Institutional Fund
Summit Financial Strategies, Inc.
Columbus, OHCIK 16252465 filings on record
Portfolio Value
$1.27B
Q1 2026
Holdings
169
Reported positions
New Buys
13
Opened this quarter
QoQ Change
+4.3%
from $1.22B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust10.9%
- J P Morgan Exchange Traded F9.8%
- Ishares Tr8.6%
- Fidelity Merrimack Str Tr8.0%
- Dimensional ETF Trust6.8%
- Schwab Strategic Tr5.3%
- Other50.6%
Portfolio Holdings
169 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3.89M | $138.12M | 10.9% | +12.5K | Added |
| 2 | J P Morgan Exchange Traded F | 2.64M | $124.26M | 9.8% | +188.9K | Added |
| 3 | Ishares Tr | 167.7K | $109.51M | 8.6% | +19.9K | Added |
| 4 | Fidelity Merrimack Str Tr | 2.23M | $101.58M | 8.0% | +135.8K | Added |
| 5 | Dimensional ETF Trust | 2.41M | $86.00M | 6.8% | +207.0K | Added |
| 6 | Schwab Strategic Tr | 2.67M | $67.07M | 5.3% | −510.9K | Reduced |
| 7 | American Centy ETF Tr | 829.3K | $66.83M | 5.3% | −27.1K | Reduced |
| 8 | Ishares Tr | 972.2K | $65.65M | 5.2% | +128.0K | Added |
| 9 | Packaging Corp Amer | 245.7K | $52.13M | 4.1% | +2.4K | Added |
| 10 | Vanguard Index Fds | 138.4K | $41.82M | 3.3% | +90 | Added |
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