Summit Financial Strategies, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Summit Financial Strategies, Inc. reported 172 stock positions worth $1.4 billion. Its top holding was Dimensional International (DFIC) at 10.4% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 9.5%) and JPMorgan Core Plus Bond ETF (JCPB, 9.2%). Compared with Q1 2026, it opened 19 new positions, sold out of 16, added to 46 and reduced 66. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +8%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Columbus, OH
- CIK
- 0001625246
- Portfolio Value
- $1.4B (Q2 2026)
- SEC Filing
- 0001172661-26-002788 ↗ filed Jul 24, 2026
Holdings Value
Holdings 172 stocks · $1.4B
| DFIC Dimensional International Co. | 10.38% | 3,967,115 | $147.8M | Add +2.0% |
| IVV iShares Core S&P 500 ETF | 9.50% | 180,782 | $135.4M | Add +7.8% |
| JCPB JPMorgan Core Plus Bond ETF | 9.23% | 2,800,552 | $131.5M | Add +6.1% |
| FBND Fidelity Total Bond ETF | 7.61% | 2,384,200 | $108.5M | Add +7.1% |
| DFLV Dim US Large Cap Value ETF | 6.89% | 2,481,330 | $98.1M | Add +3.0% |
| IJH iShares Core S&P Midcap ETF | 5.65% | 1,044,165 | $80.5M | Add +7.4% |
| AVEM Avantis Emerging Markets Eq | 5.32% | 785,029 | $75.7M | Reduce -5.3% |
| SCHB Schwab US Broad Market ETF | 4.73% | 2,326,085 | $67.4M | Reduce -12.9% |
| PKG Packaging Corp. of America | 4.43% | 265,099 | $63.2M | Add +7.9% |
| IJR iShares Core S&P Small-Cap E | 3.54% | 340,374 | $50.5M | Add +5.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.48% | 135,738 | $49.6M | Reduce -1.9% |
| SCHM Schwab US Mid Cap ETF | 2.93% | 1,131,341 | $41.7M | Reduce -11.8% |
| VONG Vanguard Russell 1000 Growth | 2.79% | 310,757 | $39.7M | Add +24.9% |
| DFAT Dimensional US Target Value | 2.32% | 472,327 | $33.0M | Add +5.8% |
| DFGR Dim Global Real Estate ETF | 2.27% | 1,116,692 | $32.4M | Add +5.1% |
| SCHA Schwab US Small-Cap ETF | 1.61% | 634,987 | $22.9M | Reduce -14.3% |
| AAPL Apple Inc. | 1.41% | 69,451 | $20.1M | Reduce -1.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.87% | 24,854 | $12.4M | Reduce -2.0% |
| VOO Vanguard S&P 500 ETF | 0.85% | 17,630 | $12.1M | Add +3.5% |
| WMT Walmart Inc. | 0.65% | 81,857 | $9.3M | Reduce -0.7% |
| JMUB JPMorgan Municipal ETF | 0.57% | 160,874 | $8.1M | Add +2.1% |
| MSFT Microsoft Corp. | 0.55% | 21,133 | $7.9M | Add +0.1% |
| SCHZ Schwab US Aggregate Bond ETF | 0.45% | 279,261 | $6.5M | Reduce -15.0% |
| VEA Vanguard Ftse Developed ETF | 0.39% | 78,919 | $5.6M | Reduce -0.1% |
| DFUV Dimensional US Marketwide Va | 0.37% | 94,869 | $5.2M | Reduce -0.5% |
| IWB iShares Russell 1000 ETF | 0.36% | 12,396 | $5.1M | Reduce -0.6% |
| SCHX Schwab US Large-Cap ETF | 0.33% | 160,333 | $4.7M | Add +1.2% |
| SCHF Schwab Intl Equity ETF | 0.33% | 169,859 | $4.7M | Reduce -14.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.32% | 91,014 | $4.6M | Add +0.5% |
| TSLA Tesla Inc. | 0.30% | 10,111 | $4.3M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 0.30% | 40,486 | $4.2M | Reduce -17.2% |
| CIVB Civista Bancshares Inc. | 0.28% | 142,614 | $4.0M | No change |
| IWF iShares Russell 1000 Growth | 0.28% | 32,107 | $4.0M | Reduce -14.0% |
| AMAT Applied Materials Inc. | 0.27% | 5,301 | $3.8M | Reduce -0.6% |
| GLD SPDR Gold Shares | 0.27% | 10,249 | $3.8M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.26% | 4,919 | $3.7M | Reduce -5.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 44,997 | $3.6M | Add +4.3% |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 31,156 | $3.4M | Add +0.0% |
| JPM JPMorgan Chase & Co. | 0.24% | 10,328 | $3.4M | Reduce -2.6% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 54,857 | $3.3M | Reduce -12.4% |
| SCHP Schwab U.S. Tips ETF | 0.22% | 120,481 | $3.2M | Add +0.9% |
| AVLV Avantis US Large Cap Value | 0.21% | 33,473 | $3.1M | Reduce -8.3% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.21% | 4 | $3.0M | No change |
| GOOGL Alphabet Inc. Class A | 0.19% | 7,756 | $2.8M | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.18% | 16,705 | $2.6M | Add +11.2% |
