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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, SCHX, IYZ, EEM, and represent 56.64% of Summit Financial Consulting's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$11M), IJS (+$7.5M), VTWO (+$7.3M), IYJ (+$7.0M), IYM, HYG, LQD, XLG, XLU, NVDA.
Started 5 new stock positions in IYJ, NVDA, VTWO, IJS, IYM.
Reduced shares in these 10 stocks: EFA (-$7.3M), IYE (-$7.3M), IYH (-$7.2M), IDU (-$7.1M), IYW (-$6.7M), PSCC, BIL, , IYZ, EEM.
Sold out of its positions in PSCC, EFA, IDU, IYH, IYE, BIL, XLE.
Summit Financial Consulting was a net buyer of stock by $3.9M.
Summit Financial Consulting has $140M in assets under management (AUM), dropping by 1.44%.
Central Index Key (CIK): 0002065794

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Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 41 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Iboxx Inv Cp Etf (LQD)	15.9	$22M	+3%	204k	108.99	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	15.9	$22M	+4%	279k	79.56	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	13.1	$18M	+160%	713k	25.64	View chart
Ishares Tr Us Telecom Etf (IYZ)	6.3	$8.7M	-2%	223k	39.32	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	5.4	$7.6M	-2%	134k	56.79	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	5.4	$7.5M	NEW	64k	118.45	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	5.2	$7.3M	NEW	73k	100.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.0	$7.0M		30k	237.62	View chart
Ishares Tr Us Industrials (IYJ)	5.0	$7.0M	NEW	47k	147.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	4.9	$6.9M		61k	113.11	View chart
Ishares Tr U.s. Bas Mtl Etf (IYM)	2.7	$3.8M	NEW	22k	175.92	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	2.5	$3.5M	+17%	63k	54.55	View chart
Select Sector Spdr Tr State Street Uti (XLU)	1.0	$1.3M	+51%	29k	45.89	View chart
Select Sector Spdr Tr State Street Tec (XLK)	1.0	$1.3M	+11%	10k	132.90	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$1.1M	+3%	13k	86.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.1M	+4%	11k	99.27	View chart
Spdr Series Trust State Street Spd (SPYM)	0.7	$1.0M		13k	76.54	View chart
Dbx Etf Tr Xtrack Mun Infra (RVNU)	0.7	$986k	+12%	40k	24.64	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.7	$956k	+13%	18k	52.19	View chart
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI)	0.7	$927k	+15%	37k	24.79	View chart
Apple (AAPL)	0.6	$813k	-4%	3.2k	253.83	View chart
Microsoft Corporation (MSFT)	0.6	$808k		2.2k	370.10	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.6	$770k	+4%	15k	50.45	View chart
Ishares Tr Us Home Cons Etf (ITB)	0.4	$589k	+44%	6.5k	90.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$512k	-4%	1.1k	479.20	View chart
Nuveen Mun Cr Income Com Sh Ben Int (NZF)	0.3	$486k	+38%	40k	12.18	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.3	$480k	+18%	8.1k	59.19	View chart
Amazon (AMZN)	0.3	$462k	+6%	2.2k	208.27	View chart
BlackRock MuniYield Michigan Insured Fnd (MIY)	0.3	$459k	+16%	39k	11.88	View chart
Costco Wholesale Corporation (COST)	0.3	$433k	+6%	435.00	996.43	View chart
Enterprise Products Partners (EPD)	0.3	$372k		9.8k	37.84	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.3	$364k		32k	11.50	View chart
DTE Energy Company (DTE)	0.3	$356k	+3%	2.4k	146.21	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$327k	-95%	1.8k	181.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$322k		11k	29.13	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$303k		2.8k	107.62	View chart
NVIDIA Corporation (NVDA)	0.2	$242k	NEW	1.4k	174.40	View chart
Tesla Motors (TSLA)	0.2	$240k	+15%	646.00	371.75	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$219k	-10%	2.1k	106.15	View chart
Visa Com Cl A (V)	0.1	$200k	+6%	662.00	302.24	View chart
Ford Motor Company (F)	0.1	$154k		13k	11.54	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 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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