Summit Financial Strategies, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 19, 2024), Summit Financial Strategies, Inc. reported 147 stock positions worth $804.1 million. Its top holding was Dimensional International (DFIC) at 11.5% of the portfolio, followed by Schwab US Broad Market ETF (SCHB, 10.9%) and iShares Core S&P 500 ETF (IVV, 8.9%). Compared with Q1 2024, it opened 2 new positions, sold out of 5, added to 50 and reduced 54. The biggest buy was Fidelity Total Bond ETF (FBND, shares +4346%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −4%).

Most Recent 13F
Q2 2026
Location
Columbus, OH
CIK
0001625246
Portfolio Value
$804.1M (Q2 2024)
SEC Filing
0001172661-24-002847 ↗ filed Jul 19, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $716.9M Q1 2024 Q2 2024: $804.1M $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 147 stocks · $804.1M
DFIC Dimensional International Co. 11.54% 3,530,233 $92.8M Add +1.8%
SCHB Schwab US Broad Market ETF 10.94% 1,399,541 $88.0M Add +2.3%
IVV iShares Core S&P 500 ETF 8.89% 130,672 $71.5M Reduce -3.6%
FBND Fidelity Total Bond ETF 7.24% 1,295,739 $58.2M Add +4346.0%
SCHM Schwab US Mid Cap ETF 6.21% 642,116 $50.0M Add +4.0%
AVEM Avantis Emerging Markets Eq 5.90% 777,008 $47.5M Add +4.2%
PKG Packaging Corp. of America 5.32% 234,495 $42.8M Add +5.5%
DFLV Dim US Large Cap Value ETF 4.73% 1,316,900 $38.1M Add +60.6%
IJH iShares Core S&P Midcap ETF 4.30% 590,716 $34.6M Reduce -1.5%
VBK Van Morst SML-Cap Gro-Usd Inc. 4.27% 137,251 $34.3M Add +1.0%
SCHA Schwab US Small-Cap ETF 3.07% 520,301 $24.7M Add +4.8%
IJR iShares Core S&P Small-Cap E 2.64% 198,807 $21.2M Reduce -1.0%
DFGR Dim Global Real Estate ETF 2.02% 649,879 $16.2M Add +25.6%
AAPL Apple Inc. 1.85% 70,796 $14.9M Reduce -0.5%
DFAT Dimensional US Target Value 1.67% 258,965 $13.4M Add +13.8%
BRK.B Berkshire Hathaway Inc. Class B 1.57% 30,977 $12.6M Reduce -2.2%
MSFT Microsoft Corp. 1.33% 23,913 $10.7M Reduce -1.4%
VOO Vanguard S&P 500 ETF 0.73% 11,802 $5.9M Add +0.6%
WMT Walmart Inc. 0.73% 87,149 $5.9M Reduce -0.9%
SCHF Schwab Intl Equity ETF 0.73% 152,735 $5.9M Add +0.8%
EFA iShares MSCI Eafe ETF 0.62% 63,851 $5.0M Reduce -2.4%
SCHZ Schwab US Aggregate Bond ETF 0.57% 100,558 $4.6M Reduce -4.2%
VEA Vanguard Ftse Developed ETF 0.56% 91,375 $4.5M Add +1.1%
IWB iShares Russell 1000 ETF 0.49% 13,235 $3.9M Reduce -1.0%
DFUV Dimensional US Marketwide Va 0.48% 98,361 $3.9M Reduce -0.7%
SCHX Schwab US Large-Cap ETF 0.47% 58,639 $3.8M Reduce -0.1%
JMUB JPMorgan Municipal ETF 0.45% 72,265 $3.6M Add +1731.3%
VWO Vanguard Ftse Emerging Marke 0.45% 82,770 $3.6M Reduce -5.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.35% 5,204 $2.8M Add +0.6%
EFV iShares MSCI Eafe Value ETF 0.33% 50,490 $2.7M Reduce -0.3%
CIVB Civista Bancshares Inc. 0.29% 148,858 $2.3M Add +3.2%
IWR iShares Russell Mid-Cap ETF 0.29% 28,358 $2.3M Reduce -0.9%
JPM JPMorgan Chase & Co. 0.27% 10,833 $2.2M Reduce -3.5%
GLD SPDR Gold Shares 0.27% 10,080 $2.2M Add +1.7%