| NVDA Nvidia Corp. | 0.18% | 12,703 | $2.5M | Add +0.6% |
| EFV iShares MSCI Eafe Value ETF | 0.17% | 32,434 | $2.5M | Reduce -12.0% |
| IWD iShares Russell 1000 Value E | 0.17% | 10,059 | $2.4M | Add +0.8% |
| ABBV Abbvie Inc. | 0.16% | 9,278 | $2.3M | Reduce -34.4% |
| CAT Caterpillar Inc. | 0.15% | 2,004 | $2.1M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.15% | 1,755 | $2.1M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 0.14% | 8,199 | $2.0M | Reduce -0.3% |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.13% | 35,514 | $1.8M | Reduce -1.2% |
| IVW iShares S&P 500 Growth ETF | 0.13% | 13,029 | $1.8M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 8,148 | $1.8M | Add +1.3% |
| WYY Widepoint Corp. | 0.12% | 98,457 | $1.7M | Reduce -16.4% |
| TXN Texas Instruments Inc. | 0.12% | 5,769 | $1.7M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.12% | 12,482 | $1.7M | Add +1.8% |
| PRK Park National Corp. | 0.12% | 9,058 | $1.7M | Reduce -41.4% |
| ET Energy Transfer LP | 0.11% | 85,242 | $1.6M | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,368 | $1.6M | Reduce -1.9% |
| PG The Procter & Gamble Co. | 0.11% | 10,239 | $1.5M | Add +4.8% |
| IWM iShares Russell 2000 ETF | 0.10% | 4,744 | $1.4M | Reduce -14.8% |
| GOOG Alphabet Inc. Class C | 0.10% | 3,865 | $1.4M | Reduce -5.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.09% | 6,774 | $1.3M | Add +2.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.09% | 9,954 | $1.3M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 14,297 | $1.2M | Add +0.4% |
| BNY Bank of New York Mellon Corp. | 0.09% | 8,478 | $1.2M | No change |
| JNJ Johnson & Johnson | 0.08% | 4,727 | $1.2M | Reduce -4.7% |
| IBP Installed Building Products | 0.08% | 5,189 | $1.2M | Add +79.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.08% | 12,201 | $1.1M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 13,002 | $1.1M | No change |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 17,790 | $1.0M | Reduce -3.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.06% | 1,207 | $889K | Add +2.8% |
| ECL Ecolab Inc. | 0.06% | 3,177 | $885K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 16,103 | $811K | Reduce -0.0% |
| DE Deere & Co. | 0.06% | 1,247 | $791K | Reduce -3.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.06% | 8,986 | $790K | No change |
| SCHG Schwab US Large-Cap Growth | 0.05% | 23,061 | $780K | Reduce -12.7% |
| SPXL Direxion Daily S&P 500 Bull | 0.05% | 2,851 | $772K | Reduce -1.4% |
| CINF Cincinnati Financial Corp. | 0.05% | 4,052 | $750K | No change |
| PULS Pgim Ultra Short Bond ETF | 0.05% | 15,075 | $747K | Reduce -23.1% |
| WOR Worthington Enterprises Inc. | 0.05% | 13,429 | $722K | No change |
| DVY iShares Select Dividend ETF | 0.05% | 4,430 | $692K | Add +0.9% |
| HBAN Huntington Bancshares Inc. | 0.05% | 37,956 | $673K | Add +0.1% |
| ABT Abbott Laboratories | 0.05% | 7,226 | $656K | Reduce -23.7% |
| MRK Merck & Co. Inc. | 0.05% | 5,052 | $649K | Reduce -16.6% |
| ETN Eaton Corp. PLC | 0.04% | 1,459 | $622K | Reduce -0.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.04% | 6,724 | $616K | Add +67.5% |
| IAGG iShares Intl Aggregate Bond | 0.04% | 12,088 | $612K | Add +21.6% |
| INTC Intel Corp. | 0.04% | 4,379 | $611K | Reduce -3.6% |
| UNH Unitedhealth Group Inc. | 0.04% | 1,406 | $584K | Reduce -0.1% |
| DGRO iShares Core Dividend Growth | 0.04% | 7,692 | $583K | No change |
| AMGN Amgen Inc. | 0.04% | 1,551 | $562K | No change |
| GEV GE Vernova Inc. | 0.04% | 465 | $546K | Add +3.8% |
| META Meta Platforms Inc. Class A | 0.04% | 932 | $525K | Add +16.9% |
| IWV iShares Russell 3000 ETF | 0.04% | 1,221 | $521K | No change |
| CVX Chevron Corp. | 0.04% | 3,034 | $503K | No change |
| EEM iShares MSCI Emerging Market | 0.04% | 7,296 | $499K | No change |
| VIOO Vanguard S&P Small-Cap 600 E | 0.03% | 3,618 | $498K | Reduce -4.4% |
Options reported separately and not counted above: GERN calls ($5K).
