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Summit Financial Strategies, Inc.

13F
Summit Financial Strategies, Inc.
Last update 2025-07-17 155 Stocks (10 new)
Value $1.08 Bil Turnover 4 %
Countries:
Summit Financial Strategies, I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
3,842,841
119,473.9
-1.14%
11.060
-0.12%
1.230
+12.58%
+21.57%
9,637.7
 
JCPB
JPMorgan Core Plus Bond ETF
2,148,587
101,112.5
+11.50%
9.360
+0.97%
1.440
+1.75%
+3.57%
6,935.9
 
FBND
Fidelity Total Bond ETF
1,948,185
89,129.5
+2.99%
8.250
+0.24%
0.460
+1.98%
+3.60%
19,309.9
 
SCHB
Schwab U.S. Broad Market ETF
3,696,905
88,097.2
-4.78%
8.150
-0.40%
0.260
+20.01%
+7.37%
34,940.9
 
IVV
iShares Core S&P 500 ETF
137,209
85,193.0
+3.79%
7.880
+0.29%
0.010
+19.67%
+7.80%
634,518.9
 
AVEM
Avantis Emerging Markets Equity ETF
868,539
59,529.7
+0.15%
5.510
+0.01%
0.550
+21.59%
+20.13%
10,968.0
 
DFLV
Dimensional US Large Cap Value ETF
1,913,371
59,352.8
+5.31%
5.490
+0.28%
1.610
+11.22%
+5.02%
3,712.1
 
SCHM
Schwab U.S. Mid-Cap ETF
1,813,315
50,863.5
-3.89%
4.710
-0.19%
0.440
+17.81%
+4.47%
11,876.4
 
PKG
Packaging Corp of America
243,148
45,821.2
+5.43%
4.240
+0.22%
0.270
+7.44%
-10.08%
17,978.9
Packaging & Containers
IJH
iShares Core S&P Mid-Cap ETF
688,843
42,722.0
+9.05%
3.950
+0.33%
0.040
+16.06%
+2.45%
97,230.9
 

Summit Financial Strategies, Inc.'s Historical Top Holdings Breakdowns

Summit Financial Strategies, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JCPB
JPMorgan Core Plus Bond ETF
2025-06-30
Add
Add
+0.97%
45.9 ($46.46) 47.2
$46.55
0.19%
Add 11.5%
2,148,587
221,607
SCHB
Schwab U.S. Broad Market ETF
2025-06-30
Reduce
Reduce
-0.40%
19.1 ($22.02) 23.83
$24.23
10.04%
Reduce -4.78%
3,696,905
-185,656
IJH
iShares Core S&P Mid-Cap ETF
2025-06-30
Add
Add
+0.33%
51.16 ($58.7) 62.02
$63.46
8.11%
Add 9.05%
688,843
57,156
IJR
iShares Core S&P Small-Cap ETF
2025-06-30
Add
Add
+0.30%
90.56 ($103.39) 109.49
$111.87
8.20%
Add 13.93%
241,011
29,474
IVV
iShares Core S&P 500 ETF
2025-06-30
Add
Add
+0.29%
498.8 ($573.99) 620.9
$630.67
9.87%
Add 3.79%
137,209
5,012
DFLV
Dimensional US Large Cap Value ETF
2025-06-30
Add
Add
+0.28%
26.9 ($29.62) 31.02
$31.26
5.54%
Add 5.31%
1,913,371
96,544
FBND
Fidelity Total Bond ETF
2025-06-30
Add
Add
+0.24%
44.68 ($45.27) 45.96
$45.44
0.38%
Add 2.99%
1,948,185
56,516
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Add
Add
+0.22%
44.8 ($50.94) 53.97
$55.35
8.66%
Add 13.63%
371,598
44,578
PKG
Packaging Corp of America
2025-06-30
Add
Add
+0.22%
175.97 ($189.16) 201.36
$199.81
5.63%
Add 5.43%
243,148
12,531
AVLV
Avantis U.S. Large Cap Value ETF
2025-06-30
Add
Add
+0.21%
56.85 ($64.41) 68.21
$69.01
7.14%
Add 643.96%
37,347
32,327

Summit Financial Strategies, Inc. Total Holding History ($B)

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Summit Financial Strategies, Inc.'s Asset Allocation

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Summit Financial Strategies, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Summit Financial Strategies, Inc.'s Hypothetical Growth since 2025-06-30

Summit Financial Strategies, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

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