Summit Financial Strategies, Inc. Diversified Active

Location: Columbus, OH

CIK: 0001625246 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 1, 2026

Total Value: $1.269B (100.0% shares, 0.0% debt)

Holdings (170)

DFIC DIMENSIONAL ETF TRUST 10.9%
Value $138M Shares 3,887,458 Est. Cost $20.62 Unrealized
JCPB J P MORGAN EXCHANGE TRADED F 9.8%
Value $124M Shares 2,639,364 Est. Cost $47.05 Unrealized
IVV ISHARES TR 8.6%
Value $110M Shares 167,655 Est. Cost $356.82 Unrealized
FBND FIDELITY MERRIMACK STR TR 8.0%
Value $102M Shares 2,226,626 Est. Cost $45.37 Unrealized
DFLV DIMENSIONAL ETF TRUST 6.8%
Value $86M Shares 2,408,269 Est. Cost $30.06 Unrealized
SCHB SCHWAB STRATEGIC TR 5.3%
Value $67.07M Shares 2,672,115 Est. Cost $35.61 Unrealized
AVEM AMERICAN CENTY ETF TR 5.3%
Value $66.83M Shares 829,341 Est. Cost $57.16 Unrealized
IJH ISHARES TR 5.2%
Value $65.65M Shares 972,216 Est. Cost $77.10 Unrealized
PKG PACKAGING CORP AMER 4.1%
Value $52.13M Shares 245,657 Est. Cost $131.49 Unrealized +72.1%
VBK VANGUARD INDEX FDS 3.3%
Value $41.82M Shares 138,366 Est. Cost $284.35 Unrealized
IJR ISHARES TR 3.2%
Value $40.21M Shares 323,477 Est. Cost $103.14 Unrealized
SCHM SCHWAB STRATEGIC TR 3.1%
Value $39.7M Shares 1,282,374 Est. Cost $39.68 Unrealized
DFGR DIMENSIONAL ETF TRUST 2.2%
Value $28.23M Shares 1,062,100 Est. Cost $26.08 Unrealized
DFAT DIMENSIONAL ETF TRUST 2.2%
Value $27.87M Shares 446,289 Est. Cost $54.11 Unrealized
VONG VANGUARD SCOTTSDALE FDS 2.2%
Value $27.28M Shares 248,740 Est. Cost $113.38 Unrealized
SCHA SCHWAB STRATEGIC TR 1.7%
Value $21.54M Shares 740,763 Est. Cost $40.32 Unrealized
AAPL APPLE INC 1.4%
Value $17.8M Shares 70,124 Est. Cost $124.96 Unrealized +110.3%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value $12.15M Shares 25,359 Est. Cost $204.34 Unrealized +141.5%
WMT WALMART INC 0.8%
Value $10.24M Shares 82,409 Est. Cost $53.20 Unrealized +129.4%
VOO VANGUARD INDEX FDS 0.8%
Value $10.18M Shares 17,039 Est. Cost $456.10 Unrealized
JMUB J P MORGAN EXCHANGE TRADED F 0.6%
Value $7.873M Shares 157,489 Est. Cost $50.37 Unrealized
MSFT MICROSOFT CORP 0.6%
Value $7.811M Shares 21,102 Est. Cost $205.50 Unrealized +111.5%
SCHZ SCHWAB STRATEGIC TR 0.6%
Value $7.632M Shares 328,668 Est. Cost $28.54 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.4%
Value $5.062M Shares 78,995 Est. Cost $43.00 Unrealized
SCHF SCHWAB STRATEGIC TR 0.4%
Value $4.929M Shares 199,171 Est. Cost $26.28 Unrealized
EFA ISHARES TR 0.4%
Value $4.749M Shares 48,891 Est. Cost $65.29 Unrealized
DFUV DIMENSIONAL ETF TRUST 0.4%
Value $4.621M Shares 95,351 Est. Cost $31.60 Unrealized
JAAA JANUS DETROIT STR TR 0.4%
Value $4.561M Shares 90,554 Est. Cost $50.68 Unrealized
IWB ISHARES TR 0.4%
Value $4.446M Shares 12,469 Est. Cost $223.52 Unrealized
GLD SPDR GOLD TR 0.3%
Value $4.41M Shares 10,249 Est. Cost $169.47 Unrealized
SCHX SCHWAB STRATEGIC TR 0.3%
Value $4.064M Shares 158,494 Est. Cost $37.41 Unrealized
IWF ISHARES TR 0.3%
