Institutions / Summit Financial Strategies, Inc.
Summit Financial Strategies, Inc.
CIK 1625246 · Institution · as of Dec 31, 2025
Portfolio value
$1.22B
Positions
166
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 166 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional ETF Trust | $133.53M | 11.0% |
| J P Morgan Exchange Traded F | $116.03M | 9.5% |
| iShares Tr | $101.20M | 8.3% |
| Fidelity Merrimack Str Tr | $96.26M | 7.9% |
| Schwab Strategic Tr | $83.49M | 6.9% |
| Dimensional ETF Trust | $75.30M | 6.2% |
| American Centy ETF Tr | $65.96M | 5.4% |
| iShares Tr | $55.72M | 4.6% |
| Packaging Corp of America | $50.17M | 4.1% |
| Schwab Strategic Tr | $47.17M | 3.9% |
| Vanguard Index Fds | $41.77M | 3.4% |
| iShares Tr | $33.85M | 2.8% |
| Schwab Strategic Tr | $26.00M | 2.1% |
| Dimensional ETF Trust | $25.30M | 2.1% |
| Dimensional ETF Trust | $24.57M | 2.0% |
| Apple Inc. | $18.73M | 1.5% |
| Warren E. Buffett | $13.07M | 1.1% |
| Microsoft Corp | $10.34M | 0.8% |
| Schwab Strategic Tr | $9.69M | 0.8% |
| Walmart Inc. | $9.32M | 0.8% |
| Vanguard Index Fds | $9.29M | 0.8% |
| Vanguard Scottsdale Fds | $9.26M | 0.8% |
| J P Morgan Exchange Traded F | $6.67M | 0.5% |
| Schwab Strategic Tr | $5.40M | 0.4% |
| iShares Tr | $5.13M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.