Summit Financial Strategies, Inc. has filed its Form 13F-HR with the Securities and Exchange Commission, disclosing equity holdings as of September 30, 2026. The filing lists 165 distinct positions held by the firm.
The largest holding in the portfolio is Walmart Inc., which accounts for 80,892 shares. Other significant individual stock positions include Apple Inc. with 69,651 shares, Microsoft Corp. with 25,576 shares, and Prologis Inc. with 1,900 shares.
The portfolio is heavily weighted toward exchange-traded funds (ETFs). Notable ETF holdings include the Vanguard Total Stock Market ETF (19,775 shares), the Vanguard S&P 500 ETF (18,775 shares), and the Schwab Strategic US Broad Market ETF (1,814,136 shares). The filing also lists significant positions in Dimensional ETF Trust funds, including the Global Real Estate ETF (1,283,775 shares) and the International Core Equity ETF (4,044,958 shares).
Other individual company positions of note include NVIDIA Corporation (13,814 shares), Tesla Inc. (10,603 shares), and Palantir Technologies Inc. (4,184 shares).
