Summit Financial Consulting LLC

Est. AUM

$139.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	IBOXX INV CP ETF	$22.3M	204293	15.94%	SOLE
2	ISHARES TR	IBOXX HI YD ETF	$22.2M	279386	15.91%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$18.3M	712672	13.08%	SOLE
4	ISHARES TR	US TELECOM ETF	$8.7M	222519	6.26%	SOLE
5	ISHARES TR	MSCI EMG MKT ETF	$7.6M	134070	5.45%	SOLE
6	ISHARES TR	SP SMCP600VL ETF	$7.5M	63554	5.39%	SOLE
7	VANGUARD SCOTTSDALE FDS	VNG RUS2000IDX	$7.3M	72957	5.23%	SOLE
8	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$7.0M	29457	5.01%	SOLE
9	ISHARES TR	US INDUSTRIALS	$7.0M	47186	4.98%	SOLE
10	ISHARES TR	S&P 500 GRWT ETF	$6.9M	60999	4.94%	SOLE
11	ISHARES TR	U.S. BAS MTL ETF	$3.8M	21689	2.73%	SOLE
12	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.5M	63246	2.47%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET UTI	$1.3M	29325	0.96%	SOLE
14	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.3M	10077	0.96%	SOLE
15	ISHARES TR	20 YR TR BD ETF	$1.1M	12468	0.77%	SOLE
16	ISHARES TR	CORE US AGGBD ET	$1.1M	10728	0.76%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$1.0M	13074	0.72%	SOLE
18	DBX ETF TR	XTRACK MUN INFRA	$986K	40036	0.71%	SOLE
19	PIMCO ETF TR	INTER MUN BD ACT	$956K	18313	0.68%	SOLE
20	FRANKLIN TEMPLETON ETF TR	FRANKLIN DYN MUN	$927K	37403	0.66%	SOLE
21	APPLE INC	COM	$813K	3203	0.58%	SOLE
22	MICROSOFT CORP	COM	$808K	2184	0.58%	SOLE
23	PIMCO ETF TR	SHTRM MUN BD ACT	$769K	15252	0.55%	SOLE
24	ISHARES TR	US HOME CONS ETF	$589K	6507	0.42%	SOLE
25	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$512K	1068	0.37%	SOLE
26	NUVEEN MUN CR INCOME FD	COM SH BEN INT	$486K	39901	0.35%	SOLE
27	ISHARES TR	CRE U S REIT ETF	$480K	8104	0.34%	SOLE
28	AMAZON COM INC	COM	$462K	2219	0.33%	SOLE
29	BLACKROCK MUNIYIELD MICH QU	COM	$459K	38654	0.33%	SOLE
30	COSTCO WHOLESALE CORPORATION	COM	$433K	435	0.31%	SOLE
31	ENTERPRISE PRODS PARTNERS L	COM	$372K	9833	0.27%	SOLE
32	NUVEEN QUALITY MUNCP INCOME	COM	$363K	31605	0.26%	SOLE
33	DTE ENERGY CO	COM	$356K	2433	0.25%	SOLE
34	ISHARES TR	U.S. TECH ETF	$327K	1803	0.23%	SOLE
35	SCHWAB STRATEGIC TR	US LCAP GR ETF	$322K	11064	0.23%	SOLE
36	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$303K	2812	0.22%	SOLE
37	NVIDIA CORPORATION	COM	$242K	1386	0.17%	SOLE
38	TESLA INC	COM	$240K	646	0.17%	SOLE
39	ISHARES TR	NATIONAL MUN ETF	$219K	2065	0.16%	SOLE
40	VISA INC	COM CL A	$200K	662	0.14%	SOLE
41	FORD MTR CO	COM	$154K	13323	0.11%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.