Summit Financial Consulting LLC Top Holdings and 13F Report (2026) About Summit Financial Consulting LLCInvestment ActivitySummit Financial Consulting LLC has $139.70 million in total holdings as of March 31, 2026.Summit Financial Consulting LLC owns shares of 41 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 29.27% of the portfolio was purchased this quarter.About 26.48% of the portfolio was sold this quarter.This quarter, Summit Financial Consulting LLC has purchased 43 new stocks and bought additional shares in 25 stocks.Summit Financial Consulting LLC sold shares of 9 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares iBoxx $ Investment Grade Corporate Bond ETF $22,265,894iShares iBoxx $ High Yield Corporate Bond ETF $22,227,950Schwab US Large-Cap ETF $18,272,910iShares U.S. Telecommunications ETF $8,749,447iShares MSCI Emerging Markets ETF $7,613,835 Largest New Holdings this Quarter 464287879 - iShares S&P Small-Cap 600 Value ETF $7,527,971 Holding92206C664 - Vanguard Russell 2000 ETF $7,308,103 Holding464287754 - iShares U.S. Industrials ETF $6,961,822 Holding464287838 - iShares U.S. Basic Materials ETF $3,815,529 Holding67066G104 - NVIDIA $241,721 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 438,870 shares (about $11.25M)iShares S&P Small-Cap 600 Value ETF 63,554 shares (about $7.53M)Vanguard Russell 2000 ETF 72,957 shares (about $7.31M)iShares U.S. Industrials ETF 47,186 shares (about $6.96M)iShares U.S. Basic Materials ETF 21,689 shares (about $3.82M) Largest Sales this Quarter iShares U.S. Technology ETF 37,101 shares (about $6.73M)iShares U.S. Telecommunications ETF 5,736 shares (about $225.54K)iShares MSCI Emerging Markets ETF 3,134 shares (about $177.98K)Apple 167 shares (about $42.39K)iShares National Muni Bond ETF 255 shares (about $27.07K) 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$22,265,894$732,740 ▲3.4%204,29315.9%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$22,227,950$890,674 ▲4.2%279,38615.9%ETFSCHXSchwab US Large-Cap ETF$18,272,910$11,252,627 ▲160.3%712,67213.1%ETFIYZiShares U.S. Telecommunications ETF$8,749,447$225,540 ▼-2.5%222,5196.3%ETFEEMiShares MSCI Emerging Markets ETF$7,613,835$177,980 ▼-2.3%134,0705.4%FinanceIJSiShares S&P Small-Cap 600 Value ETF$7,527,971$7,527,971 ▲New Holding63,5545.4%ETFVTWOVanguard Russell 2000 ETF$7,308,103$7,308,103 ▲New Holding72,9575.2%ETFQQQMInvesco NASDAQ 100 ETF$6,999,572$238 ▼0.0%29,4575.0%ETFIYJiShares U.S. Industrials ETF$6,961,822$6,961,822 ▲New Holding47,1865.0%ETFIVWiShares S&P 500 Growth ETF$6,899,597$28,051 ▲0.4%60,9994.9%ETFIYMiShares U.S. Basic Materials ETF$3,815,529$3,815,529 ▲New Holding21,6892.7%ETFXLGInvesco S&P 500 Top 50 ETF$3,450,069$505,515 ▲17.2%63,2462.5%ETFXLUUtilities Select Sector SPDR Fund$1,345,724$459,221 ▲51.8%29,3251.0%ETFXLKTechnology Select Sector SPDR Fund$1,339,233$133,033 ▲11.0%10,0771.0%ETFTLTiShares 20+ Year Treasury Bond ETF$1,080,853$34,763 ▲3.3%12,4680.8%ETFAGGiShares Core U.S. Aggregate Bond ETF$1,065,008$41,496 ▲4.1%10,7280.8%FinanceSPLGSPDR Portfolio S&P 500 ETF$1,000,707$6,047 ▲0.6%13,0740.7%ETFRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$986,291$108,764 ▲12.4%40,0360.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$955,755$111,739 ▲13.2%18,3130.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$927,220$122,636 ▲15.2%37,4030.7%ETFAAPLApple$813,007$42,389 ▼-5.0%3,2030.6%Computer and TechnologyMSFTMicrosoft$808,309$9,253 ▼-1.1%2,1840.6%Computer and TechnologySMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$769,463$33,095 ▲4.5%15,2520.6%ETFITBiShares U.S. Home Construction ETF$589,209$180,828 ▲44.3%6,5070.4%ETFBRK.BBerkshire Hathaway$511,786$23,960 ▼-4.5%1,0680.4%FinanceNZFNuveen Municipal Credit Income Fund$485,994$135,734 ▲38.8%39,9010.3%Financial ServicesUSRTiShares Core U.S. REIT ETF$479,676$73,277 ▲18.0%8,1040.3%ETFAMZNAmazon.com$462,151$28,325 ▲6.5%2,2190.3%Retail/WholesaleMIYBlackRock MuniYield Michigan Quality Fund$459,210$66,207 ▲16.8%38,6540.3%FinanceCOSTCostco Wholesale$433,447$24,911 ▲6.1%4350.3%Retail/WholesaleEPDEnterprise Products Partners$372,0810.0%9,8330.3%EnergyNADNuveen Quality Municipal Income Fund$363,4580.0%31,6050.3%Financial ServicesDTEDTE Energy$355,724$12,574 ▲3.7%2,4330.3%UtilitiesIYWiShares U.S. Technology ETF$327,100$6,730,858 ▼-95.4%1,8030.2%ManufacturingSCHGSchwab U.S. Large-Cap Growth ETF$322,294$1,777 ▲0.6%11,0640.2%ETFSPGPInvesco S&P 500 GARP ETF$302,641$1,830 ▼-0.6%2,8120.2%ETFNVDANVIDIA$241,721$241,721 ▲New Holding1,3860.2%Computer and TechnologyTSLATesla$240,150$32,714 ▲15.8%6460.2%Auto/Tires/TrucksMUBiShares National Muni Bond ETF$219,200$27,068 ▼-11.0%2,0650.2%ETFVVisa$200,083$12,694 ▲6.8%6620.1%Business ServicesFFord Motor$153,751$1,177 ▲0.8%13,3230.1%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$0$7,297,800 ▼-100.0%00.0%FinanceIYEiShares U.S. Energy ETF$0$7,282,879 ▼-100.0%00.0%ETFIYHiShares U.S. Healthcare ETF$0$7,151,040 ▼-100.0%00.0%ETFIDUiShares U.S. Utilities ETF$0$7,095,304 ▼-100.0%00.0%ETFPSCCInvesco S&P SmallCap Consumer Staples ETF$0$358,516 ▼-100.0%00.0%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$290,771 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$282,433 ▼-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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