Summit Financial Strategies, Inc.

13F filer · CIK 0001625246

Reported Jul 24, 2026

Net buyer this quarter

13F portfolio value$1.42BU.S. long equity reported on 13F

Positions849 new · 8 closed

Net flow last quarter+$1.2MBuys minus sells

Top 10 positions weight9.3%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 202684 positions
PKGPackaging Corp of America	$63.2M	4.43%	0.30%	+7.9%	Q3 2015
AAPLApple Inc.	$20.1M	1.41%	0.00%	-1.0%	Q4 2014
BRK.BBerkshire Hathaway Inc	$12.4M	0.87%	Not reported	-2.0%	Q4 2014
WMTWalmart Inc.	$9.27M	0.65%	0.00%	-0.7%	Q2 2018
MSFTMicrosoft Corp	$7.88M	0.55%	0.00%	+0.2%	Q4 2014
TSLATesla, Inc.	$4.25M	0.30%	0.00%	0.0%	Q2 2020
CIVBCivista Bancshares, Inc.	$4.02M	0.28%	0.69%	Not reported	Q3 2022
AMATApplied Materials Inc	$3.83M	0.27%	0.00%	-0.6%	Q4 2019
GLDSPDR Gold Trust	$3.78M	0.27%	0.00%	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.67M	0.26%	Not reported	-5.1%	Q4 2014
JPMJPMorgan Chase & Co	$3.38M	0.24%	0.00%	-2.6%	Q4 2014
BRK.ABerkshire Hathaway Inc	$3M	0.21%	Not reported	Not reported	Q4 2014
GOOGLAlphabet Inc.	$2.77M	0.19%	0.00%	+0.1%	Q4 2020
NVDANvidia Corp	$2.54M	0.18%	0.00%	+0.6%	Q4 2021
ABBVAbbVie Inc.	$2.33M	0.16%	0.00%	-34.4%	Q1 2015
CATCaterpillar Inc	$2.13M	0.15%	0.00%	+2.8%	Q4 2019
LLYELI LILLY & Co	$2.1M	0.15%	0.00%	-2.5%	Q2 2021
AMZNAmazon Com Inc	$1.95M	0.14%	0.00%	-0.3%	Q1 2017
SMMUOasys Mobile, Inc.	$1.79M	0.13%	Not reported	-1.2%	Q2 2024
WYYWidepoint Corp	$1.72M	0.12%	0.99%	-16.4%	Q2 2021
TXNTexas Instruments Inc	$1.72M	0.12%	0.00%	-0.4%	Q2 2017
XOMExxonMobil Holdings Corp	$1.71M	0.12%	0.00%	+1.8%	Q4 2014
