Summit Financial Strategies
$1.4B 13F equity value
189 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Summit Financial Strategies covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 3,967,115 | $148M | 10.4% |
| IVV | ISHARES TR | 180,782 | $135M | 9.5% |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2,800,552 | $131M | 9.2% |
| FBND | FIDELITY MERRIMACK STR TR | 2,384,200 | $108M | 7.6% |
| DFLV | DIMENSIONAL ETF TRUST | 2,481,330 | $98M | 6.9% |
| IJH | ISHARES TR | 1,044,165 | $81M | 5.7% |
| AVEM | AMERICAN CENTY ETF TR | 785,029 | $76M | 5.3% |
| SCHB | SCHWAB STRATEGIC TR | 2,326,085 | $67M | 4.7% |
| PKG | PACKAGING CORP AMER | 265,099 | $63M | 4.4% |
| IJR | ISHARES TR | 340,374 | $50M | 3.5% |
Track Summit Financial Strategies's 13F portfolio: $1.4B in reported holdings, 189 positions. Top holdings and quarterly changes on SentiSense.
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