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

Currently, Summit Financial Strategies, Inc. holds 158 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in JCPB (+130.9K shares, valued at $6.2M), IJH (+65.0K shares, valued at $4.2M), IVV (+4.9K shares, valued at $3.3M); decreased their positions in SCHB (-154.8K shares, valued at $4.0M), SCHM (-90.2K shares, valued at $2.7M), SCHA (-31.5K shares, valued at $877.5K); initiated new positions in EFG (+3.3K shares, valued at $372.3K), TSM (+875 shares, valued at $244.4K), GE (+757 shares, valued at $227.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIC DIMENSIONAL ETF TRUST3.8M shares0.07%2025-09-302025-10-22

JCPB J P MORGAN EXCHANGE TRADED F2.3M shares6.09%2025-09-302025-10-22

IVV ISHARES TR142.2K shares3.61%2025-09-302025-10-22

FBND FIDELITY MERRIMACK STR TR2.0M shares2.93%2025-09-302025-10-22

SCHB SCHWAB STRATEGIC TR3.5M shares-4.19%2025-09-302025-10-22

DFLV DIMENSIONAL ETF TRUST2.0M shares4.91%2025-09-302025-10-22

AVEM AMERICAN CENTY ETF TR860.0K shares-0.98%2025-09-302025-10-22

PKG PACKAGING CORP AMER243.1K shares0.00%2025-09-302025-10-22

Sponsored

SCHM SCHWAB STRATEGIC TR1.7M shares-4.98%2025-09-302025-10-22

IJH ISHARES TR753.8K shares9.43%2025-09-302025-10-22

VBK VANGUARD INDEX FDS140.1K shares0.39%2025-09-302025-10-22

IJR ISHARES TR257.2K shares6.70%2025-09-302025-10-22

SCHA SCHWAB STRATEGIC TR998.8K shares-3.05%2025-09-302025-10-22

DFGR DIMENSIONAL ETF TRUST869.4K shares4.60%2025-09-302025-10-22

DFAT DIMENSIONAL ETF TRUST387.7K shares4.32%2025-09-302025-10-22

AAPL APPLE INC68.4K shares-1.57%2025-09-302025-10-22

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL26.4K shares0.08%2025-09-302025-10-22

MSFT MICROSOFT CORP21.4K shares0.38%2025-09-302025-10-22

SCHZ SCHWAB STRATEGIC TR465.3K shares-2.81%2025-09-302025-10-22

VOO VANGUARD INDEX FDS14.5K shares2.08%2025-09-302025-10-22

WMT WALMART INC83.7K shares-0.82%2025-09-302025-10-22

SCHF SCHWAB STRATEGIC TR268.0K shares-1.76%2025-09-302025-10-22

JMUB J P MORGAN EXCHANGE TRADED F119.9K shares50.20%2025-09-302025-10-22

EFA ISHARES TR55.6K shares-1.67%2025-09-302025-10-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS78.5K shares-0.15%2025-09-302025-10-22