PRKPark National Corp	$1.66M	0.12%	0.05%	-41.4%	Q3 2017
ETEnergy Transfer LP	$1.63M	0.11%	0.00%	Not reported	Q4 2020
PGPROCTER & GAMBLE Co	$1.5M	0.11%	0.00%	+4.8%	Q4 2014
GOOGAlphabet Inc.	$1.37M	0.10%	Not reported	-5.5%	Q2 2021
BNYBank of New York Mellon Corp	$1.23M	0.09%	0.00%	Not reported	Q4 2021
JNJJohnson & Johnson	$1.2M	0.08%	0.00%	-4.7%	Q4 2019
IBPInstalled Building Products, Inc.	$1.19M	0.08%	0.02%	+79.2%	Q2 2015
QQQInvesco QQQ Trust, Series 1	$889K	0.06%	Not reported	+2.8%	Q2 2018
ECLEcolab Inc.	$885K	0.06%	0.00%	Not reported	Q2 2021
DEDeere & Co	$791K	0.06%	0.00%	-3.3%	Q3 2020
CINFCincinnati Financial Corp	$750K	0.05%	0.00%	Not reported	Q1 2015
PULSPulse Electronics Corp	$747K	0.05%	0.09%	-23.1%	Q1 2025
WORWorthington Enterprises, Inc.	$722K	0.05%	0.03%	Not reported	Q4 2014
HBANHuntington Bancshares Inc	$673K	0.05%	0.00%	+0.1%	Q3 2016
ABTAbbott Laboratories	$656K	0.05%	0.00%	-23.7%	Q1 2015
MRKMerck & Co., Inc.	$649K	0.05%	0.00%	-16.6%	Q4 2014
ETNEaton Corp plc	$622K	0.04%	0.00%	-0.1%	Q2 2022
INTCIntel Corp	$611K	0.04%	0.00%	-3.7%	Q1 2018
UNHUnitedhealth Group Inc	$584K	0.04%	0.00%	-0.1%	Q4 2021
AMGNAmgen Inc	$562K	0.04%	0.00%	Not reported	Q4 2019
GEVGE Vernova Inc.	$546K	0.04%	0.00%	+3.8%	Q4 2025
METAMeta Platforms, Inc.	$525K	0.04%	Not reported	+16.9%	Q3 2017
CVXChevron Corp	$503K	0.04%	0.00%	Not reported	Q2 2017
MCDMcdonalds Corp	$431K	0.03%	0.00%	Not reported	Q1 2017
NFLXNetflix Inc	$415K	0.03%	0.00%	-0.6%	Q4 2020
HDHome Depot, Inc.	$395K	0.03%	0.00%	-6.1%	Q4 2020
COSTCostco Wholesale Corp	$394K	0.03%	0.00%	+3.2%	Q3 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$388K	0.03%	0.00%	-5.1%	Q4 2025

