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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  ·  58 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NFLX NETFLIX INC. Communication Services 5,807.0 $415K 0.03% -35.0 -0.6% $71.40 +11.5%
42 VBR VANGUARD INDEX FDS 1,675.0 $407K 0.03% -128.0 -7.1% $243.04 +2.5%
43 HD HOME DEPOT INC Consumer Cyclical 1,119.0 $395K 0.03% -72.0 -6.0% $352.84 -4.9%
44 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 813.0 $388K 0.03% -44.0 -5.1% $477.61 -12.3%
45 AGG ISHARES TR 3,868.0 $383K 0.03% -1K -21.1% $98.99 -1.7%
46 AVDE AMERICAN CENTY ETF TR 4,132.0 $369K 0.03% -121.0 -2.9% $89.20 +5.7%
47 ACWI ISHARES TR 2,267.0 $356K 0.03% -61.0 -2.6% $156.97 +2.4%
48 LMT LOCKHEED MARTIN CORP Industrials 665.0 $339K 0.02% -21.0 -3.1% $509.58 +10.6%
49 MTD METTLER TOLEDO INTERNATIONAL Healthcare 244.0 $312K 0.02% -56.0 -18.7% $1277.51 +9.2%
50 PDN INVESCO EXCH TRADED FD TR II 6,306.0 $284K 0.02% -238.0 -3.6% $44.98 +5.4%
51 AEP AMERICAN ELEC PWR CO INC Utilities 2,053.0 $281K 0.02% -3K -59.4% $136.78 -11.6%
52 VTIP VANGUARD MALVERN FDS 5,397.0 $271K 0.02% -592.0 -9.9% $50.23 -0.9%
53 MMM 3M CO Industrials 1,508.0 $244K 0.02% -72.0 -4.6% $161.87 +10.6%
54 VHT VANGUARD WORLD FD 771.0 $231K 0.02% -147.0 -16.0% $299.01 +9.6%
55 SCHH SCHWAB STRATEGIC TR 8,997.0 $213K 0.01% -8K -48.4% $23.68 +1.5%
56 VZ VERIZON COMMUNICATIONS INC Communication Services 4,932.0 $209K 0.01% -428.0 -8.0% $42.34 +16.8%
57 FNGR FINGERMOTION INC Communication Services 13,903.0 $5K -1K -7.3% $0.38 -41.8%
58 GERN CALL GERON CORP Healthcare 4,000.0 $5K -1K -20.0% $1.28 +18.8%
Page 3 of 3  ·  58 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%