Summit Financial Consulting

Summit Financial Consulting as of June 30, 2026

Portfolio Holdings for Summit Financial Consulting

Summit Financial Consulting holds 49 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Iboxx Hi Yd Etf (HYG) 14.8 $22M 272k 79.97
Ishares Tr Iboxx Inv Cp Etf (LQD) 14.8 $22M 200k 109.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 10.0 $15M 503k 29.43
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 5.6 $8.3M 69k 121.42
Ishares Tr Msci Emg Mkt Etf (EEM) 5.5 $8.1M 118k 68.41
Ishares Tr U.s. Tech Etf (IYW) 5.4 $8.0M 32k 252.23
Ishares Tr Us Telecom Etf (IYZ) 5.2 $7.7M 183k 42.31
Ishares Tr U.s. Bas Mtl Etf (IYM) 5.2 $7.6M 43k 179.53
Ishares Tr U.s. Energy Etf (IYE) 5.0 $7.4M 131k 56.59
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.7 $6.9M 23k 302.97
Ishares Tr S&p 500 Grwt Etf (IVW) 3.3 $4.9M 36k 137.53
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 2.7 $4.0M 65k 61.23
Ishares Tr Sp Smcp600vl Etf (IJS) 2.2 $3.3M 24k 136.68
Ishares Tr S&p Mc 400gr Etf (IJK) 2.2 $3.2M 27k 117.50
Select Sector Spdr Tr State Street Uti (XLU) 1.1 $1.6M 35k 45.34
Select Sector Spdr Tr State Street Tec (XLK) 1.0 $1.5M 7.9k 190.52
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.7 $1.1M 13k 86.42
Ishares Tr Core Us Aggbd Et (AGG) 0.7 $1.1M 11k 98.98
Dbx Etf Tr Xtrack Mun Infra (RVNU) 0.7 $1.1M 42k 25.31
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.7 $988k 19k 52.60
Franklin Templeton Etf Tr Franklin Dyn Mun (FLMI) 0.7 $960k 38k 25.17
Apple (AAPL) 0.6 $823k 2.8k 289.34
Microsoft Corporation (MSFT) 0.6 $819k 2.2k 372.95
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.5 $798k 16k 50.50
Spdr Series Trust State Street Spd (SPYM) 0.5 $732k 8.3k 87.88
Ishares Tr Cre U S Reit Etf (USRT) 0.4 $555k 8.4k 66.45
Amazon (AMZN) 0.4 $527k 2.2k 238.39
Nuveen Mun Cr Income Com Sh Ben Int (NZF) 0.4 $523k 41k 12.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $509k 1.0k 500.39
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.3 $486k 40k 12.27
Costco Wholesale Corporation (COST) 0.3 $407k 435.00 935.47
Vanguard World Inf Tech Etf (VGT) 0.3 $394k 3.3k 119.53
Advanced Micro Devices (AMD) 0.3 $391k 672.00 581.23
Nuveen Div. Advantage Muni. Fund (NAD) 0.3 $383k 32k 12.12
DTE Energy Company (DTE) 0.3 $371k 2.4k 152.35
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $367k 11k 33.84
Enterprise Products Partners (EPD) 0.2 $362k 9.8k 36.76
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.2 $327k 2.7k 122.30
Tortoise Capital Series Trus Ai Infrastructur (TCAI) 0.2 $299k 5.3k 55.92
NVIDIA Corporation (NVDA) 0.2 $277k 1.4k 200.10
Tesla Motors (TSLA) 0.2 $276k 657.00 420.69
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $274k 5.2k 53.11
Caterpillar (CAT) 0.2 $240k 225.00 1065.64
Visa Com Cl A (V) 0.2 $227k 662.00 343.09
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $226k 5.1k 44.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $219k 298.00 736.40
Ishares Tr National Mun Etf (MUB) 0.1 $215k 2.0k 107.62
Ford Motor Company (F) 0.1 $186k 13k 13.90
Putnam Etf Trust Franklin Muni (FTMU) 0.1 $110k 14k 7.93