Summit Financial Strategies, Inc.

13F filer, CIK 1625246, Columbus, OH

Summit Financial Strategies, Inc. reported $991,513,208 across 149 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 68.83% of the portfolio.

Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC13F-HR 0001172661-25-001645

Period: 2025-03-31
Reported value: $992M
Holdings: 149
Top 10 weight: 68.83%
New: 9
Sold out: 8

Largest buys vs the previous quarter

Security	Shares change	Approx. value
JCPBadded	+1,824,189	$85.8M
FBNDadded	+154,221	$7.04M
DFLVadded	+137,749	$4.21M
BRK-Anew	+4	$3.19M
PKGadded	+15,860	$3.14M

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
SCHBreduced	-170,518	-$3.67M
BRK-Breduced	-3,286	-$1.75M
SCHMreduced	-53,314	-$1.4M
MSFTreduced	-3,150	-$1.18M
BSVreduced	-15,100	-$1.18M

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, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-001645, largest first. % of portfolio is the value over $991,511,858, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
DFICDIMENSIONAL ETF TRUST	3,887,132	$108M	10.89%	+80,682	Timeline
JCPBJ P MORGAN EXCHANGE TRADED F	1,926,980	$90.6M	9.14%	+1,824,189	Timeline
FBNDFIDELITY MERRIMACK STR TR	1,891,669	$86.4M	8.71%	+154,221	Timeline
SCHBSCHWAB STRATEGIC TR	3,882,561	$83.6M	8.43%	-170,518	Timeline
IVVISHARES TR	132,197	$74.3M	7.49%	+2,013	Timeline
DFLVDIMENSIONAL ETF TRUST	1,816,827	$55.5M	5.6%	+137,749	Timeline
AVEMAMERICAN CENTY ETF TR	867,238	$52.2M	5.26%	+22,754	Timeline
SCHMSCHWAB STRATEGIC TR	1,886,684	$49.4M	4.99%	-53,314	Timeline
PKGPACKAGING CORP AMER	230,617	$45.7M	4.61%	+15,860	Timeline
IJHISHARES TR	631,687	$36.9M	3.72%	+24,134	Timeline
VBKVANGUARD INDEX FDS	136,290	$34.3M	3.46%	-2,515	Timeline
SCHASCHWAB STRATEGIC TR	1,057,514	$24.8M	2.5%	-36,732	Timeline
IJRISHARES TR	211,537	$22.1M	2.23%	+14,015	Timeline
DFGRDIMENSIONAL ETF TRUST	807,988	$21.2M	2.14%	+66,582	Timeline
DFATDIMENSIONAL ETF TRUST	327,020	$16.8M	1.7%	+14,787	Timeline
AAPLAPPLE INC	69,663	$15.5M	1.56%	-146	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	26,497	$14.1M	1.42%	-3,286	Timeline
SCHZSCHWAB STRATEGIC TR	493,777	$11.4M	1.15%	+5,317	Timeline
MSFTMICROSOFT CORP	21,718	$8.15M	0.82%	-3,150	Timeline
WMTWALMART INC	84,540	$7.42M	0.75%	-270	Timeline
VOOVANGUARD INDEX FDS	12,767	$6.56M	0.66%	+857	Timeline
SCHFSCHWAB STRATEGIC TR	286,889	$5.67M	0.57%	-7,540	Timeline
JMUBJ P MORGAN EXCHANGE TRADED F	99,130	$4.96M	0.5%	+12,166	Timeline
EFAISHARES TR	58,148	$4.75M	0.48%	-3,265	Timeline
