Summit Financial Strategies, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Summit Financial Strategies, Inc. reported 169 stock positions worth $1.3 billion. Its top holding was Dimensional International (DFIC) at 10.9% of the portfolio, followed by JPMorgan Core Plus Bond ETF (JCPB, 9.8%) and iShares Core S&P 500 ETF (IVV, 8.6%). Compared with Q4 2025, it opened 13 new positions, sold out of 10, added to 49 and reduced 66. The biggest buy was Vanguard Russell 1000 Growth (VONG, shares +227%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- Columbus, OH
- CIK
- 0001625246
- Portfolio Value
- $1.3B (Q1 2026)
- SEC Filing
- 0001172661-26-001585 ↗ filed May 1, 2026
Holdings Value
Holdings 169 stocks · $1.3B
| DFIC Dimensional International Co. | 10.88% | 3,887,458 | $138.1M | Add +0.3% |
| JCPB JPMorgan Core Plus Bond ETF | 9.79% | 2,639,364 | $124.3M | Add +7.7% |
| IVV iShares Core S&P 500 ETF | 8.63% | 167,655 | $109.5M | Add +13.5% |
| FBND Fidelity Total Bond ETF | 8.00% | 2,226,626 | $101.6M | Add +6.5% |
| DFLV Dim US Large Cap Value ETF | 6.78% | 2,408,269 | $86.0M | Add +9.4% |
| SCHB Schwab US Broad Market ETF | 5.29% | 2,672,115 | $67.1M | Reduce -16.1% |
| AVEM Avantis Emerging Markets Eq | 5.27% | 829,341 | $66.8M | Reduce -3.2% |
| IJH iShares Core S&P Midcap ETF | 5.17% | 972,216 | $65.7M | Add +15.2% |
| PKG Packaging Corp. of America | 4.11% | 245,657 | $52.1M | Add +1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 3.30% | 138,366 | $41.8M | Add +0.1% |
| IJR iShares Core S&P Small-Cap E | 3.17% | 323,477 | $40.2M | Add +14.8% |
| SCHM Schwab US Mid Cap ETF | 3.13% | 1,282,374 | $39.7M | Reduce -18.2% |
| DFGR Dim Global Real Estate ETF | 2.22% | 1,062,100 | $28.2M | Add +10.9% |
| DFAT Dimensional US Target Value | 2.20% | 446,289 | $27.9M | Add +8.2% |
| VONG Vanguard Russell 1000 Growth | 2.15% | 248,740 | $27.3M | Add +227.2% |
| SCHA Schwab US Small-Cap ETF | 1.70% | 740,763 | $21.5M | Reduce -18.9% |
| AAPL Apple Inc. | 1.40% | 70,124 | $17.8M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 25,359 | $12.2M | Reduce -2.5% |
| WMT Walmart Inc. | 0.81% | 82,409 | $10.2M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 0.80% | 17,039 | $10.2M | Add +15.0% |
| JMUB JPMorgan Municipal ETF | 0.62% | 157,489 | $7.9M | Add +19.3% |
| MSFT Microsoft Corp. | 0.62% | 21,102 | $7.8M | Reduce -1.3% |
| SCHZ Schwab US Aggregate Bond ETF | 0.60% | 328,668 | $7.6M | Reduce -20.7% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 78,995 | $5.1M | Add +2.3% |
| SCHF Schwab Intl Equity ETF | 0.39% | 199,171 | $4.9M | Reduce -11.3% |
| EFA iShares MSCI Eafe ETF | 0.37% | 48,891 | $4.7M | Reduce -8.5% |
| DFUV Dimensional US Marketwide Va | 0.36% | 95,351 | $4.6M | Reduce -1.3% |
| JAAA Janus Henderson Aaa Clo ETF | 0.36% | 90,554 | $4.6M | Add +12.6% |
| IWB iShares Russell 1000 ETF | 0.35% | 12,469 | $4.4M | Reduce -2.1% |
| GLD SPDR Gold Shares | 0.35% | 10,249 | $4.4M | Reduce -0.1% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 158,494 | $4.1M | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.31% | 9,338 | $4.0M | Add +4.3% |
| TSLA Tesla Inc. | 0.30% | 10,110 | $3.8M | Add +0.5% |
| VWO Vanguard Ftse Emerging Marke | 0.27% | 62,649 | $3.4M | Reduce -8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.27% | 5,181 | $3.4M | Reduce -3.4% |
| CIVB Civista Bancshares Inc. | 0.26% | 142,614 | $3.3M | No change |
| SCHP Schwab U.S. Tips ETF | 0.25% | 119,355 | $3.2M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 0.25% | 10,600 | $3.1M | Reduce -1.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 10,786 | $3.1M | Add +7.0% |
