Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Financial Strategies, Inc. (CIK 1625246) reported $1.42B across 172 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFIC ($147.8M, 10.38%), IVV ($135.4M, 9.50%), JCPB ($131.5M, 9.23%), FBND ($108.5M, 7.61%), DFLV ($98.1M, 6.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $147.8M | 10.38% | 4.0M | Added |
| 2 | IVV | ISHARES TR | $135.4M | 9.50% | 180,782 | Added |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | $131.5M | 9.23% | 2.8M | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $108.5M | 7.61% | 2.4M | Added |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $98.1M | 6.89% | 2.5M | Added |
| 6 | IJH | ISHARES TR | $80.5M | 5.65% | 1.0M | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $75.7M | 5.32% | 785,029 | Trimmed |
| 8 | SCHB | SCHWAB STRATEGIC TR | $67.4M | 4.73% | 2.3M | Trimmed |
| 9 | PKG | PACKAGING CORP AMER | $63.2M | 4.43% | 265,099 | Added |
| 10 | IJR | ISHARES TR | $50.5M | 3.54% | 340,374 | Added |
| 11 | VBK | VANGUARD INDEX FDS | $49.6M | 3.48% | 135,738 | Trimmed |
| 12 | SCHM | SCHWAB STRATEGIC TR | $41.7M | 2.93% | 1.1M | Trimmed |
| 13 | VONG | VANGUARD SCOTTSDALE FDS | $39.7M | 2.79% | 310,757 | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $33.0M | 2.32% | 472,327 | Added |
| 15 | DFGR | DIMENSIONAL ETF TRUST | $32.4M | 2.27% | 1.1M | Added |
| 16 | SCHA | SCHWAB STRATEGIC TR | $22.9M | 1.61% | 634,987 | Trimmed |
| 17 | AAPL | APPLE INC | $20.1M | 1.41% | 69,451 | Trimmed |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.4M | 0.87% | 24,854 | Trimmed |
| 19 | VOO | VANGUARD INDEX FDS | $12.1M | 0.85% | 17,630 | Added |
| 20 | WMT | WALMART INC | $9.3M | 0.65% | 81,857 | Trimmed |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $8.1M | 0.57% | 160,874 | Added |
| 22 | MSFT | MICROSOFT CORP | $7.9M | 0.55% | 21,133 | Added |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $6.5M | 0.45% | 279,261 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $5.6M | 0.39% | 78,919 | Trimmed |
| 25 | DFUV | DIMENSIONAL ETF TRUST | $5.2M | 0.37% | 94,869 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30