Summit Financial Strategies, Inc. - Portfolio Stock Holdings
Summit Financial Strategies, Inc. disclosed 179 stock positions in a recent SEC 13F filing. $1,442,176,178 of stock holdings were filed, with the largest holdings including IVV, DFIC, and JCPB. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $2,306,536,262 and has 37 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
179Est. Stock Holding Value:
$1,442,176,178Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Financial Strategies, Inc.
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Portfolio Options Holdings - Summit Financial Strategies, Inc.
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