SCHP Schwab U.S. Tips ETF 0.27% 41,254 $2.1M Add +9.0%
IWF iShares Russell 1000 Growth 0.25% 5,414 $2.0M Add +0.8%
LLY Eli Lilly & Co. 0.24% 2,094 $1.9M Reduce -1.1%
PG The Procter & Gamble Co. 0.23% 11,155 $1.8M Reduce -10.0%
IWD iShares Russell 1000 Value E 0.21% 9,653 $1.7M Reduce -1.6%
BSV Vanguard Short-Term Bond ETF 0.20% 20,771 $1.6M Add +6.7%
NVDA Nvidia Corp. 0.19% 12,604 $1.6M Reduce -21.1%
AMZN Amazon.com Inc. 0.19% 7,743 $1.5M Reduce -5.3%
TSLA Tesla Inc. 0.18% 7,311 $1.4M Add +17.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.17% 5,677 $1.4M Add +18.6%
XOM Exxon Mobil Corp. 0.17% 11,844 $1.4M Reduce -5.4%
ET Energy Transfer LP 0.17% 84,007 $1.4M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 3,621 $1.4M Add +29.1%
VTI VG Morningstar TS MKT ETF-US 0.16% 4,889 $1.3M Add +6.3%
PRK Park National Corp. 0.16% 9,144 $1.3M No change
GOOGL Alphabet Inc. Class A 0.16% 7,053 $1.3M Reduce -2.7%
AMAT Applied Materials Inc. 0.16% 5,421 $1.3M Reduce -1.4%
IVW iShares S&P 500 Growth ETF 0.15% 13,392 $1.2M No change
IWM iShares Russell 2000 ETF 0.14% 5,677 $1.2M Reduce -3.2%
TXN Texas Instruments Inc. 0.14% 5,791 $1.1M Add +0.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.14% 6,907 $1.1M Add +54.4%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.12% 9,973 $988K No change
MZTI The Marzetti Company filed as LANCASTER COLONY CORP 0.12% 5,031 $951K No change
ABT Abbott Laboratories 0.11% 8,567 $890K Reduce -0.3%
ABBV Abbvie Inc. 0.11% 5,087 $873K Reduce -0.3%
SCHG Schwab US Large-Cap Growth 0.11% 8,565 $864K Reduce -13.9%
VEU Vanguard Ftse All-World Ex-U 0.11% 14,714 $863K Reduce -4.5%
JNJ Johnson & Johnson 0.10% 5,714 $835K Reduce -0.7%
VSS Vanguard Ftse All Wo X-US SC 0.10% 6,840 $804K Add +15.6%
ECL Ecolab Inc. 0.09% 3,177 $756K No change
AGG iShares Core U.S. Aggregate 0.09% 7,634 $741K Add +3.2%
WOR Worthington Enterprises Inc. 0.09% 15,586 $738K Add +0.4%
UNH Unitedhealth Group Inc. 0.09% 1,403 $714K Reduce -3.2%
MRK Merck & Co. Inc. 0.08% 5,400 $669K Reduce -4.0%
CAT Caterpillar Inc. 0.08% 1,985 $661K Reduce -5.6%
ETN Eaton Corp. PLC 0.08% 1,931 $605K Reduce -0.5%
GOOG Alphabet Inc. Class C 0.07% 3,160 $580K Add +12.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.07% 8,635 $553K Add +62.5%
DVY iShares Select Dividend ETF 0.07% 4,392 $531K No change
MTD Mettler-Toledo International 0.07% 380 $531K No change
WS Worthington Steel Inc. 0.06% 15,585 $520K Add +0.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.06% 8,450 $506K No change
MCD McDonald's Corp. 0.06% 1,938 $494K Add +1.6%
QQQ Invesco QQQ Trust Series 1 0.06% 1,008 $483K Reduce -5.5%
SMMU PIMCO SHRT TRM Muni BND ETF 0.06% 9,683 $483K New
CINF Cincinnati Financial Corp. 0.06% 4,052 $479K No change
HD Home Depot Inc. 0.06% 1,356 $467K Add +0.4%
DGRO iShares Core Dividend Growth 0.06% 8,062 $464K No change
SCHH Schwab US REIT ETF 0.06% 22,504 $449K Reduce -9.1%
SPXL Direxion Daily S&P 500 Bull 0.06% 3,076 $449K Reduce -6.1%
