CIK 1625246
Summit Financial Strategies, Inc.
Institutional 13F holdings & portfolio
Holdings
166
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
4
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 166
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 3.9M | $1M+ | SH |
| JCPB | J P MORGAN EXCHANGE TRADED F | 2.5M | $1M+ | SH |
| IVV | ISHARES TR | 148K | $1M+ | SH |
| FBND | FIDELITY MERRIMACK STR TR | 2.1M | $1M+ | SH |
| SCHB | SCHWAB STRATEGIC TR | 3.2M | $1M+ | SH |
| DFLV | DIMENSIONAL ETF TRUST | 2.2M | $1M+ | SH |
| AVEM | AMERICAN CENTY ETF TR | 856K | $1M+ | SH |
| IJH | ISHARES TR | 844K | $1M+ | SH |
| PKG | PACKAGING CORP AMER | 243K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 1.6M | $1M+ | SH |
| VBK | VANGUARD INDEX FDS | 138K | $1M+ | SH |
| IJR | ISHARES TR | 282K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 913K | $1M+ | SH |
| DFGR | DIMENSIONAL ETF TRUST | 957K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 413K | $1M+ | SH |
| AAPL | APPLE INC | 69K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 26K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 21K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 414K | $1M+ | SH |
| WMT | WALMART INC | 84K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 15K | $1M+ | SH |
| VONG | VANGUARD SCOTTSDALE FDS | 76K | $1M+ | SH |
| JMUB | J P MORGAN EXCHANGE TRADED F | 132K | $1M+ | SH |
| SCHF | SCHWAB STRATEGIC TR | 225K | $1M+ | SH |
| EFA | ISHARES TR | 53K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 77K | $1M+ | SH |
| IWB | ISHARES TR | 13K | $1M+ | SH |
| TSLA | TESLA INC | 10K | $1M+ | SH |
| DFUV | DIMENSIONAL ETF TRUST | 97K | $1M+ | SH |
| SCHX | SCHWAB STRATEGIC TR | 158K | $1M+ | SH |
| IWF | ISHARES TR | 9K | $1M+ | SH |
| JAAA | JANUS DETROIT STR TR | 80K | $1M+ | SH |
| GLD | SPDR GOLD TR | 10K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 69K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 5K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| CIVB | CIVISTA BANCSHARES INC | 143K | $1M+ | SH |
| SCHP | SCHWAB STRATEGIC TR | 115K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4 | $1M+ | SH |
| IWR | ISHARES TR | 31K | $1M+ | SH |
| EFV | ISHARES TR | 41K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| AVLV | AMERICAN CENTY ETF TR | 37K | $1M+ | SH |
| PRK | PARK NATL CORP | 15K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 13K | $1M+ | SH |
| GOOGL | ALPHABET INC | 7K | $1M+ | SH |
| ABBV | ABBVIE INC | 9K | $1M+ | SH |
| IWD | ISHARES TR | 10K | $1M+ | SH |
| LLY | ELI LILLY & CO | 2K | $1M+ | SH |
| AMZN | AMAZON COM INC | 8K | $1M+ | SH |