Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc. reported 173 positions worth $1.42B as of June 30, 2026 (13F filed July 24, 2026). Largest holding: DFIC (10.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DFIC | SH | $147.8M | 10.38% | 3,967,115 | — | — | |
| ▸ 2 | IVV | SH | $135.4M | 9.50% | 180,782 | — | — | |
| ▸ 3 | JCPB | SH | $131.5M | 9.23% | 2,800,552 | — | — | |
| ▸ 4 | FBND | SH | $108.5M | 7.61% | 2,384,200 | — | — | |
| ▸ 5 | DFLV | SH | $98.1M | 6.89% | 2,481,330 | — | — | |
| ▸ 6 | IJH | SH | $80.5M | 5.65% | 1,044,165 | — | — | |
| ▸ 7 | AVEM | SH | $75.7M | 5.32% | 785,029 | — | — | |
| ▸ 8 | SCHB | SH | $67.4M | 4.73% | 2,326,085 | — | — | |
| ▸ 9 | PKG | SH | $63.2M | 4.43% | 265,099 | — | — | |
| ▸ 10 | IJR | SH | $50.5M | 3.54% | 340,374 | — | — |
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Frequently Asked Questions
What stocks does Summit Financial Strategies, Inc. hold as of Q2 2026?
Summit Financial Strategies, Inc. reported 173 positions worth $1.42B in its Q2 2026 13F filing. Largest positions: DFIC (10.4%), IVV (9.5%), JCPB (9.2%), FBND (7.6%) and DFLV (6.9%).
What did Summit Financial Strategies, Inc. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Financial Strategies, Inc. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.