What does Summit Financial Strategies, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · Q1 2026

Summit Financial Strategies, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

DIMENSIONAL ETF TRUST

$138M3.9M10.9%

J P MORGAN EXCHANGE TRADED F

$124M2.6M9.8%

ISHARES TR

$110M168K8.6%

FIDELITY MERRIMACK STR TR

$102M2.2M8.0%

DIMENSIONAL ETF TRUST

$86M2.4M6.8%

SCHWAB STRATEGIC TR

$67M2.7M5.3%

AMERICAN CENTY ETF TR

$67M829K5.3%

ISHARES TR

$66M972K5.2%

PACKAGING CORP AMER

$52M246K4.1%

VANGUARD INDEX FDS

$42M138K3.3%

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