13F Insight
DOSSIER · 13F-HR · Q3 2026

Summit Financial Strategies, Inc.

$1.4B in tracked AUM across 165 positions as of Q3 2026.

SF
CIK 0001625246 · last filed Sep 30, 2026
Total AUM
$1.4B
as of Q3 2026
Holdings
165
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Summit Financial Strategies, Inc. filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$153M200K10.6%02
DFIC
DIMENSIONAL ETF TRUST
$152M4.0M10.5%03
JCPB
J P MORGAN EXCHANGE TRADED F
$136M3.0M9.4%04
FBND
FIDELITY MERRIMACK STR TR
$110M2.5M7.6%05
DFLV
DIMENSIONAL ETF TRUST
$108M2.7M7.5%06
IJH
ISHARES TR
$86M1.2M6.0%07
AVEM
AMERICAN CENTY ETF TR
$76M808K5.3%08
PKG
PACKAGING CORP AMER
$54M237K3.8%09
SCHB
SCHWAB STRATEGIC TR
$53M1.8M3.7%10
IJR
ISHARES TR
$52M385K3.6%

Filing history

2026Q3Sep 30
$1.4B▲ 1.2%
165 positionsView →2026Q2Jun 30
$1.4B▲ 12.3%
173 positionsView →2026Q1Mar 31
$1.3B▲ 4.3%
170 positionsView →2025Q4Dec 31
$1.2B▲ 4.3%
166 positionsView →2025Q3Sep 30
$1.2B▲ 8.0%
158 positionsLocked2025Q2Jun 30
$1.1B▲ 9.0%
155 positionsLocked2025Q1Mar 31
$992M▲ 9.4%
149 positionsLocked2024Q4Dec 31
$906M▲ 2.0%
148 positionsLocked2024Q3Sep 30
$888M▲ 10.5%
149 positionsLocked2024Q2Jun 30
$804M▲ 12.2%
147 positionsLocked2024Q1Mar 31
$717M▲ 9.6%
150 positionsLocked2023Q4Dec 31
$654M▲ 24.7%
142 positionsLocked
Showing 12 of 45