Summit Financial Strategies, Inc. ETF holdings
Columbus, OH
Reported $1.2B in 94 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
94
Change from prior quarter
+12.2%
With price moves
ETFs as a share of its 13F
87.5%
of $1.4B
Top 10 of 94 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFIC | Dimensional International Core Equity 2 ETF | $147.8M | 3,967,115 | +79,657 shares |
| IVV | iShares Core S&P 500 ETF | $135.4M | 180,782 | +13,127 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $131.5M | 2,800,552 | +161,188 shares |
| FBND | Fidelity Total Bond ETF | $108.5M | 2,384,200 | +157,574 shares |
| DFLV | Dimensional US Large Cap Value ETF | $98.1M | 2,481,330 | +73,061 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $80.5M | 1,044,165 | +71,949 shares |
| AVEM | Avantis Emerging Markets Equity ETF | $75.7M | 785,029 | −44,312 shares |
| SCHB | Schwab U.S. Broad Market ETF | $67.4M | 2,326,085 | −346,030 shares |
| IJR | iShares Core S&P Small-Cap ETF | $50.5M | 340,374 | +16,897 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $49.6M | 135,738 | −2,628 shares |
84 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001625246. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Summit Financial Strategies, Inc. own?
Summit Financial Strategies, Inc. reported 94 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was DFIC, at $147.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.