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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 HYG, LQD, SCHX, VTWO, EEM, and represent 50.72% of Summit Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: IYW (+$7.6M), IYE (+$7.4M), IYM, IJK, VGT, AMD, TCAI, XLE, XLU, CAT.
Started 10 new stock positions in XLE, TCAI, VGT, AMD, CAT, QQQ, FTMU, IYE, IJK, DFAC.
Reduced shares in these 10 stocks: IYJ (-$7.0M), SCHX (-$6.2M), IJS (-$5.4M), IVW, QQQM, IYZ, EEM, ITB, HYG, VTWO.
Sold out of its positions in IYJ, ITB.
Summit Financial Consulting was a net seller of stock by $-5.4M.
Summit Financial Consulting has $147M in assets under management (AUM), dropping by 5.52%.
Central Index Key (CIK): 0002065794

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Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG)	14.8	$22M	-2%	272k	79.97	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	14.8	$22M	-2%	200k	109.07	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	10.0	$15M	-29%	503k	29.43	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	5.6	$8.3M	-6%	69k	121.42	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	5.5	$8.1M	-11%	118k	68.41	View chart
Ishares Tr U.s. Tech Etf (IYW)	5.4	$8.0M	+1666%	32k	252.23	View chart
Ishares Tr Us Telecom Etf (IYZ)	5.2	$7.7M	-17%	183k	42.31	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	5.2	$7.6M	+96%	43k	179.53	View chart
Ishares Tr U.s. Energy Etf (IYE)	5.0	$7.4M	NEW	131k	56.59	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.7	$6.9M	-22%	23k	302.97	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	3.3	$4.9M	-41%	36k	137.53	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.7	$4.0M	+2%	65k	61.23	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	2.2	$3.3M	-62%	24k	136.68	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	2.2	$3.2M	NEW	27k	117.50	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.1	$1.6M	+18%	35k	45.34	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.0	$1.5M	-21%	7.9k	190.52	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.7	$1.1M		13k	86.42	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.7	$1.1M	+2%	11k	98.98	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.7	$1.1M	+4%	42k	25.31	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$988k	+2%	19k	52.60	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$960k	+2%	38k	25.17	View chart
Apple (AAPL)	0.6	$823k	-11%	2.8k	289.34	View chart
Microsoft Corporation (MSFT)	0.6	$819k		2.2k	372.95	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.5	$798k	+3%	16k	50.50	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$732k	-36%	8.3k	87.88	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.4	$555k	+3%	8.4k	66.45	View chart
Amazon (AMZN)	0.4	$527k		2.2k	238.39	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.4	$523k	+3%	41k	12.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$509k	-4%	1.0k	500.39	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.3	$486k	+2%	40k	12.27	View chart
Costco Wholesale Corporation (COST)	0.3	$407k		435.00	935.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$394k	NEW	3.3k	119.53	View chart
Advanced Micro Devices (AMD)	0.3	$391k	NEW	672.00	581.23	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$383k		32k	12.12	View chart
DTE Energy Company (DTE)	0.3	$371k		2.4k	152.35	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$367k		11k	33.84	View chart
Enterprise Products Partners (EPD)	0.2	$362k		9.8k	36.76	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$327k	-4%	2.7k	122.30	View chart
Tortoise Capital Series Trus Ai Infrastructur (TCAI)	0.2	$299k	NEW	5.3k	55.92	View chart
NVIDIA Corporation (NVDA)	0.2	$277k		1.4k	200.10	View chart
Tesla Motors (TSLA)	0.2	$276k		657.00	420.69	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$274k	NEW	5.2k	53.11	View chart
Caterpillar (CAT)	0.2	$240k	NEW	225.00	1065.64	View chart
Visa Com Cl A (V)	0.2	$227k		662.00	343.09	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.2	$226k	NEW	5.1k	44.36	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$219k	NEW	298.00	736.40	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$215k	-3%	2.0k	107.62	View chart
Ford Motor Company (F)	0.1	$186k		13k	13.90	View chart
Putnam Etf Trust Franklin Muni (FTMU)	0.1	$110k	NEW	14k	7.93	View chart

Past Filings by Summit Financial Consulting

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

Summit Financial Consulting 2026 Q2 filed Aug. 7, 2026
Summit Financial Consulting 2026 Q1 filed April 10, 2026
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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