Chief Compliance Officer

0001172661-23-002585.txt : 20230721 0001172661-23-002585.hdr.sgml : 20230721 20230721143355 ACCESSION NUMBER: 0001172661-23-002585 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230721 DATE AS OF CHANGE: 20230721 EFFECTIVENESS DATE: 20230721 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Strategies, Inc. CENTRAL INDEX KEY: 0001625246 IRS NUMBER: 311412791 STATE OF INCORPORATION: OH FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16537 FILM NUMBER: 231102263 BUSINESS ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 BUSINESS PHONE: 614-885-1115 MAIL ADDRESS: STREET 1: 4111 WORTH AVE. #510 CITY: COLUMBUS STATE: OH ZIP: 43219-3599 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001625246 XXXXXXXX 06-30-2023 06-30-2023 false Summit Financial Strategies, Inc.

4111 Worth Ave. #510 Columbus OH 43219-3599

13F HOLDINGS REPORT 028-16537 000110112 801-50616 N Timothy W. Swain Chief Compliance Officer 614-885-1115 /s/ Timothy W. Swain Columbus OH 07-21-2023 0 126 536166913 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1150882 10557 SH SOLE 0 0 10557 ABBVIE INC COM 00287Y109 895239 6645 SH SOLE 0 0 6645 AGILON HEALTH INC COM 00857U107 298786 17231 SH SOLE 0 0 17231 ALPHABET INC CAP STK CL A 02079K305 809890 6766 SH SOLE 0 0 6766 ALPHABET INC CAP STK CL C 02079K107 296377 2450 SH SOLE 0 0 2450 AMAZON COM INC COM 023135106 1046841 8030 SH SOLE 0 0 8030 AMERICAN ELEC PWR CO INC COM 025537101 466262 5538 SH SOLE 0 0 5538 AMGEN INC COM 031162100 336360 1515 SH SOLE 0 0 1515 APPLE INC COM 037833100 12577919 64845 SH SOLE 0 0 64845 APPLIED MATLS INC COM 038222105 801330 5544 SH SOLE 0 0 5544 BANK AMERICA CORP COM 060505104 302616 10548 SH SOLE 0 0 10548 BANK NEW YORK MELLON CORP COM 064058100 376194 8450 SH SOLE 0 0 8450 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 11990585 35163 SH SOLE 0 0 35163 CALAMOS CONV & HIGH INCOME F COM SHS 12811P108 189214 16849 SH SOLE 0 0 16849 CARDLYTICS INC COM 14161W105 88480 14000 SH SOLE 0 0 14000 CATERPILLAR INC COM 149123101 536151 2179 SH SOLE 0 0 2179 CHEVRON CORP NEW COM 166764100 436961 2777 SH SOLE 0 0 2777 CINCINNATI FINL CORP COM 172062101 394341 4052 SH SOLE 0 0 4052 CIVISTA BANCSHARES INC COM NO PAR 178867107 2510803 144299 SH SOLE 0 0 144299 DEERE & CO COM 244199105 474998 1172 SH SOLE 0 0 1172 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 80216883 3305187 SH SOLE 0 0 3305187 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 3426713 99325 SH SOLE 0 0 99325 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 397098 8560 SH SOLE 0 0 8560 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 224259 8260 SH SOLE 0 0 8260 DIREXION SHS ETF TR DRX S&P500BULL 25459W862 454669 5053 SH SOLE 0 0 5053 DISNEY WALT CO COM 254687106 584918 6552 SH SOLE 0 0 6552 DTE ENERGY CO COM 233331107 234673 2133 SH SOLE 0 0 2133 EATON CORP PLC SHS G29183103 388324 1931 SH SOLE 0 0 1931 ECOLAB INC COM 278865100 674324 3612 SH SOLE 0 0 3612 ENERGY TRANSFER L P COM UT LTD 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TR CORE US AGGBD ET 464287226 768255 7843 SH SOLE 0 0 7843 ISHARES TR EAFE VALUE ETF 464288877 3045634 62232 SH SOLE 0 0 62232 ISHARES TR CORE S&P MCP ETF 464287507 31746899 121412 SH SOLE 0 0 121412 ISHARES TR TIPS BD ETF 464287176 241176 2241 SH SOLE 0 0 2241 ISHARES TR CORE S&P SCP ETF 464287804 20135466 202062 SH SOLE 0 0 202062 IVEDA SOLUTIONS INC COM NEW 46583A204 10900 10000 SH SOLE 0 0 10000 JOHNSON & JOHNSON COM 478160104 967740 5847 SH SOLE 0 0 5847 JPMORGAN CHASE & CO COM 46625H100 1555031 10692 SH SOLE 0 0 10692 KROGER CO COM 501044101 463364 9859 SH SOLE 0 0 9859 LANCASTER COLONY CORP COM 513847103 904704 4499 SH SOLE 0 0 4499 LILLY ELI & CO COM 532457108 662369 1412 SH SOLE 0 0 1412 LOCKHEED MARTIN CORP COM 539830109 257813 560 SH SOLE 0 0 560 MCDONALDS CORP COM 580135101 448259 1502 SH SOLE 0 0 1502 MEDTRONIC PLC SHS G5960L103 311932 3541 SH SOLE 0 0 3541 MERCK & CO INC COM 58933Y105 711226 6164 SH SOLE 0 0 6164 METTLER TOLEDO INTERNATIONAL COM 592688105 620406 473 SH SOLE 0 0 473 MICROSOFT CORP COM 594918104 8235765 24184 SH SOLE 0 0 24184 NIKE INC CL B 654106103 484317 4388 SH SOLE 0 0 4388 NVIDIA CORPORATION COM 67066G104 422183 998 SH SOLE 0 0 998 PACKAGING CORP AMER COM 695156109 32099946 242887 SH SOLE 0 0 242887 PARK NATL CORP COM 700658107 933052 9119 SH SOLE 0 0 9119 PEPSICO INC COM 713448108 440761 2380 SH SOLE 0 0 2380 PFIZER INC COM 717081103 212613 5796 SH SOLE 0 0 5796 PROCTER AND GAMBLE CO COM 742718109 2038642 13435 SH SOLE 0 0 13435 PROLOGIS INC. 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