Summit Financial Strategies, Inc. Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$1.1B
Holdings
155
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (155 positions)
| Stock | Value |
|---|---|
DFICDIMENSIONAL ETF TRUST | $119.5M |
JCPBJ P MORGAN EXCHANGE TRADED F | $101.1M |
FBNDFIDELITY MERRIMACK STR TR | $89.1M |
SCHBSCHWAB STRATEGIC TR | $88.1M |
IVVISHARES TR | $85.2M |
AVEMAMERICAN CENTY ETF TR | $59.5M |
DFLVDIMENSIONAL ETF TRUST | $59.4M |
SCHMSCHWAB STRATEGIC TR | $50.9M |
PKGPACKAGING CORP AMER | $45.8M |
IJHISHARES TR | $42.7M |
VBKVANGUARD INDEX FDS | $38.6M |
IJRISHARES TR | $26.3M |
SCHASCHWAB STRATEGIC TR | $26.1M |
DFGRDIMENSIONAL ETF TRUST | $22.3M |
DFATDIMENSIONAL ETF TRUST | $20.1M |
AAPLAPPLE INC | $14.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.8M |
SCHZSCHWAB STRATEGIC TR | $11.1M |
MSFTMICROSOFT CORP | $10.6M |
WMTWALMART INC | $8.3M |
VOOVANGUARD INDEX FDS | $8.1M |
SCHFSCHWAB STRATEGIC TR | $6.0M |
EFAISHARES TR | $5.1M |
VEAVANGUARD TAX-MANAGED FDS | $4.5M |
IWBISHARES TR | $4.4M |
DFUVDIMENSIONAL ETF TRUST | $4.1M |
JMUBJ P MORGAN EXCHANGE TRADED F | $4.0M |
SCHXSCHWAB STRATEGIC TR | $3.9M |
VWOVANGUARD INTL EQUITY INDEX F | $3.7M |
TSLATESLA INC | $3.4M |
CIVBCIVISTA BANCSHARES INC | $3.3M |
SPYSPDR S&P 500 ETF TR | $3.2M |
GQ9SPDR GOLD TR | $3.2M |
IWFISHARES TR | $3.1M |
JPMJPMORGAN CHASE & CO. | $3.0M |
JAAAJANUS DETROIT STR TR | $3.0M |
SCHPSCHWAB STRATEGIC TR | $2.9M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.9M |
IWRISHARES TR | $2.9M |
EFVISHARES TR | $2.8M |
VOVANGUARD INDEX FDS | $2.7M |
PRKPARK NATL CORP | $2.6M |
AVLVAMERICAN CENTY ETF TR | $2.5M |
IWDISHARES TR | $1.9M |
NVDANVIDIA CORPORATION | $1.8M |
ABBVABBVIE INC | $1.8M |
AMZNAMAZON COM INC | $1.7M |
ETENERGY TRANSFER L P | $1.5M |
PGPROCTER AND GAMBLE CO | $1.5M |
LLYELI LILLY & CO | $1.5M |
VTVVANGUARD INDEX FDS | $1.5M |
VTIVANGUARD INDEX FDS | $1.5M |
IVWISHARES TR | $1.4M |
XOMEXXON MOBIL CORP | $1.3M |
VSSVANGUARD INTL EQUITY INDEX F | $1.3M |
SMMUPIMCO ETF TR | $1.2M |
GOOGLALPHABET INC | $1.2M |
TXNTEXAS INSTRS INC | $1.2M |
VUGVANGUARD INDEX FDS | $1.2M |
IWMISHARES TR | $1.2M |
ABTABBOTT LABS | $1.1M |
IVOOVANGUARD ADMIRAL FDS INC | $1.0M |
AMATAPPLIED MATLS INC | $948K |
VEUVANGUARD INTL EQUITY INDEX F | $905K |
ECLECOLAB INC | $856K |
WTHWORTHINGTON ENTERPRISES INC | $854K |
VOEVANGUARD INDEX FDS | $790K |
ETNEATON CORP PLC | $789K |
SCHGSCHWAB STRATEGIC TR | $784K |
BKBANK NEW YORK MELLON CORP | $772K |
JNJJOHNSON & JOHNSON | $750K |
NFLXNETFLIX INC | $740K |
DEDEERE & CO | $737K |
CATCATERPILLAR INC | $716K |
HBANHUNTINGTON BANCSHARES INC | $612K |
CINFCINCINNATI FINL CORP | $603K |
NDQINVESCO QQQ TR | $603K |
GOOGALPHABET INC | $587K |
AQLTISHARES TR | $583K |
PULSPGIM ETF TR | $582K |
JBBBJANUS DETROIT STR TR | $570K |
AGGISHARES TR | $553K |
UNHUNITEDHEALTH GROUP INC | $547K |
SPXLDIREXION SHS ETF TR | $535K |
AEPAMERICAN ELEC PWR CO INC | $518K |
METAMETA PLATFORMS INC | $517K |
SCHHSCHWAB STRATEGIC TR | $495K |
MCDMCDONALDS CORP | $495K |
HDHOME DEPOT INC | $494K |
DGROISHARES TR | $491K |
SPYMSPDR SERIES TRUST | $470K |
MRKMERCK & CO INC | $457K |
IAGGISHARES TR | $456K |
IWVISHARES TR | $432K |
CVXCHEVRON CORP NEW | $419K |
VIOOVANGUARD ADMIRAL FDS INC | $417K |
SCHESCHWAB STRATEGIC TR | $417K |
AMGNAMGEN INC | $413K |
EEMISHARES TR | $410K |
PRFINVESCO EXCHANGE TRADED FD T | $403K |
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