Summit Financial Consulting LLC | 13F Holdings

Recent Signals

Historical data not yet available for this fund

Signals will appear when we have Q3 2025 comparison data

Current Positions

Showing 43 of 43 positions

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF

197,570 shares

$21.8M

15.81%

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

268,191 shares

$21.6M

15.70%

IYW

iShares U.S. Technology ETF

38,904 shares

$7.8M

5.64%

IYZ

228,255 shares

$7.7M

5.62%

EEM

iShares MSCI Emerging Markets ETF

137,204 shares

$7.5M

5.45%

IVW

iShares S&P 500 Growth ETF

60,751 shares

$7.5M

5.44%

QQQM

Invesco NASDAQ 100 ETF

29,458 shares

$7.5M

5.41%

SCHX

Schwab U.S. Large-Cap ETF

273,802 shares

$7.4M

5.35%

EFA

iShares MSCI EAFE ETF

75,995 shares

$7.3M

5.30%

IYE

153,227 shares

$7.3M

5.29%

IYH

109,847 shares

$7.2M

5.19%

IDU

65,479 shares

$7.1M

5.15%

XLG

Invesco S&P 500 Top 50 ETF

53,979 shares

$3.2M

2.32%

XLK

Technology Select Sector SPDR Fund

9,076 shares

$1.3M

0.95%

MSFT

MICROSOFT CORP

2,209 shares

$1.1M

0.78%

TLT

iShares 20+ Year Treasury Bond ETF

12,067 shares

$1.1M

0.76%

SPYM

SPDR Portfolio S&P 500 Growth ETF

12,995 shares

$1.0M

0.76%

AGG

iShares Core U.S. Aggregate Bond ETF

10,310 shares

$1.0M

0.75%

AAPL

Apple Inc.

3,370 shares

$0.9M

0.67%

RVNU

35,621 shares

$0.9M

0.63%

MUNI

16,172 shares

$0.8M

0.62%

XLU

Utilities Select Sector SPDR Fund

19,318 shares

$0.8M

0.60%

FLMI

Franklin Liberty International Equity ETF

32,456 shares

$0.8M

0.59%

SMMU

14,596 shares

$0.7M

0.53%

BRK.B

Berkshire Hathaway Inc. Class B

1,118 shares

$0.6M

0.41%

AMZN

AMAZON COM INC

2,083 shares

$0.5M

0.35%

ITB

4,510 shares

$0.4M

0.32%

USRT

6,866 shares

$0.4M

0.28%

MIY

BLACKROCK MUNIYIELD MICHIGAN QUALITY FUND, INC.

33,081 shares

$0.4M

0.28%

NAD

Nuveen Quality Municipal Income Fund

31,605 shares

$0.4M

0.28%

NZF

Nuveen Municipal Credit Income Fund

28,757 shares

$0.4M

0.26%

SCHG

Schwab U.S. Large-Cap Growth ETF

11,003 shares

$0.4M

0.26%

PSCC

11,535 shares

$0.4M

0.26%

COST

COSTCO WHOLESALE CORP /NEW

410 shares

$0.4M

0.26%

SPGP

2,829 shares

$0.3M

0.23%

EPD

ENTERPRISE PRODUCTS PARTNERS L.P.

9,833 shares

$0.3M

0.23%

DTE

DTE ENERGY CO

2,347 shares

$0.3M

0.22%

BIL

SPDR Bloomberg 1-3 Month T-Bill ETF

3,182 shares

$0.3M

0.21%

XLE

Energy Select Sector SPDR Fund

6,317 shares

$0.3M

0.21%

TSLA

Tesla, Inc.

558 shares

$0.3M

0.18%

MUB

VanEck Municipal Bond ETF

2,320 shares

$0.2M

0.18%

VISA INC.

620 shares

$0.2M

0.16%

FORD MOTOR CO

13,221 shares

$0.2M

0.13%

Most Active Tickers

LQD

iShares iBoxx $ Investment Grade Corporate Bond ETF

2 signals

HYG

iShares iBoxx $ High Yield Corporate Bond ETF

2 signals

SCHX

Schwab U.S. Large-Cap ETF

2 signals

IYZ

2 signals

EEM

iShares MSCI Emerging Markets ETF

2 signals

QQQM

Invesco NASDAQ 100 ETF

2 signals

IVW

iShares S&P 500 Growth ETF

2 signals

IYW

iShares U.S. Technology ETF

2 signals

XLG

Invesco S&P 500 Top 50 ETF

2 signals

Activity (Last 7 Days)

Apr 10, 2026

+41-0

Quick Links

📅 Daily DigestLatest institutional activity 👁️ WatchlistTrack your favorite tickers 🔔 NotificationsSignal alerts