Long-term investor
Summit Financial Strategies, Inc. @summitfinancialstrategie
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001625246).
Record
- Tracked since 2025-06-30 (472 days), 18 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 10.6% · long · since 2025-09-30
- 25434V799 · 10.5% · long · since 2025-09-30
- 46641Q670 · 9.4% · long · since 2025-09-30
- 316188309 · 7.6% · long · since 2025-09-30
- 25434V666 · 7.5% · long · since 2025-09-30
- 464287507 · 6.0% · long · since 2025-09-30
- 025072604 · 5.3% · long · since 2025-09-30
- 695156109 · 3.8% · long · since 2025-09-30
- 808524102 · 3.7% · long · since 2025-09-30
- 464287804 · 3.6% · long · since 2025-09-30
- 92206C680 · 3.3% · long · since 2025-12-31
- 922908595 · 3.2% · long · since 2025-09-30