← Every investor
Summit Financial Consulting LLC Portfolio
$136.4M across 48 positions as of 2026-09-30, with 81% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| IEFiShares 7-10 Year Treasury Bond ETF | $26.4M | 19.4% | 295,650 |
| LQDiShares iBoxx $ Investment Grade Corporate Bond ETF | $25.1M | 18.4% | 245,577 |
| IYWiShares U.S. Technology ETF | $10.5M | 7.7% | 39,621 |
| SCHXSchwab U.S. Large-Cap ETF | $9.3M | 6.8% | 311,137 |
| IYEiShares U.S. Energy ETF | $8.8M | 6.4% | 135,494 |
| IYZiShares U.S. Telecommunications ETF | $8.1M | 6.0% | 197,359 |
| ISHARES TR | $8.1M | 5.9% | 45,247 |
| VTWOVanguard Russell 2000 ETF | $5.8M | 4.2% | 51,327 |
| XLGInvesco S&P 500 Top 50 ETF | $4.2M | 3.1% | 65,641 |
| EEMiShares MSCI Emerging Index Fund | $3.6M | 2.7% | 54,360 |
| QQQMInvesco NASDAQ 100 ETF | $2.3M | 1.7% | 7,522 |
| FIRST TR EXCHANGE-TRADED ALP | $1.9M | 1.4% | 16,170 |
| IJSiShares S&P SmallCap 600 Value ETF | $1.8M | 1.3% | 14,199 |
| XLKState Street Technology Select Sector SPDR ETF | $1.6M | 1.2% | 8,076 |
| XLUState Street Utilities Select Sector SPDR ETF | $1.4M | 1.1% | 36,645 |
| MSFTMicrosoft Corp | $1.2M | 0.9% | 2,342 |
| AAPLApple Inc | $1.2M | 0.9% | 3,596 |
| NVDANVIDIA Corp | $1.2M | 0.9% | 5,113 |
| DBX ETF TR | $1M | 0.7% | 43,423 |
| MUNIPIMCO Intermediate Municipal Bond Active Exchange-Traded Fund | $989.3K | 0.7% | 19,910 |
| AGGiShares Core U.S. Aggregate Bond ETF | $988.6K | 0.7% | 10,457 |
| TLTiShares 20+ Year Treasury Bond ETF | $953.4K | 0.7% | 12,257 |
| FLMIFranklin Dynamic Municipal Bond ETF | $939.4K | 0.7% | 40,281 |
| PIMCO ETF TR | $814.7K | 0.6% | 16,488 |
| SPYMState Street SPDR Portfolio S&P 500 ETF | $703.7K | 0.5% | 7,840 |
| ISHARES TR | $533.2K | 0.4% | 8,659 |
| AMZNAmazon.com Inc | $528.9K | 0.4% | 2,123 |
| BRK.BBerkshire Hathaway Inc | $506.9K | 0.4% | 1,018 |
| ITBiShares U.S. Home Construction ETF | $471.5K | 0.3% | 5,418 |
| NUVEEN MUN CR INCOME FD | $469.5K | 0.3% | 43,351 |
| BLACKROCK MUNIYIELD MICH QU | $468.7K | 0.3% | 41,515 |
| AMDAdvanced Micro Devices Inc | $408K | 0.3% | 667 |
| COSTCostco Wholesale Corp | $396K | 0.3% | 435 |
| EPDEnterprise Products Partners L.P | $350.2K | 0.3% | 9,833 |
| DTEDTE Energy Co | $333.7K | 0.2% | 2,740 |
| NUVEEN QUALITY MUNCP INCOME | $319.8K | 0.2% | 31,605 |
| SPGPINVESCO EXCHANGE TRADED FD T | $302.1K | 0.2% | 2,542 |
| CATCaterpillar Inc | $280.5K | 0.2% | 346 |
| TORTOISE CAPITAL SERIES TRUS | $259.7K | 0.2% | 5,536 |
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $259.5K | 0.2% | 5,838 |
| QQQInvesco QQQ Trust, Series 1 | $253K | 0.2% | 342 |
| VVisa Inc | $237.9K | 0.2% | 662 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $230.9K | 0.2% | 6,425 |
| MUBiShares National Muni Bond ETF | $224.3K | 0.2% | 2,219 |
| TSLATesla Inc | $214K | 0.2% | 603 |
| GOOGLAlphabet Inc | $208.5K | 0.2% | 606 |
| FFord Motor Co | $168.5K | 0.1% | 13,969 |
| PUTNAM ETF TRUST | $101.5K | 0.1% | 13,827 |
Quarter ending 2026-09-30.
Follow Summit Financial Consulting LLC by email
Summit Financial Consulting LLC's new 13F filings and what changed in them, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.