Summit Financial Strategies, Inc. has filed its 13F form on July 17, 2025 for Q2 2025 where it was disclosed a total value porftolio of $998 Million distributed in 155 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Dimensional with a value of $119M, J P Morgan Exchange Traded Fd with a value of $101M, Fidelity Merrimack Str Tr Tota with a value of $89.1M, Schwab Strategic Tr Us Broad M with a value of $88.1M, and Ishares Core S&P 500 ETF with a value of $85.2M.
Examining the 13F form we can see an increase of $84M in the current position value, from $914M to 998M.
Below you can find more details about Summit Financial Strategies, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$998 Million
ETFs: $854 Million
Consumer Cyclical: $53.1 Million
Technology: $29.7 Million
Financial Services: $27.5 Million
Consumer Defensive: $10.4 Million
Healthcare: $7.29 Million
Industrials: $4.1 Million
Communication Services: $4 Million
Other: $5.56 Million
Stock Holdings Table Market Cap. of $200 Billions or more