IWB ISHARES TR12.8K shares-2.05%2025-09-302025-10-22

TSLA TESLA INC10.2K shares-4.43%2025-09-302025-10-22

DFUV DIMENSIONAL ETF TRUST96.6K shares0.00%2025-09-302025-10-22

SCHX SCHWAB STRATEGIC TR158.2K shares0.04%2025-09-302025-10-22

VWO VANGUARD INTL EQUITY INDEX F73.5K shares-1.70%2025-09-302025-10-22

IWF ISHARES TR8.0K shares7.89%2025-09-302025-10-22

GLD SPDR GOLD TR10.2K shares-1.82%2025-09-302025-10-22

Sponsored

SPY SPDR S&P 500 ETF TR5.2K shares0.11%2025-09-302025-10-22

JAAA JANUS DETROIT STR TR67.2K shares15.15%2025-09-302025-10-22

JPM JPMORGAN CHASE & CO.10.2K shares-2.77%2025-09-302025-10-22

IWR ISHARES TR31.4K shares-0.10%2025-09-302025-10-22

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2025-09-302025-10-22

SCHP SCHWAB STRATEGIC TR109.8K shares0.13%2025-09-302025-10-22

CIVB CIVISTA BANCSHARES INC142.9K shares-0.07%2025-09-302025-10-22

EFV ISHARES TR42.3K shares-5.16%2025-09-302025-10-22

Sponsored

VO VANGUARD INDEX FDS9.7K shares1.04%2025-09-302025-10-22

AVLV AMERICAN CENTY ETF TR36.8K shares-1.41%2025-09-302025-10-22

PRK PARK NATL CORP15.4K shares-0.02%2025-09-302025-10-22

NVDA NVIDIA CORPORATION11.9K shares1.94%2025-09-302025-10-22

ABBV ABBVIE INC9.5K shares-1.93%2025-09-302025-10-22

IWD ISHARES TR9.7K shares0.39%2025-09-302025-10-22

GOOGL ALPHABET INC7.0K shares0.78%2025-09-302025-10-22

AMZN AMAZON COM INC7.7K shares-0.40%2025-09-302025-10-22

Sponsored

VTI VANGUARD INDEX FDS5.0K shares2.65%2025-09-302025-10-22

IVW ISHARES TR13.0K shares0.00%2025-09-302025-10-22

VTV VANGUARD INDEX FDS8.4K shares0.02%2025-09-302025-10-22

SMMU PIMCO ETF TR29.2K shares19.98%2025-09-302025-10-22

LLY ELI LILLY & CO1.9K shares0.10%2025-09-302025-10-22

PG PROCTER AND GAMBLE CO9.5K shares-1.46%2025-09-302025-10-22

ET ENERGY TRANSFER L P84.7K shares-0.53%2025-09-302025-10-22

VSS VANGUARD INTL EQUITY INDEX F10.1K shares2.77%2025-09-302025-10-22

Sponsored

XOM EXXON MOBIL CORP11.8K shares-3.27%2025-09-302025-10-22

IWM ISHARES TR5.4K shares0.00%2025-09-302025-10-22

VUG VANGUARD INDEX FDS2.4K shares-13.41%2025-09-302025-10-22

IVOO VANGUARD ADMIRAL FDS INC10.0K shares0.00%2025-09-302025-10-22

ABT ABBOTT LABS8.1K shares-0.32%2025-09-302025-10-22

TXN TEXAS INSTRS INC5.8K shares0.00%2025-09-302025-10-22

AMAT APPLIED MATLS INC5.2K shares0.00%2025-09-302025-10-22

GOOG ALPHABET INC4.0K shares22.00%2025-09-302025-10-22

Sponsored

VEU VANGUARD INTL EQUITY INDEX F13.3K shares-1.06%2025-09-302025-10-22

BK BANK NEW YORK MELLON CORP8.5K shares0.00%2025-09-302025-10-22

JNJ JOHNSON & JOHNSON4.9K shares-1.18%2025-09-302025-10-22

CAT CATERPILLAR INC1.8K shares0.00%2025-09-302025-10-22

ECL ECOLAB INC3.2K shares0.00%2025-09-302025-10-22

SCHG SCHWAB STRATEGIC TR26.8K shares0.00%2025-09-302025-10-22

