQQ TR1.2K shares2.81%2026-06-302026-07-24

ECL ECOLAB INC3.2K shares0.00%2026-06-302026-07-24

SPDW SPDR INDEX SHS FDS16.1K shares-0.02%2026-06-302026-07-24

DE DEERE & CO1.2K shares-3.26%2026-06-302026-07-24

SPDR SERIES TRUST SPDR SERIES TRUST9.0K shares0.00%2026-06-302026-07-24

SCHG SCHWAB STRATEGIC TR23.1K shares-12.70%2026-06-302026-07-24

SPXL DIREXION SHARES ETF TRUST2.9K shares-1.38%2026-06-302026-07-24

Sponsored

CINF CINCINNATI FINL CORP4.1K shares0.00%2026-06-302026-07-24

PULS PGIM ETF TR15.1K shares-23.14%2026-06-302026-07-24

WOR WORTHINGTON ENTERPRISES INC13.4K shares0.00%2026-06-302026-07-24

DVY ISHARES TR4.4K shares0.87%2026-06-302026-07-24

HBAN HUNTINGTON BANCSHARES INC38.0K shares0.08%2026-06-302026-07-24

ABT ABBOTT LABORATORIES7.2K shares-23.66%2026-06-302026-07-24

MRK MERCK & CO INC5.1K shares-16.59%2026-06-302026-07-24

ETN EATON CORP PLC1.5K shares-0.07%2026-06-302026-07-24

Sponsored

BIL SPDR SERIES TRUST6.7K shares67.47%2026-06-302026-07-24

IAGG ISHARES TR12.1K shares21.65%2026-06-302026-07-24

INTC INTEL CORP4.4K shares-3.65%2026-06-302026-07-24

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC1.4K shares-0.07%2026-06-302026-07-24

DGRO ISHARES TR7.7K shares0.00%2026-06-302026-07-24

AMGN AMGEN INC1.6K shares0.00%2026-06-302026-07-24

GEV GE VERNOVA INC465 shares3.79%2026-06-302026-07-24

META PLATFORMS INC META PLATFORMS INC932 shares16.94%2026-06-302026-07-24

Sponsored

IWV ISHARES TR1.2K shares0.00%2026-06-302026-07-24

CVX CHEVRON CORPORATION3.0K shares0.00%2026-06-302026-07-24

EEM ISHARES TR7.3K shares0.00%2026-06-302026-07-24

VIOO VANGUARD ADMIRAL FDS INC3.6K shares-4.36%2026-06-302026-07-24

VGT VANGUARD WORLD FD4.1K shares700.20%2026-06-302026-07-24

PRF INVESCO EXCHANGE TRADED FD T8.9K shares0.00%2026-06-302026-07-24

AVUV AMERICAN CENTY ETF TR3.8K shares-8.44%2026-06-302026-07-24

JBBB JANUS DETROIT STR TR9.3K shares-26.11%2026-06-302026-07-24

Sponsored

GSLC GOLDMAN SACHS ETF TR3.1K shares0.00%2026-06-302026-07-24

MCD MCDONALDS CORP1.6K shares0.00%2026-06-302026-07-24

SCHE SCHWAB STRATEGIC TR11.8K shares-50.91%2026-06-302026-07-24

NETFLIX INC. NETFLIX INC.5.8K shares-0.60%2026-06-302026-07-24

DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2026-06-302026-07-24

VBR VANGUARD INDEX FDS1.7K shares-7.10%2026-06-302026-07-24

IJT ISHARES TR2.2K shares0.00%2026-06-302026-07-24

HD HOME DEPOT INC1.1K shares-6.05%2026-06-302026-07-24

Sponsored

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION421 shares3.19%2026-06-302026-07-24

