Summit Financial Strategies, Inc.
Q3 2026 13F filing
Updated 22 days ago165 disclosed positions worth $1.4B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $153.1M | 199.9K | 10.62% | Added(+10.6%) |
| 2 | ? N/A DIMENSIONAL ETF TRUST | $152.1M | 4.04M | 10.55% | Added(+2.0%) |
| 3 | J J P MORGAN EXCHANGE TRADED F | $135.8M | 3.03M | 9.41% | Added(+8.3%) |
| 4 | F FIDELITY MERRIMACK STR TR | $110.2M | 2.55M | 7.64% | Added(+6.8%) |
| 5 | ? N/A DIMENSIONAL ETF TRUST | $108.4M | 2.70M | 7.52% | Added(+8.8%) |
| 6 | E ISHARES TR | $86.3M | 1.20M | 5.98% | Added(+14.8%) |
| 7 | ? N/A AMERICAN CENTY ETF TR | $76M | 808.4K | 5.27% | Added(+3.0%) |
| 8 | P PACKAGING CORP AMER | $54.3M | 236.7K | 3.76% | Trimmed(-10.7%) |
| 9 | S SCHWAB STRATEGIC TR | $53.2M | 1.81M | 3.69% | Trimmed(-22.0%) |
| 10 | E ISHARES TR | $52.4M | 385.0K | 3.63% | Added(+13.1%) |
| 11 | V VANGUARD SCOTTSDALE FDS | $48.3M | 374.7K | 3.35% | Added(+20.6%) |
| 12 | T VANGUARD INDEX FDS | $46.7M | 138.3K | 3.24% | Added(+1.9%) |
| 13 | ? N/A DIMENSIONAL ETF TRUST | $36.2M | 544.7K | 2.51% | Added(+15.3%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $34.7M | 1.28M | 2.41% | Added(+15.0%) |
| 15 | S SCHWAB STRATEGIC TR | $28.7M | 844.4K | 1.99% | Trimmed(-25.4%) |
| 16 | A APPLE INC | $23.2M | 69.7K | 1.61% | Added(+0.3%) |
| 17 | S SCHWAB STRATEGIC TR | $14.9M | 457.4K | 1.03% | Trimmed(-28.0%) |
| 18 | V VANGUARD INDEX FDS | $13.2M | 18.8K | 0.91% | Added(+6.5%) |
| 19 | M MICROSOFT CORP | $13.1M | 25.6K | 0.91% | Added(+21.0%) |
| 20 | B BERKSHIRE HATHAWAY INC DEL | $11.8M | 23.7K | 0.82% | Trimmed(-4.8%) |
| 21 | W WALMART INC | $8.4M | 80.9K | 0.58% | Trimmed(-1.2%) |
| 22 | J J P MORGAN EXCHANGE TRADED F | $8.4M | 175.9K | 0.58% | Added(+9.3%) |
| 23 | V VANGUARD TAX-MANAGED FDS | $5.2M | 74.1K | 0.36% | Trimmed(-6.1%) |
| 24 | E ISHARES TR | $5.1M | 12.4K | 0.36% | Trimmed(-0.3%) |
| 25 | ? N/A DIMENSIONAL ETF TRUST | $5.1M | 93.3K | 0.36% | Trimmed(-1.7%) |
| 26 | N JANUS DETROIT STR TR | $5.1M | 100.1K | 0.35% | Added(+10.0%) |
| 27 | S SCHWAB STRATEGIC TR | $4.8M | 158.7K | 0.33% | Trimmed(-1.0%) |
| 28 | S STATE STR SPDR S&P 500 ETF T | $4.5M | 5.8K | 0.31% | Added(+18.7%) |
| 29 | E ISHARES TR | $4M | 38.3K | 0.28% | Trimmed(-5.5%) |
| 30 | S SCHWAB STRATEGIC TR | $3.9M | 142.8K | 0.27% | Trimmed(-15.9%) |
| 31 | G SPDR GOLD TR | $3.9M | 10.2K | 0.27% | Unchanged |
| 32 | E ISHARES TR | $3.9M | 31.1K | 0.27% | Trimmed(-3.2%) |
| 33 | T TESLA INC | $3.8M | 10.6K | 0.26% | Added(+4.9%) |
| 34 | C CIVISTA BANCSHARES INC | $3.8M | 142.6K | 0.26% | Unchanged |
| 35 | V VANGUARD INDEX FDS | $3.6M | 46.5K | 0.25% | Added(+3.3%) |
| 36 | J JPMORGAN CHASE & CO | $3.4M | 10.3K | 0.24% | Trimmed(-0.1%) |
| 37 | E ISHARES TR | $3.3M | 31.0K | 0.23% | Trimmed(-0.4%) |
| 38 | V VANGUARD INTL EQUITY INDEX F | $3.2M | 20.4K | 0.22% | Added(+22.4%) |
| 39 | N NVIDIA CORPORATION | $3.2M | 13.8K | 0.22% | Added(+8.8%) |
| 40 | S SCHWAB STRATEGIC TR | $3M | 136.3K | 0.21% | Trimmed(-51.2%) |
| 41 | ? N/A AMERICAN CENTY ETF TR | $3M | 33.3K | 0.21% | Trimmed(-0.5%) |
| 42 | B BERKSHIRE HATHAWAY INC DEL | $3M | 4 | 0.21% | Unchanged |
| 43 | S SCHWAB STRATEGIC TR | $3M | 117.4K | 0.20% | Trimmed(-2.5%) |
| 44 | G ALPHABET INC | $2.7M | 8.0K | 0.19% | Added(+2.9%) |
| 45 | A APPLIED MATLS INC | $2.7M | 5.2K | 0.19% | Trimmed(-1.5%) |
| 46 | E ISHARES TR | $2.6M | 32.9K | 0.18% | Added(+1.4%) |
| 47 | V VANGUARD INTL EQUITY INDEX F | $2.5M | 42.9K | 0.18% | Trimmed(-21.8%) |
| 48 | E ISHARES TR | $2.5M | 10.1K | 0.17% | Unchanged |
| 49 | A ABBVIE INC | $2.4M | 9.3K | 0.17% | Added(+0.3%) |
| 50 | M MORGAN STANLEY ETF TRUST | $2.3M | 47.3K | 0.16% | — |