SEC Form 13F

Summit Financial Strategies, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$1,424,552,422
Positions173

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$147,814,7063,967,115
ISHARES TRIVVCORE S&P500 ETF$135,385,719180,782
J P MORGAN EXCHANGE TRADED FJCPBCORE PLUS BD ETF$131,457,8882,800,552
FIDELITY MERRIMACK STR TRFBNDTOTAL BD ETF$108,457,2722,384,200
DIMENSIONAL ETF TRUSTDFLVUS LARG VALU ETF$98,111,7692,481,330
ISHARES TRIJHCORE S&P MCP ETF$80,515,5681,044,165
AMERICAN CENTY ETF TRAVEMAVANTIS EMGMKT$75,747,469785,029
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$67,363,4352,326,085
PACKAGING CORP AMERPKGCOM$63,167,790265,099
ISHARES TRIJRCORE S&P SCP ETF$50,480,801340,374

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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