Summit Financial Consulting LLC Top Holdings and 13F Report (2026) About Summit Financial Consulting LLCInvestment ActivitySummit Financial Consulting LLC has $136.36 million in total holdings as of September 30, 2026.Summit Financial Consulting LLC owns shares of 48 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 28.50% of the portfolio was purchased this quarter.About 35.72% of the portfolio was sold this quarter.This quarter, Summit Financial Consulting LLC has purchased 49 new stocks and bought additional shares in 25 stocks.Summit Financial Consulting LLC sold shares of 13 stocks and completely divested from 5 stocks this quarter.Largest Holdings iShares 7-10 Year Treasury Bond ETF $26,404,502iShares iBoxx $ Investment Grade Corporate Bond ETF $25,093,058iShares U.S. Technology ETF $10,495,603Schwab US Large-Cap ETF $9,334,110iShares U.S. Energy ETF $8,780,011 Largest New Holdings this Quarter 464287440 - iShares 7-10 Year Treasury Bond ETF $26,404,502 Holding33737M300 - First Trust Small Cap Growth AlphaDEX Fund $1,864,724 Holding464288752 - iShares U.S. Home Construction ETF $471,474 Holding02079K305 - Alphabet $208,512 Holding Largest Purchases this Quarter iShares 7-10 Year Treasury Bond ETF 295,650 shares (about $26.40M)iShares iBoxx $ Investment Grade Corporate Bond ETF 45,874 shares (about $4.69M)iShares U.S. Technology ETF 7,780 shares (about $2.06M)First Trust Small Cap Growth AlphaDEX Fund 16,170 shares (about $1.86M)NVIDIA 3,727 shares (about $851.18K) Largest Sales this Quarter Schwab US Large-Cap ETF 191,546 shares (about $5.75M)Invesco NASDAQ 100 ETF 15,274 shares (about $4.65M)iShares MSCI Emerging Markets ETF 63,893 shares (about $4.27M)Vanguard Russell 2000 ETF 17,152 shares (about $1.93M)iShares S&P Small-Cap 600 Value ETF 9,670 shares (about $1.24M) 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$26,404,502$26,404,502 ▲New Holding295,65019.4%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$25,093,058$4,687,405 ▲23.0%245,57718.4%ETFIYWiShares U.S. Technology ETF$10,495,603$2,060,922 ▲24.4%39,6217.7%ETFSCHXSchwab US Large-Cap ETF$9,334,110$5,746,380 ▼-38.1%311,1376.8%ETFIYEiShares U.S. Energy ETF$8,780,011$263,023 ▲3.1%135,4946.4%ETFIYZiShares U.S. Telecommunications ETF$8,127,244$604,975 ▲8.0%197,3596.0%ETFIYMiShares U.S. Basic Materials ETF$8,059,848$487,364 ▲6.4%45,2475.9%ETFVTWOVanguard Russell 2000 ETF$5,760,969$1,925,149 ▼-25.0%51,3274.2%ETFXLGInvesco S&P 500 Top 50 ETF$4,175,424$45,863 ▲1.1%65,6413.1%ETFEEMiShares MSCI Emerging Markets ETF$3,630,704$4,267,413 ▼-54.0%54,3602.7%ETFQQQMInvesco NASDAQ 100 ETF$2,291,502$4,653,071 ▼-67.0%7,5221.7%ETFFYCFirst Trust Small Cap Growth AlphaDEX Fund$1,864,724$1,864,724 ▲New Holding16,1701.4%ETFIJSiShares S&P Small-Cap 600 Value ETF$1,818,892$1,238,727 ▼-40.5%14,1991.3%ETFXLKTechnology Select Sector SPDR Fund$1,580,877$30,341 ▲2.0%8,0761.2%ETFXLUUtilities Select Sector SPDR Fund$1,445,280$74,068 ▲5.4%36,6451.1%ETFMSFTMicrosoft$1,201,462$75,412 ▲6.7%2,3420.9%TechnologyAAPLApple$1,197,576$250,772 ▲26.5%3,5960.9%TechnologyNVDANVIDIA$1,167,720$851,182 ▲268.9%5,1130.9%TechnologyRVNUXtrackers Municipal Infrastructure Revenue Bond ETF$1,011,756$40,426 ▲4.2%43,4230.7%ETFMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$989,328$56,150 ▲6.0%19,9100.7%ETFAGGiShares Core U.S. Aggregate Bond ETF$988,617$50,296 ▼-4.8%10,4570.7%ETFTLTiShares 20+ Year Treasury Bond ETF$953,361$26,834 ▼-2.7%12,2570.7%ETFFLMIFranklin Dynamic Municipal Bond ETF$939,353$49,555 ▲5.6%40,2810.7%ETFSMMUPIMCO Short Term Municipal Bond Exchange-Traded Fund$814,672$33,599 ▲4.3%16,4880.6%ETFSPLGSPDR Portfolio S&P 500 ETF$703,682$43,801 ▼-5.9%7,8400.5%ETFUSRTiShares Core U.S. REIT ETF$533,221$18,782 ▲3.7%8,6590.4%ETFAMZNAmazon.com$528,945$21,427 ▼-3.9%2,1230.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$506,9130.0%1,0180.4%FinanceITBiShares U.S. Home Construction ETF$471,474$471,474 ▲New Holding5,4180.3%ETFNZFNuveen Municipal Credit Income Fund$469,491$23,209 ▲5.2%43,3510.3%FinanceMIYBlackRock MuniYield Michigan Quality Fund$468,704$21,982 ▲4.9%41,5150.3%FinanceAMDAdvanced Micro Devices$408,044$3,059 ▼-0.7%6670.3%TechnologyCOSTCostco Wholesale$395,9980.0%4350.3%Consumer StaplesEPDEnterprise Products Partners$350,1530.0%9,8330.3%EnergyDTEDTE Energy$333,676$37,021 ▲12.5%2,7400.2%UtilitiesNADNuveen Quality Municipal Income Fund$319,8430.0%31,6050.2%FinanceSPGPInvesco S&P 500 GARP ETF$302,083$15,568 ▼-4.9%2,5420.2%ETFCATCaterpillar$280,533$98,105 ▲53.8%3460.2%IndustrialsTORTOISE CAPITAL SERIES TRUS$259,749$9,056 ▲3.6%5,5360.2%AI INFRA ETFDFACDimensional U.S. Core Equity 2 ETF$259,499$33,249 ▲14.7%5,8380.2%ETFQQQInvesco QQQ$253,001$32,550 ▲14.8%3420.2%ETFVVisa$237,8760.0%6620.2%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$230,858$159,032 ▼-40.8%6,4250.2%ETFMUBiShares National Muni Bond ETF$224,341$22,545 ▲11.2%2,2190.2%ETFTSLATesla$213,950$19,160 ▼-8.2%6030.2%Consumer DiscretionaryGOOGLAlphabet$208,512$208,512 ▲New Holding6060.2%Communication ServicesFFord Motor$168,462$6,729 ▲4.2%13,9690.1%Consumer DiscretionaryPUTNAM ETF TRUST$101,4900.0%13,8270.1%FRANKLIN MUNIHYGiShares iBoxx $ High Yield Corporate Bond ETF$0$21,787,347 ▼-100.0%00.0%ETFIVWiShares S&P 500 Growth ETF$0$4,892,217 ▼-100.0%00.0%ETFIJKiShares S&P Mid-Cap 400 Growth ETF$0$3,193,062 ▼-100.0%00.0%ETFVGTVanguard Information Technology ETF$0$394,097 ▼-100.0%00.0%ETFXLEEnergy Select Sector SPDR Fund$0$274,207 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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