Summit Financial Strategies, Inc.

CIK 0001625246 · Q1 2026

13F Equity AUM

$1.3B

+4.3% QoQ

Positions

169

+3 QoQ

AUM Rank

#2,421

Top 19%

Skill Alpha (FF)

-1.2%/yr^ns

No Clear Edge

Rank #4,018 · Top 49%

vs S&P -5.0%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 44.1%Top 10: 67.2%Top 20: 85.8%

DFIC10.9%

JCPB9.8%

IVV8.6%

FBND8.0%

DFLV6.8%

SCHB5.3%

AVEM5.3%

IJH5.2%

PKG4.1%

VBK3.3%

Others (159)32.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services89.4%

Consumer Cyclical4.7%

Technology2.6%

Other3.3%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

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Position Changes This Quarter

New13Increased50Decreased66Exited10

New Positions

SPTM0.1%

+12K

SPSM0.1%

+18K

SPDW0.1%

+16K

INTC0.0%

+5K

SO0.0%

+2K

VIG0.0%

+1K

ANF0.0%

+2K

HON0.0%

+1K

VB0.0%

+1K

RWJ0.0%

+4K

Increased

DFLV6.8%

+207K(+9%)

JCPB9.8%

+189K(+8%)

VONG2.1%

+173K(+227%)

FBND8.0%

+136K(+7%)

IJH5.2%

+128K(+15%)

DFGR2.2%

+105K(+11%)

IJR3.2%

+42K(+15%)

DFAT2.2%

+34K(+8%)

JMUB0.6%

+25K(+19%)

IVV8.6%

+20K(+13%)

Decreased

SCHB5.3%

-510,921(-16%)

SCHM3.1%

-286,160(-18%)

SCHA1.7%

-172,061(-19%)

SCHZ0.6%

-85,755(-21%)

AVEM5.3%

-27,068(-3%)

SCHF0.4%

-25,507(-11%)

VWO0.3%

-5,874(-9%)

EFA0.4%

-4,542(-9%)

EFV0.2%

-4,165(-10%)

SGOV0.0%

-2,214(-49%)

Exited

-5,007

-1,320

-737

-795

-795

-1,428

-2,925

-1,353

-12,000

-11,432

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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