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Disclosery

13F-HR filed by Summit Financial Consulting LLC

Summit Financial Consulting LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-04-10, with 41 holding rows worth $139,703,945.

Accession
0002065794-26-000002
Filer
CIK 2065794
Filed
2026-04-10
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 41 entries on the cover page, a total value of $139,703,945 stated on the cover page (in dollars after the unit check, H1), rows summing to $139,703,945 with VALUE read as dollars as filed, 13F file number 028-25517. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS204,293$22,265,894dollars as filed
ISHARES TR464288513IBOXX HI YD ETF279,386$22,227,950dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS712,672$18,272,910dollars as filed
ISHARES TR464287713US TELECOM ETF222,519$8,749,447dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF134,070$7,613,835dollars as filed
iShares S&P Small-Cap 600 Value ETF464287879SHS63,554$7,527,971dollars as filed
VANGUARDRUSSELL2000ETF92206C664STOK72,957$7,308,103dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM29,457$6,999,572dollars as filed
ISHARES TR464287754US INDUSTRIALS47,186$6,961,822dollars as filed
iShares S&P 500 Growth ETF464287309SHS60,999$6,899,597dollars as filed
ISHARES TR464287838U.S. BAS MTL ETF21,689$3,815,529dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF63,246$3,450,069dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS29,325$1,345,724dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS10,077$1,339,233dollars as filed
ISHARES TR46428743220 YR TR BD ETF12,468$1,080,853dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS10,728$1,065,008dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS13,074$1,000,707dollars as filed
DBX ETF TR233051705XTRACK MUN INFRA40,036$986,291dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT18,313$955,755dollars as filed
FRANKLIN TEMPLETON ETF TR35473P868FRANKLIN DYN MUN37,403$927,220dollars as filed
Apple Inc037833100COM3,203$813,007dollars as filed
Microsoft Corp594918104COM2,184$808,309dollars as filed
PIMCO ETF TR72201R874SHTRM MUN BD ACT15,252$769,463dollars as filed
ISHARES TR464288752US HOME CONS ETF6,507$589,209dollars as filed
Berkshire Hathaway Inc084670702COM1,068$511,786dollars as filed
NUVEEN MUN CR INCOME FD67070X101COM SH BEN INT39,901$485,994dollars as filed
ISHARES TR464288521CRE U S REIT ETF8,104$479,676dollars as filed
Amazon.com, Inc023135106COM2,219$462,151dollars as filed
BlackRock Muniy Michigan09254V105Fund38,654$459,210dollars as filed
Costco Wholesale Corporation22160K105COM435$433,447dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM9,833$372,081dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM31,605$363,458dollars as filed
DTE ENERGY CO COM233331107Stock2,433$355,724dollars as filed
iShares U.S. Technology ETF464287721SHS1,803$327,100dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS11,064$322,294dollars as filed
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF2,812$302,641dollars as filed
NVIDIA Corp67066G104COM1,386$241,721dollars as filed
Tesla Motors, Inc88160R101COM646$240,150dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,065$219,200dollars as filed
Visa Inc92826C839COM662$200,083dollars as filed
FORD MTR CO COM345370860Stock13,323$153,751dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002065794-26-000002this filing2026-04-10acceptance time not in the bulk data set