Notify me when Summit Financial Strategies, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 166 | $1,216,859,129 | +$55,158,019 | -$23,089,832 | +$32,068,187 | DFIC, JCPB, IVV, FBND, SCHB | 13F-HR | 27 Jan 2026, 10:47 |
| Q3 2025 | 158 | $1,166,524,634 | +$29,302,161 | -$11,470,919 | +$17,831,242 | DFIC, JCPB, IVV, FBND, SCHB | 13F-HR | 22 Oct 2025, 11:03 |
| Q2 2025 | 155 | $1,080,531,783 | +$42,121,819 | -$13,033,069 | +$29,088,750 | DFIC, JCPB, FBND, SCHB, IVV | 13F-HR | 17 Jul 2025, 15:42 |
| Q1 2025 | 148 | $991,511,858 | +$121,578,700 | -$15,368,213 | +$106,210,487 | DFIC, JCPB, FBND, SCHB, IVV | 13F-HR | 12 May 2025, 10:01 |
| Q4 2024 | 148 | $906,034,844 | +$159,984,192 | -$8,598,537 | +$151,385,655 | DFIC, SCHB, FBND, IVV, SCHM | 13F-HR | 22 Jan 2025, 12:08 |
| Q3 2024 | 149 | $888,339,707 | +$35,387,483 | -$9,240,903 | +$26,146,580 | DFIC, SCHB, FBND, IVV, SCHM | 13F-HR | 16 Oct 2024, 16:38 |
| Q2 2024 | 147 | $804,147,469 | +$95,466,086 | -$7,349,241 | +$88,116,845 | DFIC, SCHB, IVV, FBND, SCHM | 13F-HR | 19 Jul 2024, 13:49 |
| Q1 2024 | 150 | $716,946,975 | +$54,674,486 | -$8,134,157 | +$46,540,329 | DFIC, SCHB, IVV, SCHM, AVEM | 13F-HR | 09 May 2024, 08:59 |
| Q4 2023 | 142 | $654,443,024 | +$87,782,435 | -$12,605,986 | +$75,176,449 | DFIC, SCHB, IVV, SCHM, AVEM | 13F-HR | 13 Feb 2024, 10:24 |
| Q3 2023 | 128 | $524,916,531 | +$9,884,055 | -$5,051,324 | +$4,832,731 | DFIC, SCHB, IVV, SCHM, PKG | 13F-HR | 24 Oct 2023, 14:43 |
| Q2 2023 | 126 | $536,166,913 | +$12,723,286 | -$8,013,479 | +$4,709,807 | DFIC, SCHB, IVV, SCHM, PKG | 13F-HR | 21 Jul 2023, 14:33 |
| Q1 2023 | 124 | $507,607,536 | +$18,900,575 | -$4,241,984 | +$14,658,591 | DFIC, SCHB, IVV, SCHM, PKG | 13F-HR | 21 Apr 2023, 13:47 |
| Q4 2022 | 122 | $464,443,686 | +$21,163,414 | -$17,010,598 | +$4,152,816 | DFIC, SCHB, IVV, SCHM, IJH | 13F-HR | 20 Jan 2023, 17:13 |
| Q3 2022 | 118 | $421,193,000 | +$79,073,175 | -$55,920,434 | +$23,152,741 | SCHB, DFIC, IVV, IJH, SCHM | 13F-HR | 21 Oct 2022, 14:27 |
| Q2 2022 | 119 | $427,094,000 | +$17,520,365 | -$7,552,832 | +$9,967,533 | SCHB, IVV, IJH, EFV, SCHF | 13F-HR | 25 Jul 2022, 16:16 |
| Q1 2022 | 121 | $496,824,000 | +$54,450,847 | -$9,232,379 | +$45,218,468 | SCHB, IVV, IJH, SCHF, EFV | 13F-HR | 04 May 2022, 15:28 |
| Q4 2021 | 125 | $518,066,000 | +$16,622,320 | -$8,409,302 | +$8,213,018 | SCHB, IVV, IJH, VBK, SCHF | 13F-HR | 03 Feb 2022, 12:52 |
| Q3 2021 | 117 | $481,586,000 | +$17,349,884 | -$1,707,258 | +$15,642,626 | IVV, SCHB, VBK, IJH, SCHF | 13F-HR | 10 Nov 2021, 09:41 |
| Q2 2021 | 115 | $471,912,000 | +$177,590,398 | -$1,688,247 | +$175,902,151 | IVV, SCHB, VBK, IJH, SCHF | 13F-HR | 11 Aug 2021, 11:38 |
| Q1 2021 | 64 | $279,162,000 | +$19,879,116 | -$49,392,584 | -$29,513,468 | IVV, SCHB, IJH, SCHF, SCHM | 13F-HR | 11 May 2021, 09:35 |
| Q4 2020 | 82 | $290,119,000 | +$8,351,437 | -$5,364,374 | +$2,987,063 | IVV, SCHB, VBK, IJH, SCHF | 13F-HR | 05 Feb 2021, 13:58 |
| Q3 2020 | 73 | $245,455,000 | +$11,043,348 | -$4,300,578 | +$6,742,770 | IVV, SCHB, VBK, IJH, SCHF | 13F-HR | 16 Nov 2020, 15:20 |