KR Kroger Co. 0.06% 8,957 $447K Add +0.1%
AEP American Electric Power 0.05% 5,028 $441K Reduce -0.3%
AMGN Amgen Inc. 0.05% 1,400 $437K No change
WYY Widepoint Corp. 0.05% 103,068 $432K Add +170.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.05% 4,275 $424K Reduce -2.3%
VHT Vanguard Health Care ETF 0.05% 1,594 $424K No change
IBP Installed Building Products 0.05% 2,050 $422K No change
CVX Chevron Corp. 0.05% 2,622 $410K Reduce -1.4%
HBAN Huntington Bancshares Inc. 0.05% 30,955 $408K Add +2.5%
SCHE Schwab Emrg Mrkts Eqty ETF 0.05% 15,041 $399K Reduce -0.4%
BND Vanguard Total Bond Market 0.05% 5,532 $399K Reduce -23.3%
SCHC Schwab Intl Small-Cap Equity 0.05% 11,172 $398K Reduce -4.7%
DE Deere & Co. 0.05% 1,046 $391K Reduce -0.6%
IWV iShares Russell 3000 ETF 0.05% 1,241 $383K Reduce -19.9%
VIOO Vanguard S&P Small-Cap 600 E 0.05% 3,773 $371K No change
EEM iShares MSCI Emerging Market 0.05% 8,516 $363K No change
PRF Invesco Rafi US 1000 ETF 0.04% 9,239 $351K No change
VTIP Vanguard Short-Term Tips 0.04% 7,104 $345K Add +2.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.04% 1,888 $345K Add +1.1%
TIP iShares Tips Bond ETF 0.04% 3,212 $343K Reduce -1.7%
SLV iShares Silver Trust 0.04% 12,773 $339K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.04% 8,497 $338K Reduce -5.5%
COST Costco Wholesale Corp. 0.04% 397 $337K Add +3.4%
GSLC Goldman Activebeta US LC ETF 0.04% 3,085 $330K No change
ACWX iShares MSCI Acwi Ex US ETF 0.04% 6,198 $329K No change
AVLV Avantis US Large Cap Value 0.04% 5,020 $315K No change
DFAC Dimensional US Core Equity 2 0.04% 9,343 $301K No change
VGT Vanguard Info Tech ETF 0.04% 512 $295K No change
GEF Greif Inc. Class A 0.04% 4,893 $281K No change
NKE Nike Inc. Class B 0.03% 3,725 $281K Reduce -0.8%
LMT Lockheed Martin Corp. 0.03% 598 $279K No change
IAU iShares Gold Trust 0.03% 6,265 $275K No change
PDN Inv Rafi Dev MKT US SM-Usdin 0.03% 8,069 $261K No change
ACWI iShares MSCI Acwi ETF 0.03% 2,306 $259K No change
BIL SS SPDR BB 1-3M T-Bill ETF 0.03% 2,731 $251K New
PEP Pepsico Inc. 0.03% 1,503 $248K Reduce -26.9%
VPU Vanguard Utilities ETF 0.03% 1,653 $245K No change
IJT iShares S&P Small-Cap 600 GR 0.03% 1,898 $244K Reduce -2.4%
IAGG iShares Intl Aggregate Bond 0.03% 4,761 $238K Add +9.7%
DTE DTE Energy Company 0.03% 2,133 $237K No change
MDT Medtronic PLC 0.03% 2,992 $235K Reduce -8.7%
IYH iShares U.S. Healthcare ETF 0.03% 3,820 $234K No change
XLF SS Financial Select Sector 0.03% 5,672 $233K Add +9.6%
USO United States Oil Fund LP 0.03% 2,928 $233K No change
INTC Intel Corp. 0.03% 7,365 $228K Add +7.5%
UNP Union Pacific Corp. 0.03% 977 $221K Add +2.5%
QCRH QCR Holdings Inc. 0.03% 3,614 $217K No change
UPST Upstart Holdings Inc. 0.03% 9,176 $216K Add +15.9%
PLD Prologis Inc. 0.03% 1,900 $213K No change
XLE SS Energy Select Sector 0.03% 2,331 $212K Add +6.0%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.03% 924 $212K No change
VOE Vngrd Mrngstr MD-Cap Val ETF 0.03% 1,399 $210K Add +0.1%
