Summit Financial Consulting

Summit Financial Consulting as of June 30, 2025

Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 40 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr 7-10 Yr Trsy Bd (IEF) 47.7 $53M 555k 95.77
Ishares Tr Us Telecom Etf (IYZ) 6.0 $6.6M 223k 29.78
Ishares Tr U.s. Finls Etf (IYF) 5.8 $6.5M 53k 120.99
Ishares Tr U.s. Energy Etf (IYE) 5.3 $5.9M 130k 45.22
Ishares Tr Us Consum Discre (IYC) 5.2 $5.8M 58k 99.64
Ishares Tr U.s. Utilits Etf (IDU) 5.0 $5.5M 53k 104.57
Ishares Tr Dow Jones Us Etf (IYY) 2.2 $2.5M 16k 150.87
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.1 $2.4M 45k 52.10
Ishares Tr Msci Eafe Etf (EFA) 2.1 $2.3M 26k 89.39
Ishares Tr Msci Emg Mkt Etf (EEM) 2.0 $2.3M 47k 48.24
Ishares Tr S&p 500 Val Etf (IVE) 1.9 $2.1M 11k 195.42
Ishares Tr U.s. Real Es Etf (IYR) 1.9 $2.1M 22k 94.77
Ishares Tr 20 Yr Tr Bd Etf (TLT) 1.0 $1.1M 13k 88.25
Ishares Tr Core Us Aggbd Et (AGG) 1.0 $1.1M 11k 99.20
Microsoft Corporation (MSFT) 1.0 $1.1M 2.2k 497.38
Spdr Ser Tr Portfolio S&p500 (SPLG) 0.8 $866k 12k 72.69
Select Sector Spdr Tr Technology (XLK) 0.7 $817k 3.2k 253.23
Apple (AAPL) 0.6 $690k 3.4k 205.19
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.6 $683k 13k 51.36
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.6 $671k 28k 23.99
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.6 $643k 27k 24.26
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $598k 12k 50.17
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $567k 1.2k 485.77
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.5 $516k 6.3k 81.66
Ishares Tr Iboxx Hi Yd Etf (HYG) 0.4 $483k 6.0k 80.65
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.4 $464k 4.2k 109.61
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $357k 32k 11.29
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $330k 3.1k 107.70
DTE Energy Company (DTE) 0.3 $310k 2.3k 132.46
Ishares Tr Cre U S Reit Etf (USRT) 0.3 $309k 5.5k 56.56
Enterprise Products Partners (EPD) 0.3 $305k 9.8k 31.01
Costco Wholesale Corporation (COST) 0.3 $305k 308.00 989.94
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.3 $303k 27k 11.04
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.3 $294k 3.1k 95.47
Nuveen Municipal Credit Com Sh Ben Int (NZF) 0.3 $281k 24k 11.92
Invesco Exch Traded Fd Tr Ii S&p Smlcp Stap (PSCC) 0.3 $279k 8.4k 33.25
Visa Com Cl A (V) 0.2 $220k 620.00 355.05
Amazon (AMZN) 0.2 $220k 1.0k 219.39
Ishares Tr National Mun Etf (MUB) 0.2 $206k 2.0k 104.48
Ford Motor Company (F) 0.1 $165k 15k 10.85