Portfolio Sells Q1 2026 → Q2 2026
| SCHB Schwab US Broad Market ETF | Reduce -12.9% | 4.73% | −0.56 |
| SCHM Schwab US Mid Cap ETF | Reduce -11.8% | 2.93% | −0.20 |
| WMT Walmart Inc. | Reduce -0.7% | 0.65% | −0.16 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -15.0% | 0.45% | −0.15 |
| SCHA Schwab US Small-Cap ETF | Reduce -14.3% | 1.61% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.0% | 0.87% | −0.08 |
| PRK Park National Corp. | Reduce -41.4% | 0.12% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -17.2% | 0.30% | −0.08 |
| ABBV Abbvie Inc. | Reduce -34.4% | 0.16% | −0.08 |
| SCHF Schwab Intl Equity ETF | Reduce -14.7% | 0.33% | −0.06 |
| SCHC Schwab Intl Small-Cap Equity | Sold out | 0.00% | −0.05 |
| EFV iShares MSCI Eafe Value ETF | Reduce -12.0% | 0.17% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -12.4% | 0.23% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -14.0% | 0.28% | −0.03 |
| AEP American Electric Power | Reduce -59.4% | 0.02% | −0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Reduce -50.9% | 0.03% | −0.03 |
| ABT Abbott Laboratories | Reduce -23.7% | 0.05% | −0.03 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.02 |
| PULS Pgim Ultra Short Bond ETF | Reduce -23.1% | 0.05% | −0.02 |
| TUSI Touchstone Ultra Short Incom | Sold out | 0.00% | −0.02 |
| ETR Entergy Corp. | Sold out | 0.00% | −0.02 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.02 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.02 |
| T AT&T Inc. | Sold out | 0.00% | −0.02 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.02 |
| AVLV Avantis US Large Cap Value | Reduce -8.3% | 0.21% | −0.02 |
| DFEM Dimensional Emrg MRKT Core | Sold out | 0.00% | −0.02 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -1.2% | 0.13% | −0.02 |
| ANF Abercrombie & Fitch Co. Class A | Sold out | 0.00% | −0.02 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.02 |
| RWJ Invesco S&P Smallcap 600 | Sold out | 0.00% | −0.02 |
| IEFA iShares Core MSCI Eafe ETF | Sold out | 0.00% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.02 |
| JBBB Janus Henderson B-BBB Clo Et | Reduce -26.1% | 0.03% | −0.02 |
| NFLX Netflix Inc. | Reduce -0.6% | 0.03% | −0.02 |
| SCHH Schwab US REIT ETF | Reduce -48.4% | 0.01% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -16.6% | 0.05% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -21.1% | 0.03% | −0.01 |
| JNJ Johnson & Johnson | Reduce -4.7% | 0.08% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -3.1% | 0.02% | −0.01 |
| IWM iShares Russell 2000 ETF | Reduce -14.8% | 0.10% | −0.01 |
| JPM JPMorgan Chase & Co. | Reduce -2.6% | 0.24% | −0.01 |
| MTD Mettler-Toledo International | Reduce -18.7% | 0.02% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.1% | 0.26% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -8.0% | 0.01% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -12.7% | 0.05% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -9.9% | 0.02% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.1% | 0.39% | −0.00 |
| VHT Vanguard Health Care ETF | Reduce -16.0% | 0.02% | −0.00 |
Portfolio Buys Q1 2026 → Q2 2026
| IVV iShares Core S&P 500 ETF | Add +7.8% | 9.50% | +0.87 |
| VONG Vanguard Russell 1000 Growth | Add +24.9% | 2.79% | +0.64 |
| IJH iShares Core S&P Midcap ETF | Add +7.4% | 5.65% | +0.48 |
| IJR iShares Core S&P Small-Cap E | Add +5.2% | 3.54% | +0.37 |
| PKG Packaging Corp. of America | Add +7.9% | 4.43% | +0.33 |
