Summit Financial Strategies, Inc.

Registered adviser

CIK

1625246

Location

Columbus, OH

Portfolio Value

Mid $1,438,043,211

Diversification

Diversified

Filing Date

Global Rank

#2,022 / 8,818 ▼ 50 · as of Jun 2026

Top Industry

Packaging & Containers 31.8%

Period ended 28 days ago

Filed Oct 14, 2026 · 14d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 110112

Roster of Oct 1, 2026

Regulatory AUM

$2,306,536,262

Main clients

Individuals and high net worth (98% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Mar 2026 to Oct 2026	$2,306,536,262	Individuals and high net worth (98%)
Mar 2025 to Feb 2026	$2,054,390,311	Individuals and high net worth (98%)
Apr 2024 to Feb 2025	$1,778,801,036	Individuals and high net worth (99%)
May 2023 to Mar 2024	$1,560,747,194	Individuals and high net worth (98%)
Apr 2023	$1,560,747,194	Individuals and high net worth (98%)
Apr 2022 to Mar 2023	$1,720,399,939	Individuals and high net worth (98%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 90.5% of the book (60%+)

Turnover

Low turnover

8.8% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 17.9 quarters (12+), a floor since 38.4% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 84.5%; sector active share 74.6% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

164 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

23.6%

+1.3 pts

Top 5

71.4%

+0.2 pts

Top 10

90.6%

+0.1 pts

HHI

1,359

Diversified+73

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	88.1%	$1,266,647,651	91
Consumer Cyclical	4.3%	$62,480,428	8
Technology	3.3%	$47,641,629	14
Financial Services	1.8%	$26,480,579	11
Consumer Defensive	0.7%	$10,190,252	3
Healthcare	0.6%	$9,168,158	12
Industrials	0.4%	$5,593,531	10
Communication Services	0.4%	$5,418,099	6
Energy	0.2%	$2,669,499	3
Basic Materials	0.1%	$1,118,429	3
Real Estate	0.0%	$391,389	2
Utilities	0.0%	$243,567	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
JCPB	JPMorgan Core Plus Bond ETF	+231,479	3,032,031	$135,774,348
DFLV	Dimensional US Large Cap Value ETF	+218,184	2,699,514	$108,439,477
DFGR	Dimensional Global Real Estate ETF	+167,083	1,283,775	$34,726,113
FBND	Fidelity Total Bond ETF	+161,872	2,546,072	$110,244,917
IJH	iShares Core S&P Mid-Cap ETF	+154,994	1,199,159	$86,279,490
DFIC	Dimensional International Core Equity 2 ETF	+77,843	4,044,958	$152,130,870
DFAT	Dimensional U.S. Targeted Value ETF	+72,334	544,661	$36,187,276
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	+63,914	374,671	$48,306,332
IJR	iShares Core S&P Small-Cap ETF	+44,661	385,035	$52,380,161
DFAC	Dimensional U.S. Core Equity 2 ETF	+38,818	48,058	$2,136,178
AVEM	Avantis Emerging Markets Equity ETF	+23,333	808,362	$76,002,195
IVV	iShares Core S&P 500 ETF	+19,159	199,941	$153,124,814
JMUB	JPMorgan Municipal ETF	+14,981	175,855	$8,367,180
PULS	PGIM Ultra Short Bond ETF	+14,924	29,999	$1,483,750
JAAA	Janus Henderson AAA CLO ETF	+9,107	100,121	$5,053,106
IAGG	iShares Core International Aggregate Bond ETF	+4,904	16,992	$836,006
MSFT	Microsoft Corp	+4,443	25,576	$13,117,930
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	+3,743	20,448	$3,174,552
