Summit Financial Consulting

Summit Financial Consulting as of Dec. 31, 2025

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