Summit Financial Strategies
$1.3B Assets Reported
179 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 3,887,458 | $138M | 10.9% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2,639,364 | $124M | 9.8% |
| IVV | ISHARES TR | 167,655 | $110M | 8.6% |
| FBND | FIDELITY MERRIMACK STR TR | 2,226,626 | $102M | 8.0% |
| DFLV | DIMENSIONAL ETF TRUST | 2,408,269 | $86M | 6.8% |
| SCHB | SCHWAB STRATEGIC TR | 2,672,115 | $67M | 5.3% |
| AVEM | AMERICAN CENTY ETF TR | 829,341 | $67M | 5.3% |
| IJH | ISHARES TR | 972,216 | $66M | 5.2% |
| PKG | PACKAGING CORP AMER | 245,657 | $52M | 4.1% |
| VBK | VANGUARD INDEX FDS | 138,366 | $42M | 3.3% |
Track Summit Financial Strategies's 13F portfolio: $1.3B in reported holdings, 179 positions. Top holdings, AUM, and quarterly changes on SentiSense.