§ 13F · FUND PROFILE
Summit Financial Strategies, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.2B (13F)Positions · 158Turnover · — · Q1Filed · May 1, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 1, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 3.89M | $138M | 10.9% | ±0% |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.64M | $124M | 9.8% | +8% |
| 3 | IVV | ISHARES TR | 168K | $110M | 8.6% | +13% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 2.23M | $102M | 8.0% | +7% |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 2.41M | $86M | 6.8% | +9% |
| 6 | SCHB | SCHWAB STRATEGIC TR | 2.67M | $67M | 5.3% | −16% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 829K | $67M | 5.3% | −3% |
| 8 | IJH | ISHARES TR | 972K | $66M | 5.2% | +15% |
| 9 | PKG | PACKAGING CORP AMER | 246K | $52M | 4.1% | +1% |
| 10 | VBK | VANGUARD INDEX FDS | 138K | $42M | 3.3% | ±0% |
§ 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 $1.2 billion in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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