| ABBV Abbvie Inc. | 0.24% | 14,151 | $3.1M | Add +49.3% |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 31,155 | $3.0M | Reduce -0.5% |
| AVLV Avantis US Large Cap Value | 0.23% | 36,514 | $2.9M | Reduce -0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.23% | 4 | $2.9M | No change |
| EFV iShares MSCI Eafe Value ETF | 0.22% | 36,843 | $2.7M | Reduce -10.2% |
| PRK Park National Corp. | 0.20% | 15,447 | $2.5M | No change |
| GOOGL Alphabet Inc. Class A | 0.18% | 7,748 | $2.2M | Add +6.9% |
| NVDA Nvidia Corp. | 0.17% | 12,633 | $2.2M | Add +1.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.17% | 15,021 | $2.2M | Add +27.0% |
| IWD iShares Russell 1000 Value E | 0.17% | 9,975 | $2.1M | No change |
| XOM Exxon Mobil Corp. | 0.16% | 12,257 | $2.1M | Add +1.7% |
| AMAT Applied Materials Inc. | 0.14% | 5,331 | $1.8M | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.14% | 35,954 | $1.8M | Add +9.8% |
| AMZN Amazon.com Inc. | 0.14% | 8,224 | $1.7M | Reduce -1.7% |
| LLY Eli Lilly & Co. | 0.13% | 1,800 | $1.7M | Reduce -1.1% |
| ET Energy Transfer LP | 0.13% | 85,242 | $1.6M | Add +0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.12% | 8,043 | $1.6M | Reduce -12.6% |
| IVW iShares S&P 500 Growth ETF | 0.12% | 13,029 | $1.5M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.11% | 4,453 | $1.4M | Reduce -12.6% |
| PG The Procter & Gamble Co. | 0.11% | 9,769 | $1.4M | Reduce -3.7% |
| CAT Caterpillar Inc. | 0.11% | 1,949 | $1.4M | No change |
| IWM iShares Russell 2000 ETF | 0.11% | 5,565 | $1.4M | Add +1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.10% | 6,623 | $1.2M | Add +27.3% |
| JNJ Johnson & Johnson | 0.10% | 4,962 | $1.2M | Reduce -5.7% |
| GOOG Alphabet Inc. Class C | 0.09% | 4,090 | $1.2M | Reduce -6.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.09% | 9,954 | $1.1M | No change |
| TXN Texas Instruments Inc. | 0.09% | 5,791 | $1.1M | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 2,374 | $1.0M | Reduce -6.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 8,478 | $1.0M | No change |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 13,002 | $976K | Reduce -2.5% |
| ABT Abbott Laboratories | 0.08% | 9,465 | $972K | Add +16.1% |
| PULS Pgim Ultra Short Bond ETF | 0.08% | 19,613 | $971K | Add +20.8% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.08% | 12,201 | $965K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 18,456 | $892K | New |
| ECL Ecolab Inc. | 0.07% | 3,177 | $845K | No change |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 24,077 | $793K | Add +83.6% |
| SCHG Schwab US Large-Cap Growth | 0.06% | 26,415 | $769K | Reduce -0.0% |
| IBP Installed Building Products | 0.06% | 2,896 | $768K | No change |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.06% | 16,107 | $735K | New |
| MRK Merck & Co. Inc. | 0.06% | 6,057 | $729K | Reduce -0.3% |
| DE Deere & Co. | 0.06% | 1,289 | $726K | Reduce -3.2% |
| WOR Worthington Enterprises Inc. | 0.06% | 13,429 | $700K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.05% | 8,986 | $688K | Reduce -1.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,174 | $677K | No change |
| DVY iShares Select Dividend ETF | 0.05% | 4,392 | $665K | No change |
| AEP American Electric Power | 0.05% | 5,054 | $662K | No change |
| CINF Cincinnati Financial Corp. | 0.05% | 4,052 | $638K | No change |
| CVX Chevron Corp. | 0.05% | 3,034 | $628K | Reduce -1.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.05% | 13,294 | $621K | Add +101.2% |
| HBAN Huntington Bancshares Inc. | 0.05% | 37,926 | $594K | Reduce -0.7% |
| JBBB Janus Henderson B-BBB Clo Et | 0.05% | 12,618 | $588K | Reduce -1.5% |
