Summit Financial Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| COSTCO WHOLESALE CORP /NEW | $347.9K | 0.0% |
| VANGUARD WORLD FD | $349.5K | 0.0% |
| SPDR SERIES TRUST | $354.0K | 0.0% |
| LOCKHEED MARTIN CORP | $355.6K | 0.0% |
| VANGUARD MALVERN FDS | $359.3K | 0.0% |
| DIREXION SHS ETF TR | $364.4K | 0.0% |
| DIMENSIONAL ETF TRUST | $365.8K | 0.0% |
| VANGUARD INDEX FDS | $375.6K | 0.0% |
| VANGUARD WORLD FD | $386.0K | 0.0% |
| GOLDMAN SACHS ETF TR | $408.4K | 0.0% |
| Palantir Technologies Inc | $410.7K | 0.0% |
| ISHARES TR | $417.2K | 0.0% |
| SCHWAB STRATEGIC TR | $429.5K | 0.0% |
| VANGUARD ADMIRAL FDS INC | $436.4K | 0.0% |
| ISHARES TR | $445.2K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $447.4K | 0.0% |
| HOME DEPOT, INC. | $448.5K | 0.0% |
| AMERICAN CENTY ETF TR | $449.2K | 0.0% |
| ISHARES TR | $450.2K | 0.0% |
| ISHARES TR | $465.9K | 0.0% |
| CHEVRON CORP | $468.1K | 0.0% |
| Mettler-Toledo International Inc | $468.4K | 0.0% |
| Eaton Corp plc | $474.6K | 0.0% |
| ISHARES TR | $476.6K | 0.0% |
| MCDONALD'S CORP | $487.0K | 0.0% |
| UNITEDHEALTH GROUP INC | $489.1K | 0.0% |
| Meta Platforms Inc | $489.3K | 0.0% |
| AMGEN INC | $507.7K | 0.0% |
| ISHARES TR | $534.0K | 0.0% |
| Netflix Inc | $570.0K | 0.0% |
| AMERICAN ELECTRIC POWER CO INC | $582.7K | 0.0% |
| ISHARES TR | $591.1K | 0.0% |
| JANUS DETROIT STR TR | $610.9K | 0.1% |
| DEERE & CO | $619.6K | 0.1% |
| ISHARES TR | $619.9K | 0.1% |
| WIDEPOINT CORPWYY | $632.3K | 0.1% |
| Merck & Co., Inc. | $639.4K | 0.1% |
| CINCINNATI FINANCIAL CORP | $661.8K | 0.1% |
| HUNTINGTON BANCSHARES INC /MD | $662.5K | 0.1% |
| WORTHINGTON ENTERPRISES, INC. | $692.5K | 0.1% |
| INVESCO QQQ TR | $721.0K | 0.1% |
| SPDR SERIES TRUST | $734.1K | 0.1% |
| Installed Building Products, Inc. | $751.2K | 0.1% |
| PGIM ETF TR | $805.3K | 0.1% |
| ECOLAB INC. | $834.0K | 0.1% |
| SCHWAB STRATEGIC TR | $861.7K | 0.1% |
| VANGUARD INDEX FDS | $922.5K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $980.8K | 0.1% |
| Bank of New York Mellon Corp/The | $984.2K | 0.1% |
| TEXAS INSTRUMENTS INC | $1.00M | 0.1% |