VEAVANGUARD TAX-MANAGED FDS	82,113	$4.17M	0.42%	-1,085	Timeline
DFUVDIMENSIONAL ETF TRUST	96,577	$3.98M	0.4%	-1,350	Timeline
IWBISHARES TR	11,879	$3.64M	0.37%	-843	Timeline
SCHXSCHWAB STRATEGIC TR	158,636	$3.5M	0.35%	-299	Timeline
VWOVANGUARD INTL EQUITY INDEX F	74,300	$3.36M	0.34%	-3,988	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	4	$3.19M	0.32%	new	Timeline
GLDSPDR GOLD TR	10,331	$2.98M	0.3%	+251	Timeline
SCHPSCHWAB STRATEGIC TR	106,993	$2.88M	0.29%	+12,310	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	5,135	$2.87M	0.29%	-16	Timeline
EFVISHARES TR	47,686	$2.81M	0.28%	+1,092	Timeline
CIVBCIVISTA BANCSHARES INC	143,489	$2.8M	0.28%	-285	Timeline
TSLATESLA INC	10,266	$2.66M	0.27%	-506	Timeline
JPMJPMORGAN CHASE & CO	10,371	$2.54M	0.26%	-132	Timeline
JAAAJANUS DETROIT STR TR	49,428	$2.51M	0.25%	+34,219	Timeline
PRKPARK NATL CORP	16,045	$2.43M	0.25%	+6,003	Timeline
IWRISHARES TR	28,384	$2.41M	0.24%	0	Timeline
IWFISHARES TR	6,032	$2.18M	0.22%	+1,011	Timeline
ABBVABBVIE INC	9,629	$2.02M	0.2%	+172	Timeline
VOVANGUARD INDEX FDS	7,325	$1.89M	0.19%	+876	Timeline
IWDISHARES TR	9,653	$1.82M	0.18%	0	Timeline
PGPROCTER & GAMBLE CO	9,661	$1.65M	0.17%	-1,405	Timeline
LLYELI LILLY & CO	1,938	$1.6M	0.16%	-111	Timeline
ETENERGY TRANSFER L P	85,084	$1.58M	0.16%	-391	Timeline
AMZNAMAZON COM INC	7,830	$1.49M	0.15%	-905	Timeline
XOMEXXON MOBIL CORP	12,368	$1.47M	0.15%	-974	Timeline
VTVVANGUARD INDEX FDS	8,241	$1.42M	0.14%	+1,056	Timeline
VTIVANGUARD INDEX FDS	4,776	$1.31M	0.13%	-50	Timeline
NVDANVIDIA CORPORATION	11,568	$1.25M	0.13%	-582	Timeline
IVWISHARES TR	13,392	$1.24M	0.13%	0	Timeline
VUGVANGUARD INDEX FDS	3,221	$1.19M	0.12%	-1	Timeline
VSSVANGUARD INTL EQUITY INDEX F	9,724	$1.12M	0.11%	+1,466	Timeline
ABTABBOTT LABORATORIES	8,397	$1.11M	0.11%	-1,206	Timeline
IWMISHARES TR	5,452	$1.09M	0.11%	-74	Timeline
GOOGLALPHABET INC	6,946	$1.07M	0.11%	-1,302	Timeline
TXNTEXAS INSTRS INC	5,791	$1.04M	0.1%	0	Timeline
IVOOVANGUARD ADMIRAL FDS INC	9,954	$982K	0.1%	0	Timeline
SMMUPIMCO ETF TR	17,124	$857K	0.09%	+4,669	Timeline
VEUVANGUARD INTL EQUITY INDEX F	13,544	$822K	0.08%	-145	Timeline
JNJJOHNSON & JOHNSON	4,927	$817K	0.08%	-280	Timeline
ECLECOLAB INC	3,177	$805K	0.08%	0	Timeline
AMATAPPLIED MATLS INC	5,180	$752K	0.08%	-147	Timeline
UNHUNITEDHEALTH GROUP INC	1,417	$742K	0.07%	+52	Timeline
SCHGSCHWAB STRATEGIC TR	29,080	$728K	0.07%	-5,462	Timeline
BNYBANK OF NY MELLON CORP	8,450	$709K	0.07%	0	Timeline