| WYY Widepoint Corp. | 0.05% | 117,748 | $588K | No change |
| NFLX Netflix Inc. | 0.04% | 5,842 | $562K | Reduce -3.9% |
| AMGN Amgen Inc. | 0.04% | 1,551 | $546K | No change |
| DGRO iShares Core Dividend Growth | 0.04% | 7,692 | $540K | No change |
| SPXL Direxion Daily S&P 500 Bull | 0.04% | 2,891 | $535K | Add +75.0% |
| ETN Eaton Corp. PLC | 0.04% | 1,460 | $522K | Reduce -2.0% |
| IAGG iShares Intl Aggregate Bond | 0.04% | 9,937 | $497K | Reduce -15.9% |
| MCD McDonald's Corp. | 0.04% | 1,594 | $495K | No change |
| AGG iShares Core U.S. Aggregate | 0.04% | 4,900 | $486K | Add +9.9% |
| AVUV Avantis US Small Cap Value | 0.04% | 4,145 | $458K | Reduce -5.9% |
Options reported separately and not counted above: GERN calls ($7K).
Portfolio Sells Q4 2025 → Q1 2026
| SCHB Schwab US Broad Market ETF | Reduce -16.1% | 5.29% | −1.58 |
| SCHM Schwab US Mid Cap ETF | Reduce -18.2% | 3.13% | −0.75 |
| SCHA Schwab US Small-Cap ETF | Reduce -18.9% | 1.70% | −0.44 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.62% | −0.23 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -20.7% | 0.60% | −0.19 |
| AVEM Avantis Emerging Markets Eq | Reduce -3.2% | 5.27% | −0.15 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.5% | 0.96% | −0.12 |
| SCHF Schwab Intl Equity ETF | Reduce -11.3% | 0.39% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -8.5% | 0.37% | −0.05 |
| IWB iShares Russell 1000 ETF | Reduce -2.1% | 0.35% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -1.4% | 0.25% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.6% | 0.27% | −0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.4% | 0.27% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.1% | 0.13% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -12.6% | 0.11% | −0.03 |
| EFV iShares MSCI Eafe Value ETF | Reduce -10.2% | 0.22% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -1.7% | 0.14% | −0.02 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -6.8% | 0.08% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -6.4% | 0.09% | −0.02 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -12.6% | 0.12% | −0.02 |
| IBM Intl Business Machines Corp. | Sold out | 0.00% | −0.02 |
| SGOV iShares 0-3 Month Treasury B | Reduce -49.4% | 0.02% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Sold out | 0.00% | −0.02 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.02 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.02 |
| EURL Dir Da FTS Eur Bu 3X ETF-Usd | Sold out | 0.00% | −0.02 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.02 |
| USO United States Oil Fund LP | Sold out | 0.00% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -0.0% | 0.06% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -5.1% | 0.03% | −0.01 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -22.6% | 0.02% | −0.01 |
| IAGG iShares Intl Aggregate Bond | Reduce -15.9% | 0.04% | −0.01 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.5% | 0.24% | −0.01 |
| VHT Vanguard Health Care ETF | Reduce -24.4% | 0.02% | −0.01 |
| NUVB Nuvation Bio Inc. | Sold out | 0.00% | −0.01 |
| MTD Mettler-Toledo International | Reduce -10.7% | 0.03% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -3.7% | 0.11% | −0.01 |
| MPX Marine Products Corp. | Sold out | 0.00% | −0.01 |
| HBAN Huntington Bancshares Inc. | Reduce -0.7% | 0.05% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.8% | 0.05% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -24.4% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -8.6% | 0.03% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -17.6% | 0.02% | −0.01 |
| MDT Medtronic PLC | Reduce -14.1% | 0.02% | −0.01 |
