Summit Financial Strategies, Inc. Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$1.1B
Holdings
155
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
ZMX1WIDEPOINT CORP | $402K |
AVUVAMERICAN CENTY ETF TR | $401K |
MTDMETTLER TOLEDO INTERNATIONAL | $394K |
DISDISNEY WALT CO | $390K |
IBPINSTALLED BLDG PRODS INC | $380K |
GSLCGOLDMAN SACHS ETF TR | $374K |
BACBANK AMERICA CORP | $369K |
SCHCSCHWAB STRATEGIC TR | $362K |
VBRVANGUARD INDEX FDS | $357K |
BILSPDR SERIES TRUST | $355K |
COSTCOSTCO WHSL CORP NEW | $354K |
VHTVANGUARD WORLD FD | $354K |
VGTVANGUARD WORLD FD | $348K |
LMTLOCKHEED MARTIN CORP | $339K |
DFACDIMENSIONAL ETF TRUST | $331K |
VTIPVANGUARD MALVERN FDS | $331K |
PDNINVESCO EXCH TRADED FD TR II | $314K |
NKENIKE INC | $303K |
IJTISHARES TR | $303K |
ACWIISHARES TR | $302K |
XLFSELECT SECTOR SPDR TR | $297K |
GEFGREIF INC | $296K |
DTEDTE ENERGY CO | $282K |
UPSTUPSTART HLDGS INC | $272K |
WSWORTHINGTON STL INC | $263K |
XLESELECT SECTOR SPDR TR | $261K |
AVDEAMERICAN CENTY ETF TR | $259K |
PLTRPALANTIR TECHNOLOGIES INC | $254K |
TAT&T INC | $251K |
BACVERIZON COMMUNICATIONS INC | $241K |
BSVVANGUARD BD INDEX FDS | $240K |
MMM3M CO | $240K |
IBMINTERNATIONAL BUSINESS MACHS | $235K |
UNPUNION PAC CORP | $226K |
VPUVANGUARD WORLD FD | $221K |
STWDSTARWOOD PPTY TR INC | $218K |
MDTMEDTRONIC PLC | $215K |
FDNFIRST TR EXCHANGE-TRADED FD | $214K |
USOUNITED STS OIL FD LP | $213K |
TIPISHARES TR | $209K |
PLDPROLOGIS INC. | $206K |
VXUSVANGUARD STAR FDS | $205K |
PEPPEPSICO INC | $205K |
SOSOUTHERN CO | $202K |
VOTVANGUARD INDEX FDS | $202K |
HONHONEYWELL INTL INC | $200K |
XCHYXCALAMOS CONV & HIGH INCOME F | $181K |
MPXMARINE PRODS CORP | $95K |
UAUNDER ARMOUR INC | $84K |
AGLAGILON HEALTH INC | $38K |
GONGERON CORP | $38K |
MYOMYOMO INC | $32K |
FNGRFINGERMOTION INC | $29K |
CDLXCARDLYTICS INC | $23K |
JYDJAYUD GLOBAL LOGISTICS LTD | $3K |
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