Summit Financial Strategies, Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Summit Financial Strategies, Inc. reported 150 stock positions worth $716.9 million. Its top holding was Dimensional International (DFIC) at 12.9% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 11.6%) and iShares Core S&P 500 ETF (IVV, 9.9%). Compared with Q4 2023, it opened 10 new positions, sold out of 2, added to 45 and reduced 54. The biggest buy was Dim US Large Cap Value ETF (DFLV, shares +26%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −2%).

Most Recent 13F
Q2 2026
Location
Columbus, OH
CIK
0001625246
Portfolio Value
$716.9M (Q1 2024)
SEC Filing
0001172661-24-002097 ↗ filed May 9, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $716.9M $716.9M Q1 2024 Q2 2024: $804.1M Q2 2024 Q3 2024: $888.3M Q3 2024 Q4 2024: $906.0M Q4 2024 Q1 2025: $991.5M Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 150 stocks · $716.9M
DFIC Dimensional International Co. 12.94% 3,469,081 $92.8M Add +1.6%
SCHB Schwab US Broad Market ETF 11.65% 1,367,918 $83.5M Reduce -1.0%
IVV iShares Core S&P 500 ETF 9.94% 135,570 $71.3M Reduce -2.1%
SCHM Schwab US Mid Cap ETF 7.01% 617,408 $50.3M Add +1.7%
AVEM Avantis Emerging Markets Eq 6.03% 745,826 $43.2M Add +9.1%
PKG Packaging Corp. of America 5.89% 222,366 $42.2M Reduce -4.6%
IJH iShares Core S&P Midcap ETF 5.08% 599,516 $36.4M Reduce -0.1%
VBK Van Morst SML-Cap Gro-Usd Inc. 4.94% 135,912 $35.4M Add +0.9%
DFLV Dim US Large Cap Value ETF 3.43% 820,037 $24.6M Add +26.1%
SCHA Schwab US Small-Cap ETF 3.41% 496,326 $24.4M Add +3.5%
IJR iShares Core S&P Small-Cap E 3.09% 200,763 $22.2M Add +0.0%
BRK.B Berkshire Hathaway Inc. Class B 1.86% 31,678 $13.3M Reduce -4.5%
DFGR Dim Global Real Estate ETF 1.84% 517,460 $13.2M Add +27.0%
DFAT Dimensional US Target Value 1.73% 227,557 $12.4M Add +18.0%
AAPL Apple Inc. 1.70% 71,139 $12.2M Add +0.8%
MSFT Microsoft Corp. 1.42% 24,257 $10.2M Add +1.4%
SCHF Schwab Intl Equity ETF 0.82% 151,456 $5.9M Reduce -1.0%
VOO Vanguard S&P 500 ETF 0.79% 11,734 $5.6M Add +7.6%
WMT Walmart Inc. 0.74% 87,943 $5.3M Reduce -1.0%
EFA iShares MSCI Eafe ETF 0.73% 65,399 $5.2M Reduce -1.1%
SCHZ Schwab US Aggregate Bond ETF 0.67% 104,931 $4.8M Add +2.0%
VEA Vanguard Ftse Developed ETF 0.63% 90,352 $4.5M Reduce -0.7%
DFUV Dimensional US Marketwide Va 0.56% 99,002 $4.0M Reduce -0.3%
IWB iShares Russell 1000 ETF 0.54% 13,365 $3.8M Reduce -1.5%
VWO Vanguard Ftse Emerging Marke 0.51% 87,507 $3.7M Reduce -15.6%
SCHX Schwab US Large-Cap ETF 0.51% 58,694 $3.6M Reduce -1.0%
EFV iShares MSCI Eafe Value ETF 0.38% 50,639 $2.8M Reduce -4.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.38% 5,174 $2.7M Reduce -0.9%
IWR iShares Russell Mid-Cap ETF 0.34% 28,631 $2.4M Reduce -0.8%
JPM JPMorgan Chase & Co. 0.31% 11,220 $2.2M Reduce -0.4%
CIVB Civista Bancshares Inc. 0.31% 144,299 $2.2M No change
GLD SPDR Gold Shares 0.28% 9,915 $2.0M Reduce -0.3%
PG The Procter & Gamble Co. 0.28% 12,398 $2.0M Add +1.7%
SCHP Schwab U.S. Tips ETF 0.28% 37,842 $2.0M Add +5.4%
IWF iShares Russell 1000 Growth 0.25% 5,371 $1.8M Reduce -2.7%