Q1 2026Reported May 1, 202683 positions
PKGPackaging Corp of America	$52.1M	4.11%	0.00%	+1.0%	Q3 2015
AAPLApple Inc.	$17.8M	1.40%	0.00%	+1.8%	Q4 2014
BRK.BBerkshire Hathaway Inc	$12.2M	0.96%	Not reported	-2.5%	Q4 2014
WMTWalmart Inc.	$10.2M	0.81%	0.00%	-1.5%	Q2 2018
MSFTMicrosoft Corp	$7.81M	0.62%	0.00%	-1.3%	Q4 2014
GLDSPDR Gold Trust	$4.41M	0.35%	0.00%	-0.1%	Q4 2014
TSLATesla, Inc.	$3.76M	0.30%	0.00%	+0.5%	Q2 2020
SPYSPDR S&P 500 ETF Trust	$3.37M	0.27%	Not reported	-3.4%	Q4 2014
CIVBCivista Bancshares, Inc.	$3.25M	0.26%	0.69%	Not reported	Q3 2022
JPMJPMorgan Chase & Co	$3.12M	0.25%	0.00%	-1.4%	Q4 2014
ABBVAbbVie Inc.	$3.08M	0.24%	0.00%	+49.3%	Q1 2015
BRK.ABerkshire Hathaway Inc	$2.87M	0.23%	Not reported	Not reported	Q4 2014
PRKPark National Corp	$2.52M	0.20%	0.09%	Not reported	Q3 2017
GOOGLAlphabet Inc.	$2.23M	0.18%	0.00%	+6.9%	Q4 2020
NVDANvidia Corp	$2.2M	0.17%	0.00%	+1.1%	Q4 2021
XOMExxonMobil Holdings Corp	$2.08M	0.16%	0.00%	+1.7%	Q4 2014
AMATApplied Materials Inc	$1.82M	0.14%	0.00%	Not reported	Q4 2019
SMMUOasys Mobile, Inc.	$1.81M	0.14%	Not reported	+9.8%	Q2 2024
AMZNAmazon Com Inc	$1.71M	0.13%	0.00%	-1.7%	Q1 2017
LLYELI LILLY & Co	$1.66M	0.13%	0.00%	-1.1%	Q2 2021
ETEnergy Transfer LP	$1.65M	0.13%	0.00%	0.0%	Q4 2020
PGPROCTER & GAMBLE Co	$1.41M	0.11%	0.00%	-3.7%	Q4 2014
CATCaterpillar Inc	$1.38M	0.11%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$1.21M	0.10%	0.00%	-5.7%	Q4 2019
GOOGAlphabet Inc.	$1.17M	0.09%	Not reported	-6.4%	Q2 2021
TXNTexas Instruments Inc	$1.12M	0.09%	0.00%	Not reported	Q2 2017
BNYBank of New York Mellon Corp	$1.01M	0.08%	0.00%	Not reported	Q4 2021
ABTAbbott Laboratories	$972K	0.08%	0.00%	+16.1%	Q1 2015
PULSPulse Electronics Corp	$971K	0.08%	0.11%	+20.8%	Q1 2025
ECLEcolab Inc.	$845K	0.07%	0.00%	Not reported	Q2 2021
IBPInstalled Building Products, Inc.	$768K	0.06%	0.01%	Not reported	Q2 2015
MRKMerck & Co., Inc.	$729K	0.06%	0.00%	-0.3%	Q4 2014
DEDeere & Co	$726K	0.06%	0.00%	-3.2%	Q3 2020
WORWorthington Enterprises, Inc.	$700K	0.06%	0.03%	Not reported	Q4 2014
QQQInvesco QQQ Trust, Series 1	$677K	0.05%	Not reported	Not reported	Q2 2018
AEPAmerican Electric Power Co Inc	$662K	0.05%	0.00%	Not reported	Q2 2021
CINFCincinnati Financial Corp	$638K	0.05%	0.00%	Not reported	Q1 2015
CVXChevron Corp	$628K	0.05%	0.00%	-1.2%	Q2 2017
HBANHuntington Bancshares Inc	$594K	0.05%	0.00%	-0.7%	Q3 2016
WYYWidepoint Corp	$588K	0.05%	1.19%	Not reported	Q2 2021
NFLXNetflix Inc	$562K	0.04%	0.00%	-3.9%	Q4 2020
AMGNAmgen Inc	$546K	0.04%	0.00%	Not reported	Q4 2019
ETNEaton Corp plc	$522K	0.04%	0.00%	-2.0%	Q2 2022
MCDMcdonalds Corp	$495K	0.04%	0.00%	Not reported	Q1 2017
METAMeta Platforms, Inc.	$456K	0.04%	Not reported	+7.6%	Q3 2017
LMTLockheed Martin Corp	$415K	0.03%	0.00%	-6.7%	Q2 2015
COSTCostco Wholesale Corp	$407K	0.03%	0.00%	+1.2%	Q3 2021
HDHome Depot, Inc.	$392K	0.03%	0.00%	-8.6%	Q4 2020
GEVGE Vernova Inc.	$391K	0.03%	0.00%	Not reported	Q4 2025
UNHUnitedhealth Group Inc	$381K	0.03%	0.00%	-5.1%	Q4 2021