HBAN	Huntington Bancshares Inc	+3,195	41,151	$627,964
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	+2,592	138,330	$46,732,023
VTEI	VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF	+2,297	4,670	$445,261
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	+2,220	37,734	$1,864,436
IBP	Installed Building Products, Inc.	+1,725	6,914	$1,326,658
PLTR	Palantir Technologies Inc.	+1,675	4,184	$782,617
VO	VANGUARD MID-CAP INDEX FUND	+1,475	46,472	$3,644,334
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHB	Schwab U.S. Broad Market ETF	−511,949	1,814,136	$53,172,326
SCHM	Schwab U.S. Mid-Cap ETF	−286,983	844,358	$28,725,059
SCHA	Schwab U.S. Small-Cap ETF	−177,559	457,428	$14,925,875
SCHZ	Schwab U.S. Aggregate Bond ETF	−142,922	136,339	$3,013,091
PKG	Packaging Corp Of America	−28,391	236,708	$54,267,676
SCHF	Schwab International Equity ETF	−27,012	142,847	$3,924,007
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−11,934	42,923	$2,545,763
VEA	Vanguard FTSE Developed Markets ETF	−4,827	74,092	$5,231,636
SCHP	Schwab U.S. TIPS ETF	−3,049	117,432	$2,951,066
WS	Worthington Steel, Inc.	−2,961	5,810	$204,686
WOR	Worthington Enterprises, Inc.	−2,961	10,468	$623,264
SCHE	Schwab Emerging Markets Equity ETF	−2,666	9,153	$333,626
EFA	iShares MSCI EAFE ETF	−2,228	38,258	$3,974,623
IVW	iShares S&P 500 Growth ETF	−2,030	10,999	$1,564,717
WYY	Widepoint Corp	−1,667	96,790	$762,705
SCHX	Schwab U.S. Large-Cap ETF	−1,644	158,689	$4,760,670
SPXL	Direxion Daily S&P 500 Bull 3X Shares	−1,634	1,217	$342,098
DFUV	Dimensional U.S. Marketwide Value ETF	−1,597	93,272	$5,129,960
BRK-B	Berkshire Hathaway Inc	−1,198	23,656	$11,779,505
IWF	iShares Russell 1000 Growth ETF	−1,020	31,087	$3,893,957
WMT	Walmart Inc.	−965	80,892	$8,406,296
GEF	Greif, Inc	−950	3,613	$287,558
—		−826	5,898	$0
AGG	iShares Core U.S. Aggregate Bond ETF	−655	3,213	$303,757
PG	PROCTER & GAMBLE Co	−560	9,679	$1,406,165
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
EVTR	Eaton Vance Total Return Bond ETF	47,327	$2,280,688
SPCX	Space Exploration Technologies Corp	2,327	$351,051
BRES	Burney U.S. Equity Select ETF	11,980	$316,032
TIP	iShares TIPS Bond ETF	2,212	$230,136
MDT	Medtronic plc	2,327	$200,796
IBID	iShares iBonds Oct 2027 Term TIPS ETF	7,740	$200,466
IBTH	iShares iBonds Dec 2027 Term Treasury ETF	8,971	$200,232
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
DGRO	iShares Core Dividend Growth ETF	7,692	$582,976
KLAC	Kla Corp	932	$281,193
VTIP	VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND	5,397	$271,091
EURL	Direxion Daily FTSE Europe Bull 3X Shares	5,007	$231,223
SCHH	Schwab U.S. REIT ETF	8,997	$213,048
CVS	CVS HEALTH Corp	2,057	$212,796
SO	Southern Co	2,200	$210,562
VZ	Verizon Communications Inc	4,932	$208,820
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	678	$207,671
IJK	iShares S&P Mid-Cap 400 Growth ETF	1,753	$205,977
V	Visa Inc.	599	$205,510
PHYS	Sprott Physical Gold Trust	6,692	$201,897
FITB	Fifth Third Bancorp	3,568	$201,128
CMF	iShares California Muni Bond ETF	3,480	$200,587
STLA	Stellantis N.V.	11,717	$67,255
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

