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 151–166 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IEFA | ISHARES TR | 2K | $100K–$500K | SH |
| ETR | ENTERGY CORP NEW | 2K | $100K–$500K | SH |
| XLV | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 6K | $100K–$500K | SH |
| EURL | DIREXION SHS ETF TR | 5K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 1K | $100K–$500K | SH |
| USO | UNITED STS OIL FD LP | 3K | $100K–$500K | SH |
| STWD | STARWOOD PPTY TR INC | 11K | $100K–$500K | SH |
| CHY | CALAMOS CONV & HIGH INCOME F | 16K | $100K–$500K | SH |
| NUVB | NUVATION BIO INC | 12K | $100K–$500K | SH |
| MPX | MARINE PRODS CORP | 11K | $100K–$500K | SH |
| FEAM | 5E ADVANCED MATERIALS INC | 12K | $15K–$50K | SH |
| GERN | GERON CORP | 27K | $15K–$50K | SH |
| MYO | MYOMO INC | 25K | $15K–$50K | SH |
| FNGR | FINGERMOTION INC | 15K | $15K–$50K | SH |
| CDLX | CARDLYTICS INC | 14K | $15K–$50K | SH |