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The Analysis of Summit Financial Consulting LLC's Holdings & P&L

Currently, Summit Financial Consulting LLC holds 41 types of securities in its portfolio with a total value $139.7M. In the most recent quarter, they have increased their positions in SCHX (+438.9K shares, valued at $11.3M), IJS (+63.6K shares, valued at $7.5M), VTWO (+73.0K shares, valued at $7.3M); decreased their positions in IYW (-37.1K shares, valued at $6.7M), IYZ (-5.7K shares, valued at $225.5K), EEM (-3.1K shares, valued at $178.0K); initiated new positions in IJS (+63.6K shares, valued at $7.5M), VTWO (+73.0K shares, valued at $7.3M), IYJ (+47.2K shares, valued at $7.0M).

1M P&L

+4.7M+3.20%

3M P&L

+7.6M+5.27%

HY P&L

+12.4M+8.93%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A135.1M

97.1%

2Consumer Electronics813.0K

0.6%

3Software - Infrastructure808.3K

0.6%

Top Industries by Stock Count

1N/A30 stocks

75.0%

2Auto Manufacturers2 stocks

5.0%

3Internet Retail1 stocks

2.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LQD ISHARES TR204.3K shares3.40%2026-03-312026-04-10

HYG ISHARES TR279.4K shares4.17%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR712.7K shares160.29%2026-03-312026-04-10

IYZ ISHARES TR222.5K shares-2.51%2026-03-312026-04-10

EEM ISHARES TR134.1K shares-2.28%2026-03-312026-04-10

IJS ISHARES TR63.6K sharesnew addition2026-03-312026-04-10

VTWO VANGUARD SCOTTSDALE FDS73.0K sharesnew addition2026-03-312026-04-10

QQQM INVESCO EXCH TRADED FD TR II29.5K shares-0.00%2026-03-312026-04-10

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IYJ ISHARES TR47.2K sharesnew addition2026-03-312026-04-10

IVW ISHARES TR61.0K shares0.41%2026-03-312026-04-10

IYM ISHARES TR21.7K sharesnew addition2026-03-312026-04-10

XLG INVESCO EXCHANGE TRADED FD T63.2K shares17.17%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR29.3K shares51.80%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR10.1K shares11.03%2026-03-312026-04-10

TLT ISHARES TR12.5K shares3.32%2026-03-312026-04-10

AGG ISHARES TR10.7K shares4.05%2026-03-312026-04-10

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SPYM SPDR SERIES TRUST13.1K shares0.61%2026-03-312026-04-10

RVNU DBX ETF TR40.0K shares12.39%2026-03-312026-04-10

MUNI PIMCO ETF TR18.3K shares13.24%2026-03-312026-04-10

FLMI FRANKLIN TEMPLETON ETF TR37.4K shares15.24%2026-03-312026-04-10

AAPL APPLE INC3.2K shares-4.96%2026-03-312026-04-10

MSFT MICROSOFT CORP2.2K shares-1.13%2026-03-312026-04-10

SMMU PIMCO ETF TR15.3K shares4.49%2026-03-312026-04-10

ITB ISHARES TR6.5K shares44.28%2026-03-312026-04-10

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.1K shares-4.47%2026-03-312026-04-10

NZF NUVEEN MUN CR INCOME FD39.9K shares38.75%2026-03-312026-04-10

USRT ISHARES TR8.1K shares18.03%2026-03-312026-04-10

AMZN AMAZON COM INC2.2K shares6.53%2026-03-312026-04-10

MIY BLACKROCK MUNIYIELD MICH QU38.7K shares16.85%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION435 shares6.10%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L9.8K shares0.00%2026-03-312026-04-10

NAD NUVEEN QUALITY MUNCP INCOME31.6K shares0.00%2026-03-312026-04-10

Sponsored

DTE DTE ENERGY CO2.4K shares3.66%2026-03-312026-04-10

IYW ISHARES TR1.8K shares-95.37%2026-03-312026-04-10

SCHG SCHWAB STRATEGIC TR11.1K shares0.55%2026-03-312026-04-10

SPGP INVESCO EXCHANGE TRADED FD T2.8K shares-0.60%2026-03-312026-04-10

NVDA NVIDIA CORPORATION1.4K sharesnew addition2026-03-312026-04-10

TSLA TESLA INC646 shares15.77%2026-03-312026-04-10

MUB ISHARES TR2.1K shares-10.99%2026-03-312026-04-10

V VISA INC662 shares6.77%2026-03-312026-04-10

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F FORD MTR CO13.3K shares0.77%2026-03-312026-04-10