| Q2 2020 | 68 | $224,942,000 | +$8,331,178 | -$5,177,527 | +$3,153,651 | IVV, SCHB, VBK, IJH, SCHF | 13F-HR | 31 Jul 2020, 09:33 |
| Q1 2020 | 57 | $184,381,000 | +$32,259,702 | -$5,600,087 | +$26,659,615 | IVV, SCHB, VBK, IJH, SCHF | 13F-HR | 11 May 2020, 15:30 |
| Q4 2019 | 60 | $204,426,000 | +$9,151,185 | -$26,267,839 | -$17,116,654 | SCHB, IVV, IJH, SCHM, SCHF | 13F-HR | 11 Feb 2020, 12:58 |
| Q3 2019 | 59 | $208,075,000 | +$4,487,383 | -$2,161,531 | +$2,325,852 | IVV, SCHB, VBK, IJH, SCHM | 13F-HR | 14 Nov 2019, 09:39 |
| Q2 2019 | 58 | $205,992,000 | +$6,384,582 | -$3,704,725 | +$2,679,857 | IVV, SCHB, VBK, IJH, SCHM | 13F-HR | 08 Aug 2019, 16:49 |
| Q1 2019 | 58 | $197,074,000 | +$6,525,305 | -$8,872,230 | -$2,346,925 | IVV, SCHB, VBK, IJH, SCHM | 13F-HR | 14 May 2019, 12:18 |
| Q4 2018 | 57 | $178,308,000 | +$8,862,815 | -$20,119,952 | -$11,257,137 | IVV, SCHB, VBK, IJH, IJR | 13F-HR | 06 Feb 2019, 17:12 |
| Q3 2018 | 60 | $219,334,000 | +$5,844,206 | -$2,396,572 | +$3,447,634 | IVV, SCHB, VTIP, VBK, IJH | 13F-HR | 08 Nov 2018, 18:17 |
| Q2 2018 | 56 | $205,799,000 | +$10,635,961 | -$2,763,449 | +$7,872,512 | IVV, SCHB, VTIP, VBK, IJH | 13F-HR | 03 Aug 2018, 17:43 |
| Q1 2018 | 54 | $193,085,000 | +$7,015,658 | -$3,779,096 | +$3,236,562 | IVV, SCHB, VTIP, VBK, IJH | 13F-HR | 14 May 2018, 13:36 |
| Q4 2017 | 55 | $191,066,000 | +$12,266,140 | -$1,927,654 | +$10,338,486 | IVV, SCHB, VTIP, VBK, IJH | 13F-HR | 29 Jan 2018, 15:40 |
| Q3 2017 | 51 | $173,322,000 | +$4,084,976 | -$2,778,180 | +$1,306,796 | IVV, SCHB, VTIP, VBK, IJH | 13F-HR | 09 Nov 2017, 16:10 |
| Q2 2017 | 53 | $165,829,000 | +$25,773,864 | -$203,786 | +$25,570,078 | IVV, SCHB, VTIP, IJH, VBK | 13F-HR | 01 Aug 2017, 17:30 |
| Q1 2017 | 39 | $136,637,000 | +$9,262,769 | -$18,668,380 | -$9,405,611 | IVV, SCHB, IJH, VBK, IJR | 13F-HR | 15 May 2017, 12:44 |
| Q4 2016 | 42 | $146,271,000 | +$2,097,925 | -$2,322,321 | -$224,396 | IVV, VTIP, SCHB, IJH, VBK | 13F-HR | 08 Feb 2017, 08:22 |
| Q3 2016 | 44 | $142,565,000 | +$4,935,273 | -$2,389,845 | +$2,545,428 | IVV, VTIP, IJH, SCHB, VBK | 13F-HR | 10 Nov 2016, 15:23 |
| Q2 2016 | 42 | $134,733,000 | +$2,873,063 | -$7,510,785 | -$4,637,722 | IVV, IJH, VTIP, VBK, SCHB | 13F-HR | 27 Jul 2016, 14:30 |
| Q1 2016 | 44 | $136,623,000 | +$14,733,513 | -$7,820,009 | +$6,913,504 | IVV, IJH, VTIP, VBK, SCHB | 13F-HR | 09 May 2016, 12:35 |
| Q4 2015 | 45 | $128,523,000 | +$8,641,342 | -$4,593,145 | +$4,048,197 | IVV, VTIP, IJH, VBK, IJR | 13F-HR | 01 Feb 2016, 15:02 |
| Q3 2015 | 45 | $120,482,000 | +$6,105,001 | -$4,269,224 | +$1,835,777 | IVV, VTIP, IJH, VBK, IJR | 13F-HR | 03 Nov 2015, 14:35 |
| Q2 2015 | 43 | $128,244,000 | +$7,002,337 | -$2,491,276 | +$4,511,061 | IVV, IJH, VBK, VTIP, IJR | 13F-HR | 06 Aug 2015, 13:53 |
| Q1 2015 | 42 | $124,135,000 | +$7,315,783 | -$9,239,671 | -$1,923,888 | IVV, IJH, VBK, VTIP, IJR | 13F-HR | 14 May 2015, 11:16 |
| Q4 2014 | 40 | $123,502,000 | $0 | $0 | $0 | IVV, IJH, VBK, IJR, VTIP | 13F-HR | 13 Feb 2015, 07:46 |