Summit Financial Strategies, Inc.
CIK 0001625246 · COLUMBUS, OH · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$1.42B
2026 Q2
Positions
173
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFIC
DIMENSIONAL ETF TRUST
10.4%
IVV
ISHARES TR
9.5%
JCPB
J P MORGAN EXCHANGE TRADED F
9.2%
FBND
FIDELITY MERRIMACK STR TR
7.6%
DFLV
DIMENSIONAL ETF TRUST
6.9%
IJH
ISHARES TR
5.7%
AVEM
AMERICAN CENTY ETF TR
5.3%
SCHB
SCHWAB STRATEGIC TR
4.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.