§ 13F · FUND PROFILE
Summit Financial Strategies, Inc..
AUM · $1.4B (13F)Positions · 173Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | 3.97M | $148M | 10.4% | +2% |
| 2 | IVV | ISHARES TR | 181K | $135M | 9.5% | +8% |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 2.80M | $131M | 9.2% | +6% |
| 4 | FBND | FIDELITY MERRIMACK STR TR | 2.38M | $108M | 7.6% | +7% |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 2.48M | $98M | 6.9% | +3% |
| 6 | IJH | ISHARES TR | 1.04M | $81M | 5.7% | +7% |
| 7 | AVEM | AMERICAN CENTY ETF TR | 785K | $76M | 5.3% | −5% |
| 8 | SCHB | SCHWAB STRATEGIC TR | 2.33M | $67M | 4.7% | −13% |
| 9 | PKG | PACKAGING CORP AMER | 265K | $63M | 4.4% | +8% |
| 10 | IJR | ISHARES TR | 340K | $50M | 3.5% | +5% |
§ 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 $1.4 billion in assets. The fund runs a portfolio of 173 positions.
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