TSM TAIWAN SEMICONDUCTOR MANUFAC813 shares-5.13%2026-06-302026-07-24

ISHARES TR ISHARES TR3.9K shares-21.06%2026-06-302026-07-24

MTSI MACOM TECH SOLUTIONS HLDGS I975 shares0.00%2026-06-302026-07-24

EFG ISHARES TR3.0K shares4.94%2026-06-302026-07-24

AVDE AMERICAN CENTY ETF TR4.1K shares-2.85%2026-06-302026-07-24

ACWI ISHARES TR2.3K shares-2.62%2026-06-302026-07-24

VIG VANGUARD SPECIALIZED FUNDS1.5K shares26.48%2026-06-302026-07-24

Sponsored

XLE SELECT SECTOR SPDR TR6.4K shares2.61%2026-06-302026-07-24

GEF GREIF INC4.6K shares0.00%2026-06-302026-07-24

LMT LOCKHEED MARTIN CORP665 shares-3.06%2026-06-302026-07-24

GLW CORNING INC1.3K sharesnew addition2026-06-302026-07-24

VB VANGUARD INDEX FDS1.0K shares1.36%2026-06-302026-07-24

SOXX ISHARES TR489 sharesnew addition2026-06-302026-07-24

GE GE AEROSPACE837 shares0.00%2026-06-302026-07-24

CISCO SYS INC CISCO SYS INC2.7K shares0.00%2026-06-302026-07-24

Sponsored

MTD METTLER TOLEDO INTERNATIONAL244 shares-18.67%2026-06-302026-07-24

WS WORTHINGTON STL INC8.8K shares0.00%2026-06-302026-07-24

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC2.5K shares5.33%2026-06-302026-07-24

PDN INVESCO EXCH TRADED FD TR II6.3K shares-3.64%2026-06-302026-07-24

AMD ADVANCED MICRO DEVICES INC487 sharesnew addition2026-06-302026-07-24

KLAC KLA CORP932 sharesnew addition2026-06-302026-07-24

AEP AMERICAN ELEC PWR CO INC2.1K shares-59.38%2026-06-302026-07-24

XLF SELECT SECTOR SPDR TR5.2K shares0.00%2026-06-302026-07-24

Sponsored

VTIP VANGUARD MALVERN FDS5.4K shares-9.88%2026-06-302026-07-24

VXUS VANGUARD STAR FDS3.1K shares4.67%2026-06-302026-07-24

PLD PROLOGIS INC.1.9K shares0.00%2026-06-302026-07-24

VPU VANGUARD WORLD FD1.3K shares0.00%2026-06-302026-07-24

3M CO 3M CO1.5K shares-4.56%2026-06-302026-07-24

VTEI VANGUARD MUN BD FDS2.4K sharesnew addition2026-06-302026-07-24

DIS DISNEY WALT CO2.4K shares-0.08%2026-06-302026-07-24

BA BOEING CO1.1K shares0.00%2026-06-302026-07-24

Sponsored

XLK SELECT SECTOR SPDR TR1.2K sharesnew addition2026-06-302026-07-24

EURL DIREXION SHARES ETF TRUST5.0K sharesnew addition2026-06-302026-07-24

VHT VANGUARD WORLD FD771 shares-16.01%2026-06-302026-07-24

DFAS DIMENSIONAL ETF TRUST2.7K sharesnew addition2026-06-302026-07-24

IEMG ISHARES INC2.7K sharesnew addition2026-06-302026-07-24

CHY CALAMOS CONV & HIGH INCOME F16.5K shares0.00%2026-06-302026-07-24

XLV SELECT SECTOR SPDR TR1.4K sharesnew addition2026-06-302026-07-24

SCHH SCHWAB STRATEGIC TR9.0K shares-48.39%2026-06-302026-07-24

Sponsored

CVS CVS HEALTH CORP2.1K sharesnew addition2026-06-302026-07-24

SOUTHERN CO SOUTHERN CO2.2K shares0.00%2026-06-302026-07-24

FDN FIRST TR EXCHANGE-TRADED FD795 sharesnew addition2026-06-302026-07-24

VZ VERIZON COMMUNICATIONS INC4.9K shares-7.99%2026-06-302026-07-24

MASTERCARD INCORPORATED MASTERCARD INCORPORATED405 shares0.00%2026-06-302026-07-24

VOT VANGUARD INDEX FDS678 sharesnew addition2026-06-302026-07-24

IJK ISHARES TR1.8K sharesnew addition2026-06-302026-07-24

VISA INC VISA INC599 sharesnew addition2026-06-302026-07-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS729 sharesnew addition2026-06-302026-07-24

CAH CARDINAL HEALTH INC851 sharesnew addition2026-06-302026-07-24

PHYS SPROTT ASSET MANAGEMENT LP6.7K shares1.36%2026-06-302026-07-24

FITB FIFTH THIRD BANCORP3.6K sharesnew addition2026-06-302026-07-24

CMF ISHARES TR3.5K sharesnew addition2026-06-302026-07-24

STARWOOD PPTY TR INC STARWOOD PPTY TR INC10.7K shares0.00%2026-06-302026-07-24

STLA STELLANTIS N.V11.7K shares-0.14%2026-06-302026-07-24

UA UNDER ARMOUR INC10.0K shares0.00%2026-06-302026-07-24

Sponsored

GERN GERON CORP27.0K shares0.00%2026-06-302026-07-24

MYO MYOMO INC25.0K shares0.00%2026-06-302026-07-24

FEAM 5E ADVANCED MATERIALS INC12.3K shares0.00%2026-06-302026-07-24

FNGR FINGERMOTION INC13.9K shares-7.33%2026-06-302026-07-24

DFIC

DIMENSIONAL ETF TRUST

2.05%

Shares4.0M

Event2026-06-30

Filed2026-07-24

ISHARES TR

7.83%

Shares180.8K

Event2026-06-30

Filed2026-07-24

JCPB

J P MORGAN EXCHANGE TRADED F

6.11%

Shares2.8M

Event2026-06-30

Filed2026-07-24

FBND

FIDELITY MERRIMACK STR TR

7.08%

Shares2.4M

Event2026-06-30

Filed2026-07-24

DFLV

DIMENSIONAL ETF TRUST

3.03%

Shares2.5M

Event2026-06-30

Filed2026-07-24

IJH

ISHARES TR

7.40%

Shares1.0M

Event2026-06-30

Filed2026-07-24

AVEM

AMERICAN CENTY ETF TR

-5.34%

Shares785.0K

Event2026-06-30

Filed2026-07-24

SCHB

SCHWAB STRATEGIC TR

-12.95%

Shares2.3M

Event2026-06-30

Filed2026-07-24

PKG

PACKAGING CORP AMER

7.91%

Shares265.1K

Event2026-06-30

Filed2026-07-24

IJR

ISHARES TR

5.22%

Shares340.4K

Event2026-06-30

Filed2026-07-24

VBK

VANGUARD INDEX FDS

-1.90%

Shares135.7K

Event2026-06-30

Filed2026-07-24

SCHM

SCHWAB STRATEGIC TR

-11.78%

Shares1.1M

Event2026-06-30

Filed2026-07-24

VONG

VANGUARD SCOTTSDALE FDS

24.93%

Shares310.8K

Event2026-06-30

Filed2026-07-24

DFAT

DIMENSIONAL ETF TRUST

5.83%

Shares472.3K

Event2026-06-30

Filed2026-07-24

DFGR

DIMENSIONAL ETF TRUST

5.14%

Shares1.1M

Event2026-06-30

Filed2026-07-24

SCHA

SCHWAB STRATEGIC TR

-14.28%

Shares635.0K

Event2026-06-30

Filed2026-07-24

AAPL

APPLE INC

-0.96%

Shares69.5K

Event2026-06-30

Filed2026-07-24

BRK.B

BERKSHIRE HATHAWAY INC DEL

-1.99%

Shares24.9K

Event2026-06-30

Filed2026-07-24

VOO

VANGUARD INDEX FDS

3.47%

Shares17.6K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

-0.67%

Shares81.9K

Event2026-06-30

Filed2026-07-24

JMUB

J P MORGAN EXCHANGE TRADED F

2.15%

Shares160.9K

Event2026-06-30

Filed2026-07-24

MSFT

MICROSOFT CORP

0.15%

Shares21.1K

Event2026-06-30

Filed2026-07-24

SCHZ

SCHWAB STRATEGIC TR

-15.03%

Shares279.3K

Event2026-06-30

Filed2026-07-24

VEA

VANGUARD TAX-MANAGED FDS

-0.10%

Shares78.9K

Event2026-06-30

Filed2026-07-24

DFUV

DIMENSIONAL ETF TRUST

-0.51%

Shares94.9K

Event2026-06-30

Filed2026-07-24

IWB

ISHARES TR

-0.59%

Shares12.4K

Event2026-06-30

Filed2026-07-24

SCHX

SCHWAB STRATEGIC TR

