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Luke Salcone

Summit Financial Strategies, Inc.

Assets Managed
$1.269B
Holdings
169
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
4.29%(2Q avg: 4.3%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Financial Strategies, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 169 positions.

Assets under management

The assets under management (AUM) of Summit Financial Strategies, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.269B in assets, with a quarterly growth rate of 4.29% and a 2-quarter average growth rate of 4.3%. The portfolio is managed by Luke Salcone, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFIC
Dimensional International Co
Recent Activity
Increased 0.33%
10.89%
$138.121M
3.887M shares@ $35.53 avg price
JCPB
Jpmorgan Core Plus Bond Etf
Recent Activity
Increased 7.71%
9.8%
$124.261M
2.639M shares@ $47.09 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 13.48%
8.64%
$109.514M
167,655 shares@ $653.21 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 6.5%
8.01%
$101.579M
2.227M shares@ $45.62 avg price
DFLV
Dim Us Large Cap Value Etf
Recent Activity
Increased 9.41%
6.78%
$85.999M
2.408M shares@ $35.72 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -16.05%
5.29%
$67.07M
2.672M shares@ $25.1 avg price
AVEM
Avantis Emerging Markets Eq
Recent Activity
Decreased -3.16%
5.27%
$66.828M
829,341 shares@ $80.59 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 15.17%
5.18%
$65.654M
972,216 shares@ $67.53 avg price
PKG
Packaging Corp Of America
Recent Activity
Increased 0.99%
4.11%
$52.133M
245,657 shares@ $212.23 avg price
VBK
Vanguard Small-cap Grwth Etf
Recent Activity
Increased 0.07%
3.3%
$41.821M
138,366 shares@ $302.26 avg price

1-10 of 169