Summit Financial Strategies, Inc.: 13F holdings
CIK 16252462026Q2
| Positions | 172 |
|---|---|
| Reported value | $1.4bn |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DFIC DIMENSIONAL ETF TRUST | 3,967,115 | $147.8m | 10.4% |
| IVV ISHARES TR | 180,782 | $135.4m | 9.5% |
| JCPB J P MORGAN EXCHANGE TRADED F | 2,800,552 | $131.5m | 9.2% |
| FBND FIDELITY MERRIMACK STR TR | 2,384,200 | $108.5m | 7.6% |
| WSBC DIMENSIONAL ETF TRUST | 2,481,330 | $98.1m | 6.9% |
| IJH ISHARES TR | 1,044,165 | $80.5m | 5.7% |
| AVEM AMERICAN CENTY ETF TR | 785,029 | $75.7m | 5.3% |
| SCHB SCHWAB STRATEGIC TR | 2,326,085 | $67.4m | 4.7% |
| PKG PACKAGING CORP AMER | 265,099 | $63.2m | 4.4% |
| IJR ISHARES TR | 340,374 | $50.5m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1625246")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.