Summit Financial Strategies, Inc. - Q22026 Holdings

Summit Financial Strategies, Inc. holds 172 stocks with a total portfolio value of $ 1.42B as of Q22026. In Q22026, Summit Financial Strategies, Inc. added 19 new positions, increased stakes in 48 stocks, reduced 66 holdings, and fully exited 16 positions. The largest holding is Dimensional Etf Trust (DFIC), representing 10.38% of the total portfolio.