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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	SCHC	SCHWAB STRATEGIC TR	—	13,294	$621K	0.05%	SOLD
2	DTE	DTE ENERGY CO	Utilities	2,133	$312K	0.03%	SOLD
3	TUSI	TOUCHSTONE ETF TRUST	—	11,359	$288K	0.02%	SOLD
4	—	ENTERGY CORP NEW	—	2,279	$256K	0.02%	SOLD
5	IJJ	ISHARES TR	—	1,892	$251K	0.02%	SOLD
6	NKE	NIKE INC	Consumer Cyclical	4,599	$243K	0.02%	SOLD
7	T	AT&T INC	Communication Services	8,247	$239K	0.02%	SOLD
8	SGOV	ISHARES TR	—	2,271	$229K	0.02%	SOLD
9	HON	HONEYWELL INTL INC	Industrials	1,009	$228K	0.02%	SOLD
10	DFEM	DIMENSIONAL ETF TRUST	—	6,419	$222K	0.02%	SOLD
11	ANF	ABERCROMBIE & FITCH CO	Consumer Cyclical	2,327	$213K	0.02%	SOLD
12	MDT	MEDTRONIC PLC	Healthcare	2,428	$210K	0.02%	SOLD
13	RWJ	INVESCO EXCH TRADED FD TR II	—	4,033	$204K	0.02%	SOLD
14	VCSH	VANGUARD SCOTTSDALE FDS	—	2,564	$203K	0.02%	SOLD
15	IEFA	ISHARES TR	—	2,236	$202K	0.02%	SOLD
16	CDLX	CARDLYTICS INC	Communication Services	14,000	$15K	0.00%	SOLD

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%