Summit Financial Strategies, Inc.
Q3 2026 13F Holdings
Location
Columbus, OH
Holdings as of
9/30/2026
Value
$1.44B
Value excl. options
$1.44B
Num holdings
165
Date filed
10/14/2026
Form type
13F-HR
Prev filing
7/24/2026
Next filing
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
% Excl. Options
Shares
Principal
Option Type