Summit Financial Strategies, Inc.
RIA/Wealth
Summit Financial Strategies, Inc. is a RIA/Wealth based in Glen Allen, VA led by Peter Benjamin Miller, managing $1.2B across 158 long positions as of Q3 2025 with 86% ETF concentration, 68% concentrated in top 10 holdings, and minimal technology exposure.
PresidentPeter Benjamin Miller
- Portfolio Value
- $1.2B
- Positions
- 158
- Top Holding
- DFIC at 10.81%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Summit Financial Strategies, Inc.'s portfolio (68.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $126.1M | 10.81% | +$86.4K Bought | — 3.8M shares | |
ETF ETF | $108.4M | 9.29% | +$6.2M Bought | — 2.3M shares | |
ETF ETF | $95.1M | 8.16% | +$3.3M Bought | — 142.2K shares | |
ETF ETF | $92.7M | 7.95% | +$2.6M Bought | — 2.0M shares | |
ETF ETF | $91.1M | 7.81% | -$4.0M Sold | — 3.5M shares | |
ETF ETF | $66.0M | 5.66% | +$3.1M Bought | — 2.0M shares | |
ETF ETF | $64.6M | 5.54% | -$642.6K Sold | — 860.0K shares | |
Packaging & Containers Consumer Cyclical | $53.0M | 4.54% | — | 0.27% 243.1K shares | |
ETF ETF | $51.1M | 4.38% | -$2.7M Sold | — 1.7M shares | |
ETF ETF | $49.2M | 4.22% | +$4.2M Bought | — 753.8K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Summit Financial Strategies, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-15.8% | |
-14.98% |
Analytics
Portfolio insights and performance metrics for Summit Financial Strategies, Inc.
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