• 13F History

Summit Financial Strategies, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 22, 2025
Value $
$906M
Signature - Title
Timothy W. Swain - Chief Compliance Officer
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Summit Financial Strategies, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Financial Strategies, Inc. reported 148 stock holdings with total value $906M as of Q4 2024. Top holdings included DFIC, SCHB, FBND, IVV, and SCHM.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 148 $906M +$160M -$8.6M +$151M DFIC, SCHB, FBND, IVV, SCHM 13F-HR 1/22/2025, 12:08 PM
Q3 2024 149 $888M +$35.4M -$9.24M +$26.1M DFIC, SCHB, FBND, IVV, SCHM 13F-HR 10/16/2024, 04:38 PM
Q2 2024 147 $804M +$95.5M -$7.35M +$88.1M DFIC, SCHB, IVV, FBND, SCHM 13F-HR 7/19/2024, 01:49 PM
Q1 2024 150 $717M +$54.7M -$8.13M +$46.5M DFIC, SCHB, IVV, SCHM, AVEM 13F-HR 5/9/2024, 08:59 AM
Q4 2023 142 $654M +$87.8M -$12.6M +$75.2M DFIC, SCHB, IVV, SCHM, AVEM 13F-HR 2/13/2024, 10:24 AM
Q3 2023 129 $525M +$9.95M -$4.41M +$5.54M DFIC, SCHB, IVV, SCHM, PKG 13F-HR 10/24/2023, 02:43 PM
Q2 2023 126 $536M +$12.7M -$5.7M +$7.02M DFIC, SCHB, IVV, SCHM, PKG 13F-HR 7/21/2023, 02:33 PM
Q1 2023 124 $508M +$18.9M -$3.25M +$15.6M DFIC, SCHB, IVV, SCHM, PKG 13F-HR 4/21/2023, 01:47 PM
Q4 2022 122 $464M +$21.2M -$15.5M +$5.66M DFIC, SCHB, IVV, SCHM, IJH 13F-HR 1/20/2023, 04:13 PM
Q3 2022 118 $421M +$79.1M -$53M +$26M SCHB, DFIC, IVV, IJH, SCHM 13F-HR 10/21/2022, 02:27 PM
Q2 2022 119 $427M +$17.4M -$4.48M +$13M SCHB, IVV, IJH, EFV, SCHF 13F-HR 7/25/2022, 04:16 PM
Q1 2022 121 $496M +$54.4M -$6.64M +$47.7M SCHB, IVV, IJH, SCHF, EFV 13F-HR 5/4/2022, 03:28 PM
Q4 2021 125 $518M +$16.6M -$6.8M +$9.82M SCHB, IVV, IJH, VBK, SCHF 13F-HR 2/3/2022, 11:52 AM
Q3 2021 117 $482M +$17.3M -$1.71M +$15.6M IVV, SCHB, VBK, IJH, SCHF 13F-HR 11/10/2021, 09:41 AM
Q2 2021 115 $472M +$178M -$1.69M +$176M IVV, SCHB, VBK, IJH, SCHF 13F-HR 8/11/2021, 11:38 AM
Q1 2021 63 $279M +$19.9M -$49.4M -$29.5M IVV, SCHB, IJH, SCHF, SCHM 13F-HR 5/11/2021, 09:35 AM
Q4 2020 80 $290M +$8.35M -$4.56M +$3.79M IVV, SCHB, VBK, IJH, SCHF 13F-HR 2/5/2021, 12:58 PM