Value $3.982M Shares 9,338 Est. Cost $277.07 Unrealized
TSLA TESLA INC 0.3%
Value $3.759M Shares 10,110 Est. Cost $251.38 Unrealized +69.5%
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value $3.386M Shares 62,649 Est. Cost $40.67 Unrealized
SPY STATE STR SPDR S&P 500 ETF T 0.3%
Value $3.37M Shares 5,181 Est. Cost $284.07 Unrealized
CIVB CIVISTA BANCSHARES INC 0.3%
Value $3.25M Shares 142,614 Est. Cost $18.71 Unrealized +24.9%
SCHP SCHWAB STRATEGIC TR 0.3%
Value $3.176M Shares 119,355 Est. Cost $35.64 Unrealized
JPM JPMORGAN CHASE & CO 0.2%
Value $3.118M Shares 10,600 Est. Cost $115.00 Unrealized +170.8%
VO VANGUARD INDEX FDS 0.2%
Value $3.098M Shares 10,786 Est. Cost $246.81 Unrealized
ABBV ABBVIE INC 0.2%
Value $3.078M Shares 14,151 Est. Cost $158.53 Unrealized +40.4%
IWR ISHARES TR 0.2%
Value $3.029M Shares 31,155 Est. Cost $70.18 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value $2.943M Shares 36,514 Est. Cost $66.81 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL 0.2%
Value $2.873M Shares 4 Est. Cost $729330.75 Unrealized +1.5%
EFV ISHARES TR 0.2%
Value $2.739M Shares 36,843 Est. Cost $48.79 Unrealized
PRK PARK NATL CORP 0.2%
Value $2.525M Shares 15,447 Est. Cost $142.55 Unrealized +16.3%
GOOGL ALPHABET INC 0.2%
Value $2.228M Shares 7,748 Est. Cost $139.26 Unrealized +132.1%
NVDA NVIDIA CORPORATION 0.2%
Value $2.203M Shares 12,633 Est. Cost $101.34 Unrealized +84.2%
VSS VANGUARD INTL EQUITY INDEX F 0.2%
Value $2.19M Shares 15,021 Est. Cost $124.09 Unrealized
IWD ISHARES TR 0.2%
Value $2.131M Shares 9,975 Est. Cost $159.99 Unrealized
XOM EXXON MOBIL CORP 0.2%
Value $2.08M Shares 12,257 Est. Cost $59.75 Unrealized +132.2%
AMAT APPLIED MATLS INC 0.1%
Value $1.822M Shares 5,331 Est. Cost $64.04 Unrealized +410.0%
SMMU PIMCO ETF TR 0.1%
Value $1.814M Shares 35,954 Est. Cost $50.15 Unrealized
AMZN AMAZON COM INC 0.1%
Value $1.713M Shares 8,224 Est. Cost $138.59 Unrealized +63.7%
LLY ELI LILLY & CO 0.1%
Value $1.656M Shares 1,800 Est. Cost $329.52 Unrealized +217.8%
ET ENERGY TRANSFER L P 0.1%
Value $1.645M Shares 85,242 Est. Cost $6.41 Unrealized
VTV VANGUARD INDEX FDS 0.1%
Value $1.578M Shares 8,043 Est. Cost $155.16 Unrealized
IVW ISHARES TR 0.1%
Value $1.474M Shares 13,029 Est. Cost $65.10 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value $1.429M Shares 4,453 Est. Cost $225.40 Unrealized
PG PROCTER & GAMBLE CO 0.1%
Value $1.411M Shares 9,769 Est. Cost $107.16 Unrealized +41.6%
CAT CATERPILLAR INC 0.1%
Value $1.381M Shares 1,949 Est. Cost $196.48 Unrealized +248.3%
IWM ISHARES TR 0.1%
Value $1.38M Shares 5,565 Est. Cost $175.70 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value $1.22M Shares 6,623 Est. Cost $164.86 Unrealized
JNJ JOHNSON & JOHNSON 0.1%
Value $1.213M Shares 4,962 Est. Cost $143.01 Unrealized +59.3%
GOOG ALPHABET INC 0.1%
Value $1.173M Shares 4,090 Est. Cost $150.33 Unrealized +115.3%
IVOO VANGUARD ADMIRAL FDS INC 0.1%
Value $1.138M Shares 9,954 Est. Cost $132.48 Unrealized
TXN TEXAS INSTRS INC 0.1%
