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 $1.27B across 168 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFIC ($138.1M, 10.88%), JCPB ($124.3M, 9.79%), IVV ($109.5M, 8.63%), FBND ($101.6M, 8.00%), DFLV ($86.0M, 6.78%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFIC | DIMENSIONAL ETF TRUST | $138.1M | 10.88% | 3.9M | Added |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | $124.3M | 9.79% | 2.6M | Added |
| 3 | IVV | ISHARES TR | $109.5M | 8.63% | 167,655 | Added |
| 4 | FBND | FIDELITY MERRIMACK STR TR | $101.6M | 8.00% | 2.2M | Added |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $86.0M | 6.78% | 2.4M | Added |
| 6 | SCHB | SCHWAB STRATEGIC TR | $67.1M | 5.29% | 2.7M | Trimmed |
| 7 | AVEM | AMERICAN CENTY ETF TR | $66.8M | 5.27% | 829,341 | Trimmed |
| 8 | IJH | ISHARES TR | $65.7M | 5.17% | 972,216 | Added |
| 9 | PKG | PACKAGING CORP AMER | $52.1M | 4.11% | 245,657 | Added |
| 10 | VBK | VANGUARD INDEX FDS | $41.8M | 3.30% | 138,366 | Added |
| 11 | IJR | ISHARES TR | $40.2M | 3.17% | 323,477 | Added |
| 12 | SCHM | SCHWAB STRATEGIC TR | $39.7M | 3.13% | 1.3M | Trimmed |
| 13 | DFGR | DIMENSIONAL ETF TRUST | $28.2M | 2.22% | 1.1M | Added |
| 14 | DFAT | DIMENSIONAL ETF TRUST | $27.9M | 2.20% | 446,289 | Added |
| 15 | VONG | VANGUARD SCOTTSDALE FDS | $27.3M | 2.15% | 248,740 | Added |
| 16 | SCHA | SCHWAB STRATEGIC TR | $21.5M | 1.70% | 740,763 | Trimmed |
| 17 | AAPL | APPLE INC | $17.8M | 1.40% | 70,124 | Added |
| 18 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.2M | 0.96% | 25,359 | Trimmed |
| 19 | WMT | WALMART INC | $10.2M | 0.81% | 82,409 | Trimmed |
| 20 | VOO | VANGUARD INDEX FDS | $10.2M | 0.80% | 17,039 | Added |
| 21 | JMUB | J P MORGAN EXCHANGE TRADED F | $7.9M | 0.62% | 157,489 | Added |
| 22 | MSFT | MICROSOFT CORP | $7.8M | 0.62% | 21,102 | Trimmed |
| 23 | SCHZ | SCHWAB STRATEGIC TR | $7.6M | 0.60% | 328,668 | Trimmed |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | $5.1M | 0.40% | 78,995 | Added |
| 25 | SCHF | SCHWAB STRATEGIC TR | $4.9M | 0.39% | 199,171 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31