1.16%

Shares160.3K

Event2026-06-30

Filed2026-07-24

SCHF

SCHWAB STRATEGIC TR

-14.72%

Shares169.9K

Event2026-06-30

Filed2026-07-24

JAAA

JANUS DETROIT STR TR

0.51%

Shares91.0K

Event2026-06-30

Filed2026-07-24

TSLA

TESLA INC

0.01%

Shares10.1K

Event2026-06-30

Filed2026-07-24

EFA

ISHARES TR

-17.19%

Shares40.5K

Event2026-06-30

Filed2026-07-24

CIVB

CIVISTA BANCSHARES INC

0.00%

Shares142.6K

Event2026-06-30

Filed2026-07-24

IWF

ISHARES TR

243.83%

Shares32.1K

Event2026-06-30

Filed2026-07-24

APPLIED MATLS INC

-0.56%

Shares5.3K

Event2026-06-30

Filed2026-07-24

GLD

SPDR GOLD TR

0.00%

Shares10.2K

Event2026-06-30

Filed2026-07-24

STATE STR SPDR S&P 500 ETF T

-5.06%

Shares4.9K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

317.18%

Shares45.0K

Event2026-06-30

Filed2026-07-24

IWR

ISHARES TR

0.00%

Shares31.2K

Event2026-06-30

Filed2026-07-24

JPMORGAN CHASE & CO

-2.57%

Shares10.3K

Event2026-06-30

Filed2026-07-24

VWO

VANGUARD INTL EQUITY INDEX F

-12.44%

Shares54.9K

Event2026-06-30

Filed2026-07-24

SCHP

SCHWAB STRATEGIC TR

0.94%

Shares120.5K

Event2026-06-30

Filed2026-07-24

AVLV

AMERICAN CENTY ETF TR

-8.33%

Shares33.5K

Event2026-06-30

Filed2026-07-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-06-30

Filed2026-07-24

GOOGL

ALPHABET INC

0.10%

Shares7.8K

Event2026-06-30

Filed2026-07-24

VSS

VANGUARD INTL EQUITY INDEX F

11.21%

Shares16.7K

Event2026-06-30

Filed2026-07-24

NVDA

NVIDIA CORPORATION

0.55%

Shares12.7K

Event2026-06-30

Filed2026-07-24

EFV

ISHARES TR

-11.97%

Shares32.4K

Event2026-06-30

Filed2026-07-24

IWD

ISHARES TR

0.84%

Shares10.1K

Event2026-06-30

Filed2026-07-24

ABBVIE INC

-34.44%

Shares9.3K

Event2026-06-30

Filed2026-07-24

CAT

CATERPILLAR INC

2.82%

Shares2.0K

Event2026-06-30

Filed2026-07-24

LLY

ELI LILLY & CO

-2.50%

Shares1.8K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-0.30%

Shares8.2K

Event2026-06-30

Filed2026-07-24

SMMU

PIMCO ETF TR

-1.22%

Shares35.5K

Event2026-06-30

Filed2026-07-24

IVW

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-24

VTV

VANGUARD INDEX FDS

1.31%

Shares8.1K

Event2026-06-30

Filed2026-07-24

WYY

WIDEPOINT CORP

-16.38%

Shares98.5K

Event2026-06-30

Filed2026-07-24

TXN

TEXAS INSTRS INC

-0.38%

Shares5.8K

Event2026-06-30

Filed2026-07-24

EXXON MOBIL CORP

1.84%

Shares12.5K

Event2026-06-30

Filed2026-07-24

PRK

PARK NATL CORP

-41.36%

Shares9.1K

Event2026-06-30

Filed2026-07-24

ENERGY TRANSFER L P

0.00%

Shares85.2K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

-1.91%

Shares4.4K

Event2026-06-30

Filed2026-07-24

PROCTER & GAMBLE CO

4.81%

Shares10.2K

Event2026-06-30

Filed2026-07-24

IWM

ISHARES TR

-14.75%

Shares4.7K

Event2026-06-30

Filed2026-07-24

GOOG

ALPHABET INC

-5.50%

Shares3.9K

Event2026-06-30