Value $1.124M Shares 5,791 Est. Cost $164.15 Unrealized +25.7%
VUG VANGUARD INDEX FDS 0.1%
Value $1.037M Shares 2,374 Est. Cost $327.09 Unrealized
BK BANK NEW YORK MELLON CORP 0.1%
Value $1.006M Shares 8,478 Est. Cost $51.03 Unrealized +135.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value $976K Shares 13,002 Est. Cost $63.40 Unrealized
ABT ABBOTT LABORATORIES 0.1%
Value $972K Shares 9,465 Est. Cost $87.89 Unrealized +31.3%
PULS PGIM ETF TR 0.1%
Value $971K Shares 19,613 Est. Cost $49.68 Unrealized
SPTM SPDR SERIES TRUST 0.1%
Value $965K Shares 12,201 Est. Cost $79.06 Unrealized
SPSM SPDR SERIES TRUST 0.1%
Value $892K Shares 18,456 Est. Cost $48.32 Unrealized
ECL ECOLAB INC 0.1%
Value $845K Shares 3,177 Est. Cost $206.33 Unrealized +38.7%
SCHE SCHWAB STRATEGIC TR 0.1%
Value $793K Shares 24,077 Est. Cost $29.25 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value $769K Shares 26,415 Est. Cost $40.73 Unrealized
IBP INSTALLED BLDG PRODS INC 0.1%
Value $768K Shares 2,896 Est. Cost $130.12 Unrealized +136.0%
SPDW SPDR INDEX SHS FDS 0.1%
Value $735K Shares 16,107 Est. Cost $45.65 Unrealized
MRK MERCK & CO INC 0.1%
Value $729K Shares 6,057 Est. Cost $63.75 Unrealized +79.3%
DE DEERE & CO 0.1%
Value $726K Shares 1,289 Est. Cost $311.75 Unrealized +76.9%
WOR WORTHINGTON ENTERPRISES INC 0.1%
Value $700K Shares 13,429 Est. Cost $39.09 Unrealized +41.5%
SPYM SPDR SERIES TRUST 0.1%
Value $688K Shares 8,986 Est. Cost $62.88 Unrealized
QQQ INVESCO QQQ TR 0.1%
Value $677K Shares 1,174 Est. Cost $344.87 Unrealized
DVY ISHARES TR 0.1%
Value $665K Shares 4,392 Est. Cost $81.26 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value $662K Shares 5,054 Est. Cost $81.47 Unrealized +48.0%
CINF CINCINNATI FINL CORP 0.1%
Value $638K Shares 4,052 Est. Cost $102.72 Unrealized +58.6%
CVX CHEVRON CORPORATION 0.0%
Value $628K Shares 3,034 Est. Cost $140.78 Unrealized +22.1%
SCHC SCHWAB STRATEGIC TR 0.0%
Value $621K Shares 13,294 Est. Cost $38.11 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.0%
Value $594K Shares 37,926 Est. Cost $11.39 Unrealized +57.0%
JBBB JANUS DETROIT STR TR 0.0%
Value $588K Shares 12,618 Est. Cost $48.60 Unrealized
WYY WIDEPOINT CORP 0.0%
Value $588K Shares 117,748 Est. Cost $3.36 Unrealized +77.2%
NFLX NETFLIX INC. 0.0%
Value $562K Shares 5,842 Est. Cost $104.15 Unrealized -19.5%
AMGN AMGEN INC 0.0%
Value $546K Shares 1,551 Est. Cost $196.58 Unrealized +77.9%
DGRO ISHARES TR 0.0%
Value $540K Shares 7,692 Est. Cost $45.07 Unrealized
SPXL DIREXION SHARES ETF TRUST 0.0%
Value $535K Shares 2,891 Est. Cost $116.18 Unrealized
ETN EATON CORP PLC 0.0%
Value $522K Shares 1,460 Est. Cost $177.69 Unrealized +99.0%
IAGG ISHARES TR 0.0%
Value $497K Shares 9,937 Est. Cost $50.20 Unrealized
MCD MCDONALDS CORP 0.0%
Value $495K Shares 1,594 Est. Cost $189.00 Unrealized +67.9%
AGG ISHARES TR 0.0%
Value $486K Shares 4,900 Est. Cost $108.56 Unrealized
AVUV AMERICAN CENTY ETF TR 0.0%
Value $458K Shares 4,145 Est. Cost $91.10 Unrealized