VOE VANGUARD INDEX FDS4.9K shares1.04%2025-09-302025-10-22

ETN EATON CORP PLC2.2K shares-0.81%2025-09-302025-10-22

Sponsored

WOR WORTHINGTON ENTERPRISES INC13.4K shares-0.01%2025-09-302025-10-22

SPYM SPDR SERIES TRUST9.5K shares46.11%2025-09-302025-10-22

QQQ INVESCO QQQ TR1.2K shares7.04%2025-09-302025-10-22

NFLX NETFLIX INC580 shares4.88%2025-09-302025-10-22

HBAN HUNTINGTON BANCSHARES INC38.2K shares4.41%2025-09-302025-10-22

CINF CINCINNATI FINL CORP4.1K shares0.00%2025-09-302025-10-22

PULS PGIM ETF TR12.7K shares8.50%2025-09-302025-10-22

DVY ISHARES TR4.4K shares0.00%2025-09-302025-10-22

Sponsored

UNH UNITEDHEALTH GROUP INC1.7K shares-0.97%2025-09-302025-10-22

WYY WIDEPOINT CORP117.7K shares0.00%2025-09-302025-10-22

JBBB JANUS DETROIT STR TR12.0K shares1.02%2025-09-302025-10-22

DE DEERE & CO1.3K shares-13.52%2025-09-302025-10-22

AEP AMERICAN ELEC PWR CO INC5.0K shares0.00%2025-09-302025-10-22

SPXL DIREXION SHS ETF TR2.6K shares-15.80%2025-09-302025-10-22

AGG ISHARES TR5.3K shares-4.36%2025-09-302025-10-22

HD HOME DEPOT INC1.3K shares-2.15%2025-09-302025-10-22

Sponsored

DGRO ISHARES TR7.7K shares0.33%2025-09-302025-10-22

IBP INSTALLED BLDG PRODS INC2.1K shares0.00%2025-09-302025-10-22

IAGG ISHARES TR9.9K shares11.19%2025-09-302025-10-22

SCHH SCHWAB STRATEGIC TR22.8K shares-2.47%2025-09-302025-10-22

MCD MCDONALDS CORP1.6K shares-5.96%2025-09-302025-10-22

MRK MERCK & CO INC5.7K shares-1.32%2025-09-302025-10-22

IWV ISHARES TR1.2K shares0.00%2025-09-302025-10-22

VIOO VANGUARD ADMIRAL FDS INC4.1K shares-0.19%2025-09-302025-10-22

Sponsored

EEM ISHARES TR8.5K shares0.00%2025-09-302025-10-22

CVX CHEVRON CORP NEW2.9K shares-0.72%2025-09-302025-10-22

SCHE SCHWAB STRATEGIC TR13.3K shares-3.73%2025-09-302025-10-22

AVUV AMERICAN CENTY ETF TR4.4K shares0.00%2025-09-302025-10-22

META META PLATFORMS INC596 shares-14.98%2025-09-302025-10-22

PRF INVESCO EXCHANGE TRADED FD T9.5K shares0.00%2025-09-302025-10-22

PLTR PALANTIR TECHNOLOGIES INC2.3K shares22.78%2025-09-302025-10-22

AMGN AMGEN INC1.5K shares0.00%2025-09-302025-10-22

Sponsored

MTD METTLER TOLEDO INTERNATIONAL336 shares0.00%2025-09-302025-10-22

GSLC GOLDMAN SACHS ETF TR3.1K shares0.00%2025-09-302025-10-22

VGT VANGUARD WORLD FD526 shares0.00%2025-09-302025-10-22

VBR VANGUARD INDEX FDS1.8K shares-0.44%2025-09-302025-10-22

EFG ISHARES TR3.3K sharesnew addition2025-09-302025-10-22

SCHC SCHWAB STRATEGIC TR8.1K shares-5.27%2025-09-302025-10-22

COST COSTCO WHSL CORP NEW395 shares10.34%2025-09-302025-10-22

DIS DISNEY WALT CO3.2K shares-0.06%2025-09-302025-10-22

Sponsored

DFAC DIMENSIONAL ETF TRUST9.2K shares0.00%2025-09-302025-10-22

BIL SPDR SERIES TRUST3.9K shares0.00%2025-09-302025-10-22

