§ 13F · FUND PROFILE
Summit Financial Strategies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1080.5T (13F)Positions · 155Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$13.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 3.87M | $133.5T | 11.0% | +1% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.45M | $116.0T | 9.5% | +8% |
| 3 | IVV | ISHARES TR | 148K | $101.2T | 8.3% | +4% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 2.09M | $96.3T | 7.9% | +4% |
| 5 | SCHB | SCHWAB STRATEGIC TR | 3.18M | $83.5T | 6.9% | −10% |
| 6 | DFLV | DIMENSIONAL ETF TRUST | 2.20M | $75.3T | 6.2% | +10% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 856K | $66.0T | 5.4% | ±0% |
| 8 | IJH | ISHARES TR | 844K | $55.7T | 4.6% | +12% |
| 9 | PKG | PACKAGING CORP AMER | 243K | $50.2T | 4.1% | ±0% |
| 10 | SCHM | SCHWAB STRATEGIC TR | 1.57M | $47.2T | 3.9% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Financial Strategies, Inc. is a Other fund managing $1080531.8 trillion in assets. The fund runs a portfolio of 155 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed