Summit Financial Consulting

Summit Financial Consulting as of March 31, 2026

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