Summit Financial Consulting LLC Top Holdings and 13F Report (2025) About Summit Financial Consulting LLCInvestment ActivitySummit Financial Consulting LLC has $125.28 million in total holdings as of September 30, 2025.Summit Financial Consulting LLC owns shares of 42 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 61.75% of the portfolio was purchased this quarter.About 52.71% of the portfolio was sold this quarter.This quarter, Summit Financial Consulting LLC has purchased 40 new stocks and bought additional shares in 25 stocks.Summit Financial Consulting LLC sold shares of 7 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $20,082,212iShares iBoxx $ High Yield Corporate Bond ETF $20,050,033iShares U.S. Financials ETF $6,902,640iShares U.S. Technology ETF $6,819,845iShares U.S. Telecommunications ETF $6,798,666 Largest New Holdings this Quarter 464287721 - iShares U.S. Technology ETF $6,819,845 Holding464287309 - iShares S&P 500 Growth ETF $6,706,237 Holding46138G649 - Invesco NASDAQ 100 ETF $6,633,936 Holding808524201 - Schwab US Large-Cap ETF $6,618,030 Holding464288752 - iShares U.S. Home Construction ETF $314,350 Holding Largest Purchases this Quarter iShares iBoxx $ Investment Grade Corporate Bond ETF 175,923 shares (about $19.61M)iShares iBoxx $ High Yield Corporate Bond ETF 240,959 shares (about $19.56M)iShares U.S. Technology ETF 34,820 shares (about $6.82M)iShares S&P 500 Growth ETF 55,552 shares (about $6.71M)Invesco NASDAQ 100 ETF 26,845 shares (about $6.63M) Largest Sales this Quarter iShares U.S. Telecommunications ETF 12,421 shares (about $400.70K)Berkshire Hathaway 50 shares (about $25.14K)Invesco S&P 500 GARP ETF 68 shares (about $7.73K)iShares Core U.S. Aggregate Bond ETF 52 shares (about $5.21K)iShares 20+ Year Treasury Bond ETF 56 shares (about $5.00K) 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 PortfolioSectorLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$20,082,212$19,610,137 ▲4,154.0%180,15816.0%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$20,050,033$19,563,461 ▲4,020.7%246,95216.0%ETFIYFiShares U.S. Financials ETF$6,902,640$136,898 ▲2.0%54,5065.5%ETFIYWiShares U.S. Technology ETF$6,819,845$6,819,845 ▲New Holding34,8205.4%ManufacturingIYZiShares U.S. Telecommunications ETF$6,798,666$400,701 ▼-5.6%210,7465.4%ETFIVWiShares S&P 500 Growth ETF$6,706,237$6,706,237 ▲New Holding55,5525.4%ETFEEMiShares MSCI Emerging Markets ETF$6,703,729$4,202,526 ▲168.0%125,5385.4%FinanceQQQMInvesco NASDAQ 100 ETF$6,633,936$6,633,936 ▲New Holding26,8455.3%ETFSCHXSchwab US Large-Cap ETF$6,618,030$6,618,030 ▲New Holding251,2545.3%ETFIDUiShares U.S. Utilities ETF$6,546,760$676,490 ▲11.5%59,0335.2%ETFIYEiShares U.S. Energy ETF$6,529,676$356,020 ▲5.8%137,4095.2%ETFEFAiShares MSCI EAFE ETF$6,363,352$3,954,780 ▲164.2%68,1525.1%FinanceXLGInvesco S&P 500 Top 50 ETF$2,791,043$182,626 ▲7.0%48,5232.2%ETFTLTiShares 20+ Year Treasury Bond ETF$1,157,322$5,005 ▼-0.4%12,9500.9%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,134,160$5,213 ▼-0.5%11,3130.9%FinanceMSFTMicrosoft$1,117,109$518 ▼0.0%2,1570.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$1,090,234$180,390 ▲19.8%3,8680.9%ETFSPLGSPDR Portfolio S&P 500 ETF$1,085,381$151,820 ▲16.3%13,8550.9%ETFAAPLApple$879,181$22,915 ▲2.7%3,4530.7%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$848,553$297,037 ▲53.9%9,7300.7%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$775,255$85,432 ▲12.4%31,4250.6%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$759,628$63,991 ▲9.2%14,5300.6%ETFFLMIFranklin Dynamic Municipal Bond ETF$695,566$39,483 ▲6.0%28,0810.6%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$640,823$38,130 ▲6.3%12,6720.5%ETFBRK.BBerkshire Hathaway$562,063$25,137 ▼-4.3%1,1180.4%FinanceCOSTCostco Wholesale$377,657$92,563 ▲32.5%4080.3%Retail/WholesaleNADNuveen Quality Municipal Income Fund$369,4620.0%31,6050.3%Financial ServicesUSRTiShares Core U.S. REIT ETF$350,793$29,888 ▲9.3%5,9740.3%ETFSPGPInvesco S&P 500 GARP ETF$340,398$7,726 ▼-2.2%2,9960.3%ETFMIYBlackRock MuniYield Michigan Quality Fund$334,621$25,053 ▲8.1%29,6650.3%FinanceDTEDTE Energy$331,507$424 ▲0.1%2,3440.3%UtilitiesNZFNuveen Municipal Credit Income Fund$318,660$22,294 ▲7.5%25,3710.3%Financial ServicesITBiShares U.S. Home Construction ETF$314,350$314,350 ▲New Holding2,9310.3%ETFPSCCInvesco S&P SmallCap Consumer Staples ETF$309,492$32,769 ▲11.8%9,3880.2%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$309,364$705 ▼-0.2%3,0700.2%ETFEPDEnterprise Products Partners$307,4780.0%9,8330.2%EnergyBILSPDR Bloomberg 1-3 Month T-Bill ETF$247,542$247,542 ▲New Holding2,6980.2%ETFMUBiShares National Muni Bond ETF$232,574$23,108 ▲11.0%2,1840.2%ETFAMZNAmazon.com$229,231$9,002 ▲4.1%1,0440.2%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$211,946$211,946 ▲New Holding6,6420.2%ETFVVisa$211,6560.0%6200.2%Business ServicesFFord Motor$193,692$11,422 ▲6.3%16,1950.2%Auto/Tires/TrucksIEFiShares 7-10 Year Treasury Bond ETF$0$53,109,254 ▼-100.0%00.0%ETFIYCiShares U.S. Consumer Discretionary ETF$0$5,806,322 ▼-100.0%00.0%ETFIYYiShares Dow Jones U.S. ETF$0$2,463,621 ▼-100.0%00.0%ETFIVEiShares S&P 500 Value ETF$0$2,142,194 ▼-100.0%00.0%ETFIYRiShares U.S. Real Estate ETF$0$2,073,662 ▼-100.0%00.0%ETFShowing 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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