Summit Financial Strategies, Inc.
Q2 2026 13F Holdings
Location
Columbus, OH
Holdings as of
6/30/2026
Value
$1.42B
Value excl. options
$1.42B
Num holdings
173
Date filed
7/24/2026
Form type
13F-HR
Prev filing
5/1/2026
Next filing
10/14/2026
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type