| DFUV Dimensional US Marketwide Va | Reduce -1.3% | 0.36% | −0.01 |
| EEM iShares MSCI Emerging Market | Reduce -14.3% | 0.03% | −0.01 |
| XLF SS Financial Select Sector | Reduce -9.1% | 0.02% | −0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -21.9% | 0.02% | −0.01 |
| PDN Inv Rafi Dev MKT US SM-Usdin | Reduce -17.7% | 0.02% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| VONG Vanguard Russell 1000 Growth | Add +227.2% | 2.15% | +1.39 |
| IJH iShares Core S&P Midcap ETF | Add +15.2% | 5.17% | +0.60 |
| DFLV Dim US Large Cap Value ETF | Add +9.4% | 6.78% | +0.59 |
| IJR iShares Core S&P Small-Cap E | Add +14.8% | 3.17% | +0.39 |
| IVV iShares Core S&P 500 ETF | Add +13.5% | 8.63% | +0.31 |
| JCPB JPMorgan Core Plus Bond ETF | Add +7.7% | 9.79% | +0.26 |
| DFAT Dimensional US Target Value | Add +8.2% | 2.20% | +0.18 |
| DFGR Dim Global Real Estate ETF | Add +10.9% | 2.22% | +0.15 |
| FBND Fidelity Total Bond ETF | Add +6.5% | 8.00% | +0.09 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.08% | +0.08 |
| JMUB JPMorgan Municipal ETF | Add +19.3% | 0.62% | +0.07 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.07% | +0.07 |
| ABBV Abbvie Inc. | Add +49.3% | 0.24% | +0.06 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.06% | +0.06 |
| XOM Exxon Mobil Corp. | Add +1.7% | 0.16% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +15.0% | 0.80% | +0.04 |
| VSS Vanguard Ftse All Wo X-US SC | Add +27.0% | 0.17% | +0.03 |
| SCHE Schwab Emrg Mrkts Eqty ETF | Add +83.6% | 0.06% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +12.6% | 0.36% | +0.03 |
| SCHC Schwab Intl Small-Cap Equity | Add +101.2% | 0.05% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.02% | +0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +27.3% | 0.10% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | New | 0.02% | +0.02 |
| HON Honeywell International Inc. | New | 0.02% | +0.02 |
| MTSI Macom Technology Solutions H | New | 0.02% | +0.02 |
| ANF Abercrombie & Fitch Co. Class A | New | 0.02% | +0.02 |
| SO The Southern Co. | New | 0.02% | +0.02 |
| RWJ Invesco S&P Smallcap 600 | New | 0.02% | +0.02 |
| INTC Intel Corp. | New | 0.02% | +0.02 |
| ET Energy Transfer LP | Add +0.0% | 0.13% | +0.01 |
| SPXL Direxion Daily S&P 500 Bull | Add +75.0% | 0.04% | +0.01 |
| PULS Pgim Ultra Short Bond ETF | Add +20.8% | 0.08% | +0.01 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Add +9.8% | 0.14% | +0.01 |
| SCHH Schwab US REIT ETF | Add +31.1% | 0.03% | +0.01 |
| STLA Stellantis NV | New | 0.01% | +0.01 |
| AVDE Avantis International Equity | Add +21.3% | 0.03% | +0.00 |
| UA Under Armour Inc. Class C | New | 0.00% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +7.0% | 0.24% | +0.00 |
| COST Costco Wholesale Corp. | Add +1.2% | 0.03% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +2.3% | 0.40% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +9.9% | 0.04% | +0.00 |
| PHYS Sprott Physical Gold Trust | Add +5.3% | 0.02% | +0.00 |
| VPU Vanguard Utilities ETF | Add +1.7% | 0.02% | +0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +1.7% | 0.03% | 0.00 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +3.6% | 0.03% | −0.00 |
| SCHP Schwab U.S. Tips ETF | Add +3.7% | 0.25% | −0.00 |
| VXUS Vanguard Total Intl Stock | Add +0.6% | 0.02% | −0.00 |
| MA Mastercard Inc. Class A | Add +5.7% | 0.02% | −0.00 |
| IWM iShares Russell 2000 ETF | Add +1.3% | 0.11% | −0.00 |
| META Meta Platforms Inc. Class A | Add +7.6% | 0.04% | −0.00 |
Options Activity Q4 2025 → Q1 2026
| GERN Geron Corp. | call | New | 5,000 | $7K |
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 |