Filed2026-07-24

VOE

VANGUARD INDEX FDS

2.28%

Shares6.8K

Event2026-06-30

Filed2026-07-24

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

VUG

VANGUARD INDEX FDS

502.23%

Shares14.3K

Event2026-06-30

Filed2026-07-24

BANK OF NY MELLON CORP

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-24

JNJ

JOHNSON & JOHNSON

-4.74%

Shares4.7K

Event2026-06-30

Filed2026-07-24

IBP

INSTALLED BLDG PRODS INC

79.18%

Shares5.2K

Event2026-06-30

Filed2026-07-24

SPTM

SPDR SERIES TRUST

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-24

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-24

SPSM

SPDR SERIES TRUST

-3.61%

Shares17.8K

Event2026-06-30

Filed2026-07-24

QQQ

INVESCO QQQ TR

2.81%

Shares1.2K

Event2026-06-30

Filed2026-07-24

ECL

ECOLAB INC

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-24

SPDW

SPDR INDEX SHS FDS

-0.02%

Shares16.1K

Event2026-06-30

Filed2026-07-24

DEERE & CO

-3.26%

Shares1.2K

Event2026-06-30

Filed2026-07-24

SPDR SERIES TRUST

0.00%

Shares9.0K

Event2026-06-30

Filed2026-07-24

SCHG

SCHWAB STRATEGIC TR

-12.70%

Shares23.1K

Event2026-06-30

Filed2026-07-24

SPXL

DIREXION SHARES ETF TRUST

-1.38%

Shares2.9K

Event2026-06-30

Filed2026-07-24

CINF

CINCINNATI FINL CORP

0.00%

Shares4.1K

Event2026-06-30

Filed2026-07-24

PULS

PGIM ETF TR

-23.14%

Shares15.1K

Event2026-06-30

Filed2026-07-24

WOR

WORTHINGTON ENTERPRISES INC

0.00%

Shares13.4K

Event2026-06-30

Filed2026-07-24

DVY

ISHARES TR

0.87%

Shares4.4K

Event2026-06-30

Filed2026-07-24

HBAN

HUNTINGTON BANCSHARES INC

0.08%

Shares38.0K

Event2026-06-30

Filed2026-07-24

ABT

ABBOTT LABORATORIES

-23.66%

Shares7.2K

Event2026-06-30

Filed2026-07-24

MRK

MERCK & CO INC

-16.59%

Shares5.1K

Event2026-06-30

Filed2026-07-24

ETN

EATON CORP PLC

-0.07%

Shares1.5K

Event2026-06-30

Filed2026-07-24

BIL

SPDR SERIES TRUST

67.47%

Shares6.7K

Event2026-06-30

Filed2026-07-24

IAGG

ISHARES TR

21.65%

Shares12.1K

Event2026-06-30

Filed2026-07-24

INTC

INTEL CORP

-3.65%

Shares4.4K

Event2026-06-30

Filed2026-07-24

UNITEDHEALTH GROUP INC

-0.07%

Shares1.4K

Event2026-06-30

Filed2026-07-24

DGRO

ISHARES TR

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-24

AMGN

AMGEN INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

GEV

GE VERNOVA INC

3.79%

Shares465

Event2026-06-30

Filed2026-07-24

META PLATFORMS INC

16.94%

Shares932

Event2026-06-30

Filed2026-07-24

IWV

ISHARES TR

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-24

CVX

CHEVRON CORPORATION

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-24

EEM

ISHARES TR

0.00%

Shares7.3K

Event2026-06-30

Filed2026-07-24

VIOO

VANGUARD ADMIRAL FDS INC

-4.36%

Shares3.6K

Event2026-06-30

Filed2026-07-24

VGT

VANGUARD WORLD FD

700.20%

Shares4.1K

Event2026-06-30