| DFAT Dimensional US Target Value | Add +5.8% | 2.32% | +0.12 |
| DFLV Dim US Large Cap Value ETF | Add +3.0% | 6.89% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +3.5% | 0.85% | +0.05 |
| DFGR Dim Global Real Estate ETF | Add +5.1% | 2.27% | +0.05 |
| CAT Caterpillar Inc. | Add +2.8% | 0.15% | +0.04 |
| IBP Installed Building Products | Add +79.2% | 0.08% | +0.02 |
| GLW Corning Inc. | New | 0.02% | +0.02 |
| SOXX iShares Semiconductor ETF | New | 0.02% | +0.02 |
| AMD Advanced Micro Devices | New | 0.02% | +0.02 |
| KLAC KLA Corp. | New | 0.02% | +0.02 |
| GOOGL Alphabet Inc. Class A | Add +0.1% | 0.19% | +0.02 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.02% | +0.02 |
| XLK SS Technology Select Sector | New | 0.02% | +0.02 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | New | 0.02% | +0.02 |
| DFAS Dimensional US Small Cap ETF | New | 0.02% | +0.02 |
| IEMG iShares Core MSCI Emerging | New | 0.02% | +0.02 |
| XLV SS Health Care Select Sector | New | 0.02% | +0.02 |
| CVS CVS Health Corp. | New | 0.01% | +0.01 |
| FDN First Trust DJ Internet Ind | New | 0.01% | +0.01 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.01% | +0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | New | 0.01% | +0.01 |
| IBM Intl Business Machines Corp. | New | 0.01% | +0.01 |
| V Visa Inc. Class A | New | 0.01% | +0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +67.5% | 0.04% | +0.01 |
| CAH Cardinal Health Inc. | New | 0.01% | +0.01 |
| FITB Fifth Third Bancorp | New | 0.01% | +0.01 |
| CMF iShares California Muni Bond | New | 0.01% | +0.01 |
| SCHX Schwab US Large-Cap ETF | Add +1.2% | 0.33% | +0.01 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +4.3% | 0.25% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +2.8% | 0.06% | +0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Add +11.2% | 0.18% | +0.01 |
| GEV GE Vernova Inc. | Add +3.8% | 0.04% | +0.01 |
| NVDA Nvidia Corp. | Add +0.6% | 0.18% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +26.5% | 0.02% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.4% | 0.09% | +0.00 |
| IAGG iShares Intl Aggregate Bond | Add +21.6% | 0.04% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.8% | 0.17% | +0.00 |
| IWR iShares Russell Mid-Cap ETF | Add +0.0% | 0.24% | +0.00 |
| TSLA Tesla Inc. | Add +0.0% | 0.30% | +0.00 |
| EFG iShares MSCI Eafe Growth ETF | Add +4.9% | 0.03% | +0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.4% | 0.02% | +0.00 |
| META Meta Platforms Inc. Class A | Add +16.9% | 0.04% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +4.7% | 0.02% | +0.00 |
| HBAN Huntington Bancshares Inc. | Add +0.1% | 0.05% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +1.3% | 0.12% | +0.00 |
Options Activity Q1 2026 → Q2 2026
| GERN Geron Corp. | call | Reduce -20.0% | 4,000 | $5K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 172 | $1.4B | DFIC, IVV, JCPB, FBND, DFLV |
| Q1 2026 | 169 | $1.3B | DFIC, JCPB, IVV, FBND, DFLV |
| Q4 2025 | 166 | $1.2B | DFIC, JCPB, IVV, FBND, SCHB |
| Q3 2025 | 158 | $1.2B | DFIC, JCPB, IVV, FBND, SCHB |
| Q2 2025 | 155 | $1.1B | DFIC, JCPB, FBND, SCHB, IVV |
| Q1 2025 | 148 | $991.5M | DFIC, JCPB, FBND, SCHB, IVV |
| Q4 2024 | 148 | $906.0M | DFIC, SCHB, FBND, IVV, SCHM |
| Q3 2024 | 149 | $888.3M | DFIC, SCHB, FBND, IVV, SCHM |
| Q2 2024 | 147 | $804.1M | DFIC, SCHB, IVV, FBND, SCHM |
| Q1 2024 | 150 | $716.9M | DFIC, SCHB, IVV, SCHM, AVEM |