Summit Financial Consulting

Summit Financial Consulting as of Sept. 30, 2025

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