LQD

ISHARES TR

3.40%

Shares204.3K

Event2026-03-31

Filed2026-04-10

HYG

ISHARES TR

4.17%

Shares279.4K

Event2026-03-31

Filed2026-04-10

SCHX

SCHWAB STRATEGIC TR

160.29%

Shares712.7K

Event2026-03-31

Filed2026-04-10

IYZ

ISHARES TR

-2.51%

Shares222.5K

Event2026-03-31

Filed2026-04-10

EEM

ISHARES TR

-2.28%

Shares134.1K

Event2026-03-31

Filed2026-04-10

IJS

ISHARES TR

New

Shares63.6K

Event2026-03-31

Filed2026-04-10

VTWO

VANGUARD SCOTTSDALE FDS

New

Shares73.0K

Event2026-03-31

Filed2026-04-10

QQQM

INVESCO EXCH TRADED FD TR II

-0.00%

Shares29.5K

Event2026-03-31

Filed2026-04-10

IYJ

ISHARES TR

New

Shares47.2K

Event2026-03-31

Filed2026-04-10

IVW

ISHARES TR

0.41%

Shares61.0K

Event2026-03-31

Filed2026-04-10

IYM

ISHARES TR

New

Shares21.7K

Event2026-03-31

Filed2026-04-10

XLG

INVESCO EXCHANGE TRADED FD T

17.17%

Shares63.2K

Event2026-03-31

Filed2026-04-10

XLU

SELECT SECTOR SPDR TR

51.80%

Shares29.3K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

11.03%

Shares10.1K

Event2026-03-31

Filed2026-04-10

TLT

ISHARES TR

3.32%

Shares12.5K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

4.05%

Shares10.7K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

0.61%

Shares13.1K

Event2026-03-31

Filed2026-04-10

RVNU

DBX ETF TR

12.39%

Shares40.0K

Event2026-03-31

Filed2026-04-10

MUNI

PIMCO ETF TR

13.24%

Shares18.3K

Event2026-03-31

Filed2026-04-10

FLMI

FRANKLIN TEMPLETON ETF TR

15.24%

Shares37.4K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-4.96%

Shares3.2K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-1.13%

Shares2.2K

Event2026-03-31

Filed2026-04-10

SMMU

PIMCO ETF TR

4.49%

Shares15.3K

Event2026-03-31

Filed2026-04-10

ITB

ISHARES TR

44.28%

Shares6.5K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-4.47%

Shares1.1K

Event2026-03-31

Filed2026-04-10

NZF

NUVEEN MUN CR INCOME FD

38.75%

Shares39.9K

Event2026-03-31

Filed2026-04-10

USRT

ISHARES TR

18.03%

Shares8.1K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

6.53%

Shares2.2K

Event2026-03-31

Filed2026-04-10

MIY

BLACKROCK MUNIYIELD MICH QU

16.85%

Shares38.7K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

6.10%

Shares435

Event2026-03-31

Filed2026-04-10

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-10

NAD

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares31.6K

Event2026-03-31

Filed2026-04-10

DTE

DTE ENERGY CO

3.66%

Shares2.4K

Event2026-03-31

Filed2026-04-10

IYW

ISHARES TR

-95.37%

Shares1.8K

Event2026-03-31

Filed2026-04-10

SCHG

SCHWAB STRATEGIC TR

0.55%

Shares11.1K

Event2026-03-31

Filed2026-04-10

SPGP

INVESCO EXCHANGE TRADED FD T

-0.60%

Shares2.8K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

15.77%

Shares646

Event2026-03-31

Filed2026-04-10

MUB

ISHARES TR

-10.99%

Shares2.1K

Event2026-03-31

Filed2026-04-10

VISA INC

6.77%

Shares662

Event2026-03-31

Filed2026-04-10

FORD MTR CO

0.77%

Shares13.3K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available