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Portfolio (Quarterly) Guide ↗

Summit Financial Strategies, Inc.

· CIK 0001625246
13F Portfolio $1.4B AUM 173 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 19 New 43 Added 58 Reduced 16 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 2,509.0 $293K 0.02% +127.0 +5.3% $116.68 +54.2%
42 VXUS VANGUARD STAR FDS 3,116.0 $266K 0.02% +139.0 +4.7% $85.50 +2.6%
43 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 6,692.0 $202K 0.01% +90.0 +1.4% $30.17 +16.0%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 41.9%
Technology 24.2%
Financial Services 12.5%
Consumer Defensive 6.6%
Healthcare 5.3%
Industrials 3.2%
Communication Services 2.5%
Energy 2.3%
Basic Materials 0.7%
Utilities 0.6%