Summit Financial Strategies, Inc.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 1,424,552
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/24/2026 | 173 | 1,424,552 | 13F-HR | Summit Financial Strategies, Inc. |
| Q1 2026 | 5/1/2026 | 170 | 1,268,969 | 13F-HR | Summit Financial Strategies, Inc. |
| Q4 2025 | 1/27/2026 | 166 | 1,216,859 | 13F-HR | Summit Financial Strategies, Inc. |
| Q3 2025 | 10/22/2025 | 158 | 1,166,525 | 13F-HR | Summit Financial Strategies, Inc. |
| Q2 2025 | 7/17/2025 | 155 | 1,080,532 | 13F-HR | Summit Financial Strategies, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
5
(0.0% of total reported value)
· QoQ Δ:
-2
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 183.2 K | 12.9% | 20.22 K | 0 | 20.22 K |
| ETFs | 1.241 M | 87.1% | 135.4 K | 0 | 135.4 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/24/2026
Total value ($000)
1,424,552
Holdings
173
QoQ value change ($000)
155,583
(12.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.