WORWORTHINGTON ENTERPRISES INC	13,431	$673K	0.07%	+69	Timeline
CATCATERPILLAR INC	1,878	$619K	0.06%	0	Timeline
ETNEATON CORP PLC	2,243	$610K	0.06%	+553	Timeline
BSVVANGUARD BD INDEX FDS	7,739	$606K	0.06%	-15,100	Timeline
JBBBJANUS DETROIT STR TR	12,309	$599K	0.06%	new	Timeline
CINFCINCINNATI FINL CORP	4,052	$599K	0.06%	0	Timeline
DVYISHARES TR	4,392	$590K	0.06%	0	Timeline
AGGISHARES TR	5,882	$582K	0.06%	-303	Timeline
IAGGISHARES TR	11,556	$578K	0.06%	+1,691	Timeline
AEPAMERICAN ELEC PWR CO INC	5,154	$563K	0.06%	-116	Timeline
HBANHUNTINGTON BANCSHARES INC	36,514	$548K	0.06%	+5,492	Timeline
MCDMCDONALDS CORP	1,695	$529K	0.05%	-3	Timeline
DEDEERE & CO	1,119	$525K	0.05%	+153	Timeline
NFLXNETFLIX INC.	550	$513K	0.05%	0	Timeline
QQQINVESCO QQQ TR	1,090	$511K	0.05%	-95	Timeline
MRKMERCK & CO INC	5,641	$506K	0.05%	+241	Timeline
CVXCHEVRON CORPORATION	2,908	$486K	0.05%	+296	Timeline
HDHOME DEPOT INC	1,320	$484K	0.05%	0	Timeline
DGROISHARES TR	7,692	$475K	0.05%	0	Timeline
GOOGALPHABET INC	3,023	$472K	0.05%	0	Timeline
AMGNAMGEN INC	1,480	$461K	0.05%	+80	Timeline
SPXLDIREXION SHARES ETF TRUST	3,242	$455K	0.05%	0	Timeline
MTDMETTLER TOLEDO INTERNATIONAL	380	$449K	0.05%	0	Timeline
VOEVANGUARD INDEX FDS	2,733	$439K	0.04%	+26	Timeline
SCHHSCHWAB STRATEGIC TR	20,328	$437K	0.04%	-3,053	Timeline
VHTVANGUARD WORLD FD	1,602	$424K	0.04%	-104	Timeline
SPYMSPDR SERIES TRUST	6,444	$424K	0.04%	-2,266	Timeline
IWVISHARES TR	1,232	$391K	0.04%	0	Timeline
SCHESCHWAB STRATEGIC TR	14,173	$391K	0.04%	-93	Timeline
PRFINVESCO EXCHANGE TRADED FD T	9,536	$385K	0.04%	+297	Timeline
METAMETA PLATFORMS INC	655	$378K	0.04%	+72	Timeline
EEMISHARES TR	8,516	$372K	0.04%	0	Timeline
VIOOVANGUARD ADMIRAL FDS INC	3,834	$370K	0.04%	+66	Timeline
PULSPGIM ETF TR	7,312	$364K	0.04%	new	Timeline
IBPINSTALLED BLDG PRODS INC	2,100	$360K	0.04%	+50	Timeline
BILSPDR SERIES TRUST	3,874	$355K	0.04%	+50	Timeline
VTIPVANGUARD MALVERN FDS	6,840	$341K	0.03%	-100	Timeline
VBRVANGUARD INDEX FDS	1,829	$341K	0.03%	-140	Timeline
GSLCGOLDMAN SACHS ETF TR	3,085	$340K	0.03%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	353	$334K	0.03%	0	Timeline
DISDISNEY WALT CO	3,373	$333K	0.03%	-730	Timeline
SCHCSCHWAB STRATEGIC TR	9,130	$328K	0.03%	-1,146	Timeline
AVLVAMERICAN CENTY ETF TR	5,020	$327K	0.03%	0	Timeline
BACBANK OF AMER CORP	7,776	$324K	0.03%	0	Timeline
WYYWIDEPOINT CORP	91,816	$306K	0.03%	0	Timeline
DFACDIMENSIONAL ETF TRUST	9,240	$305K	0.03%	-103	Timeline
DTEDTE ENERGY CO	2,133	$295K	0.03%	0	Timeline
