Summit Financial Strategies, Inc.

13F filer, CIK 1625246, Columbus, OH

Summit Financial Strategies, Inc. reported $906,034,844 across 148 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-22. Its ten largest share positions make up 68.86% of the portfolio.

Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0001172661-25-000296

Period: 2024-12-31
Reported value: $906M
Holdings: 148
Top 10 weight: 68.86%
New: 4
Sold out: 5

Largest buys vs the previous quarter

Security	Shares change	Approx. value
SCHBadded	+2,665,067	$60.5M
SCHMadded	+1,282,163	$35.5M
SCHAadded	+542,230	$14M
SCHZadded	+391,295	$8.88M
FBNDadded	+147,437	$6.62M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
PKGreduced	-19,738	-$4.44M
MZTIexited	-4,339	-$766K
KRexited	-8,994	-$515K
UPSTreduced	-5,838	-$359K
BRK-Breduced	-722	-$327K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2024

Share positions as resolved from 13F-HR 0001172661-25-000296, largest first. % of portfolio is the value over $906,034,844, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFICDIMENSIONAL ETF TRUST	3,806,450	$98.4M	10.86%	+180,292	Timeline
SCHBSCHWAB STRATEGIC TR	4,053,079	$92M	10.15%	+2,665,067	Timeline
FBNDFIDELITY MERRIMACK STR TR	1,737,448	$78M	8.6%	+147,437	Timeline
IVVISHARES TR	130,184	$76.6M	8.46%	+2,453	Timeline
SCHMSCHWAB STRATEGIC TR	1,939,998	$53.8M	5.93%	+1,282,163	Timeline
DFLVDIMENSIONAL ETF TRUST	1,679,078	$50.4M	5.57%	+162,670	Timeline
AVEMAMERICAN CENTY ETF TR	844,484	$49.6M	5.48%	+37,825	Timeline
PKGPACKAGING CORP AMER	214,757	$48.3M	5.34%	-19,738	Timeline
VBKVANGUARD INDEX FDS	138,805	$38.9M	4.29%	+695	Timeline
IJHISHARES TR	607,553	$37.9M	4.18%	+25,562	Timeline
SCHASCHWAB STRATEGIC TR	1,094,246	$28.3M	3.12%	+542,230	Timeline
IJRISHARES TR	197,522	$22.8M	2.51%	+5,997	Timeline
DFGRDIMENSIONAL ETF TRUST	741,406	$18.9M	2.09%	+50,712	Timeline
AAPLAPPLE INC	69,809	$17.5M	1.93%	-442	Timeline
DFATDIMENSIONAL ETF TRUST	312,233	$17.4M	1.92%	+24,461	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	29,783	$13.5M	1.49%	-722	Timeline
SCHZSCHWAB STRATEGIC TR	488,460	$11.1M	1.22%	+391,295	Timeline
MSFTMICROSOFT CORP	24,868	$10.5M	1.16%	-265	Timeline
WMTWALMART INC	84,810	$7.66M	0.85%	-711	Timeline
VOOVANGUARD INDEX FDS	11,910	$6.42M	0.71%	-248	Timeline
SCHFSCHWAB STRATEGIC TR	294,429	$5.45M	0.6%	+145,819	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	102,791	$4.74M	0.52%	new	Timeline
EFAISHARES TR	61,413	$4.64M	0.51%	-372	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	86,964	$4.36M	0.48%	+5,055	Timeline
TSLATESLA INC	10,772	$4.35M	0.48%	+1,321	Timeline
IWBISHARES TR	12,722	$4.1M	0.45%	-122	Timeline
DFUVDIMENSIONAL ETF TRUST	97,927	$4.01M	0.44%	-162	Timeline
VEAVANGUARD TAX-MANAGED FDS	83,198	$3.98M	0.44%	-121	Timeline
SCHXSCHWAB STRATEGIC TR	158,935	$3.68M	0.41%	+105,419	Timeline
VWOVANGUARD INTL EQUITY INDEX F	78,288	$3.45M	0.38%	-1,039	Timeline
CIVBCIVISTA BANCSHARES INC	143,774	$3.03M	0.33%	-834	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,151	$3.02M	0.33%	-58	Timeline
JPMJPMORGAN CHASE & CO	10,503	$2.52M	0.28%	-231	Timeline
IWRISHARES TR	28,384	$2.51M	0.28%	-230	Timeline
SCHPSCHWAB STRATEGIC TR	94,683	$2.45M	0.27%	+51,452	Timeline
