CIK 1625246
Summit Financial Strategies, Inc.
Institutional 13F holdings & portfolio
Holdings
166
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 9K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| VSS | VANGUARD INTL EQUITY INDEX F | 12K | $1M+ | SH |
| SMMU | PIMCO ETF TR | 33K | $1M+ | SH |
| IVW | ISHARES TR | 13K | $1M+ | SH |
| PG | PROCTER AND GAMBLE CO | 10K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 12K | $1M+ | SH |
| ET | ENERGY TRANSFER L P | 85K | $1M+ | SH |
| GOOG | ALPHABET INC | 4K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 5K | $1M+ | SH |
| IWM | ISHARES TR | 5K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 3K | $1M+ | SH |
| CAT | CATERPILLAR INC | 2K | $1M+ | SH |
| IVOO | VANGUARD ADMIRAL FDS INC | 10K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| ABT | ABBOTT LABS | 8K | $1M+ | SH |
| TXN | TEXAS INSTRS INC | 6K | $1M+ | SH |
| BK | BANK NEW YORK MELLON CORP | 8K | $500K+ | SH |
| VEU | VANGUARD INTL EQUITY INDEX F | 13K | $500K+ | SH |
| VOE | VANGUARD INDEX FDS | 5K | $500K+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 26K | $500K+ | SH |
| ECL | ECOLAB INC | 3K | $500K+ | SH |
| PULS | PGIM ETF TR | 16K | $500K+ | SH |
| IBP | INSTALLED BLDG PRODS INC | 3K | $500K+ | SH |
| SPYM | SPDR SERIES TRUST | 9K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| WOR | WORTHINGTON ENTERPRISES INC | 13K | $500K+ | SH |
| HBAN | HUNTINGTON BANCSHARES INC | 38K | $500K+ | SH |
| CINF | CINCINNATI FINL CORP | 4K | $500K+ | SH |
| MRK | MERCK & CO INC | 6K | $500K+ | SH |
| WYY | WIDEPOINT CORP | 118K | $500K+ | SH |
| DVY | ISHARES TR | 4K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| JBBB | JANUS DETROIT STR TR | 13K | $500K+ | SH |
| IAGG | ISHARES TR | 12K | $500K+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 5K | $500K+ | SH |
| NFLX | NETFLIX INC | 6K | $500K+ | SH |
| DGRO | ISHARES TR | 8K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 741 | $100K–$500K | SH |
| UNH | UNITEDHEALTH GROUP INC | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 2K | $100K–$500K | SH |
| IWV | ISHARES TR | 1K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 1K | $100K–$500K | SH |
| MTD | METTLER TOLEDO INTERNATIONAL | 336 | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| EEM | ISHARES TR | 9K | $100K–$500K | SH |
| SGOV | ISHARES TR | 4K | $100K–$500K | SH |
| AVUV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |