Summit Financial Strategies, Inc.

Q2 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
6/30/2026
Date filed
7/24/2026
Form type
13F-HR
Num holdings
173
Total value ($000)
$1,424,552
Net value change ($000)
+155,583 (12.3%)
New positions
19
Sold out positions
16
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/1/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IVV 25,872 23.6%
IJH 14,862 22.6%
VONG 12,434 45.6%
DFLV 12,113 14.1%
PKG 11,035 21.2%
IJR 10,270 25.5%
DFIC 9,694 7.0%
AVEM 8,919 13.3%
VBK 7,819 18.7%
JCPB 7,197 5.8%
Top Reduces (Value $000, Stocks/ETFs)
SCHZ -1,173 -15.4%
WMT -971 -9.5%
PRK -867 -34.3%
ABBV -743 -24.1%
GLD -634 -14.4%
SCHC -621 -100.0%
EFA -543 -11.4%
AEP -381 -57.6%
XOM -373 -17.9%
SCHE -364 -45.9%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 5 (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