Summit Financial Strategies, Inc. 13F Holdings
CIK 0001625246 · Columbus, OH
As of Sep 30, 2025, Summit Financial Strategies, Inc. reported 158 positions worth
CIK 0001625246 · Columbus, OH
As of Sep 30, 2025, Summit Financial Strategies, Inc. reported 158 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 3,845,476 | 26.1M | 10.81% |
| JPMORGAN CORE PLUS BOND ETF | JCPB | — | 2,279,496 | 08.4M | 9.29% |
| ISHARES CORE S&P 500 ETF | IVV | — | 142,156 | $95.1M | 8.16% |
| FIDELITY TOTAL BOND ETF | FBND | — | 2,005,230 | $92.7M | 7.95% |
| SCHWAB US BROAD MARKET ETF | SCHB | — | 3,542,152 | $91.1M | 7.81% |
| DIMENSIONAL ETF TRUST | DFLV | — | 2,007,278 | $66.0M | 5.66% |
| AVANTIS EMERGING MARKETS EQUITY ETF | AVEM | Equity | 859,984 | $64.6M | 5.54% |
| PACKAGING CORP OF AMERICA | PKG | Consumer Cyclical | 243,148 | $53.0M | 4.54% |
| SCHWAB US MID-CAP ETF | SCHM | Equity | 1,723,095 | $51.1M | 4.38% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 753,817 | $49.2M | 4.22% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 140,062 | $41.7M | 3.57% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 257,159 | $30.6M | 2.62% |
| SCHWAB US SMALL-CAP ETF | SCHA | — | 998,798 | $27.9M | 2.39% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 869,361 | $23.7M | 2.04% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 387,662 | $22.6M | 1.93% |
| APPLE INC | AAPL | Technology | 68,376 | 7.4M | 1.49% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 26,411 | 3.3M | 1.14% |
| MICROSOFT CORP | MSFT | Technology | 21,442 | 1.1M | 0.95% |
| SCHWAB US AGGREGATE BOND ETF | SCHZ | Equity | 465,278 | 0.9M | 0.94% |
| VANGUARD 500 INDEX FUND | VOO | — | 14,471 | $8.9M | 0.76% |
| WALMART INC | WMT | Consumer Defensive | 83,685 | $8.6M | 0.74% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 267,958 | $6.2M | 0.53% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 119,851 | $6.0M | 0.52% |
| ISHARES MSCI EAFE ETF | EFA | — | 55,561 | $5.2M | 0.44% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 78,485 | $4.7M | 0.40% |