EFVISHARES TR	46,594	$2.44M	0.27%	-552	Timeline
GLDSPDR GOLD TR	10,080	$2.44M	0.27%	0	Timeline
IWFISHARES TR	5,021	$2.02M	0.22%	-59	Timeline
AMZNAMAZON COM INC	8,735	$1.92M	0.21%	-86	Timeline
PGPROCTER & GAMBLE CO	11,066	$1.86M	0.2%	-38	Timeline
IWDISHARES TR	9,653	$1.79M	0.2%	0	Timeline
BSVVANGUARD BD INDEX FDS	22,839	$1.76M	0.19%	+858	Timeline
PRKPARK NATL CORP	10,042	$1.72M	0.19%	+848	Timeline
VOVANGUARD INDEX FDS	6,449	$1.7M	0.19%	+580	Timeline
ABBVABBVIE INC	9,457	$1.68M	0.19%	+4,441	Timeline
ETENERGY TRANSFER L P	85,475	$1.67M	0.18%	+1,468	Timeline
NVDANVIDIA CORPORATION	12,150	$1.63M	0.18%	-269	Timeline
LLYELI LILLY & CO	2,049	$1.58M	0.17%	-56	Timeline
GOOGLALPHABET INC	8,248	$1.56M	0.17%	-87	Timeline
XOMEXXON MOBIL CORP	13,342	$1.44M	0.16%	+1,498	Timeline
VTIVANGUARD INDEX FDS	4,826	$1.4M	0.15%	+110	Timeline
IVWISHARES TR	13,392	$1.36M	0.15%	0	Timeline
VUGVANGUARD INDEX FDS	3,222	$1.32M	0.15%	-334	Timeline
IWMISHARES TR	5,526	$1.22M	0.13%	-16	Timeline
VTVVANGUARD INDEX FDS	7,185	$1.22M	0.13%	+19	Timeline
ABTABBOTT LABORATORIES	9,603	$1.09M	0.12%	+1,103	Timeline
TXNTEXAS INSTRS INC	5,791	$1.09M	0.12%	0	Timeline
IVOOVANGUARD ADMIRAL FDS INC	9,954	$1.05M	0.12%	0	Timeline
SCHGSCHWAB STRATEGIC TR	34,542	$963K	0.11%	+25,911	Timeline
VSSVANGUARD INTL EQUITY INDEX F	8,258	$945K	0.1%	+1,485	Timeline
AMATAPPLIED MATLS INC	5,327	$866K	0.1%	+66	Timeline
VEUVANGUARD INTL EQUITY INDEX F	13,689	$786K	0.09%	-642	Timeline
JAAAJANUS DETROIT STR TR	15,209	$771K	0.09%	+7,451	Timeline
JNJJOHNSON & JOHNSON	5,207	$753K	0.08%	-507	Timeline
ECLECOLAB INC	3,177	$744K	0.08%	0	Timeline
UNHUNITEDHEALTH GROUP INC	1,365	$690K	0.08%	0	Timeline
CATCATERPILLAR INC	1,878	$681K	0.08%	0	Timeline
BNYBANK OF NY MELLON CORP	8,450	$649K	0.07%	0	Timeline
SMMUPIMCO ETF TR	12,455	$621K	0.07%	+3,457	Timeline
QQQINVESCO QQQ TR	1,185	$606K	0.07%	+136	Timeline
SPYMSPDR SERIES TRUST	8,710	$600K	0.07%	-80	Timeline
AGGISHARES TR	6,185	$599K	0.07%	+123	Timeline
CINFCINCINNATI FINL CORP	4,052	$582K	0.06%	0	Timeline
DVYISHARES TR	4,392	$577K	0.06%	0	Timeline
GOOGALPHABET INC	3,023	$576K	0.06%	-29	Timeline
ETNEATON CORP PLC	1,690	$561K	0.06%	-140	Timeline
SPXLDIREXION SHARES ETF TRUST	3,242	$547K	0.06%	-43	Timeline
MRKMERCK & CO INC	5,400	$537K	0.06%	0	Timeline
WORWORTHINGTON ENTERPRISES INC	13,362	$536K	0.06%	-69	Timeline
HDHOME DEPOT INC	1,320	$513K	0.06%	0	Timeline
HBANHUNTINGTON BANCSHARES INC	31,022	$505K	0.06%	+32	Timeline
IAGGISHARES TR	9,865	$492K	0.05%	+3,617	Timeline
SCHHSCHWAB STRATEGIC TR	23,381	$492K	0.05%	+2,361	Timeline
MCDMCDONALDS CORP	1,698	$492K	0.05%	+3	Timeline
NFLXNETFLIX INC.	550	$490K	0.05%	-3	Timeline
AEPAMERICAN ELEC PWR CO INC	5,270	$486K	0.05%	+342	Timeline
DGROISHARES TR	7,692	$472K	0.05%	0	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	380	$465K	0.05%	0	Timeline
DISDISNEY WALT CO	4,103	$457K	0.05%	0	Timeline
WYYWIDEPOINT CORP	91,816	$444K	0.05%	-7,751	Timeline
VOEVANGUARD INDEX FDS	2,707	$438K	0.05%	+1,219	Timeline
VHTVANGUARD WORLD FD	1,706	$433K	0.05%	-12	Timeline
IWVISHARES TR	1,232	$412K	0.05%	0	Timeline
DEDEERE & CO	966	$409K	0.05%	0	Timeline
VIOOVANGUARD ADMIRAL FDS INC	3,768	$400K	0.04%	0	Timeline