IWD iShares Russell 1000 Value E 0.24% 9,808 $1.8M Reduce -0.1%
LLY Eli Lilly & Co. 0.23% 2,118 $1.6M Reduce -1.5%
BSV Vanguard Short-Term Bond ETF 0.21% 19,469 $1.5M Add +21.3%
AMZN Amazon.com Inc. 0.21% 8,173 $1.5M Add +3.4%
XOM Exxon Mobil Corp. 0.20% 12,520 $1.5M Reduce -0.8%
NVDA Nvidia Corp. 0.20% 1,597 $1.4M Add +82.9%
ET Energy Transfer LP 0.18% 84,007 $1.3M No change
FBND Fidelity Total Bond ETF 0.18% 29,144 $1.3M Add +15.7%
PRK Park National Corp. 0.17% 9,144 $1.2M No change
IWM iShares Russell 2000 ETF 0.17% 5,863 $1.2M Reduce -0.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.17% 4,788 $1.2M Add +9.1%
VTI VG Morningstar TS MKT ETF-US 0.17% 4,601 $1.2M Reduce -0.3%
AMAT Applied Materials Inc. 0.16% 5,496 $1.1M Reduce -0.9%
IVW iShares S&P 500 Growth ETF 0.16% 13,392 $1.1M Reduce -0.1%
TSLA Tesla Inc. 0.15% 6,241 $1.1M Add +5.4%
GOOGL Alphabet Inc. Class A 0.15% 7,249 $1.1M Add +1.9%
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.15% 5,031 $1.0M No change
IVOO Vanguard S&P Mid-Cap 400 ETF 0.14% 9,973 $1.0M Add +0.1%
TXN Texas Instruments Inc. 0.14% 5,785 $1.0M Add +0.3%
ABT Abbott Laboratories 0.14% 8,591 $976K Reduce -17.4%
WOR Worthington Enterprises Inc. 0.13% 15,518 $966K Reduce -0.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.13% 2,805 $965K Add +0.1%
ABBV Abbvie Inc. 0.13% 5,105 $930K Reduce -18.3%
SCHG Schwab US Large-Cap Growth 0.13% 9,945 $922K Reduce -1.0%
JNJ Johnson & Johnson 0.13% 5,755 $910K No change
VEU Vanguard Ftse All-World Ex-U 0.13% 15,402 $903K Reduce -0.3%
CAT Caterpillar Inc. 0.11% 2,102 $770K Reduce -1.2%
MRK Merck & Co. Inc. 0.10% 5,626 $742K Reduce -2.9%
ECL Ecolab Inc. 0.10% 3,177 $734K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 4,473 $728K Reduce -0.5%
AGG iShares Core U.S. Aggregate 0.10% 7,400 $725K Reduce -4.4%
UNH Unitedhealth Group Inc. 0.10% 1,450 $717K Add +85.9%
VSS Vanguard Ftse All Wo X-US SC 0.10% 5,918 $691K Add +11.4%
ETN Eaton Corp. PLC 0.08% 1,940 $607K Add +0.5%
WS Worthington Steel Inc. 0.08% 15,517 $556K No change
DVY iShares Select Dividend ETF 0.08% 4,392 $541K No change
MCD McDonald's Corp. 0.07% 1,907 $538K Reduce -0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 4,375 $535K Add +0.1%
IBP Installed Building Products 0.07% 2,050 $530K No change
BND Vanguard Total Bond Market 0.07% 7,214 $524K Reduce -0.3%
HD Home Depot Inc. 0.07% 1,350 $518K Reduce -1.0%
KR Kroger Co. 0.07% 8,952 $511K Reduce -1.8%
MTD Mettler-Toledo International 0.07% 380 $506K No change
CINF Cincinnati Financial Corp. 0.07% 4,052 $503K No change
SCHH Schwab US REIT ETF 0.07% 24,745 $502K Reduce -1.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.07% 8,450 $487K No change
QQQ Invesco QQQ Trust Series 1 0.07% 1,067 $474K No change
DGRO iShares Core Dividend Growth 0.07% 8,062 $468K No change
IWV iShares Russell 3000 ETF 0.06% 1,549 $465K No change
SPXL Direxion Daily S&P 500 Bull 0.06% 3,276 $439K No change
AEP American Electric Power 0.06% 5,042 $434K No change
DE Deere & Co. 0.06% 1,052 $432K Reduce -15.3%
