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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 4 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VTI VANGUARD INDEX FDS 4,368.0 $1.6M 0.11% -85.0 -1.9% $370.03 +2.2%
62 PG PROCTER & GAMBLE CO Consumer Defensive 10,239.0 $1.5M 0.10% +470.0 +4.8% $146.63 -1.3%
63 IWM ISHARES TR 4,744.0 $1.4M 0.10% -821.0 -14.8% $300.42 -0.2%
64 GOOG ALPHABET INC 3,865.0 $1.4M 0.10% -225.0 -5.5% $353.36
65 VOE VANGUARD INDEX FDS 6,774.0 $1.3M 0.09% +151.0 +2.3% $197.60 +5.6%
66 IVOO VANGUARD ADMIRAL FDS INC 9,954.0 $1.3M 0.09% $130.40 -0.4%
67 VUG VANGUARD INDEX FDS 14,297.0 $1.2M 0.09% +12K +502.2% $86.14 +1.6%
68 BK BANK OF NY MELLON CORP Financial Services 8,478.0 $1.2M 0.09% $144.61 -1.9%
69 JNJ JOHNSON & JOHNSON Healthcare 4,727.0 $1.2M 0.08% -235.0 -4.7% $253.95 +6.4%
70 INSTALLED BLDG PRODS INC 5,189.0 $1.2M 0.08% +2K +79.2% $229.84
71 SPTM SPDR SERIES TRUST 12,201.0 $1.1M 0.08% $90.79 +2.4%
72 VEU VANGUARD INTL EQUITY INDEX F 13,002.0 $1.1M 0.08% $83.75 +2.3%
73 SPSM SPDR SERIES TRUST 17,790.0 $1.0M 0.07% -666.0 -3.6% $57.67 -0.7%
74 QQQ INVESCO QQQ TR Financial Services 1,207.0 $889K 0.06% +33.0 +2.8% $736.69 -3.2%
75 ECL ECOLAB INC Basic Materials 3,177.0 $885K 0.06% $278.61 +1.1%
76 SPDW SPDR INDEX SHS FDS 16,103.0 $811K 0.06% $50.39 +3.2%
77 DE DEERE & CO Industrials 1,247.0 $791K 0.06% -42.0 -3.3% $634.22 +2.1%
78 SPYM SPDR SERIES TRUST 8,986.0 $790K 0.06% $87.88 +2.6%
79 SCHG SCHWAB STRATEGIC TR 23,061.0 $780K 0.06% -3K -12.7% $33.84 +4.4%
80 SPXL DIREXION SHARES ETF TRUST 2,851.0 $772K 0.05% -40.0 -1.4% $270.67 +5.9%
Page 4 of 9  ·  173 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%