Summit Financial Strategies, Inc.

Est. AUM

$1.27B

13F long equity, this entity only

Positions

169

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$138.1M	3887458	10.89%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$124.3M	2639364	9.79%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$109.5M	167655	8.63%	SOLE
4	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$101.6M	2226626	8.01%	SOLE
5	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$86.0M	2408269	6.78%	SOLE
6	SCHWAB STRATEGIC TR	US BRD MKT ETF	$67.1M	2672115	5.29%	SOLE
7	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$66.8M	829341	5.27%	SOLE
8	ISHARES TR	CORE S&P MCP ETF	$65.7M	972216	5.17%	SOLE
9	PACKAGING CORP AMER	COM	$52.1M	245657	4.11%	SOLE
10	VANGUARD INDEX FDS	SML CP GRW ETF	$41.8M	138366	3.30%	SOLE
11	ISHARES TR	CORE S&P SCP ETF	$40.2M	323477	3.17%	SOLE
12	SCHWAB STRATEGIC TR	US MID-CAP ETF	$39.7M	1282374	3.13%	SOLE
13	DIMENSIONAL ETF TRUST	GLOBAL REAL EST	$28.2M	1062100	2.23%	SOLE
14	DIMENSIONAL ETF TRUST	US TARGETED VLU	$27.9M	446289	2.20%	SOLE
15	VANGUARD SCOTTSDALE FDS	VNG RUS1000GRW	$27.3M	248740	2.15%	SOLE
16	SCHWAB STRATEGIC TR	US SML CAP ETF	$21.5M	740763	1.70%	SOLE
17	APPLE INC	COM	$17.8M	70124	1.40%	SOLE
18	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$12.2M	25359	0.96%	SOLE
19	WALMART INC	COM	$10.2M	82409	0.81%	SOLE
20	VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.2M	17039	0.80%	SOLE
21	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$7.9M	157489	0.62%	SOLE
22	MICROSOFT CORP	COM	$7.8M	21102	0.62%	SOLE
23	SCHWAB STRATEGIC TR	US AGGREGATE B	$7.6M	328668	0.60%	SOLE
24	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$5.1M	78995	0.40%	SOLE
25	SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.9M	199171	0.39%	SOLE
26	ISHARES TR	MSCI EAFE ETF	$4.7M	48891	0.37%	SOLE
27	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$4.6M	95351	0.36%	SOLE
28	JANUS DETROIT STR TR	HENDRSON AAA CL	$4.6M	90554	0.36%	SOLE
29	ISHARES TR	RUS 1000 ETF	$4.4M	12469	0.35%	SOLE
30	SPDR GOLD TR	GOLD SHS	$4.4M	10249	0.35%	SOLE
31	SCHWAB STRATEGIC TR	US LRG CAP ETF	$4.1M	158494	0.32%	SOLE
32	ISHARES TR	RUS 1000 GRW ETF	$4.0M	9338	0.31%	SOLE
33	TESLA INC	COM	$3.8M	10110	0.30%	SOLE
34	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$3.4M	62649	0.27%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.4M	5181	0.27%	SOLE
36	CIVISTA BANCSHARES INC	COM NO PAR	$3.3M	142614	0.26%	SOLE
37	SCHWAB STRATEGIC TR	US TIPS ETF	$3.2M	119355	0.25%	SOLE
38	JPMORGAN CHASE & CO	COM	$3.1M	10600	0.25%	SOLE
39	VANGUARD INDEX FDS	MID CAP ETF	$3.1M	10786	0.24%	SOLE
40	ABBVIE INC	COM	$3.1M	14151	0.24%	SOLE
41	ISHARES TR	RUS MID CAP ETF	$3.0M	31155	0.24%	SOLE
42	AMERICAN CENTY ETF TR	US LARGE CAP VLU	$2.9M	36514	0.23%	SOLE
43	BERKSHIRE HATHAWAY INC DEL	CL A	$2.9M	4	0.23%	SOLE
44	ISHARES TR	EAFE VALUE ETF	$2.7M	36843	0.22%	SOLE
45	PARK NATL CORP	COM	$2.5M	15447	0.20%	SOLE
46	ALPHABET INC	CAP STK CL A	$2.2M	7748	0.18%	SOLE
47	NVIDIA CORPORATION	COM	$2.2M	12633	0.17%	SOLE
48	VANGUARD INTL EQUITY INDEX F	FTSE SMCAP ETF	$2.2M	15021	0.17%	SOLE
49	ISHARES TR	RUS 1000 VAL ETF	$2.1M	9975	0.17%	SOLE
50	EXXON MOBIL CORP	COM	$2.1M	12257	0.16%	SOLE

1–50 of 169

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.