Summit Financial Strategies, Inc.

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/1/2026
Form type
13F-HR
Num holdings
170
Total value ($000)
$1,268,969
Net value change ($000)
+52,110 (4.3%)
New positions
13
Sold out positions
10
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VONG 18,028 194.8%
DFLV 10,695 14.2%
IJH 9,938 17.8%
IVV 8,314 8.2%
JCPB 8,232 7.1%
IJR 6,361 18.8%
FBND 5,318 5.5%
DFIC 4,590 3.4%
DFAT 3,303 13.4%
DFGR 2,936 11.6%
Top Reduces (Value $000, Stocks/ETFs)
SCHB -16,421 -19.7%
SCHM -7,464 -15.8%
SCHA -4,456 -17.1%
MSFT -2,527 -24.4%
SCHZ -2,053 -21.2%
AAPL -937 -5.0%
BRK-B -921 -7.0%
TSLA -764 -16.9%
SCHWAB STRATEGIC TRUST -472 -8.7%
EFA -382 -7.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 7 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type