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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, IYW, IYZ, EEM, and represent 48.22% of Summit Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: IYH (+$7.2M), LQD, HYG, IYW, EFA, IYE, XLK, IDU, QQQM, IVW.
Started 3 new stock positions in XLE, TSLA, IYH.
Reduced shares in these 8 stocks: IYF (-$6.9M), IVOV, AGG, TLT, SPYM, F, AAPL, SPGP.
Sold out of its positions in IYF, IVOV.
Summit Financial Consulting was a net buyer of stock by $13M.
Summit Financial Consulting has $138M in assets under management (AUM), dropping by 9.93%.
Central Index Key (CIK): 0002065794

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Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 43 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD)	15.8	$22M	+9%	198k	110.19	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	15.7	$22M	+8%	268k	80.63	View chart
Ishares Tr U.s. Tech Etf (IYW)	5.6	$7.8M	+11%	39k	199.68	View chart
Ishares Tr Us Telecom Etf (IYZ)	5.6	$7.7M	+8%	228k	33.90	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	5.5	$7.5M	+9%	137k	54.71	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	5.4	$7.5M	+9%	61k	123.26	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.4	$7.5M	+9%	30k	252.92	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	5.4	$7.4M	+8%	274k	26.91	View chart
Ishares Tr Msci Eafe Etf (EFA)	5.3	$7.3M	+11%	76k	96.03	View chart
Ishares Tr U.s. Energy Etf (IYE)	5.3	$7.3M	+11%	153k	47.53	View chart
Ishares Tr Us Hlthcare Etf (IYH)	5.2	$7.2M	NEW	110k	65.10	View chart
Ishares Tr U.s. Utilits Etf (IDU)	5.2	$7.1M	+10%	66k	108.36	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.3	$3.2M	+11%	54k	59.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$1.3M	+134%	9.1k	143.97	View chart
Microsoft Corporation (MSFT)	0.8	$1.1M	+2%	2.2k	483.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$1.1M	-6%	12k	87.16	View chart
Spdr Series Trust State Street Spd (SPYM)	0.8	$1.0M	-6%	13k	80.22	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.0M	-8%	10k	99.88	View chart
Apple (AAPL)	0.7	$916k	-2%	3.4k	271.87	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.6	$874k	+13%	36k	24.54	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.6	$848k	+11%	16k	52.41	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.6	$825k	+98%	19k	42.69	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.6	$807k	+15%	33k	24.87	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$736k	+15%	15k	50.43	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$562k		1.1k	502.65	View chart
Amazon (AMZN)	0.3	$481k	+99%	2.1k	230.82	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.3	$434k	+53%	4.5k	96.30	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$391k	+14%	6.9k	56.96	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.3	$388k	+11%	33k	11.74	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$380k		32k	12.02	View chart
Nuveen Municipal Credit Com Sh Ben Int (NZF)	0.3	$362k	+13%	29k	12.58	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.3	$359k	+65%	11k	32.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC)	0.3	$359k	+22%	12k	31.08	View chart
Costco Wholesale Corporation (COST)	0.3	$354k		410.00	862.34	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$322k	-5%	2.8k	113.86	View chart
Enterprise Products Partners (EPD)	0.2	$315k		9.8k	32.06	View chart
DTE Energy Company (DTE)	0.2	$303k		2.3k	128.96	View chart
Spdr Series Trust State Street Spd (BIL)	0.2	$291k	+17%	3.2k	91.38	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$282k	NEW	6.3k	44.71	View chart
Tesla Motors (TSLA)	0.2	$251k	NEW	558.00	449.72	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$249k	+6%	2.3k	107.11	View chart
Visa Com Cl A (V)	0.2	$217k		620.00	350.71	View chart
Ford Motor Company (F)	0.1	$174k	-18%	13k	13.12	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 Q4 filed Jan. 23, 2026
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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