META META PLATFORMS INC 0.0%
Value $456K Shares 797 Est. Cost $484.91 Unrealized +35.2%
IWV ISHARES TR 0.0%
Value $453K Shares 1,221 Est. Cost $180.34 Unrealized
VIOO VANGUARD ADMIRAL FDS INC 0.0%
Value $434K Shares 3,783 Est. Cost $140.99 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.0%
Value $421K Shares 8,861 Est. Cost $55.28 Unrealized
LMT LOCKHEED MARTIN CORP 0.0%
Value $415K Shares 686 Est. Cost $314.80 Unrealized +90.9%
EEM ISHARES TR 0.0%
Value $414K Shares 7,296 Est. Cost $38.17 Unrealized
COST COSTCO WHOLESALE CORPORATION 0.0%
Value $407K Shares 408 Est. Cost $595.78 Unrealized +61.8%
HD HOME DEPOT INC 0.0%
Value $392K Shares 1,191 Est. Cost $264.65 Unrealized +42.4%
VBR VANGUARD INDEX FDS 0.0%
Value $392K Shares 1,803 Est. Cost $174.27 Unrealized
GEV GE VERNOVA INC 0.0%
Value $391K Shares 448 Est. Cost $609.04 Unrealized +21.0%
GSLC GOLDMAN SACHS ETF TR 0.0%
Value $386K Shares 3,085 Est. Cost $95.28 Unrealized
XLE SELECT SECTOR SPDR TR 0.0%
Value $384K Shares 6,276 Est. Cost $68.55 Unrealized
UNH UNITEDHEALTH GROUP INC 0.0%
Value $381K Shares 1,407 Est. Cost $457.38 Unrealized -32.5%
MTD METTLER TOLEDO INTERNATIONAL 0.0%
Value $378K Shares 300 Est. Cost $1289.73 Unrealized +9.6%
SCHH SCHWAB STRATEGIC TR 0.0%
Value $375K Shares 17,431 Est. Cost $23.35 Unrealized
BIL SPDR SERIES TRUST 0.0%
Value $368K Shares 4,015 Est. Cost $91.78 Unrealized
AVDE AMERICAN CENTY ETF TR 0.0%
Value $361K Shares 4,253 Est. Cost $75.91 Unrealized
DFAC DIMENSIONAL ETF TRUST 0.0%
Value $359K Shares 9,240 Est. Cost $25.22 Unrealized
VGT VANGUARD WORLD FD 0.0%
Value $357K Shares 512 Est. Cost $446.57 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.0%
Value $348K Shares 2,382 Est. Cost $126.44 Unrealized +21.9%
ACWI ISHARES TR 0.0%
Value $322K Shares 2,328 Est. Cost $99.76 Unrealized
IJT ISHARES TR 0.0%
Value $322K Shares 2,224 Est. Cost $122.25 Unrealized
EFG ISHARES TR 0.0%
Value $316K Shares 2,836 Est. Cost $113.88 Unrealized
DTE DTE ENERGY CO 0.0%
Value $312K Shares 2,133 Est. Cost $101.08 Unrealized +35.3%
GEF GREIF INC 0.0%
Value $306K Shares 4,563 Est. Cost $52.55 Unrealized +38.4%
VTIP VANGUARD MALVERN FDS 0.0%
Value $299K Shares 5,989 Est. Cost $51.59 Unrealized
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.0%
Value $290K Shares 857 Est. Cost $280.80 Unrealized
TUSI TOUCHSTONE ETF TRUST 0.0%
Value $288K Shares 11,359 Est. Cost $25.33 Unrealized
PDN INVESCO EXCH TRADED FD TR II 0.0%
Value $284K Shares 6,544 Est. Cost $38.33 Unrealized
VB VANGUARD INDEX FDS 0.0%
Value $270K Shares 1,031 Est. Cost $262.04 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value $269K Shares 5,360 Est. Cost $37.17 Unrealized +17.9%
WS WORTHINGTON STL INC 0.0%
Value $266K Shares 8,771 Est. Cost $27.31 Unrealized +51.8%
ETR ENTERGY CORP NEW 0.0%
Value $256K Shares 2,279 Est. Cost $87.11 Unrealized +11.8%
XLF SELECT SECTOR SPDR TR 0.0%
Value $256K Shares 5,184 Est. Cost $42.03 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.0%
Value $254K Shares 1,182 Est. Cost $215.11 Unrealized
VPU VANGUARD WORLD FD 0.0%
Value $253K Shares 1,275 Est. Cost $139.66 Unrealized
PLD PROLOGIS INC. 0.0%
Value $251K Shares 1,900 Est. Cost $100.27 Unrealized +28.7%
IJJ ISHARES TR 0.0%
Value $251K Shares 1,892 Est. Cost $131.59 Unrealized
VHT VANGUARD WORLD FD 0.0%
Value $250K Shares 918 Est. Cost $249.80 Unrealized
NKE NIKE INC 0.0%
Value $243K Shares 4,599 Est. Cost $67.94 Unrealized -5.8%
T AT&T INC 0.0%
Value $239K Shares 8,247 Est. Cost $26.96 Unrealized -4.5%
GE GE AEROSPACE 0.0%
Value $238K Shares 837 Est. Cost $275.38 Unrealized +15.5%
DIS DISNEY WALT CO 0.0%
Value $236K Shares 2,447 Est. Cost $128.97 Unrealized -15.1%
PHYS SPROTT ASSET MANAGEMENT LP 0.0%
Value $234K Shares 6,602 Est. Cost $33.14 Unrealized
VXUS VANGUARD STAR FDS 0.0%
Value $230K Shares 2,977 Est. Cost $69.09 Unrealized
MMM 3M CO 0.0%
Value $229K Shares 1,580 Est. Cost $119.51 Unrealized +37.2%
SGOV ISHARES TR 0.0%
Value $229K Shares 2,271 Est. Cost $100.38 Unrealized
HON HONEYWELL INTL INC 0.0%
Value $228K Shares 1,009 Est. Cost $225.93 Unrealized 0.0%
DFEM DIMENSIONAL ETF TRUST 0.0%
Value $222K Shares 6,419 Est. Cost $32.09 Unrealized
MTSI MACOM TECH SOLUTIONS HLDGS I 0.0%
Value $217K Shares 975 Est. Cost $221.00 Unrealized 0.0%
BA BOEING CO 0.0%
Value $216K Shares 1,084 Est. Cost $205.66 Unrealized +16.0%
ANF ABERCROMBIE & FITCH CO 0.0%
Value $213K Shares 2,327 Est. Cost $102.30 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value $212K Shares 2,200 Est. Cost $89.54 Unrealized 0.0%
MDT MEDTRONIC PLC 0.0%
Value $210K Shares 2,428 Est. Cost $105.57 Unrealized -5.7%
CSCO CISCO SYS INC 0.0%
Value $206K Shares 2,658 Est. Cost $73.79 Unrealized +5.6%
RWJ INVESCO EXCH TRADED FD TR II 0.0%
Value $204K Shares 4,033 Est. Cost $50.48 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value $203K Shares 2,564 Est. Cost $79.73 Unrealized
IEFA ISHARES TR 0.0%
Value $202K Shares 2,236 Est. Cost $89.46 Unrealized
MA MASTERCARD INCORPORATED 0.0%
Value $202K Shares 405 Est. Cost $557.87 Unrealized -3.4%
INTC INTEL CORP 0.0%
Value $201K Shares 4,545 Est. Cost $46.43 Unrealized 0.0%
STWD STARWOOD PPTY TR INC 0.0%
Value $185K Shares 10,718 Est. Cost $26.03 Unrealized
CALAMOS CONV & HIGH INCOME F 0.0%
Value $180K Shares 16,489 Est. Cost $16.09 Unrealized
STLA STELLANTIS N.V 0.0%
Value $83,187 Shares 11,733 Est. Cost $7.09 Unrealized
UA UNDER ARMOUR INC 0.0%
Value $57,900 Shares 10,000 Est. Cost $6.37 Unrealized 0.0%
GERN GERON CORP 0.0%
Value $40,230 Shares 27,000 Est. Cost $1.42 Unrealized +6.4%
FEAM 5E ADVANCED MATERIALS INC 0.0%
Value $17,200 Shares 12,286 Est. Cost $4.40 Unrealized -36.8%
MYO MYOMO INC 0.0%
Value $16,890 Shares 25,000 Est. Cost $2.17 Unrealized -59.7%
FNGR FINGERMOTION INC 0.0%
Value $14,927 Shares 15,002 Est. Cost $1.70 Unrealized -29.6%
CDLX CARDLYTICS INC 0.0%
Value $14,700 Shares 14,000 Est. Cost $5.22 Unrealized -79.6%
GERN GERON CORP 0.0%
Value $7,450 Shares 5,000 Est. Cost $1.42 Unrealized +6.4%