StockDriftsStockDriftsTop 50 Summit Financial Strategies, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFIC | DIMENSIONAL ETF TRUST | 10.38% | 3.97M | $147.8M | +2.05%(+79.66K) | $21.78(+80.52%) | 2026-06-30 | |
| IVV | ISHARES TR | 9.5% | 180.8K | $135.4M | +7.83%(+13.13K) | $327.29(+138.00%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.23% | 2.80M | $131.5M | +6.11%(+161.19K) | $46.77(-1.18%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 7.61% | 2.38M | $108.5M | +7.08%(+157.57K) | $45.39(-1.15%) | 2026-06-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 6.89% | 2.48M | $98.1M | +3.03%(+73.06K) | $29.76(+41.56%) | 2026-06-30 | |
| IJH | ISHARES TR | 5.65% | 1.04M | $80.5M | +7.40%(+71.95K) | $49.04(+60.18%) | 2026-06-30 | |
| AVEM | AMERICAN CENTY ETF TR | 5.32% | 785.0K | $75.7M | -5.34%(-44.31K) | $55.69(+68.19%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 4.73% | 2.33M | $67.4M | -12.95%(-346.03K) | $11.96(+150.92%) | 2026-06-30 | |
| PKG | PACKAGING CORP AMER | 4.43% | 265.1K | $63.2M | +7.91%(+19.44K) | $148.13(+72.47%) | 2026-06-30 | |
| IJR | ISHARES TR | 3.54% | 340.4K | $50.5M | +5.22%(+16.90K) | $90.45(+65.79%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.86% | +51.54% | +7.71% | +44.99% |
| Top 20 Holdings Unweighted | +15.15% | +52.67% | +8.59% | +51.01% |
Summit Financial Strategies, Inc. reports $1.42B in US-listed equity holdings across 172 positions in its most recent 13F filing. Its largest disclosed positions are DFIC (10.4%), IVV (9.5%) and JCPB (9.2%). The top 20 holdings account for 86.46% of reported assets. Its disclosed equity book has returned +51.54% on a three-year cumulative basis. Figures reflect the Q2 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