Summit Financial Consulting LLC Top Holdings and 13F Report (2025) About Summit Financial Consulting LLCInvestment ActivitySummit Financial Consulting LLC has $111.28 million in total holdings as of June 30, 2025.Summit Financial Consulting LLC owns shares of 40 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 63.83% of the portfolio was purchased this quarter.About 62.86% of the portfolio was sold this quarter.This quarter, Summit Financial Consulting LLC has purchased 42 new stocks and bought additional shares in 15 stocks.Summit Financial Consulting LLC sold shares of 14 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $53,109,254iShares U.S. Telecommunications ETF $6,645,913iShares U.S. Financials ETF $6,463,891iShares U.S. Energy ETF $5,874,847iShares U.S. Consumer Discretionary ETF $5,806,322 Largest New Holdings this Quarter 464287697 - iShares U.S. Utilities ETF $5,535,204 Holding464287846 - iShares Dow Jones U.S. ETF $2,463,621 Holding464287465 - iShares MSCI EAFE ETF $2,305,904 Holding464287234 - iShares MSCI Emerging Markets ETF $2,259,513 Holding464287408 - iShares S&P 500 Value ETF $2,142,194 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 548,491 shares (about $52.53M)iShares U.S. Utilities ETF 52,933 shares (about $5.54M)iShares Dow Jones U.S. ETF 16,329 shares (about $2.46M)iShares MSCI EAFE ETF 25,796 shares (about $2.31M)iShares MSCI Emerging Markets ETF 46,839 shares (about $2.26M) Largest Sales this Quarter iShares iBoxx $ High Yield Corporate Bond ETF 224,178 shares (about $18.08M)iShares iBoxx $ Investment Grade Corporate Bond ETF 164,875 shares (about $18.07M)SPDR Portfolio S&P 500 ETF 4,302 shares (about $312.73K)Technology Select Sector SPDR Fund 1,026 shares (about $259.81K)iShares U.S. Consumer Discretionary ETF 2,065 shares (about $205.76K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSummit Financial Consulting LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIEFiShares 7-10 Year Treasury Bond ETF$53,109,254$52,528,984 ▲9,052.5%554,55047.7%ETFIYZiShares U.S. Telecommunications ETF$6,645,913$6,611 ▼-0.1%223,1676.0%ETFIYFiShares U.S. Financials ETF$6,463,891$55,776 ▲0.9%53,4255.8%ETFIYEiShares U.S. Energy ETF$5,874,847$778,055 ▲15.3%129,9175.3%ETFIYCiShares U.S. Consumer Discretionary ETF$5,806,322$205,757 ▼-3.4%58,2735.2%ETFIDUiShares U.S. Utilities ETF$5,535,204$5,535,204 ▲New Holding52,9335.0%ETFIYYiShares Dow Jones U.S. ETF$2,463,621$2,463,621 ▲New Holding16,3292.2%ETFXLGInvesco S&P 500 Top 50 ETF$2,362,631$222,571 ▲10.4%45,3482.1%ETFEFAiShares MSCI EAFE ETF$2,305,904$2,305,904 ▲New Holding25,7962.1%FinanceEEMiShares MSCI Emerging Markets ETF$2,259,513$2,259,513 ▲New Holding46,8392.0%FinanceIVEiShares S&P 500 Value ETF$2,142,194$2,142,194 ▲New Holding10,9621.9%ETFIYRiShares U.S. Real Estate ETF$2,073,662$2,073,662 ▲New Holding21,8811.9%ETFTLTiShares 20+ Year Treasury Bond ETF$1,147,748$29,298 ▲2.6%13,0061.0%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,127,437$32,836 ▲3.0%11,3651.0%FinanceMSFTMicrosoft$1,073,346$40,785 ▼-3.7%2,1581.0%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$866,282$312,725 ▼-26.5%11,9170.8%ETFXLKTechnology Select Sector SPDR Fund$817,426$259,814 ▼-24.1%3,2280.7%ETFAAPLApple$690,064$95,415 ▼-12.1%3,3630.6%Computer and TechnologyMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$683,396$67,795 ▲11.0%13,3060.6%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$670,808$69,163 ▲11.5%27,9620.6%ETFFLMIFranklin Dynamic Municipal Bond ETF$642,575$61,960 ▲10.7%26,4870.6%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$597,926$51,023 ▲9.3%11,9180.5%ETFBRK.BBerkshire Hathaway$567,3790.0%1,1680.5%FinanceXLUUtilities Select Sector SPDR Fund$516,418$114,079 ▼-18.1%6,3240.5%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$483,335$18,079,939 ▼-97.4%5,9930.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$464,198$18,071,935 ▼-97.5%4,2350.4%FinanceNADNuveen Quality Municipal Income Fund$356,8200.0%31,6050.3%Financial ServicesSPGPInvesco S&P 500 GARP ETF$329,980$2,046 ▼-0.6%3,0640.3%ETFDTEDTE Energy$310,100$14,174 ▼-4.4%2,3410.3%UtilitiesUSRTiShares Core U.S. REIT ETF$309,100$34,049 ▲12.4%5,4650.3%ETFEPDEnterprise Products Partners$304,9210.0%9,8330.3%EnergyCOSTCostco Wholesale$304,902$98,004 ▼-24.3%3080.3%Retail/WholesaleMIYBlackRock MuniYield Michigan Quality Fund$302,982$29,179 ▲10.7%27,4440.3%FinanceIVOVVanguard S&P Mid-Cap 400 Value ETF$293,761$3,437 ▼-1.2%3,0770.3%ETFNZFNuveen Municipal Credit Income Fund$281,264$32,840 ▲13.2%23,5960.3%Financial ServicesPSCCInvesco S&P SmallCap Consumer Staples ETF$279,100$34,347 ▲14.0%8,3940.3%ETFVVisa$220,1310.0%6200.2%Business ServicesAMZNAmazon.com$220,048$220,048 ▲New Holding1,0030.2%Retail/WholesaleMUBiShares National Muni Bond ETF$205,512$209 ▼-0.1%1,9670.2%ETFFFord Motor$165,352$2,051 ▲1.3%15,2400.1%Auto/Tires/TrucksIVWiShares S&P 500 Growth ETF$0$5,591,691 ▼-100.0%00.0%ETFSCHXSchwab US Large-Cap ETF$0$5,547,100 ▼-100.0%00.0%ETFIJJiShares S&P Mid-Cap 400 Value ETF$0$5,296,616 ▼-100.0%00.0%ETFIYWiShares U.S. Technology ETF$0$5,162,721 ▼-100.0%00.0%ManufacturingQQQMInvesco NASDAQ 100 ETF$0$5,082,410 ▼-100.0%00.0%ETFIJSiShares S&P Small-Cap 600 Value ETF$0$5,030,845 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$353,895 ▼-100.0%00.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$0$324,374 ▼-100.0%00.0%ETFSMHVanEck Semiconductor ETF$0$255,879 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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