StockDriftsStockDriftsTop 50 Summit Financial Strategies INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.62% | 199.9K | $153.1M | +10.60%(+19.16K) | $368.50(+108.96%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 10.55% | 4.04M | $152.1M | +1.96%(+77.84K) | $22.08(+69.95%) | 2026-09-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.41% | 3.03M | $135.8M | +8.27%(+231.48K) | $46.70(-3.66%) | 2026-09-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.64% | 2.55M | $110.2M | +6.79%(+161.87K) | $45.33(-3.64%) | 2026-09-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 7.52% | 2.70M | $108.4M | +8.79%(+218.18K) | $30.58(+34.94%) | 2026-09-30 | |
| IJH | ISHARES TR | 5.98% | 1.20M | $86.3M | +14.84%(+154.99K) | $52.33(+38.31%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.27% | 808.4K | $76.0M | +2.97%(+23.33K) | $56.83(+57.39%) | 2026-09-30 | |
| PKG | PACKAGING CORP AMER | 3.76% | 236.7K | $54.3M | -10.71%(-28.39K) | $148.13(+59.58%) | 2026-09-30 | |
| SCHB | SCHWAB STRATEGIC TR | 3.69% | 1.81M | $53.2M | -22.01%(-511.95K) | $11.96(+145.82%) | 2026-09-30 | |
| IJR | ISHARES TR | 3.63% | 385.0K | $52.4M | +13.12%(+44.66K) | $96.45(+40.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.87% | +51.59% | +7.46% | +43.33% |
| Top 20 Holdings Unweighted | +14.98% | +52.01% | +8.25% | +48.63% |
Summit Financial Strategies INC reports $1.44B in US-listed equity holdings across 164 positions in its most recent 13F filing. Its largest disclosed positions are IVV (10.6%), DFIC (10.6%) and JCPB (9.4%). The top 20 holdings account for 86.85% of reported assets. Its disclosed equity book has returned +51.59% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Financial Strategies INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1625246). View Summit Financial Strategies INC’s 13F filings on SEC