Summit Financial Strategies, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.76M | 0.1% |
| VANGUARD INDEX FDS | $1.71M | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $1.70M | 0.1% |
| PIMCO ETF TR | $1.65M | 0.1% |
| ISHARES TR | $1.60M | 0.1% |
| PROCTER & GAMBLE Co | $1.45M | 0.1% |
| EXXON MOBIL CORP | $1.45M | 0.1% |
| Energy Transfer LPET | $1.41M | 0.1% |
| Alphabet Inc. | $1.37M | 0.1% |
| APPLIED MATERIALS INC /DE | $1.37M | 0.1% |
| ISHARES TR | $1.35M | 0.1% |
| VANGUARD INDEX FDS | $1.24M | 0.1% |
| CATERPILLAR INC | $1.12M | 0.1% |
| VANGUARD ADMIRAL FDS INC | $1.11M | 0.1% |
| JOHNSON & JOHNSON | $1.09M | 0.1% |
| ABBOTT LABORATORIES | $1.02M | 0.1% |
| TEXAS INSTRUMENTS INC | $1.00M | 0.1% |
| Bank of New York Mellon Corp/The | $984.2K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $980.8K | 0.1% |
| VANGUARD INDEX FDS | $922.5K | 0.1% |
| SCHWAB STRATEGIC TR | $861.7K | 0.1% |
| ECOLAB INC. | $834.0K | 0.1% |
| PGIM ETF TR | $805.3K | 0.1% |
| Installed Building Products, Inc. | $751.2K | 0.1% |
| SPDR SERIES TRUST | $734.1K | 0.1% |
| INVESCO QQQ TR | $721.0K | 0.1% |
| WORTHINGTON ENTERPRISES, INC. | $692.5K | 0.1% |
| HUNTINGTON BANCSHARES INC /MD | $662.5K | 0.1% |
| CINCINNATI FINANCIAL CORP | $661.8K | 0.1% |
| Merck & Co., Inc. | $639.4K | 0.1% |
| WIDEPOINT CORPWYY | $632.3K | 0.1% |
| ISHARES TR | $619.9K | 0.1% |
| DEERE & CO | $619.6K | 0.1% |
| JANUS DETROIT STR TR | $610.9K | 0.1% |
| ISHARES TR | $591.1K | 0.0% |
| AMERICAN ELECTRIC POWER CO INC | $582.7K | 0.0% |
| Netflix Inc | $570.0K | 0.0% |
| ISHARES TR | $534.0K | 0.0% |
| AMGEN INC | $507.7K | 0.0% |
| Meta Platforms Inc | $489.3K | 0.0% |
| UNITEDHEALTH GROUP INC | $489.1K | 0.0% |
| MCDONALD'S CORP | $487.0K | 0.0% |
| ISHARES TR | $476.6K | 0.0% |
| Eaton Corp plc | $474.6K | 0.0% |
| Mettler-Toledo International Inc | $468.4K | 0.0% |
| CHEVRON CORP | $468.1K | 0.0% |
| ISHARES TR | $465.9K | 0.0% |
| ISHARES TR | $450.2K | 0.0% |
| AMERICAN CENTY ETF TR | $449.2K | 0.0% |
| HOME DEPOT, INC. | $448.5K | 0.0% |