Summit Financial Strategies, Inc. has filed its 13F form on October 22, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.08 Billion 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 $126M, J P Morgan Exchange Traded Fd with a value of $108M, Ishares Core S&P 500 ETF with a value of $95.1M, Fidelity Merrimack Str Tr Tota with a value of $92.7M, and Schwab Strategic Tr Us Broad M with a value of $91.1M.
Examining the 13F form we can see an increase of $78.1M in the current position value, from $998M to 1.08B.
Below you can find more details about Summit Financial Strategies, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$1.08 Billion
ETFs: $918 Million
Consumer Cyclical: $61.5 Million
Technology: $34.4 Million
Financial Services: $27.5 Million
Consumer Defensive: $10.5 Million
Healthcare: $7.86 Million
Communication Services: $4.71 Million
Industrials: $4.05 Million
Other: $5.81 Million
Stock Holdings Table Market Cap. of $200 Billions or more