EPD Enterprise Products Partners 0.03% 7,178 $208K No change
META Meta Platforms Inc. Class A 0.03% 411 $207K Reduce -39.2%
VZ Verizon Communications Inc. 0.03% 4,969 $205K Add +0.7%
STWD Starwood Property Trust Inc. 0.03% 10,723 $203K No change
XCHYX Calamos Convert & High Inc. 0.02% 16,489 $184K No change
UA Under Armour Inc. Class C 0.02% 19,415 $127K Add +24.9%
CDLX Cardlytics Inc. 0.01% 14,000 $115K No change
AGL Agilon Health Inc. 0.01% 16,569 $108K Reduce -3.8%
5E ADVANCED MATERIALS INC 0.01% 44,280 $54K Reduce -19.5%
MYO Myomo Inc. 0.00% 10,000 $32K No change
IVEDA SOLUTIONS INC 0.00% 10,000 $5K No change

Portfolio Sells Q1 2024 → Q2 2024
IVV iShares Core S&P 500 ETF Reduce -3.6% 8.89% −1.05
IJH iShares Core S&P Midcap ETF Reduce -1.5% 4.30% −0.78
IJR iShares Core S&P Small-Cap E Reduce -1.0% 2.64% −0.46
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.2% 1.57% −0.29
EFA iShares MSCI Eafe ETF Reduce -2.4% 0.62% −0.11
SCHZ Schwab US Aggregate Bond ETF Reduce -4.2% 0.57% −0.10
MSFT Microsoft Corp. Reduce -1.4% 1.33% −0.09
DFUV Dimensional US Marketwide Va Reduce -0.7% 0.48% −0.08
VWO Vanguard Ftse Emerging Marke Reduce -5.4% 0.45% −0.06
PG The Procter & Gamble Co. Reduce -10.0% 0.23% −0.05
EFV iShares MSCI Eafe Value ETF Reduce -0.3% 0.33% −0.05
IWR iShares Russell Mid-Cap ETF Reduce -0.9% 0.29% −0.05
IWB iShares Russell 1000 ETF Reduce -1.0% 0.49% −0.05
DHI D.R. Horton Inc. Sold out 0.00% −0.04
JPM JPMorgan Chase & Co. Reduce -3.5% 0.27% −0.04
SCHX Schwab US Large-Cap ETF Reduce -0.1% 0.47% −0.04
SBUX Starbucks Corp. Sold out 0.00% −0.04
IWD iShares Russell 1000 Value E Reduce -1.6% 0.21% −0.04
IYR iShares US Real Estate ETF Sold out 0.00% −0.03
XOM Exxon Mobil Corp. Reduce -5.4% 0.17% −0.03
IWM iShares Russell 2000 ETF Reduce -3.2% 0.14% −0.03
GE General Electric Sold out 0.00% −0.03
BNDX Vanguard Total Intl Bond ETF Sold out 0.00% −0.03
ABT Abbott Laboratories Reduce -0.3% 0.11% −0.03
CAT Caterpillar Inc. Reduce -5.6% 0.08% −0.03
BND Vanguard Total Bond Market Reduce -23.3% 0.05% −0.02
JNJ Johnson & Johnson Reduce -0.7% 0.10% −0.02
DIS The Walt Disney Co. Reduce -2.3% 0.05% −0.02
ABBV Abbvie Inc. Reduce -0.3% 0.11% −0.02
SCHG Schwab US Large-Cap Growth Reduce -13.9% 0.11% −0.02
MRK Merck & Co. Inc. Reduce -4.0% 0.08% −0.02
META Meta Platforms Inc. Class A Reduce -39.2% 0.03% −0.02
AMZN Amazon.com Inc. Reduce -5.3% 0.19% −0.02
PEP Pepsico Inc. Reduce -26.9% 0.03% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -4.5% 0.11% −0.02
IWV iShares Russell 3000 ETF Reduce -19.9% 0.05% −0.02
NKE Nike Inc. Class B Reduce -0.8% 0.03% −0.01
SCHH Schwab US REIT ETF Reduce -9.1% 0.06% −0.01
DE Deere & Co. Reduce -0.6% 0.05% −0.01
UNH Unitedhealth Group Inc. Reduce -3.2% 0.09% −0.01
MDT Medtronic PLC Reduce -8.7% 0.03% −0.01
ETN Eaton Corp. PLC Reduce -0.5% 0.08% −0.01
SCHC Schwab Intl Small-Cap Equity Reduce -4.7% 0.05% −0.01
NVDA Nvidia Corp. Reduce -21.1% 0.19% −0.01
CVX Chevron Corp. Reduce -1.4% 0.05% −0.01
