Summit Financial Strategies, Inc.
CIK: 0001625246SEC EDGAR →
Portfolio Value
$1.0M
Holdings
166
As of
Q4 2025
New Positions
166
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 3,874,957 | $133K | 13.05% |
| 2 | J P MORGAN EXCHANGE TRADED F | 2,450,460 | $116K | 11.38% |
| 3 | FIDELITY MERRIMACK STR TR | 2,090,807 | $96K | 9.42% |
| 4 | SCHWAB STRATEGIC TR | 3,183,036 | $83K | 8.15% |
| 5 | DIMENSIONAL ETF TRUST | 2,201,232 | $75K | 7.36% |
| 6 | AMERICAN CENTY ETF TR | 856,409 | $65K | 6.38% |
| 7 | ISHARES TR | 844,176 | $55K | 5.40% |
| 8 | PACKAGING CORP AMER | 243,253 | $50K | 4.91% |
| 9 | SCHWAB STRATEGIC TR | 1,568,534 | $47K | 4.61% |
| 10 | VANGUARD INDEX FDS | 138,276 | $41K | 4.02% |
Quarterly Changes
New Positions (166)
$133K · 3.9M shares
$116K · 2.5M shares
$96K · 2.1M shares
$83K · 3.2M shares
$75K · 2.2M shares
$65K · 856K shares
$55K · 844K shares
$50K · 243K shares
$47K · 1.6M shares
$41K · 138K shares
$33K · 282K shares
$25K · 913K shares
$25K · 957K shares
$24K · 413K shares
$18K · 69K shares
$10K · 21K shares
$9K · 76K shares
$9K · 84K shares
$9K · 414K shares
$6K · 132K shares
$5K · 53K shares
$5K · 225K shares
$4K · 13K shares
$4K · 9K shares
$4K · 10K shares
$4K · 80K shares
$4K · 97K shares
$4K · 158K shares
$4K · 77K shares
$4K · 10K shares
$3K · 143K shares
$3K · 69K shares
$3K · 11K shares
$3K · 115K shares
$3K · 31K shares
$2K · 37K shares
$2K · 10K shares
$2K · 10K shares
$2K · 7K shares
$2K · 13K shares
$2K · 15K shares
$2K · 9K shares
$2K · 41K shares
$1K · 3K shares
$1K · 8K shares
$1K · 33K shares
$1K · 12K shares
$1K · 85K shares
$1K · 8K shares
$1K · 5K shares
$1K · 4K shares
$1K · 10K shares
$1K · 6K shares
$1K · 13K shares
$1K · 5K shares
$1K · 12K shares
$1K · 5K shares
$1K · 10K shares
$1K · 5K shares
$1K · 9K shares
$0 · 13K shares
$0 · 7K shares
$0 · 2K shares
$0 · 9K shares
$0 · 3K shares
$0 · 4K shares
$0 · 5K shares
$0 · 383 shares
$0 · 448 shares
$0 · 4K shares
$0 · 11K shares
$0 · 3K shares
$0 · 1K shares
$0 · 27K shares
$0 · 737 shares
$0 · 2K shares
$0 · 735 shares
$0 · 5K shares
$0 · 2K shares
$0 · 2K shares
$0 · 12K shares
$0 · 1K shares
$0 · 16K shares
$0 · 1K shares
$0 · 3K shares
$0 · 4K shares
$0 · 7K shares
$0 · 26K shares
$0 · 2K shares
$0 · 2K shares
$0 · 1K shares
$0 · 3K shares
$0 · 4K shares
$0 · 5K shares
$0 · 11K shares
$0 · 1K shares
$0 · 1K shares
$0 · 9K shares
$0 · 6K shares
$0 · 14K shares
$0 · 6K shares
$0 · 2K shares
$0 · 2K shares
$0 · 2K shares
$0 · 1K shares
$0 · 6K shares
$0 · 5K shares
$0 · 15K shares
$0 · 4K shares
$0 · 403 shares
$0 · 148K shares
$0 · 4K shares
$0 · 11K shares
$0 · 8K shares
$0 · 3K shares
$0 · 9K shares
$0 · 6K shares
$0 · 13K shares
$0 · 4 shares
$0 · 8K shares
$0 · 10K shares
$0 · 2K shares
$0 · 4K shares
$0 · 25K shares
$0 · 1K shares
$0 · 1K shares
$0 · 8K shares
$0 · 13K shares
$0 · 6K shares
$0 · 12K shares
$0 · 3K shares
$0 · 6K shares
$0 · 512 shares
$0 · 13K shares
$0 · 38K shares
$0 · 2K shares
$0 · 3K shares
$0 · 2K shares
$0 · 4K shares
$0 · 1K shares
$0 · 5K shares
$0 · 5K shares
$0 · 118K shares
$0 · 741 shares
$0 · 837 shares
$0 · 336 shares
$0 · 7K shares
$0 · 4K shares
$0 · 16K shares
$0 · 1K shares
$0 · 9K shares
$0 · 795 shares
$0 · 9K shares
$0 · 15K shares
$0 · 3K shares
$0 · 1K shares
$0 · 26K shares
$0 · 2K shares
$0 · 795 shares
$0 · 932 shares
$0 · 12K shares
$0 · 4K shares
$0 · 2K shares
$0 · 13K shares
$0 · 2K shares
$0 · 2K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 94 | $909K | 89.2% |
| Consumer Cyclical | 9 | $55K | 5.4% |
| Technology | 11 | $32K | 3.1% |
| Consumer Defensive | 3 | $10K | 1.0% |
| Unknown | 11 | $4K | 0.4% |
| Healthcare | 11 | $4K | 0.4% |
| Communication Services | 8 | $3K | 0.3% |
| Energy | 3 | $2K | 0.2% |
| Utilities | 4 | $0 | 0.0% |
| Industrials | 7 | $0 | 0.0% |
| Real Estate | 2 | $0 | 0.0% |
| Basic Materials | 3 | $0 | 0.0% |