Summit Financial Strategies, Inc. - Q42025 Holdings

Summit Financial Strategies, Inc. holds 166 stocks with a total portfolio value of $ 1.22B as of Q42025. In Q42025, Summit Financial Strategies, Inc. added 17 new positions, increased stakes in 70 stocks, reduced 39 holdings, and fully exited 9 positions. The largest holding is Dimensional Etf Trust (DFIC), representing 10.97% of the total portfolio.