Q4 2025Reported Jan 27, 202681 positions
PKGPackaging Corp of America	$50.2M	4.12%	0.27%	Not reported	Q3 2015
AAPLApple Inc.	$18.7M	1.54%	0.00%	Not reported	Q4 2014
BRK.BBerkshire Hathaway Inc	$13.1M	1.07%	Not reported	Not reported	Q4 2014
MSFTMicrosoft Corp	$10.3M	0.85%	0.00%	Not reported	Q4 2014
WMTWalmart Inc.	$9.32M	0.77%	0.00%	Not reported	Q2 2018
TSLATesla, Inc.	$4.52M	0.37%	0.00%	Not reported	Q2 2020
GLDSPDR Gold Trust	$4.06M	0.33%	0.00%	Not reported	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.66M	0.30%	Not reported	Not reported	Q4 2014
JPMJPMorgan Chase & Co	$3.47M	0.28%	0.00%	Not reported	Q4 2014
CIVBCivista Bancshares, Inc.	$3.17M	0.26%	0.74%	Not reported	Q3 2022
BRK.ABerkshire Hathaway Inc	$3.02M	0.25%	Not reported	Not reported	Q4 2014
PRKPark National Corp	$2.35M	0.19%	0.10%	Not reported	Q3 2017
NVDANvidia Corp	$2.33M	0.19%	0.00%	Not reported	Q4 2021
GOOGLAlphabet Inc.	$2.27M	0.19%	0.00%	Not reported	Q4 2020
ABBVAbbVie Inc.	$2.17M	0.18%	0.00%	Not reported	Q1 2015
LLYELI LILLY & Co	$1.96M	0.16%	0.00%	Not reported	Q2 2021
AMZNAmazon Com Inc	$1.93M	0.16%	0.00%	Not reported	Q1 2017
SMMUOasys Mobile, Inc.	$1.65M	0.14%	Not reported	Not reported	Q2 2024
PGPROCTER & GAMBLE Co	$1.45M	0.12%	0.00%	Not reported	Q4 2014
XOMExxonMobil Holdings Corp	$1.45M	0.12%	0.00%	Not reported	Q4 2014
ETEnergy Transfer LP	$1.41M	0.12%	0.00%	Not reported	Q4 2020
GOOGAlphabet Inc.	$1.37M	0.11%	Not reported	Not reported	Q2 2021
AMATApplied Materials Inc	$1.37M	0.11%	0.00%	Not reported	Q4 2019
CATCaterpillar Inc	$1.12M	0.09%	0.00%	Not reported	Q4 2019
JNJJohnson & Johnson	$1.09M	0.09%	0.00%	Not reported	Q4 2019
ABTAbbott Laboratories	$1.02M	0.08%	0.00%	Not reported	Q1 2015
TXNTexas Instruments Inc	$1M	0.08%	0.00%	Not reported	Q2 2017
BNYBank of New York Mellon Corp	$984K	0.08%	0.00%	Not reported	Q4 2021
ECLEcolab Inc.	$834K	0.07%	0.00%	Not reported	Q2 2021
PULSPulse Electronics Corp	$805K	0.07%	0.09%	Not reported	Q1 2025
IBPInstalled Building Products, Inc.	$751K	0.06%	0.01%	Not reported	Q2 2015
QQQInvesco QQQ Trust, Series 1	$721K	0.06%	Not reported	Not reported	Q2 2018
WORWorthington Enterprises, Inc.	$693K	0.06%	0.03%	Not reported	Q4 2014
HBANHuntington Bancshares Inc	$663K	0.05%	0.00%	Not reported	Q3 2016
CINFCincinnati Financial Corp	$662K	0.05%	0.00%	Not reported	Q1 2015
MRKMerck & Co., Inc.	$639K	0.05%	0.00%	Not reported	Q4 2014
WYYWidepoint Corp	$632K	0.05%	1.19%	Not reported	Q2 2021
DEDeere & Co	$620K	0.05%	0.00%	Not reported	Q3 2020
AEPAmerican Electric Power Co Inc	$583K	0.05%	0.00%	Not reported	Q2 2021
NFLXNetflix Inc	$570K	0.05%	0.00%	Not reported	Q4 2020
AMGNAmgen Inc	$508K	0.04%	0.00%	Not reported	Q4 2019
METAMeta Platforms, Inc.	$489K	0.04%	Not reported	Not reported	Q3 2017
UNHUnitedhealth Group Inc	$489K	0.04%	0.00%	Not reported	Q4 2021
MCDMcdonalds Corp	$487K	0.04%	0.00%	Not reported	Q1 2017
ETNEaton Corp plc	$475K	0.04%	0.00%	Not reported	Q2 2022
MTDMettler Toledo International Inc/	$468K	0.04%	0.00%	Not reported	Q2 2021
CVXChevron Corp	$468K	0.04%	0.00%	Not reported	Q2 2017
HDHome Depot, Inc.	$449K	0.04%	0.00%	Not reported	Q4 2020
PLTRPalantir Technologies Inc.	$411K	0.03%	0.00%	Not reported	Q2 2025
LMTLockheed Martin Corp	$356K	0.03%	0.00%	Not reported	Q2 2015

