Universe · entity
Summit Financial Strategies, Inc.
Institutional manager (13F) · CIK 1625246
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $138M | 3,887,458 |
| 2 | J P MORGAN EXCHANGE TRADED F | $124M | 2,639,364 |
| 3 | ISHARES TR | $110M | 167,655 |
| 4 | FIDELITY MERRIMACK STR TR | $102M | 2,226,626 |
| 5 | DIMENSIONAL ETF TRUST | $86M | 2,408,269 |
| 6 | SCHWAB STRATEGIC TR | $67M | 2,672,115 |
| 7 | AMERICAN CENTY ETF TR | $67M | 829,341 |
| 8 | ISHARES TR | $66M | 972,216 |
| 9 | PACKAGING CORP AMER | $52M | 245,657 |
| 10 | VANGUARD INDEX FDS | $42M | 138,366 |
| 11 | ISHARES TR | $40M | 323,477 |
| 12 | SCHWAB STRATEGIC TR | $40M | 1,282,374 |
| 13 | DIMENSIONAL ETF TRUST | $28M | 1,062,100 |
| 14 | DIMENSIONAL ETF TRUST | $28M | 446,289 |
| 15 | VANGUARD SCOTTSDALE FDS | $27M | 248,740 |
| 16 | SCHWAB STRATEGIC TR | $22M | 740,763 |
| 17 | APPLE INC | $18M | 70,124 |
| 18 | BERKSHIRE HATHAWAY INC DEL | $12M | 25,359 |
| 19 | WALMART INC | $10M | 82,409 |
| 20 | VANGUARD INDEX FDS | $10M | 17,039 |
| 21 | J P MORGAN EXCHANGE TRADED F | $8M | 157,489 |
| 22 | MICROSOFT CORP | $8M | 21,102 |
| 23 | SCHWAB STRATEGIC TR | $8M | 328,668 |
| 24 | VANGUARD TAX-MANAGED FDS | $5M | 78,995 |
| 25 | SCHWAB STRATEGIC TR | $5M | 199,171 |
| 26 | ISHARES TR | $5M | 48,891 |
| 27 | DIMENSIONAL ETF TRUST | $5M | 95,351 |
| 28 | JANUS DETROIT STR TR | $5M | 90,554 |
| 29 | ISHARES TR | $4M | 12,469 |
| 30 | SPDR GOLD TR | $4M | 10,249 |
| 31 | SCHWAB STRATEGIC TR | $4M | 158,494 |
| 32 | ISHARES TR | $4M | 9,338 |
| 33 | TESLA INC | $4M | 10,110 |
| 34 | VANGUARD INTL EQUITY INDEX F | $3M | 62,649 |
| 35 | STATE STR SPDR S&P 500 ETF T | $3M | 5,181 |
| 36 | CIVISTA BANCSHARES INC | $3M | 142,614 |
| 37 | SCHWAB STRATEGIC TR | $3M | 119,355 |
| 38 | JPMORGAN CHASE & CO | $3M | 10,600 |
| 39 | VANGUARD INDEX FDS | $3M | 10,786 |
| 40 | ABBVIE INC | $3M | 14,151 |
| 41 | ISHARES TR | $3M | 31,155 |
| 42 | AMERICAN CENTY ETF TR | $3M | 36,514 |
| 43 | BERKSHIRE HATHAWAY INC DEL | $3M | 4 |
| 44 | ISHARES TR | $3M | 36,843 |
| 45 | PARK NATL CORP | $3M | 15,447 |
| 46 | ALPHABET INC | $2M | 7,748 |
| 47 | NVIDIA CORPORATION | $2M | 12,633 |
| 48 | VANGUARD INTL EQUITY INDEX F | $2M | 15,021 |
| 49 | ISHARES TR | $2M | 9,975 |
| 50 | EXXON MOBIL CORP | $2M | 12,257 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.