Summit Financial Strategies, Inc. — 13F holdings

Summit Financial Strategies, Inc. reported 165 holdings worth $1.44B in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

  1. IVV ISHARES TR — $153M (10.6%)
  2. DFIC DIMENSIONAL ETF TRUST — $152M (10.5%)
  3. JCPB J P MORGAN EXCHANGE TRADED F — $136M (9.4%)
  4. FBND FIDELITY MERRIMACK STR TR — $110M (7.6%)
  5. DFLV DIMENSIONAL ETF TRUST — $108M (7.5%)
  6. IJH ISHARES TR — $86.3M (6.0%)
  7. AVEM AMERICAN CENTY ETF TR — $76.0M (5.3%)
  8. PKG PACKAGING CORP AMER — $54.3M (3.8%)
  9. SCHB SCHWAB STRATEGIC TR — $53.2M (3.7%)
  10. IJR ISHARES TR — $52.4M (3.6%)