Q3 2020 73 $245M +$11M -$3.88M +$7.16M IVV, SCHB, VBK, IJH, SCHF 13F-HR 11/16/2020, 02:20 PM
Q2 2020 68 $225M +$8.33M -$4.7M +$3.63M IVV, SCHB, VBK, IJH, SCHF 13F-HR 7/31/2020, 09:33 AM
Q1 2020 57 $184M +$32.3M -$1.58M +$30.7M IVV, SCHB, VBK, IJH, SCHF 13F-HR 5/11/2020, 03:30 PM
Q4 2019 60 $204M +$9.15M -$2.05M +$7.1M SCHB, IVV, IJH, SCHM, SCHF 13F-HR 2/11/2020, 11:58 AM
Q3 2019 59 $208M +$4.49M -$1.5M +$2.99M IVV, SCHB, VBK, IJH, SCHM 13F-HR 11/14/2019, 08:39 AM
Q2 2019 58 $206M +$6.38M -$1.57M +$4.81M IVV, SCHB, VBK, IJH, SCHM 13F-HR 8/8/2019, 04:49 PM
Q1 2019 58 $197M +$6.53M -$6.3M +$229K IVV, SCHB, VBK, IJH, SCHM 13F-HR 5/14/2019, 12:18 PM
Q4 2018 57 $178M +$8.86M -$18.1M -$9.22M IVV, SCHB, VBK, IJH, IJR 13F-HR 2/6/2019, 04:12 PM
Q3 2018 59 $219M +$5.84M -$1.49M +$4.35M IVV, SCHB, VTIP, VBK, IJH 13F-HR 11/8/2018, 05:17 PM
Q2 2018 56 $206M +$10.6M -$1.22M +$9.42M IVV, SCHB, VTIP, VBK, IJH 13F-HR 8/3/2018, 05:43 PM
Q1 2018 54 $193M +$7.02M -$2.61M +$4.41M IVV, SCHB, VTIP, VBK, IJH 13F-HR 5/14/2018, 01:36 PM
Q4 2017 55 $191M +$12.3M -$1.93M +$10.3M IVV, SCHB, VTIP, VBK, IJH 13F-HR 1/29/2018, 02:40 PM
Q3 2017 51 $173M +$4.08M -$1.45M +$2.64M IVV, SCHB, VTIP, VBK, IJH 13F-HR 11/9/2017, 03:10 PM
Q2 2017 53 $166M +$25.8M -$204K +$25.6M IVV, SCHB, VTIP, IJH, VBK 13F-HR 8/1/2017, 05:30 PM
Q1 2017 39 $137M +$9.26M -$129K +$9.13M IVV, SCHB, IJH, VBK, IJR 13F-HR 5/15/2017, 12:44 PM
Q4 2016 42 $146M +$2.1M -$1.76M +$337K IVV, VTIP, SCHB, IJH, VBK 13F-HR 2/8/2017, 07:22 AM
Q3 2016 44 $143M +$4.94M -$1.66M +$3.27M IVV, VTIP, IJH, SCHB, VBK 13F-HR 11/10/2016, 02:23 PM
Q2 2016 42 $135M +$2.87M -$1.41M +$1.47M IVV, IJH, VTIP, VBK, SCHB 13F-HR 7/27/2016, 02:30 PM
Q1 2016 44 $137M +$14.7M -$849K +$13.9M IVV, IJH, VTIP, VBK, SCHB 13F-HR 5/9/2016, 12:35 PM
Q4 2015 45 $129M +$8.64M -$1.57M +$7.07M IVV, VTIP, IJH, VBK, IJR 13F-HR 2/1/2016, 02:02 PM
Q3 2015 45 $120M +$6.11M -$3.12M +$2.98M IVV, VTIP, IJH, VBK, IJR 13F-HR 11/3/2015, 01:35 PM
Q2 2015 43 $128M +$7M -$1.94M +$5.06M IVV, IJH, VBK, VTIP, IJR 13F-HR 8/6/2015, 01:53 PM
Q1 2015 42 $124M +$7.32M -$7.44M -$125K IVV, IJH, VBK, VTIP, IJR 13F-HR 5/14/2015, 11:16 AM
Q4 2014 40 $124M IVV, IJH, VBK, IJR, VTIP 13F-HR 2/13/2015, 06:46 AM