164 tracked positions · $1,438,043,211 total · filing declares 165 positions · $1,442,181,198 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 164 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	199,941	+19,159	$153,124,814	+13.1%	10.65%
DFIC	Dimensional International Core Equity 2 ETF	Added	4,044,958	+77,843	$152,130,870	+2.9%	10.58%
JCPB	JPMorgan Core Plus Bond ETF	Added	3,032,031	+231,479	$135,774,348	+3.3%	9.44%
FBND	Fidelity Total Bond ETF	Added	2,546,072	+161,872	$110,244,917	+1.6%	7.67%
DFLV	Dimensional US Large Cap Value ETF	Added	2,699,514	+218,184	$108,439,477	+10.5%	7.54%
IJH	iShares Core S&P Mid-Cap ETF	Added	1,199,159	+154,994	$86,279,490	+7.2%	6.00%
AVEM	Avantis Emerging Markets Equity ETF	Added	808,362	+23,333	$76,002,195	+0.3%	5.29%
PKG	Packaging Corp Of America Consumer Cyclical	Reduced	236,708	-28,391	$54,267,676	−14.1%	3.77%
SCHB	Schwab U.S. Broad Market ETF	Reduced	1,814,136	-511,949	$53,172,326	−21.1%	3.70%
IJR	iShares Core S&P Small-Cap ETF	Added	385,035	+44,661	$52,380,161	+3.8%	3.64%
VONG	VANGUARD RUSSELL 1000 GROWTH INDEX FUND	Added	374,671	+63,914	$48,306,332	+21.6%	3.36%
VBK	VANGUARD SMALL-CAP GROWTH INDEX FUND	Added	138,330	+2,592	$46,732,023	−5.9%	3.25%
DFAT	Dimensional U.S. Targeted Value ETF	Added	544,661	+72,334	$36,187,276	+9.6%	2.52%
DFGR	Dimensional Global Real Estate ETF	Added	1,283,775	+167,083	$34,726,113	+7.3%	2.41%
SCHM	Schwab U.S. Mid-Cap ETF	Reduced	844,358	-286,983	$28,725,059	−31.1%	2.00%
AAPL	Apple Inc. Technology	Added	69,651	+200	$23,195,176	+15.4%	1.61%
SCHA	Schwab U.S. Small-Cap ETF	Reduced	457,428	-177,559	$14,925,875	−34.9%	1.04%
VOO	VANGUARD 500 INDEX FUND	Added	18,775	+1,145	$13,158,646	+8.7%	0.92%
MSFT	Microsoft Corp Technology	Added	25,576	+4,443	$13,117,930	+66.4%	0.91%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	23,656	-1,198	$11,779,505	−5.3%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	80,892	-965	$8,406,296	−9.3%	0.58%
JMUB	JPMorgan Municipal ETF	Added	175,855	+14,981	$8,367,180	+2.7%	0.58%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	74,092	-4,827	$5,231,636	−7.0%	0.36%
IWB	iShares Russell 1000 ETF	Reduced	12,355	-41	$5,141,286	+1.3%	0.36%
DFUV	Dimensional U.S. Marketwide Value ETF	Reduced	93,272	-1,597	$5,129,960	−1.7%	0.36%
JAAA	Janus Henderson AAA CLO ETF	Added	100,121	+9,107	$5,053,106	+10.0%	0.35%
SCHX	Schwab U.S. Large-Cap ETF	Reduced	158,689	-1,644	$4,760,670	+0.9%	0.33%
SPY	Spdr S&P 500 ETF Trust	Added	5,838	+919	$4,452,233	+21.2%	0.31%
EFA	iShares MSCI EAFE ETF	Reduced	38,258	-2,228	$3,974,623	−5.5%	0.28%
SCHF	Schwab International Equity ETF	Reduced	142,847	-27,012	$3,924,007	−16.6%	0.27%
GLD	Spdr Gold Trust	Held	10,249	0	$3,903,229	+3.4%	0.27%
IWF	iShares Russell 1000 Growth ETF	Reduced	31,087	-1,020	$3,893,957	−2.3%	0.27%
CIVB	Civista Bancshares, Inc. Financial Services	Held	142,614	0	$3,762,157	−6.5%	0.26%
TSLA	Tesla, Inc. Consumer Cyclical	Added	10,603	+492	$3,762,050	−11.5%	0.26%
VO	VANGUARD MID-CAP INDEX FUND	Added	46,472	+1,475	$3,644,334	+0.5%	0.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	10,318	-10	$3,413,503	+1.0%	0.24%
IWR	iShares Russell Mid-Cap ETF	Reduced	31,026	-130	$3,310,784	−3.7%	0.23%
VSS	VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND	Added	20,448	+3,743	$3,174,552	+23.2%	0.22%
NVDA	Nvidia Corp Technology	Added	13,814	+1,111	$3,154,841	+24.1%	0.22%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	136,339	-142,922	$3,013,091	−53.4%	0.21%
AVLV	Avantis U.S. Large Cap Value ETF	Reduced	33,291	-182	$3,010,838	−1.4%	0.21%
BRK-A	Berkshire Hathaway Inc Financial Services	Held	4	0	$2,988,020	−0.2%	0.21%
SCHP	Schwab U.S. TIPS ETF	Reduced	117,432	-3,049	$2,951,066	−7.6%	0.21%
GOOGL	Alphabet Inc. Communication Services	Added	7,978	+222	$2,745,070	−1.0%	0.19%
AMAT	Applied Materials Inc Technology	Reduced	5,223	-78	$2,670,937	−30.3%	0.19%
EFV	iShares MSCI EAFE Value ETF	Added	32,894	+460	$2,603,231	+4.8%	0.18%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	42,923	-11,934	$2,545,763	−22.3%	0.18%
IWD	iShares Russell 1000 Value ETF	Held	10,059	0	$2,493,927	+2.3%	0.17%
ABBV	AbbVie Inc. Healthcare	Added	9,308	+30	$2,434,879	+4.3%	0.17%
EVTR	Eaton Vance Total Return Bond ETF	NEW	47,327	NEW	$2,280,688	NEW	0.16%

Showing the top 50 of 164 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.