Summit Financial Strategies, Inc. Purchases in Q3 2025

Summit Financial Strategies, Inc.

  • $1.08 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
4.95K
+ 3.61%
$620.67 - $670.08 $3.07M - $3.31M
142K $95.1M
JCPB
J P Morgan Exchange Traded Fd

ETFs
131K
+ 6.09%
$46.37 - $47.77 $6.07M - $6.25M
2.28M $108M
DFIC
Dimensional ETF Tr Dimensional

ETFs
2.64K
+ 0.07%
$30.76 - $33.01 $81.1K - $87K
3.85M $126M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
65K
+ 9.43%
$62.09 - $66.51 $4.03M - $4.32M
754K $49.2M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.1K
+ 6.7%
$108.46 - $120.63 $1.75M - $1.95M
257K $30.6M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
57K
+ 2.93%
$45.26 - $46.63 $2.58M - $2.66M
2.01M $92.7M
VBK
Vanguard Small Cap Growth ETF

ETFs
551
+ 0.39%
$276.51 - $305.12 $152K - $168K
140K $41.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
16.1K
+ 4.32%
$53.36 - $59.69 $857K - $959K
388K $22.6M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
40.1K
+ 50.2%
$49.09 - $50.58 $1.97M - $2.03M
120K $6.05M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
295
+ 2.08%
$567.77 - $614.76 $167K - $181K
14.5K $8.86M
MSFT
Microsoft Corp

Technology
82
+ 0.38%
$491.09 - $535.64 $40.3K - $43.9K
21.4K $11.1M
GOOGL
Alphabet Inc.

Communication Services
54
+ 0.78%
$174.36 - $254.72 $9.42K - $13.8K
6.98K $1.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
22
+ 0.08%
$459.11 - $506.91 $10.1K - $11.2K
26.4K $13.3M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
8.85K
+ 15.15%
$50.53 - $50.82 $447K - $450K
67.2K $3.41M
GOOG
Alphabet Inc.

Communication Services
729
+ 22.0%
$175.16 - $255.24 $128K - $186K
4.04K $984K
NVDA
Nvidia Corp

Technology
226
+ 1.94%
$153.3 - $186.58 $34.6K - $42.2K
11.9K $2.21M
EFG
Msci Eafe Growth ETF

ETFs
3.27K
New
$106.99 - $114.46 $350K - $374K
3.27K $372K
SCHX
Schwab Strategic Tr Us Large C

ETFs
65
+ 0.04%
$24.46 - $26.5 $1.59K - $1.72K
158K $4.17M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.98K
+ 46.11%
$72.65 - $78.68 $217K - $235K
9.45K $740K
SPY
Spdr S&P 500 ETF Trust

ETFs
6
+ 0.11%
$617.65 - $666.84 $3.71K - $4K
5.23K $3.49M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
4.86K
+ 19.98%
$50.09 - $50.73 $243K - $247K
29.2K $1.48M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
875
New
$224.68 - $282.71 $197K - $247K
875 $244K
GE
General Electric CO

Industrials
757
New
$244.75 - $305.63 $185K - $231K
757 $227K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
1.32K
New
$148.97 - $165.88 $197K - $219K
1.32K $217K
ETR
Entergy Corp

Utilities
2.26K
New
$80.93 - $93.55 $183K - $211K
2.26K $210K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.3K
New
$29.55 - $32.52 $186K - $205K
6.3K $201K
PLTR
Palantir Technologies Inc.

Technology
426
+ 22.78%
$130.68 - $186.97 $55.7K - $79.6K
2.3K $418K
VO
Vanguard Mid Cap ETF

ETFs
99
+ 1.04%
$279.83 - $293.74 $27.7K - $29.1K
9.66K $2.84M
VTI
Vanguard Total Stock Market Et

ETFs
128
+ 2.65%
$303.93 - $329.86 $38.9K - $42.2K
4.96K $1.63M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
271
+ 2.77%
$133.48 - $144.38 $36.2K - $39.1K
10.1K $1.44M
QQQ
Invesco Qqq Trust, Series 1

ETFs
77
+ 7.04%
$546.99 - $602.2 $42.1K - $46.4K
1.17K $703K
IWD
Ishares Russell 1000 Val ETF

ETFs
38
+ 0.39%
$192.76 - $203.86 $7.32K - $7.75K
9.71K $1.98M
VTV
Vanguard Value ETF

ETFs
2
+ 0.02%
$175.51 - $186.57 $351 - $373
8.36K $1.56M
VOE
Vanguard Mid Cap Value Index F

ETFs
50
+ 1.04%
$164.63 - $174.58 $8.23K - $8.73K
4.86K $847K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
1K
+ 11.19%
$50.85 - $51.35 $50.9K - $51.4K
9.94K $509K
PULS
Pgim ETF Tr

ETFs
994
+ 8.5%
$49.58 - $49.83 $49.3K - $49.5K
12.7K $632K
HBAN
Huntington Bancshares Inc

Financial Services
1.61K
+ 4.41%
$15.87 - $17.88 $25.6K - $28.8K
38.2K $658K
SCHP
Schwab Strategic Us Tips ETF

ETFs
145
+ 0.13%
$26.44 - $27.1 $3.83K - $3.93K
110K $2.96M
DGRO
Ishares Core Dividend Growth E

ETFs
25
+ 0.33%
$64.12 - $68.08 $1.6K - $1.7K
7.72K $525K
XLE
Energy Sector Spdr

ETFs
65
+ 2.11%
$84.25 - $91.99 $5.48K - $5.98K
3.15K $281K
COST
Costco Wholesale Corp

Consumer Defensive
37
+ 10.34%
$915.95 - $994.57 $33.9K - $36.8K
395 $365K
XLF
Financial Sector Spdr

ETFs
28
+ 0.49%
$51.37 - $54.25 $1.44K - $1.52K
5.7K $307K
TIP
Ishares Tr Tips Bd ETF

ETFs
71
+ 3.73%
$109.11 - $111.88 $7.75K - $7.94K
1.97K $219K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
97
+ 1.47%
$49.78 - $50.75 $4.83K - $4.92K
6.7K $339K
JBBB
Janus Detroit Str Tr Henderson

ETFs
121
+ 1.02%
$48.04 - $48.61 $5.81K - $5.88K
12K $576K
MPX
Marine Products Corp

Consumer Cyclical
6
+ 0.05%
$8.31 - $9.43 $49.9 - $56.6
11.3K $99K
Dimensional ETF Trust
38.2K
+ 4.6%
N/A
869K $0
Dimensional ETF Trust
93.9K
+ 4.91%
N/A
2.01M $0
FNGR
Finger Motion, Inc.

Communication Services
700
+ 4.83%
$1.38 - $2.09 $966 - $1.46K
15.2K $23K
Activity Summary
Buys All Purchases 52 New Holdings 6 Increased Positions 46 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 0
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