Summit Financial Strategies, Inc.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,216,859
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- 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 |
|---|---|---|---|---|---|
| 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. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 543.2 K | 44.6% | 35.39 K | 0 | 35.39 K |
| ETFs | 673.7 K | 55.4% | 15.16 K | 0 | 15.16 K |
| Debt | 0 | 0.0% | 0 | 215 | -215 |
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Fund Snapshot
Q4 2025
Latest filed
1/27/2026
Total value ($000)
1,216,859
Holdings
166
QoQ value change ($000)
50,334
(4.3%)
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.