Summit Financial Strategies, Inc. - Portfolio overview

Summit Financial Strategies, Inc. has 182 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Technology.

Largest reported holdings by portfolio allocation

1. DFIC - DIMENSIONAL ETF TRUST, 10.86%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 9.77%
3. IVV - ISHARES TR, 8.61%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.