Filed2026-07-24

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-24

AVUV

AMERICAN CENTY ETF TR

-8.44%

Shares3.8K

Event2026-06-30

Filed2026-07-24

JBBB

JANUS DETROIT STR TR

-26.11%

Shares9.3K

Event2026-06-30

Filed2026-07-24

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-24

SCHE

SCHWAB STRATEGIC TR

-50.91%

Shares11.8K

Event2026-06-30

Filed2026-07-24

NETFLIX INC.

-0.60%

Shares5.8K

Event2026-06-30

Filed2026-07-24

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares9.2K

Event2026-06-30

Filed2026-07-24

VBR

VANGUARD INDEX FDS

-7.10%

Shares1.7K

Event2026-06-30

Filed2026-07-24

IJT

ISHARES TR

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

HOME DEPOT INC

-6.05%

Shares1.1K

Event2026-06-30

Filed2026-07-24

COSTCO WHOLESALE CORPORATION

3.19%

Shares421

Event2026-06-30

Filed2026-07-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-5.13%

Shares813

Event2026-06-30

Filed2026-07-24

ISHARES TR

-21.06%

Shares3.9K

Event2026-06-30

Filed2026-07-24

MTSI

MACOM TECH SOLUTIONS HLDGS I

0.00%

Shares975

Event2026-06-30

Filed2026-07-24

EFG

ISHARES TR

4.94%

Shares3.0K

Event2026-06-30

Filed2026-07-24

AVDE

AMERICAN CENTY ETF TR

-2.85%

Shares4.1K

Event2026-06-30

Filed2026-07-24

ACWI

ISHARES TR

-2.62%

Shares2.3K

Event2026-06-30

Filed2026-07-24

VIG

VANGUARD SPECIALIZED FUNDS

26.48%

Shares1.5K

Event2026-06-30

Filed2026-07-24

XLE

SELECT SECTOR SPDR TR

2.61%

Shares6.4K

Event2026-06-30

Filed2026-07-24

GEF

GREIF INC

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-24

LMT

LOCKHEED MARTIN CORP

-3.06%

Shares665

Event2026-06-30

Filed2026-07-24

GLW

CORNING INC

New

Shares1.3K

Event2026-06-30

Filed2026-07-24

VANGUARD INDEX FDS

1.36%

Shares1.0K

Event2026-06-30

Filed2026-07-24

SOXX

ISHARES TR

New

Shares489

Event2026-06-30

Filed2026-07-24

GE AEROSPACE

0.00%

Shares837

Event2026-06-30

Filed2026-07-24

CISCO SYS INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-24

MTD

METTLER TOLEDO INTERNATIONAL

-18.67%

Shares244

Event2026-06-30

Filed2026-07-24

WORTHINGTON STL INC

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-24

PALANTIR TECHNOLOGIES INC

5.33%

Shares2.5K

Event2026-06-30

Filed2026-07-24

PDN

INVESCO EXCH TRADED FD TR II

-3.64%

Shares6.3K

Event2026-06-30

Filed2026-07-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares487

Event2026-06-30

Filed2026-07-24

KLAC

KLA CORP

New

Shares932

Event2026-06-30

Filed2026-07-24

AEP

AMERICAN ELEC PWR CO INC

-59.38%

Shares2.1K

Event2026-06-30

Filed2026-07-24

XLF

SELECT SECTOR SPDR TR

0.00%

Shares5.2K

Event2026-06-30

Filed2026-07-24

VTIP

VANGUARD MALVERN FDS

-9.88%

Shares5.4K

Event2026-06-30

Filed2026-07-24

VXUS

VANGUARD STAR FDS

4.67%

Shares3.1K

Event2026-06-30

Filed2026-07-24

PLD

PROLOGIS INC.

