Pricing

SUMMIT FINANCIAL STRATEGIES, INC.

0 followers ยท
COLUMBUS OH Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

Summit Financial Strategies is based out of Columbus. Summit Financial Strategies is a large advisory firm with 924 clients and discretionary assets under management (AUM) of $1,335,676,374 (Form ADV from 2023-10-13). Their last reported 13F filing for Q4 2023 included $654,443,024 in managed 13F securities and a top 10 holdings concentration of 70.71%. Summit Financial Strategies's largest holding is Dimensional International Core Equity 2 ETF- with shares held of 3,413,583. Whalewisdom has at least 37 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
DFIC Dimensional Internat 13.32%
SCHB Schwab U.S. Broad Ma 11.76%
IVV iShares Core S&P 500 10.11%
SCHM Schwab U.S. Mid-Cap 6.99%
AVEM Avantis Emerging Mar 5.89%

2023-12-31

13F Activity

Market Value $0.65b, Prior: $0.52b
New Purchases 18 stocks
Added To 30 stocks
Sold out of 5 stocks
Reduced holdings in 52 stocks
Top 10 Holdings % 70.71%
Turnover %[1] 16.2%
Turnover Alt %[2] 1.81%
Time Held Top 20 21.8 quarters
Time Held Top 10 21.2 quarters
Time Held All 15.04 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance