Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc. reported 165 holdings worth US$1.44B as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Summit Financial Strategies, Inc. reported 165 holdings worth US$1.44B as of Sep 30, 2026. Largest: Packaging Corporation Of America, Apple Inc and Berkshire Hathaway Inc. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 165
- Value as reported
- US$1.44B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Packaging Corporation Of America | 237K | US$54.3M | 3.8% |
| Apple Inc | 69,651 | US$23.2M | 1.6% |
| Berkshire Hathaway Inc. | 23,660 | US$14.8M | 1.0% |
| Microsoft Corp. | 25,576 | US$13.1M | 0.91% |
| Walmart Inc. | 80,892 | US$8.41M | 0.58% |
| Alphabet Inc (google) Class C | 11,768 | US$4.04M | 0.28% |
| Tesla, Inc. | 10,603 | US$3.76M | 0.26% |
| Civista Bancshares, Inc. | 143K | US$3.76M | 0.26% |
| Jp Morgan Chase & Co. | 10,318 | US$3.41M | 0.24% |
| Nvidia Corporation | 13,814 | US$3.15M | 0.22% |
| Applied Materials, Inc. | 5,223 | US$2.67M | 0.19% |
| Abbvie Inc. | 9,308 | US$2.43M | 0.17% |
| Amazon.com, Inc. | 8,515 | US$2.12M | 0.15% |
| Eli Lilly And Company | 1,748 | US$2.02M | 0.14% |
| Energy Transfer Lp | 85,242 | US$1.69M | 0.12% |
| Park National Corporation | 9,058 | US$1.62M | 0.11% |
| Texas Instruments Incorporated | 5,769 | US$1.62M | 0.11% |
| Caterpillar, Inc. | 1,979 | US$1.6M | 0.11% |
| Procter & Gamble Company (the) | 9,679 | US$1.41M | 0.10% |
| Installed Building Products, Inc. | 6,914 | US$1.33M | 0.09% |
| Johnson & Johnson | 4,729 | US$1.25M | 0.09% |
| The Bank Of New York Mellon Corporation | 8,478 | US$1.23M | 0.09% |
| Ecolab Inc. | 3,177 | US$872K | 0.06% |
| Deere & Company | 1,247 | US$837K | 0.06% |
| Palantir Technologies Inc. | 4,184 | US$783K | 0.05% |
| Widepoint Corporation | 96,790 | US$763K | 0.05% |
| Merck & Company, Inc. | 5,071 | US$737K | 0.05% |
| Abbott Laboratories | 7,229 | US$714K | 0.05% |
| Meta Platforms, Inc. | 920 | US$667K | 0.05% |
| Amgen Inc. | 1,551 | US$654K | 0.05% |
| Cincinnati Financial Corporation | 4,052 | US$646K | 0.04% |
| Chevron Corporation | 3,099 | US$633K | 0.04% |
| Huntington Bancshares Incorporated | 41,151 | US$628K | 0.04% |
| Worthington Enterprises, Inc. | 10,468 | US$623K | 0.04% |
| Intel Corporation | 4,379 | US$526K | 0.04% |
| Unitedhealth Group Incorporated | 1,378 | US$506K | 0.04% |
| Ge Vernova Inc. | 524 | US$498K | 0.03% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 939 | US$428K | 0.03% |
| Netflix, Inc. | 6,093 | US$424K | 0.03% |
| Advanced Micro Devices Inc | 662 | US$405K | 0.03% |
| Costco Wholesale Corporation | 415 | US$378K | 0.03% |
| Mettler-toledo International, Inc. | 244 | US$369K | 0.03% |
| Space Exploration Technologies Corp | 2,327 | US$351K | 0.02% |
| Mcdonald's Corporation | 1,502 | US$347K | 0.02% |
| Lockheed Martin Corporation | 661 | US$337K | 0.02% |
| Home Depot, Inc. (the) | 1,141 | US$325K | 0.02% |
| Cisco Systems, Inc. | 2,759 | US$297K | 0.02% |
| Walt Disney Company (the) | 2,746 | US$288K | 0.02% |
| Greif Inc. | 3,613 | US$288K | 0.02% |
| Macom Technology Solutions Holdings, Inc. | 975 | US$278K | 0.02% |
| Ge Aerospace | 837 | US$262K | 0.02% |
| 3m Company | 1,508 | US$247K | 0.02% |
| Prologis, Inc. | 1,900 | US$247K | 0.02% |
| American Electric Power Company, Inc. | 2,053 | US$244K | 0.02% |
| Mastercard Incorporated | 410 | US$226K | 0.02% |
| Boeing Company (the) | 1,111 | US$207K | 0.01% |
| Worthington Steel, Inc. | 5,810 | US$205K | 0.01% |
| Corning Incorporated | 1,326 | US$204K | 0.01% |
| International Business Machines Corporation | 924 | US$203K | 0.01% |
| Cardinal Health, Inc. | 910 | US$203K | 0.01% |
| Starwood Property Trust Inc. | 10,718 | US$145K | 0.01% |
| Under Armour, Inc. | 10,000 | US$43,500 | <0.01% |
| 5e Advanced Materials, Inc. | 12,286 | US$41,404 | <0.01% |
| Myomo Inc. | 25,000 | US$39,000 | <0.01% |
| Geron Corporation | 27,000 | US$33,210 | <0.01% |
| Fingermotion, Inc. | 13,903 | US$2,455 | <0.01% |
| Visa Inc. | 0 | US$0 | 0.00% |
| Cvs Health Corporation | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Fifth Third Bancorp | 0 | US$0 | 0.00% |
| Kla Corporation | 0 | US$0 | 0.00% |
| Southern Company (the) | 0 | US$0 | 0.00% |
| Verizon Communications Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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