Summit Financial Strategies, Inc.
CIK 1625246
13F filing for Q2 2026・No. 2,068
- Holdings
- US$1.42B
- Quarter change
- +US$155.58M
- Entries
- 173
- Net bought (estimate)
- +US$22.84M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 19
- Sold out 16
- Cut 65
- Added 48
- Corporate actions 0
- Unchanged 40
Largest holdings
172 stocks worth US$1.42B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 3,967,115 | US$147.81M | 10.38% |
| IVVISHARES TRCORE S&P500 ETF | Added | 180,782 | US$135.39M | 9.50% |
| J P MORGAN EXCHANGE TRADED FCORE PLUS BD ETF | Added | 2,800,552 | US$131.46M | 9.23% |
| FIDELITY MERRIMACK STR TRTOTAL BD ETF | Added | 2,384,200 | US$108.46M | 7.61% |
| DIMENSIONAL ETF TRUSTUS LARG VALU ETF | Added | 2,481,330 | US$98.11M | 6.89% |
| IJHISHARES TRCORE S&P MCP ETF | Added | 1,044,165 | US$80.52M | 5.65% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Cut | 785,029 | US$75.75M | 5.32% |
| SCHWAB STRATEGIC TRUS BRD MKT ETF | Cut | 2,326,085 | US$67.36M | 4.73% |
| PKGPACKAGING CORP AMERCOM | Added | 265,099 | US$63.17M | 4.43% |
| ISHARES TRCORE S&P SCP ETF | Added | 340,374 | US$50.48M | 3.54% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.