VGTVANGUARD WORLD FD	526	$285K	0.03%	-2	Timeline
XLFSELECT SECTOR SPDR TR	5,672	$283K	0.03%	0	Timeline
XLESELECT SECTOR SPDR TR	2,882	$269K	0.03%	0	Timeline
PDNINVESCO EXCH TRADED FD TR II	7,831	$262K	0.03%	-238	Timeline
LMTLOCKHEED MARTIN CORP	585	$261K	0.03%	+47	Timeline
NKENIKE INC	4,115	$261K	0.03%	+415	Timeline
VZVERIZON COMMUNICATIONS INC	5,682	$258K	0.03%	-247	Timeline
GEFGREIF INC	4,563	$251K	0.03%	0	Timeline
ACWIISHARES TR	2,076	$242K	0.02%	-1	Timeline
CENTACENTRAL GARDEN & PET CO	7,165	$235K	0.02%	0	Timeline
UNPUNION PAC CORP	977	$231K	0.02%	0	Timeline
MMM3M CO	1,554	$228K	0.02%	0	Timeline
IJTISHARES TR	1,822	$227K	0.02%	-119	Timeline
USOUNITED STS OIL FD LP	2,925	$226K	0.02%	0	Timeline
PEPPEPSICO INC	1,505	$226K	0.02%	+176	Timeline
WSWORTHINGTON STL INC	8,839	$224K	0.02%	+143	Timeline
MDTMEDTRONIC PLC	2,428	$218K	0.02%	-341	Timeline
TIPISHARES TR	1,960	$218K	0.02%	+76	Timeline
SBUXSTARBUCKS CORP	2,206	$216K	0.02%	new	Timeline
STWDSTARWOOD PPTY TR INC	10,903	$216K	0.02%	0	Timeline
VPUVANGUARD WORLD FD	1,254	$214K	0.02%	0	Timeline
PLDPROLOGIS INC.	1,900	$212K	0.02%	0	Timeline
AVGOBROADCOM INC	1,251	$209K	0.02%	new	Timeline
VOTVANGUARD INDEX FDS	856	$209K	0.02%	-72	Timeline
SOSOUTHERN CO	2,200	$202K	0.02%	new	Timeline
JAYUD GLOBAL LOGISTICS LTDJAYUD GLOBAL LOGISTICS LTD	25,000	$192K	0.02%	new
XCHYXCALAMOS CONV & HIGH INCOME F	16,489	$167K	0.02%	0	Timeline
MPXMARINE PRODS CORP	11,023	$92.5K	0.01%	new	Timeline
UAUNDER ARMOUR INC	13,003	$77.4K	0.01%	-20,192	Timeline
AGLAGILON HEALTH INC COM (DE)	16,569	$71.7K	0.01%	0	Timeline
MYOMYOMO INC	10,000	$48.1K	<0.01%	0	Timeline
CDLXCARDLYTICS INC	14,000	$25.5K	<0.01%	0	Timeline
FNGRFINGERMOTION INC	15,700	$21.5K	<0.01%	+5,700	Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

Security	Type	Amount	Value	Change
FNGRFINGERMOTION INC COM	call	12,000	$1.35K	new

Sold out in Q1 2025

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

Security	Shares before	Value before	Type
UPSTUPSTART HLDGS INC	4,561	$281K	shares
BNDVANGUARD BD INDEX FDS	3,623	$261K	shares
QCRHQCR HLDGS INC	2,987	$241K	shares
EPDENTERPRISE PRODS PARTNERS L	7,178	$225K	shares
IYHISHARES TR	3,820	$223K	shares
DFAWDIMENSIONAL ETF TRUST	3,208	$200K	shares
IVDAIVEDA SOLUTIONS INC	10,000	$49.4K	shares
5E ADVANCED MATERIALS INC5E ADVANCED MATERIALS INC	44,280	$28.3K	shares

How Q1 2025 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 0001172661-25-001645	base		2025-05-12	acceptance time not in the bulk data set	2026-10-07 18:25:06 UTC