Summit Financial Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ABBOTT LABORATORIES | $1.02M | 0.1% |
| JOHNSON & JOHNSON | $1.09M | 0.1% |
| VANGUARD ADMIRAL FDS INC | $1.11M | 0.1% |
| CATERPILLAR INC | $1.12M | 0.1% |
| VANGUARD INDEX FDS | $1.24M | 0.1% |
| ISHARES TR | $1.35M | 0.1% |
| APPLIED MATERIALS INC /DE | $1.37M | 0.1% |
| Alphabet Inc. | $1.37M | 0.1% |
| Energy Transfer LPET | $1.41M | 0.1% |
| EXXON MOBIL CORP | $1.45M | 0.1% |
| PROCTER & GAMBLE Co | $1.45M | 0.1% |
| ISHARES TR | $1.60M | 0.1% |
| PIMCO ETF TR | $1.65M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.70M | 0.1% |
| VANGUARD INDEX FDS | $1.71M | 0.1% |
| VANGUARD INDEX FDS | $1.76M | 0.1% |
| Amazon.com Inc | $1.93M | 0.2% |
| ELI LILLY & Co | $1.96M | 0.2% |
| ISHARES TR | $2.10M | 0.2% |
| AbbVie Inc. | $2.17M | 0.2% |
| Alphabet Inc. | $2.27M | 0.2% |
| NVIDIA Corp | $2.33M | 0.2% |
| PARK NATIONAL CORP /OH | $2.35M | 0.2% |
| AMERICAN CENTY ETF TR | $2.77M | 0.2% |
| VANGUARD INDEX FDS | $2.93M | 0.2% |
| ISHARES TR | $2.93M | 0.2% |
| ISHARES TR | $3.01M | 0.2% |
| BERKSHIRE HATHAWAY INC DEL | $3.02M | 0.2% |
| SCHWAB STRATEGIC TR | $3.05M | 0.3% |
| CIVISTA BANCSHARES, INC. | $3.17M | 0.3% |
| JPMORGAN CHASE & CO | $3.47M | 0.3% |
| SPDR S&P 500 ETF TR | $3.66M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $3.68M | 0.3% |
| SPDR GOLD TR | $4.06M | 0.3% |
| JANUS DETROIT STR TR | $4.07M | 0.3% |
| ISHARES TR | $4.24M | 0.3% |
| SCHWAB STRATEGIC TR | $4.26M | 0.3% |
| DIMENSIONAL ETF TRUST | $4.50M | 0.4% |
| Tesla Inc | $4.52M | 0.4% |
| ISHARES TR | $4.76M | 0.4% |
| VANGUARD TAX-MANAGED FDS | $4.83M | 0.4% |
| ISHARES TR | $5.13M | 0.4% |
| SCHWAB STRATEGIC TR | $5.40M | 0.4% |
| J P MORGAN EXCHANGE TRADED F | $6.67M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $9.26M | 0.8% |
| VANGUARD INDEX FDS | $9.29M | 0.8% |
| Walmart Inc. | $9.32M | 0.8% |
| SCHWAB STRATEGIC TR | $9.69M | 0.8% |
| MICROSOFT CORP | $10.34M | 0.8% |
| Warren E. Buffett | $13.07M | 1.1% |