VBRVANGUARD INDEX FDS	1,969	$390K	0.04%	+26	Timeline
SCHESCHWAB STRATEGIC TR	14,266	$380K	0.04%	-35	Timeline
CVXCHEVRON CORPORATION	2,612	$378K	0.04%	+3	Timeline
PRFINVESCO EXCHANGE TRADED FD T	9,239	$373K	0.04%	0	Timeline
AMGNAMGEN INC	1,400	$365K	0.04%	0	Timeline
IBPINSTALLED BLDG PRODS INC	2,050	$359K	0.04%	0	Timeline
EEMISHARES TR	8,516	$356K	0.04%	0	Timeline
GSLCGOLDMAN SACHS ETF TR	3,085	$355K	0.04%	0	Timeline
SCHCSCHWAB STRATEGIC TR	10,276	$353K	0.04%	+284	Timeline
BILSPDR SERIES TRUST	3,824	$350K	0.04%	0	Timeline
BACBANK OF AMER CORP	7,776	$342K	0.04%	-721	Timeline
METAMETA PLATFORMS INC	583	$342K	0.04%	+15	Timeline
VTIPVANGUARD MALVERN FDS	6,940	$336K	0.04%	-89	Timeline
AVLVAMERICAN CENTY ETF TR	5,020	$335K	0.04%	0	Timeline
VGTVANGUARD WORLD FD	528	$328K	0.04%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	353	$323K	0.04%	-5	Timeline
DFACDIMENSIONAL ETF TRUST	9,343	$323K	0.04%	0	Timeline
UPSTUPSTART HLDGS INC	4,561	$281K	0.03%	-5,838	Timeline
NKENIKE INC	3,700	$280K	0.03%	-75	Timeline
GEFGREIF INC	4,563	$279K	0.03%	-330	Timeline
WSWORTHINGTON STL INC	8,696	$277K	0.03%	-4,733	Timeline
XLFSELECT SECTOR SPDR TR	5,672	$274K	0.03%	0	Timeline
IJTISHARES TR	1,941	$263K	0.03%	-97	Timeline
LMTLOCKHEED MARTIN CORP	538	$261K	0.03%	+5	Timeline
BNDVANGUARD BD INDEX FDS	3,623	$261K	0.03%	-1,288	Timeline
DTEDTE ENERGY CO	2,133	$258K	0.03%	0	Timeline
PDNINVESCO EXCH TRADED FD TR II	8,069	$255K	0.03%	0	Timeline
UAUNDER ARMOUR INC	33,195	$248K	0.03%	+13,780	Timeline
XLESELECT SECTOR SPDR TR	2,882	$247K	0.03%	0	Timeline
ACWIISHARES TR	2,077	$244K	0.03%	+1	Timeline
QCRHQCR HLDGS INC	2,987	$241K	0.03%	-410	Timeline
VZVERIZON COMMUNICATIONS INC	5,929	$237K	0.03%	+478	Timeline
CENTACENTRAL GARDEN & PET CO	7,165	$237K	0.03%	new	Timeline
VOTVANGUARD INDEX FDS	928	$235K	0.03%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	7,178	$225K	0.02%	0	Timeline
UNPUNION PAC CORP	977	$223K	0.02%	0	Timeline
IYHISHARES TR	3,820	$223K	0.02%	0	Timeline
MDTMEDTRONIC PLC	2,769	$221K	0.02%	+17	Timeline
USOUNITED STS OIL FD LP	2,925	$221K	0.02%	0	Timeline
STWDSTARWOOD PPTY TR INC	10,903	$207K	0.02%	0	Timeline
VPUVANGUARD WORLD FD	1,254	$205K	0.02%	0	Timeline
PEPPEPSICO INC	1,329	$202K	0.02%	0	Timeline
PLDPROLOGIS INC.	1,900	$201K	0.02%	0	Timeline
TIPISHARES TR	1,884	$201K	0.02%	new	Timeline
MMM3M CO	1,554	$201K	0.02%	0	Timeline
DFAWDIMENSIONAL ETF TRUST	3,208	$200K	0.02%	0	Timeline
XCHYXCALAMOS CONV & HIGH INCOME F	16,489	$200K	0.02%	0	Timeline
MYOMYOMO INC	10,000	$64.4K	0.01%	0	Timeline
CDLXCARDLYTICS INC	14,000	$51.9K	0.01%	0	Timeline
IVDAIVEDA SOLUTIONS INC	10,000	$49.4K	0.01%	0	Timeline
AGLAGILON HEALTH INC COM (DE)	16,569	$31.5K	<0.01%	0	Timeline
5E ADVANCED MATERIALS INC5E ADVANCED MATERIALS INC	44,280	$28.3K	<0.01%	0
FNGRFINGERMOTION INC	10,000	$12K	<0.01%	new	Timeline

Sold out in Q4 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
MZTIMARZETTI COMPANY	4,339	$766K	shares
KRKROGER CO	8,994	$515K	shares
TMOTHERMO FISHER SCIENTIFIC INC	355	$220K	shares
SBUXSTARBUCKS CORP	2,069	$202K	shares
GEGE AEROSPACE	1,062	$200K	shares

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001172661-25-000296	base		2025-01-22	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC