Summit Financial Strategies, Inc. Reduced Holdings in Q3 2025

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CIVB
Civista Bancshares, Inc.

Financial Services
-95
- 0.07%
$19.28 - $25.08 $1.83K - $2.38K
143K $2.9M
DE
Deere & CO

Industrials
-196
- 13.52%
$457.26 - $524.37 $89.6K - $103K
1.25K $573K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-13.5K
- 2.81%
$22.9 - $23.58 $308K - $317K
465K $10.9M
WOR
Worthington Industries Inc

Industrials
-2
- 0.01%
$52.79 - $67.39 $106 - $135
13.4K $745K
ET
Energy Transfer LP

Energy
-451
- 0.53%
$17.11 - $18.16 $7.72K - $8.19K
84.7K $1.45M
META
Meta Platforms, Inc.

Communication Services
-105
- 14.98%
$695.21 - $791.73 $73K - $83.1K
596 $437K
PG
Procter & Gamble CO

Consumer Defensive
-141
- 1.46%
$150.47 - $161.22 $21.2K - $22.7K
9.54K $1.47M
PRK
Park National Corp

Financial Services
-3
- 0.02%
$158.56 - $177.92 $476 - $534
15.4K $2.51M
VUG
Vanguard Growth ETF

ETFs
-368
- 13.41%
$433.97 - $484.08 $160K - $178K
2.38K $1.14M
VHT
Vanguard Health Care ETF

ETFs
-189
- 13.23%
$239.12 - $259.95 $45.2K - $49.1K
1.24K $321K
IBM
International Business Machines Corp

Technology
-70
- 8.76%
$234.77 - $292.47 $16.4K - $20.5K
729 $205K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-340
- 11.1%
$78.11 - $79.07 $26.6K - $26.9K
2.72K $214K
ABT
Abbott Laboratories

Healthcare
-26
- 0.32%
$120.51 - $136.62 $3.13K - $3.55K
8.15K $1.09M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-243
- 4.36%
$97.75 - $100.75 $23.8K - $24.5K
5.34K $534K
UNP
Union Pacific Corp

Industrials
-86
- 8.72%
$214.91 - $237.16 $18.5K - $20.4K
900 $212K
STWD
Starwood Property Trust, Inc.

Real Estate
-185
- 1.7%
$19.37 - $20.97 $3.58K - $3.88K
10.7K $207K
MCD
Mcdonalds Corp

Consumer Cyclical
-101
- 5.96%
$291.67 - $316.99 $29.5K - $32K
1.59K $484K
T
At&T Inc.

Communication Services
-58
- 0.67%
$26.94 - $29.62 $1.56K - $1.72K
8.64K $244K
AMZN
Amazon Com Inc

Consumer Cyclical
-31
- 0.4%
$211.65 - $238.24 $6.56K - $7.39K
7.72K $1.69M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-579
- 2.47%
$20.76 - $21.78 $12K - $12.6K
22.8K $492K
VZ
Verizon Communications Inc

Communication Services
-94
- 1.69%
$40.84 - $45.06 $3.84K - $4.24K
5.48K $241K
Worthington Stl Inc
-68
- 0.77%
N/A
8.77K $0
SCHC
Schwab Strategic Tr Intl Small

ETFs
-449
- 5.27%
$42.28 - $45.71 $19K - $20.5K
8.07K $367K
VOT
Vanguard Mid Cap Growth Index

ETFs
-7
- 0.98%
$282.75 - $294.19 $1.98K - $2.06K
705 $207K
LMT
Lockheed Martin Corp

Industrials
-43
- 5.86%
$410.74 - $499.21 $17.7K - $21.5K
691 $344K
PLD
Prologis, Inc.

Real Estate
-66
- 3.36%
$104.08 - $115.35 $6.87K - $7.61K
1.9K $217K
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-55
- 2.41%
$131.47 - $143.64 $7.23K - $7.9K
2.22K $314K
PDN
Invesco Fd Tr

ETFs
-118
- 1.46%
$38.58 - $41.85 $4.55K - $4.94K
7.95K $326K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2
- 0.07%
$68.24 - $73.73 $136 - $147
2.97K $218K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-488
- 15.8%
$173.23 - $213.34 $84.5K - $104K
2.6K $550K
XOM
Exxon Mobil Corp

Energy
-400
- 3.27%
$105.83 - $117.22 $42.3K - $46.9K
11.8K $1.33M
MDT
Medtronic PLC

Healthcare
-43
- 1.74%
$87.67 - $95.74 $3.77K - $4.12K
2.43K $231K
MRK
Merck & Co., Inc.

Healthcare
-76
- 1.32%
$77.6 - $87.37 $5.9K - $6.64K
5.7K $478K
VBR
Vanguard Small Cap Value ETF

ETFs
-8
- 0.44%
$195.41 - $212.37 $1.56K - $1.7K
1.83K $381K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-517
- 3.73%
$30.13 - $33.37 $15.6K - $17.3K
13.3K $445K
ETN
Eaton Corp PLC

Industrials
-18
- 0.81%
$342.99 - $392.76 $6.17K - $7.07K
2.19K $820K
CVX
Chevron Corp

Energy
-21
- 0.72%
$145.57 - $161.83 $3.06K - $3.4K
2.91K $451K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
-8
- 0.19%
$100.63 - $112.27 $805 - $898
4.12K $454K
EFV
Msci Eafe Value ETF

ETFs
-2.3K
- 5.16%
$62.79 - $68.42 $144K - $157K
42.3K $2.87M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 2.15%
$357.4 - $423.42 $10.4K - $12.3K
1.32K $534K
VEU
Vanguard Ftse All World Ex Us

ETFs
-143
- 1.06%
$66.38 - $71.68 $9.49K - $10.3K
13.3K $951K
UNH
Unitedhealth Group Inc

Healthcare
-17
- 0.97%
$237.77 - $353.61 $4.04K - $6.01K
1.74K $599K
AVLV
American Centy ETF Tr Avantis
-526
- 1.41%
$68.33 - $72.69 $35.9K - $38.2K
36.8K $2.66M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-946
- 1.67%
$87.29 - $93.61 $82.6K - $88.6K
55.6K $5.19M
IWR
Ishares Russell Mid Cap ETF

ETFs
-32
- 0.1%
$92.26 - $97.51 $2.95K - $3.12K
31.4K $3.03M
JNJ
Johnson & Johnson

Healthcare
-58
- 1.18%
$155.17 - $185.42 $9K - $10.8K
4.86K $900K
JPM
Jpmorgan Chase & CO

Financial Services
-291
- 2.77%
$282.78 - $316.06 $82.3K - $92K
10.2K $3.22M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-90.2K
- 4.98%
$28.15 - $30.13 $2.54M - $2.72M
1.72M $51.1M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-4.81K
- 1.76%
$21.69 - $23.34 $104K - $112K
268K $6.24M
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email