Q2 2025Reported Jul 17, 202581 positions
PKGPackaging Corp of America	$45.8M	4.24%	0.27%	+5.4%	Q3 2015
AAPLApple Inc.	$14.3M	1.32%	0.00%	-0.3%	Q4 2014
BRK.BBerkshire Hathaway Inc	$12.8M	1.19%	Not reported	-0.4%	Q4 2014
MSFTMicrosoft Corp	$10.6M	0.98%	0.00%	-1.7%	Q4 2014
WMTWalmart Inc.	$8.25M	0.76%	0.00%	-0.2%	Q2 2018
TSLATesla, Inc.	$3.4M	0.31%	0.00%	+4.2%	Q2 2020
CIVBCivista Bancshares, Inc.	$3.32M	0.31%	0.92%	-0.4%	Q3 2022
SPYSPDR S&P 500 ETF Trust	$3.23M	0.30%	Not reported	+1.8%	Q4 2014
GLDSPDR Gold Trust	$3.18M	0.29%	0.00%	+0.9%	Q4 2014
JPMJPMorgan Chase & Co	$3.04M	0.28%	0.00%	+1.3%	Q4 2014
BRK.ABerkshire Hathaway Inc	$2.92M	0.27%	Not reported	Not reported	Q4 2014
PRKPark National Corp	$2.58M	0.24%	0.10%	-3.7%	Q3 2017
NVDANvidia Corp	$1.84M	0.17%	0.00%	+0.6%	Q4 2021
ABBVAbbVie Inc.	$1.8M	0.17%	0.00%	+0.5%	Q1 2015
AMZNAmazon Com Inc	$1.7M	0.16%	0.00%	-1.0%	Q1 2017
ETEnergy Transfer LP	$1.54M	0.14%	0.00%	+0.1%	Q4 2020
PGPROCTER & GAMBLE Co	$1.54M	0.14%	0.00%	+0.2%	Q4 2014
LLYELI LILLY & Co	$1.5M	0.14%	0.00%	-0.5%	Q2 2021
XOMExxonMobil Holdings Corp	$1.32M	0.12%	0.00%	-1.1%	Q4 2014
SMMUOasys Mobile, Inc.	$1.22M	0.11%	Not reported	+42.1%	Q2 2024
GOOGLAlphabet Inc.	$1.22M	0.11%	0.00%	-0.3%	Q4 2020
TXNTexas Instruments Inc	$1.2M	0.11%	0.00%	Not reported	Q2 2017
ABTAbbott Laboratories	$1.11M	0.10%	0.00%	-2.7%	Q1 2015
AMATApplied Materials Inc	$948K	0.09%	0.00%	Not reported	Q4 2019
ECLEcolab Inc.	$856K	0.08%	0.00%	Not reported	Q2 2021
WORWorthington Enterprises, Inc.	$855K	0.08%	0.03%	Not reported	Q4 2014
ETNEaton Corp plc	$789K	0.07%	0.00%	-1.4%	Q2 2022
BNYBank of New York Mellon Corp	$772K	0.07%	0.00%	+0.3%	Q4 2021
JNJJohnson & Johnson	$751K	0.07%	0.00%	-0.2%	Q4 2019
NFLXNetflix Inc	$741K	0.07%	0.00%	+0.6%	Q4 2020
DEDeere & Co	$737K	0.07%	0.00%	+29.6%	Q3 2020
CATCaterpillar Inc	$716K	0.07%	0.00%	-1.8%	Q4 2019
HBANHuntington Bancshares Inc	$612K	0.06%	0.00%	+0.1%	Q3 2016
CINFCincinnati Financial Corp	$603K	0.06%	0.00%	Not reported	Q1 2015
QQQInvesco QQQ Trust, Series 1	$603K	0.06%	Not reported	+0.4%	Q2 2018
GOOGAlphabet Inc.	$588K	0.05%	Not reported	+9.6%	Q2 2021
PULSPulse Electronics Corp	$582K	0.05%	0.07%	+60.0%	Q1 2025
UNHUnitedhealth Group Inc	$547K	0.05%	0.00%	+23.8%	Q4 2021
AEPAmerican Electric Power Co Inc	$519K	0.05%	0.00%	-3.0%	Q2 2021
METAMeta Platforms, Inc.	$518K	0.05%	Not reported	+7.0%	Q3 2017
MCDMcdonalds Corp	$495K	0.05%	0.00%	Not reported	Q1 2017
HDHome Depot, Inc.	$494K	0.05%	0.00%	+2.2%	Q4 2020
MRKMerck & Co., Inc.	$457K	0.04%	0.00%	+2.3%	Q4 2014
CVXChevron Corp	$419K	0.04%	0.00%	+0.7%	Q2 2017
AMGNAmgen Inc	$413K	0.04%	0.00%	Not reported	Q4 2019
WYYWidepoint Corp	$403K	0.04%	1.22%	+28.2%	Q2 2021
MTDMettler Toledo International Inc/	$395K	0.04%	0.00%	-11.6%	Q2 2021
DISWalt Disney Co	$391K	0.04%	0.00%	-6.5%	Q1 2015
IBPInstalled Building Products, Inc.	$380K	0.04%	0.01%	+0.5%	Q2 2015
BACBank of America Corp	$370K	0.03%	0.00%	+0.5%	Q4 2014

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