Summit Financial Strategies, Inc. - Q12026 Holdings

Summit Financial Strategies, Inc. holds 169 stocks with a total portfolio value of $ 1.27B as of Q12026. In Q12026, Summit Financial Strategies, Inc. added 13 new positions, increased stakes in 50 stocks, reduced 66 holdings, and fully exited 10 positions. The largest holding is Dimensional Etf Trust (DFIC), representing 10.88% of the total portfolio.