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Summit Financial Consulting

Latest statistics and disclosures from Summit Financial Consulting's latest quarterly 13F-HR filing:

Top 5 stock holdings are LQD, HYG, IYF, IYW, IYZ, and represent 48.41% of Summit Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: LQD (+$20M), HYG (+$20M), IYW (+$6.8M), IVW (+$6.7M), QQQM (+$6.6M), SCHX (+$6.6M), EEM, EFA, IDU, IYE.
Started 7 new stock positions in QQQM, ITB, IYW, IVW, SCHX, SCHG, BIL.
Reduced shares in these 10 stocks: IEF (-$53M), IYC (-$5.8M), IYY, IVE, IYR, IYZ, BRK.B, SPGP, AGG, TLT.
Sold out of its positions in IVE, IEF, IYC, IYR, IYY.
Summit Financial Consulting was a net buyer of stock by $11M.
Summit Financial Consulting has $125M in assets under management (AUM), dropping by 12.59%.
Central Index Key (CIK): 0002065794

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Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 42 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD)	16.0	$20M	+4154%	180k	111.47	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	16.0	$20M	+4020%	247k	81.19	View chart
Ishares Tr U.s. Finls Etf (IYF)	5.5	$6.9M	+2%	55k	126.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	5.4	$6.8M	NEW	35k	195.86	View chart
Ishares Tr Us Telecom Etf (IYZ)	5.4	$6.8M	-5%	211k	32.26	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.4	$6.7M	NEW	56k	120.72	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	5.4	$6.7M	+168%	126k	53.40	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.3	$6.6M	NEW	27k	247.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.3	$6.6M	NEW	251k	26.34	View chart
Ishares Tr U.s. Utilits Etf (IDU)	5.2	$6.5M	+11%	59k	110.90	View chart
Ishares Tr U.s. Energy Etf (IYE)	5.2	$6.5M	+5%	137k	47.52	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.1	$6.4M	+164%	68k	93.37	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.2	$2.8M	+7%	49k	57.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$1.2M		13k	89.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.1M		11k	100.25	View chart
Microsoft Corporation (MSFT)	0.9	$1.1M		2.2k	517.90	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$1.1M	+19%	3.9k	281.86	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	0.9	$1.1M	+16%	14k	78.34	View chart
Apple (AAPL)	0.7	$879k	+2%	3.5k	254.61	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.7	$849k	+53%	9.7k	87.21	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.6	$775k	+12%	31k	24.67	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$760k	+9%	15k	52.28	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$696k	+6%	28k	24.77	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$641k	+6%	13k	50.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$562k	-4%	1.1k	502.74	View chart
Costco Wholesale Corporation (COST)	0.3	$378k	+32%	408.00	925.63	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$370k		32k	11.69	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$351k	+9%	6.0k	58.72	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$340k	-2%	3.0k	113.62	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.3	$335k	+8%	30k	11.28	View chart
DTE Energy Company (DTE)	0.3	$332k		2.3k	141.43	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.3	$319k	+7%	25k	12.56	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$314k	NEW	2.9k	107.25	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC)	0.2	$310k	+11%	9.4k	32.97	View chart
Vanguard Admiral Fds Midcp 400 Val (IVOV)	0.2	$309k		3.1k	100.77	View chart
Enterprise Products Partners (EPD)	0.2	$308k		9.8k	31.27	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.2	$248k	NEW	2.7k	91.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$233k	+11%	2.2k	106.49	View chart
Amazon (AMZN)	0.2	$229k	+4%	1.0k	219.57	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$212k	NEW	6.6k	31.91	View chart
Visa Com Cl A (V)	0.2	$212k		620.00	341.38	View chart
Ford Motor Company (F)	0.2	$194k	+6%	16k	11.96	View chart

Past Filings by Summit Financial Consulting

SEC 13F filings are viewable for Summit Financial Consulting going back to 2025

Summit Financial Consulting 2025 Q3 filed Oct. 15, 2025
Summit Financial Consulting 2025 Q2 filed July 9, 2025
Summit Financial Consulting 2025 Q1 filed April 29, 2025

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