TIP iShares Tips Bond ETF Reduce -1.7% 0.04% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -5.5% 0.06% −0.01
AEP American Electric Power Reduce -0.3% 0.05% −0.01
BAC Bank of America Corp. Reduce -5.5% 0.04% −0.01
SPXL Direxion Daily S&P 500 Bull Reduce -6.1% 0.06% −0.01

Portfolio Buys Q1 2024 → Q2 2024
FBND Fidelity Total Bond ETF Add +4346.0% 7.24% +7.06
DFLV Dim US Large Cap Value ETF Add +60.6% 4.73% +1.30
JMUB JPMorgan Municipal ETF Add +1731.3% 0.45% +0.42
DFGR Dim Global Real Estate ETF Add +25.6% 2.02% +0.18
SMMU PIMCO SHRT TRM Muni BND ETF New 0.06% +0.06
WYY Widepoint Corp. Add +170.5% 0.05% +0.04
VTV Vanguard Mrngstr Val ETF-Aui Add +54.4% 0.14% +0.04
VUG Vanguard Mrngstar GR ETF-Sui Add +29.1% 0.17% +0.03
BIL SS SPDR BB 1-3M T-Bill ETF New 0.03% +0.03
TSLA Tesla Inc. Add +17.1% 0.18% +0.03
SPYM Ste STR SPDR PT S&P 500 ETF Add +62.5% 0.07% +0.02
GOOG Alphabet Inc. Class C Add +12.4% 0.07% +0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +18.6% 0.17% +0.00
VSS Vanguard Ftse All Wo X-US SC Add +15.6% 0.10% +0.00
COST Costco Wholesale Corp. Add +3.4% 0.04% +0.00
UA Under Armour Inc. Class C Add +24.9% 0.02% +0.00
TXN Texas Instruments Inc. Add +0.1% 0.14% −0.00
IAGG iShares Intl Aggregate Bond Add +9.7% 0.03% −0.00
XLF SS Financial Select Sector Add +9.6% 0.03% −0.00
XLE SS Energy Select Sector Add +6.0% 0.03% −0.00
UPST Upstart Holdings Inc. Add +15.9% 0.03% −0.00
VTIP Vanguard Short-Term Tips Add +2.4% 0.04% −0.00
VZ Verizon Communications Inc. Add +0.7% 0.03% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.1% 0.03% −0.00
VTI VG Morningstar TS MKT ETF-US Add +6.3% 0.16% −0.00
UNP Union Pacific Corp. Add +2.5% 0.03% −0.01
IWF iShares Russell 1000 Growth Add +0.8% 0.25% −0.01
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.1% 0.04% −0.01
HBAN Huntington Bancshares Inc. Add +2.5% 0.05% −0.01
SCHP Schwab U.S. Tips ETF Add +9.0% 0.27% −0.01
AGG iShares Core U.S. Aggregate Add +3.2% 0.09% −0.01
BSV Vanguard Short-Term Bond ETF Add +6.7% 0.20% −0.01
WS Worthington Steel Inc. Add +0.4% 0.06% −0.01
MCD McDonald's Corp. Add +1.6% 0.06% −0.01
INTC Intel Corp. Add +7.5% 0.03% −0.01
HD Home Depot Inc. Add +0.4% 0.06% −0.01
GLD SPDR Gold Shares Add +1.7% 0.27% −0.01
KR Kroger Co. Add +0.1% 0.06% −0.02
CIVB Civista Bancshares Inc. Add +3.2% 0.29% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +0.6% 0.35% −0.03
WOR Worthington Enterprises Inc. Add +0.4% 0.09% −0.04
VOO Vanguard S&P 500 ETF Add +0.6% 0.73% −0.05
DFAT Dimensional US Target Value Add +13.8% 1.67% −0.06
VEA Vanguard Ftse Developed ETF Add +1.1% 0.56% −0.07
SCHF Schwab Intl Equity ETF Add +0.8% 0.73% −0.09
AVEM Avantis Emerging Markets Eq Add +4.2% 5.90% −0.13
SCHA Schwab US Small-Cap ETF Add +4.8% 3.07% −0.34
PKG Packaging Corp. of America Add +5.5% 5.32% −0.56
VBK Van Morst SML-Cap Gro-Usd Inc. Add +1.0% 4.27% −0.67
SCHB Schwab US Broad Market ETF Add +2.3% 10.94% −0.71

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