13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Financial Strategies, Inc.

$1.4B in tracked AUM across 173 positions as of Q2 2026.

SF
CIK 0001625246 · last filed Jun 30, 2026
Total AUM
$1.4B
as of Q2 2026
Holdings
173
—
positions
Whale Score
69
69
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Financial Strategies, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFIC
DIMENSIONAL ETF TRUST
$148M4.0M10.4%02
IVV
ISHARES TR
$135M181K9.5%03
JCPB
J P MORGAN EXCHANGE TRADED F
$131M2.8M9.2%04
FBND
FIDELITY MERRIMACK STR TR
$108M2.4M7.6%05
DFLV
DIMENSIONAL ETF TRUST
$98M2.5M6.9%06
IJH
ISHARES TR
$81M1.0M5.7%07
AVEM
AMERICAN CENTY ETF TR
$76M785K5.3%08
SCHB
SCHWAB STRATEGIC TR
$67M2.3M4.7%09
PKG
PACKAGING CORP AMER
$63M265K4.4%10
IJR
ISHARES TR
$50M340K3.5%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$525M▼ 2.1%
129 positionsLocked
Showing 12 of 44