Holdings
Summit Financial Strategies, Inc.
As of Sep 30, 2026, Summit Financial Strategies, Inc. reported 66 positions worth US$170M. Largest: Packaging Corporation Of America, Apple Inc and Berkshire Hathaway Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Packaging Corporation Of America | 237K | US$54.3M | −28,391 | Sep 30, 2026 |
| Apple Inc | 69,651 | US$23.2M | +200 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 23,660 | US$14.8M | −7,180 | Sep 30, 2026 |
| Microsoft Corp. | 25,576 | US$13.1M | +4,443 | Sep 30, 2026 |
| Walmart Inc. | 80,892 | US$8.41M | −965 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 11,768 | US$4.04M | +191 | Sep 30, 2026 |
| Tesla, Inc. | 10,603 | US$3.76M | +492 | Sep 30, 2026 |
| Civista Bancshares, Inc. | 143K | US$3.76M | no change | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 10,318 | US$3.41M | −10 | Sep 30, 2026 |
| Nvidia Corporation | 13,814 | US$3.15M | +1,111 | Sep 30, 2026 |