VHT Vanguard Health Care ETF 0.06% 1,594 $431K No change
GOOG Alphabet Inc. Class C 0.06% 2,811 $428K Add +2.2%
HBAN Huntington Bancshares Inc. 0.06% 30,193 $421K Add +0.1%
CVX Chevron Corp. 0.06% 2,660 $420K New
SCHC Schwab Intl Small-Cap Equity 0.06% 11,718 $420K Reduce -1.1%
AMGN Amgen Inc. 0.06% 1,400 $398K No change
VIOO Vanguard S&P Small-Cap 600 E 0.05% 3,773 $383K Add +0.4%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 15,105 $381K Add +1.8%
PEP Pepsico Inc. 0.05% 2,057 $360K Add +0.7%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.05% 1,867 $358K Add +0.5%
PRF Invesco Rafi US 1000 ETF 0.05% 9,239 $355K No change
NKE Nike Inc. Class B 0.05% 3,757 $353K Reduce -9.4%
TIP iShares Tips Bond ETF 0.05% 3,268 $351K Add +6.9%
EEM iShares MSCI Emerging Market 0.05% 8,516 $350K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.05% 8,994 $341K Add +2.4%
GEF Greif Inc. Class A 0.05% 4,893 $338K No change
VTIP Vanguard Short-Term Tips 0.05% 6,936 $332K Reduce -0.2%
ACWX iShares MSCI Acwi Ex US ETF 0.05% 6,198 $331K No change
META Meta Platforms Inc. Class A 0.05% 676 $328K Add +1.6%
SPYM Ste STR SPDR PT S&P 500 ETF 0.05% 5,313 $327K No change
AVLV Avantis US Large Cap Value 0.04% 5,020 $323K Reduce -14.1%
GSLC Goldman Activebeta US LC ETF 0.04% 3,085 $320K Reduce -13.8%
DHI D.R. Horton Inc. 0.04% 1,885 $310K Add +28.9%
INTC Intel Corp. 0.04% 6,854 $303K Reduce -7.2%
DFAC Dimensional US Core Equity 2 0.04% 9,343 $299K Reduce -8.4%
SLV iShares Silver Trust 0.04% 12,773 $291K Reduce -0.7%
MDT Medtronic PLC 0.04% 3,277 $286K Reduce -10.2%
COST Costco Wholesale Corp. 0.04% 384 $281K Reduce -4.7%
LMT Lockheed Martin Corp. 0.04% 598 $272K Reduce -12.1%
VGT Vanguard Info Tech ETF 0.04% 512 $268K No change
SBUX Starbucks Corp. 0.04% 2,919 $267K New
PDN Inv Rafi Dev MKT US SM-Usdin 0.04% 8,069 $265K No change
IAU iShares Gold Trust 0.04% 6,265 $263K No change
IJT iShares S&P Small-Cap 600 GR 0.04% 1,944 $254K No change
ACWI iShares MSCI Acwi ETF 0.04% 2,306 $254K No change
IYR iShares US Real Estate ETF 0.03% 2,762 $248K Add +4.0%
PLD Prologis Inc. 0.03% 1,900 $247K No change
DTE DTE Energy Company 0.03% 2,133 $239K No change
IYH iShares U.S. Healthcare ETF 0.03% 3,820 $236K No change
VPU Vanguard Utilities ETF 0.03% 1,653 $236K No change
UNP Union Pacific Corp. 0.03% 953 $234K No change
USO United States Oil Fund LP 0.03% 2,928 $231K New
QCRH QCR Holdings Inc. 0.03% 3,614 $220K No change
STWD Starwood Property Trust Inc. 0.03% 10,723 $218K Add +0.1%
XLF SS Financial Select Sector 0.03% 5,175 $218K New
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.03% 924 $218K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 1,397 $218K Reduce -3.4%
IAGG iShares Intl Aggregate Bond 0.03% 4,339 $217K Add +1.9%
UPST Upstart Holdings Inc. 0.03% 7,916 $213K Add +16.8%
EPD Enterprise Products Partners 0.03% 7,178 $209K New
XLE SS Energy Select Sector 0.03% 2,200 $208K New
VZ Verizon Communications Inc. 0.03% 4,935 $207K New
CDLX Cardlytics Inc. 0.03% 14,000 $203K No change
GE General Electric 0.03% 1,151 $202K New
BNDX Vanguard Total Intl Bond ETF 0.03% 4,087 $201K New