LMT LOCKHEED MARTIN CORP691 shares-5.86%2025-09-302025-10-22

VTIP VANGUARD MALVERN FDS6.7K shares1.47%2025-09-302025-10-22

PDN INVESCO EXCH TRADED FD TR II8.0K shares-1.46%2025-09-302025-10-22

ACWI ISHARES TR2.4K shares0.00%2025-09-302025-10-22

VHT VANGUARD WORLD FD1.2K shares-13.23%2025-09-302025-10-22

IJT ISHARES TR2.2K shares-2.41%2025-09-302025-10-22

Sponsored

XLF SELECT SECTOR SPDR TR5.7K shares0.49%2025-09-302025-10-22

DTE DTE ENERGY CO2.1K shares0.00%2025-09-302025-10-22

NKE NIKE INC4.3K shares0.00%2025-09-302025-10-22

XLE SELECT SECTOR SPDR TR3.1K shares2.11%2025-09-302025-10-22

AVDE AMERICAN CENTY ETF TR3.5K shares0.00%2025-09-302025-10-22

GEF GREIF INC4.6K shares0.00%2025-09-302025-10-22

WS WORTHINGTON STL INC8.8K shares-0.77%2025-09-302025-10-22

MMM 3M CO1.6K shares0.00%2025-09-302025-10-22

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD875 sharesnew addition2025-09-302025-10-22

T AT&T INC8.6K shares-0.67%2025-09-302025-10-22

VZ VERIZON COMMUNICATIONS INC5.5K shares-1.69%2025-09-302025-10-22

VPU VANGUARD WORLD FD1.3K shares0.00%2025-09-302025-10-22

MDT MEDTRONIC PLC2.4K shares-1.74%2025-09-302025-10-22

GE GE AEROSPACE757 sharesnew addition2025-09-302025-10-22

FDN FIRST TR EXCHANGE-TRADED FD795 shares0.00%2025-09-302025-10-22

TIP ISHARES TR2.0K shares3.73%2025-09-302025-10-22

Sponsored

VXUS VANGUARD STAR FDS3.0K shares-0.07%2025-09-302025-10-22

PLD PROLOGIS INC.1.9K shares-3.36%2025-09-302025-10-22

IUSG ISHARES TR1.3K sharesnew addition2025-09-302025-10-22

USO UNITED STS OIL FD LP2.9K shares0.00%2025-09-302025-10-22

BSV VANGUARD BD INDEX FDS2.7K shares-11.10%2025-09-302025-10-22

UPST UPSTART HLDGS INC4.2K shares0.00%2025-09-302025-10-22

UNP UNION PAC CORP900 shares-8.72%2025-09-302025-10-22

ETR ENTERGY CORP NEW2.3K sharesnew addition2025-09-302025-10-22

Sponsored

SO SOUTHERN CO2.2K shares0.00%2025-09-302025-10-22

STWD STARWOOD PPTY TR INC10.7K shares-1.70%2025-09-302025-10-22

VOT VANGUARD INDEX FDS705 shares-0.98%2025-09-302025-10-22

IBM INTERNATIONAL BUSINESS MACHS729 shares-8.76%2025-09-302025-10-22

DFEM DIMENSIONAL ETF TRUST6.3K sharesnew addition2025-09-302025-10-22

CHY CALAMOS CONV & HIGH INCOME F16.5K shares0.00%2025-09-302025-10-22

MPX MARINE PRODS CORP11.3K shares0.05%2025-09-302025-10-22

UA UNDER ARMOUR INC13.0K shares0.00%2025-09-302025-10-22

Sponsored

GERN GERON CORP27.0K shares0.00%2025-09-302025-10-22

CDLX CARDLYTICS INC14.0K shares0.00%2025-09-302025-10-22

FNGR FINGERMOTION INC15.2K shares4.83%2025-09-302025-10-22

AGL AGILON HEALTH INC16.6K shares0.00%2025-09-302025-10-22

MYO MYOMO INC15.0K shares0.00%2025-09-302025-10-22

JYD JAYUD GLOBAL LOGISTICS LTD17.8K shares0.00%2025-09-302025-10-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available