0.00%

Shares1.9K

Event2026-06-30

Filed2026-07-24

VPU

VANGUARD WORLD FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-24

3M CO

-4.56%

Shares1.5K

Event2026-06-30

Filed2026-07-24

VTEI

VANGUARD MUN BD FDS

New

Shares2.4K

Event2026-06-30

Filed2026-07-24

DIS

DISNEY WALT CO

-0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-24

BOEING CO

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-24

XLK

SELECT SECTOR SPDR TR

New

Shares1.2K

Event2026-06-30

Filed2026-07-24

EURL

DIREXION SHARES ETF TRUST

New

Shares5.0K

Event2026-06-30

Filed2026-07-24

VHT

VANGUARD WORLD FD

-16.01%

Shares771

Event2026-06-30

Filed2026-07-24

DFAS

DIMENSIONAL ETF TRUST

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

IEMG

ISHARES INC

New

Shares2.7K

Event2026-06-30

Filed2026-07-24

CHY

CALAMOS CONV & HIGH INCOME F

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-24

XLV

SELECT SECTOR SPDR TR

New

Shares1.4K

Event2026-06-30

Filed2026-07-24

SCHH

SCHWAB STRATEGIC TR

-48.39%

Shares9.0K

Event2026-06-30

Filed2026-07-24

CVS

CVS HEALTH CORP

New

Shares2.1K

Event2026-06-30

Filed2026-07-24

SOUTHERN CO

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-24

FDN

FIRST TR EXCHANGE-TRADED FD

New

Shares795

Event2026-06-30

Filed2026-07-24

VERIZON COMMUNICATIONS INC

-7.99%

Shares4.9K

Event2026-06-30

Filed2026-07-24

MASTERCARD INCORPORATED

0.00%

Shares405

Event2026-06-30

Filed2026-07-24

VOT

VANGUARD INDEX FDS

New

Shares678

Event2026-06-30

Filed2026-07-24

IJK

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-24

VISA INC

New

Shares599

Event2026-06-30

Filed2026-07-24

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares729

Event2026-06-30

Filed2026-07-24

CAH

CARDINAL HEALTH INC

New

Shares851

Event2026-06-30

Filed2026-07-24

PHYS

SPROTT ASSET MANAGEMENT LP

1.36%

Shares6.7K

Event2026-06-30

Filed2026-07-24

FITB

FIFTH THIRD BANCORP

New

Shares3.6K

Event2026-06-30

Filed2026-07-24

CMF

ISHARES TR

New

Shares3.5K

Event2026-06-30

Filed2026-07-24

STARWOOD PPTY TR INC

0.00%

Shares10.7K

Event2026-06-30

Filed2026-07-24

STLA

STELLANTIS N.V

-0.14%

Shares11.7K

Event2026-06-30

Filed2026-07-24

UNDER ARMOUR INC

0.00%

Shares10.0K

Event2026-06-30

Filed2026-07-24

GERN

GERON CORP

0.00%

Shares27.0K

Event2026-06-30

Filed2026-07-24

MYO

MYOMO INC

0.00%

Shares25.0K

Event2026-06-30

Filed2026-07-24

FEAM

5E ADVANCED MATERIALS INC

0.00%

Shares12.3K

Event2026-06-30

Filed2026-07-24

FNGR

FINGERMOTION INC

-7.33%

Shares13.9K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

GERN Call CallGERON CORP4.0K shares-20.00%2026-06-302026-07-24

GERN Call

GERON CORP

-20.00%

Shares4.0K

Event2026-06-30

Filed2026-07-24

Put Option Holdings

No put option holdings data available