Summit Financial Consulting LLC Top Holdings and 13F Report (2026) About Summit Financial Consulting LLCInvestment ActivitySummit Financial Consulting LLC has $147.41 million in total holdings as of June 30, 2026.Summit Financial Consulting LLC owns shares of 49 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 16.72% of the portfolio was purchased this quarter.About 20.37% of the portfolio was sold this quarter.This quarter, Summit Financial Consulting LLC has purchased 41 new stocks and bought additional shares in 17 stocks.Summit Financial Consulting LLC sold shares of 17 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares iBoxx $ High Yield Corporate Bond ETF $21,787,347iShares iBoxx $ Investment Grade Corporate Bond ETF $21,781,606Schwab US Large-Cap ETF $14,793,961Vanguard Russell 2000 ETF $8,314,720iShares MSCI Emerging Markets ETF $8,089,688 Largest New Holdings this Quarter 464287796 - iShares U.S. Energy ETF $7,437,907 Holding464287606 - iShares S&P Mid-Cap 400 Growth ETF $3,193,062 Holding92204A702 - Vanguard Information Technology ETF $394,097 Holding007903107 - Advanced Micro Devices $390,584 Holding890930803 - TORTOISE CAPITAL SERIES TRUS $298,781 Holding Largest Purchases this Quarter iShares U.S. Technology ETF 30,038 shares (about $7.58M)iShares U.S. Energy ETF 131,435 shares (about $7.44M)iShares U.S. Basic Materials ETF 20,822 shares (about $3.74M)iShares S&P Mid-Cap 400 Growth ETF 27,175 shares (about $3.19M)Vanguard Information Technology ETF 3,297 shares (about $394.10K) Largest Sales this Quarter Schwab US Large-Cap ETF 209,989 shares (about $6.18M)iShares S&P Small-Cap 600 Value ETF 39,685 shares (about $5.42M)iShares S&P 500 Growth ETF 25,427 shares (about $3.50M)Invesco NASDAQ 100 ETF 6,661 shares (about $2.02M)iShares U.S. Telecommunications ETF 39,851 shares (about $1.69M) 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 PortfolioSectorHYGiShares iBoxx $ High Yield Corporate Bond ETF$21,787,347$555,152 â–¼-2.5%272,44414.8%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$21,781,606$500,631 â–¼-2.2%199,70314.8%ETFSCHXSchwab US Large-Cap ETF$14,793,961$6,179,976 â–¼-29.5%502,68310.0%ETFVTWOVanguard Russell 2000 ETF$8,314,720$543,719 â–¼-6.1%68,4795.6%ETFEEMiShares MSCI Emerging Markets ETF$8,089,688$1,082,041 â–¼-11.8%118,2535.5%ETFIYWiShares U.S. Technology ETF$8,031,255$7,576,484 â–²1,666.0%31,8415.4%ETFIYZiShares U.S. Telecommunications ETF$7,728,683$1,686,096 â–¼-17.9%182,6685.2%ETFIYMiShares U.S. Basic Materials ETF$7,632,000$3,738,174 â–²96.0%42,5115.2%ETFIYEiShares U.S. Energy ETF$7,437,907$7,437,907 â–²New Holding131,4355.0%ETFQQQMInvesco NASDAQ 100 ETF$6,906,504$2,018,083 â–¼-22.6%22,7964.7%ETFIVWiShares S&P 500 Growth ETF$4,892,217$3,496,975 â–¼-41.7%35,5723.3%ETFXLGInvesco S&P 500 Top 50 ETF$3,975,052$102,499 â–²2.6%64,9202.7%ETFIJSiShares S&P Small-Cap 600 Value ETF$3,262,415$5,424,146 â–¼-62.4%23,8692.2%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$3,193,062$3,193,062 â–²New Holding27,1752.2%ETFXLUUtilities Select Sector SPDR Fund$1,576,336$246,740 â–²18.6%34,7671.1%ETFXLKTechnology Select Sector SPDR Fund$1,509,109$410,761 â–¼-21.4%7,9211.0%ETFTLTiShares 20+ Year Treasury Bond ETF$1,089,085$11,580 â–²1.1%12,6020.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,087,739$25,835 â–²2.4%10,9890.7%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$1,055,123$41,812 â–²4.1%41,6880.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$987,828$24,564 â–²2.6%18,7800.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$960,387$18,953 â–²2.0%38,1560.7%ETFAAPLApple$822,590$104,162 â–¼-11.2%2,8430.6%TechnologyMSFTMicrosoft$818,616$4,102 â–²0.5%2,1950.6%TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$798,304$28,078 â–²3.6%15,8080.5%ETFSPLGSPDR Portfolio S&P 500 ETF$731,904$417,101 â–¼-36.3%8,3280.5%ETFUSRTiShares Core U.S. REIT ETF$555,123$16,612 â–²3.1%8,3540.4%ETFAMZNAmazon.com$526,593$2,384 â–¼-0.5%2,2090.4%Consumer DiscretionaryNZFNuveen Municipal Credit Income Fund$522,517$16,573 â–²3.3%41,2080.4%FinanceBRK.BBerkshire Hathaway$509,397$25,019 â–¼-4.7%1,0180.3%FinanceMIYBlackRock MuniYield Michigan Quality Fund$485,499$11,215 â–²2.4%39,5680.3%FinanceCOSTCostco Wholesale$406,9290.0%4350.3%Consumer StaplesVGTVanguard Information Technology ETF$394,097$394,097 â–²New Holding3,2970.3%ETFAMDAdvanced Micro Devices$390,584$390,584 â–²New Holding6720.3%TechnologyNADNuveen Quality Municipal Income Fund$383,0530.0%31,6050.3%FinanceDTEDTE Energy$371,124$457 â–²0.1%2,4360.3%UtilitiesSCHGSchwab U.S. Large-Cap Growth ETF$367,198$7,208 â–¼-1.9%10,8510.2%ETFEPDEnterprise Products Partners$361,4610.0%9,8330.2%EnergySPGPInvesco S&P 500 GARP ETF$326,908$17,000 â–¼-4.9%2,6730.2%ETFTORTOISE CAPITAL SERIES TRUS$298,781$298,781 â–²New Holding5,3430.2%AI INFRASTRUCTURNVDANVIDIA$277,3360.0%1,3860.2%TechnologyTSLATesla$276,395$4,628 â–²1.7%6570.2%Consumer DiscretionaryXLEEnergy Select Sector SPDR Fund$274,207$274,207 â–²New Holding5,1630.2%ETFCATCaterpillar$239,768$239,768 â–²New Holding2250.2%IndustrialsVVisa$227,1260.0%6620.2%FinanceDFACDimensional U.S. Core Equity 2 ETF$225,792$225,792 â–²New Holding5,0900.2%ETFQQQInvesco QQQ$219,447$219,447 â–²New Holding2980.1%ETFMUBiShares National Muni Bond ETF$214,810$7,426 â–¼-3.3%1,9960.1%ETFFFord Motor$186,409$1,223 â–²0.7%13,4110.1%Consumer DiscretionaryPUTNAM ETF TRUST$109,648$109,648 â–²New Holding13,8270.1%FRANKLIN MUNIIYJiShares U.S. Industrials ETF$0$6,961,822 â–¼-100.0%00.0%ETFITBiShares U.S. Home Construction ETF$0$589,209 â–¼-100.0%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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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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