account_balance
Investment manager · 13F filer · SEC CIK 1625246
Summit Financial Strategies, Inc.
Reported value$1.42Bas of Jun 30, 2026
Positions172 19 new, 16 sold out
Top 10 weight67.3%DFIC alone is 10%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DFICDimensional ETF Trust
10.4%Added +2%
IVViShares Tr
9.5%Added +8%
JCPBJ P Morgan Exchange Traded F
9.2%Added +6%
FBNDFidelity Merrimack STR Tr
7.6%Added +7%
DFLVDimensional ETF Trust
6.9%Added +3%
IJHiShares Tr
5.7%Added +7%
AVEMAmerican Centy ETF Tr
5.3%Trimmed −5%
SCHBSchwab Strategic Tr
4.7%Trimmed −13%
PKGPackaging Corp Amer
4.4%Added +8%
IJRiShares Tr
3.5%Added +5%
VBKVanguard Index FDS
3.5%
SCHMSchwab Strategic Tr
2.9%Trimmed −12%
DFICDimensional ETF Trust
10.4%Added +2%
IVViShares Tr
9.5%Added +8%
JCPBJ P Morgan Exchange Traded F
9.2%Added +6%
FBNDFidelity Merrimack STR Tr
7.6%Added +7%
DFLVDimensional ETF Trust
6.9%Added +3%
IJH5.7%
AVEM5.3%
SCHB4.7%
PKG4.4%IJR3.5%
VBK3.5%
SCHM2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFIC Dimensional ETF Trust 10.4% Added +2%
IVV iShares Tr 9.5% Added +8%
JCPB J P Morgan Exchange Traded F 9.2% Added +6%
FBND Fidelity Merrimack STR Tr 7.6% Added +7%
DFLV Dimensional ETF Trust 6.9% Added +3%
IJH iShares Tr 5.7% Added +7%
AVEM American Centy ETF Tr 5.3% Trimmed −5%
SCHB Schwab Strategic Tr 4.7% Trimmed −13%
PKG Packaging Corp Amer 4.4% Added +8%IJR iShares Tr 3.5% Added +5%
VBK Vanguard Index FDS 3.5% Held
SCHM Schwab Strategic Tr 2.9% Trimmed −12%
What changed