Summit Financial Strategies, Inc. - Q32026 Holdings

Summit Financial Strategies, Inc. holds 164 stocks with a total portfolio value of $ 1.44B as of Q32026. In Q32026, Summit Financial Strategies, Inc. added 8 new positions, increased stakes in 56 stocks, reduced 58 holdings, and fully exited 16 positions. The largest holding is Ishares Tr (IVV), representing 10.62% of the total portfolio.