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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 8 of 9  ·  173 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 MMM 3M CO Industrials 1,508.0 $244K 0.02% -72.0 -4.6% $161.87 +10.6%
142 VANGUARD MUN BD FDS 2,373.0 $240K 0.02% NEW $100.96
143 DIS DISNEY WALT CO Communication Services 2,445.0 $235K 0.02% $96.25 +12.0%
144 BA BOEING CO Industrials 1,084.0 $235K 0.02% $216.46 -1.0%
145 XLK SELECT SECTOR SPDR TR 1,230.0 $234K 0.02% NEW $190.52 -3.8%
146 EURL DIREXION SHARES ETF TRUST 5,007.0 $231K 0.02% NEW $46.18 +12.2%
147 VHT VANGUARD WORLD FD 771.0 $231K 0.02% -147.0 -16.0% $299.01 +9.6%
148 DFAS DIMENSIONAL ETF TRUST 2,747.0 $226K 0.02% NEW $82.34 +0.8%
149 IEMG ISHARES INC 2,722.0 $225K 0.02% NEW $82.83 -1.5%
150 CHY CALAMOS CONV & HIGH INCOME F Financial Services 16,489.0 $225K 0.02% $13.62 -4.3%
151 XLV SELECT SECTOR SPDR TR 1,407.0 $223K 0.02% NEW $158.66 +10.1%
152 SCHH SCHWAB STRATEGIC TR 8,997.0 $213K 0.01% -8K -48.4% $23.68 +1.5%
153 CVS CVS HEALTH CORP Healthcare 2,057.0 $213K 0.01% NEW $103.46 -10.1%
154 SO SOUTHERN CO Utilities 2,200.0 $211K 0.01% $95.71 -7.1%
155 FDN FIRST TR EXCHANGE-TRADED FD 795.0 $210K 0.01% NEW $264.72 +8.3%
156 VZ VERIZON COMMUNICATIONS INC Communication Services 4,932.0 $209K 0.01% -428.0 -8.0% $42.34 +16.8%
157 MA MASTERCARD INCORPORATED Financial Services 405.0 $208K 0.01% $513.03 +13.2%
158 VOT VANGUARD INDEX FDS 678.0 $208K 0.01% NEW $306.30 -0.3%
159 IJK ISHARES TR 1,753.0 $206K 0.01% NEW $117.50 -1.7%
160 V VISA INC Financial Services 599.0 $206K 0.01% NEW $343.28 +8.1%
Page 8 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%