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 101–150 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PRF | INVESCO EXCHANGE TRADED FD T | 10K | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 4K | $100K–$500K | SH |
| SCHE | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| EFG | ISHARES TR | 4K | $100K–$500K | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 2K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 512 | $100K–$500K | SH |
| VBR | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| SPXL | DIREXION SHS ETF TR | 2K | $100K–$500K | SH |
| VTIP | VANGUARD MALVERN FDS | 7K | $100K–$500K | SH |
| LMT | LOCKHEED MARTIN CORP | 735 | $100K–$500K | SH |
| BIL | SPDR SERIES TRUST | 4K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 403 | $100K–$500K | SH |
| PDN | INVESCO EXCH TRADED FD TR II | 8K | $100K–$500K | SH |
| ACWI | ISHARES TR | 2K | $100K–$500K | SH |
| IJT | ISHARES TR | 2K | $100K–$500K | SH |
| XLF | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| GEF | GREIF INC | 5K | $100K–$500K | SH |
| WS | WORTHINGTON STL INC | 9K | $100K–$500K | SH |
| SCHC | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| NKE | NIKE INC | 5K | $100K–$500K | SH |
| GEV | GE VERNOVA INC | 448 | $100K–$500K | SH |
| AVDE | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| TUSI | TOUCHSTONE ETF TRUST | 11K | $100K–$500K | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 932 | $100K–$500K | SH |
| DIS | DISNEY WALT CO | 2K | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 6K | $100K–$500K | SH |
| SCHH | SCHWAB STRATEGIC TR | 13K | $100K–$500K | SH |
| DTE | DTE ENERGY CO | 2K | $100K–$500K | SH |
| VZ | VERIZON COMMUNICATIONS INC | 7K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 3K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 4K | $100K–$500K | SH |
| VCSH | VANGUARD SCOTTSDALE FDS | 3K | $100K–$500K | SH |
| GE | GE AEROSPACE | 837 | $100K–$500K | SH |
| AVGO | BROADCOM INC | 737 | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| IJJ | ISHARES TR | 2K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 2K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 795 | $100K–$500K | SH |
| BA | BOEING CO | 1K | $100K–$500K | SH |
| VPU | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| VXUS | VANGUARD STAR FDS | 3K | $100K–$500K | SH |
| IUSG | ISHARES TR | 1K | $100K–$500K | SH |
| MA | MASTERCARD INCORPORATED | 383 | $100K–$500K | SH |
| FDN | FIRST TR EXCHANGE-TRADED FD | 795 | $100K–$500K | SH |
| DFEM | DIMENSIONAL ETF TRUST | 6K | $100K–$500K | SH |
| T | AT&T INC | 9K | $100K–$500K | SH |