JMUB JPMorgan Municipal ETF 0.03% 3,946 $200K Reduce -37.6%
XCHYX Calamos Convert & High Inc. 0.03% 16,489 $195K No change
UA Under Armour Inc. Class C 0.02% 15,547 $111K Add +11.6%
AGL Agilon Health Inc. 0.01% 17,231 $105K No change
WYY Widepoint Corp. 0.01% 38,105 $99K Add +4.4%
5E ADVANCED MATERIALS INC 0.01% 55,000 $74K New
MYO Myomo Inc. 0.00% 10,000 $33K No change
IVEDA SOLUTIONS INC 0.00% 10,000 $9K No change

Portfolio Sells Q4 2023 → Q1 2024
IVV iShares Core S&P 500 ETF Reduce -2.1% 9.94% −0.17
VWO Vanguard Ftse Emerging Marke Reduce -15.6% 0.51% −0.14
SCHB Schwab US Broad Market ETF Reduce -1.0% 11.65% −0.11
MHO M/I Homes Inc. Sold out 0.00% −0.08
ANF Abercrombie & Fitch Co. Class A Sold out 0.00% −0.05
SCHF Schwab Intl Equity ETF Reduce -1.0% 0.82% −0.04
ABT Abbott Laboratories Reduce -17.4% 0.14% −0.04
EFV iShares MSCI Eafe Value ETF Reduce -4.1% 0.38% −0.04
VEA Vanguard Ftse Developed ETF Reduce -0.7% 0.63% −0.03
EFA iShares MSCI Eafe ETF Reduce -1.1% 0.73% −0.03
JMUB JPMorgan Municipal ETF Reduce -37.6% 0.03% −0.02
NKE Nike Inc. Class B Reduce -9.4% 0.05% −0.02
ABBV Abbvie Inc. Reduce -18.3% 0.13% −0.02
AGG iShares Core U.S. Aggregate Reduce -4.4% 0.10% −0.02
DE Deere & Co. Reduce -15.3% 0.06% −0.02
INTC Intel Corp. Reduce -7.2% 0.04% −0.01
MCD McDonald's Corp. Reduce -0.6% 0.07% −0.01
SCHH Schwab US REIT ETF Reduce -1.4% 0.07% −0.01
LMT Lockheed Martin Corp. Reduce -12.1% 0.04% −0.01
BND Vanguard Total Bond Market Reduce -0.3% 0.07% −0.01
IWM iShares Russell 2000 ETF Reduce -0.1% 0.17% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -0.8% 0.34% −0.01
IWB iShares Russell 1000 ETF Reduce -1.5% 0.54% −0.01
AVLV Avantis US Large Cap Value Reduce -14.1% 0.04% −0.01
GSLC Goldman Activebeta US LC ETF Reduce -13.8% 0.04% −0.01
VEU Vanguard Ftse All-World Ex-U Reduce -0.3% 0.13% −0.01
MDT Medtronic PLC Reduce -10.2% 0.04% −0.01
GLD SPDR Gold Shares Reduce -0.3% 0.28% −0.01
SCHC Schwab Intl Small-Cap Equity Reduce -1.1% 0.06% −0.00
IJH iShares Core S&P Midcap ETF Reduce -0.1% 5.08% −0.00
VTIP Vanguard Short-Term Tips Reduce -0.2% 0.05% −0.00
DFAC Dimensional US Core Equity 2 Reduce -8.4% 0.04% −0.00
IWF iShares Russell 1000 Growth Reduce -2.7% 0.25% −0.00
SCHX Schwab US Large-Cap ETF Reduce -1.0% 0.51% −0.00
IWD iShares Russell 1000 Value E Reduce -0.1% 0.24% −0.00
WOR Worthington Enterprises Inc. Reduce -0.4% 0.13% −0.00
SLV iShares Silver Trust Reduce -0.7% 0.04% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -3.4% 0.03% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.9% 0.38% −0.00
COST Costco Wholesale Corp. Reduce -4.7% 0.04% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.5% 0.10% −0.00
VTI VG Morningstar TS MKT ETF-US Reduce -0.3% 0.17% −0.00
DFUV Dimensional US Marketwide Va Reduce -0.3% 0.56% −0.00
HD Home Depot Inc. Reduce -1.0% 0.07% +0.00
SCHG Schwab US Large-Cap Growth Reduce -1.0% 0.13% +0.00
IVW iShares S&P 500 Growth ETF Reduce -0.1% 0.16% +0.00
MRK Merck & Co. Inc. Reduce -2.9% 0.10% +0.01
KR Kroger Co. Reduce -1.8% 0.07% +0.01
XOM Exxon Mobil Corp. Reduce -0.8% 0.20% +0.01
CAT Caterpillar Inc. Reduce -1.2% 0.11% +0.01

Portfolio Buys Q4 2023 → Q1 2024
DFLV Dim US Large Cap Value ETF Add +26.1% 3.43% +0.74
DFGR Dim Global Real Estate ETF Add +27.0% 1.84% +0.23
DFAT Dimensional US Target Value Add +18.0% 1.73% +0.19
AVEM Avantis Emerging Markets Eq Add +9.1% 6.03% +0.14
NVDA Nvidia Corp. Add +82.9% 0.20% +0.14
VOO Vanguard S&P 500 ETF Add +7.6% 0.79% +0.06
CVX Chevron Corp. New 0.06% +0.06
MSFT Microsoft Corp. Add +1.4% 1.42% +0.05
UNH Unitedhealth Group Inc. Add +85.9% 0.10% +0.04
SBUX Starbucks Corp. New 0.04% +0.04
USO United States Oil Fund LP New 0.03% +0.03
XLF SS Financial Select Sector New 0.03% +0.03
EPD Enterprise Products Partners New 0.03% +0.03
XLE SS Energy Select Sector New 0.03% +0.03
VZ Verizon Communications Inc. New 0.03% +0.03
GE General Electric New 0.03% +0.03
BNDX Vanguard Total Intl Bond ETF New 0.03% +0.03
SCHM Schwab US Mid Cap ETF Add +1.7% 7.01% +0.02
AMZN Amazon.com Inc. Add +3.4% 0.21% +0.02
BSV Vanguard Short-Term Bond ETF Add +21.3% 0.21% +0.02
DIS The Walt Disney Co. Add +0.1% 0.07% +0.01
ETN Eaton Corp. PLC Add +0.5% 0.08% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +9.1% 0.17% +0.01
5E ADVANCED MATERIALS INC New 0.01% +0.01
META Meta Platforms Inc. Class A Add +1.6% 0.05% +0.01
DHI D.R. Horton Inc. Add +28.9% 0.04% +0.01
PG The Procter & Gamble Co. Add +1.7% 0.28% +0.01
FBND Fidelity Total Bond ETF Add +15.7% 0.18% +0.01
VSS Vanguard Ftse All Wo X-US SC Add +11.4% 0.10% +0.00
BAC Bank of America Corp. Add +2.4% 0.05% +0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 0.13% +0.00
WYY Widepoint Corp. Add +4.4% 0.01% +0.00
GOOGL Alphabet Inc. Class A Add +1.9% 0.15% +0.00
GOOG Alphabet Inc. Class C Add +2.2% 0.06% +0.00
IVOO Vanguard S&P Mid-Cap 400 ETF Add +0.1% 0.14% +0.00
HBAN Huntington Bancshares Inc. Add +0.1% 0.06% +0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Add +0.5% 0.05% −0.00
TIP iShares Tips Bond ETF Add +6.9% 0.05% −0.00
IAGG iShares Intl Aggregate Bond Add +1.9% 0.03% −0.00
UA Under Armour Inc. Class C Add +11.6% 0.02% −0.00
IYR iShares US Real Estate ETF Add +4.0% 0.03% −0.00
PEP Pepsico Inc. Add +0.7% 0.05% −0.00
SCHE Schwab Emrg Mrkts Eqty ETF Add +1.8% 0.05% −0.00
VIOO Vanguard S&P Small-Cap 600 E Add +0.4% 0.05% −0.00
STWD Starwood Property Trust Inc. Add +0.1% 0.03% −0.00
TXN Texas Instruments Inc. Add +0.3% 0.14% −0.01
SCHP Schwab U.S. Tips ETF Add +5.4% 0.28% −0.01
UPST Upstart Holdings Inc. Add +16.8% 0.03% −0.01
VBK Van Morst SML-Cap Gro-Usd Inc. Add +0.9% 4.94% −0.03
SCHA Schwab US Small-Cap ETF Add +3.5% 3.41% −0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 172$1.4BDFIC, IVV, JCPB, FBND, DFLV
Q1 2026 169$1.3BDFIC, JCPB, IVV, FBND, DFLV
Q4 2025 166$1.2BDFIC, JCPB, IVV, FBND, SCHB
Q3 2025 158$1.2BDFIC, JCPB, IVV, FBND, SCHB
Q2 2025 155$1.1BDFIC, JCPB, FBND, SCHB, IVV
Q1 2025 148$991.5MDFIC, JCPB, FBND, SCHB, IVV
Q4 2024 148$906.0MDFIC, SCHB, FBND, IVV, SCHM
Q3 2024 149$888.3MDFIC, SCHB, FBND, IVV, SCHM
Q2 2024 147$804.1MDFIC, SCHB, IVV, FBND, SCHM
Q1 2024 150$716.9MDFIC, SCHB, IVV, SCHM, AVEM