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Summit Financial Consulting LLC

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13F filer, CIK 2065794, STERLING HEIGHTS, MI

Summit Financial Consulting LLC reported $147,413,640 across 49 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-07. Its ten largest share positions make up 76.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002065794-26-000003

Period
2026-06-30
Reported value
$147M
Holdings
49
Top 10 weight
76.32%
New
10
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IYWadded+30,038$7.58M
IYEnew+131,435$7.44M
IYMadded+20,822$3.74M
IJKnew+27,175$3.19M
VGTnew+3,297$394K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
IYJexited-47,186-$6.96M
SCHXreduced-209,989-$6.18M
IJSreduced-39,685-$5.42M
IVWreduced-25,427-$3.5M
QQQMreduced-6,661-$2.02M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0002065794-26-000003, largest first. % of portfolio is the value over $147,413,640, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 230,171 shares; 2025Q2: 5,993 shares; 2025Q3: 246,952 shares; 2025Q4: 268,191 shares; 2026Q1: 279,386 shares; 2026Q2: 272,444 shares 272,444$21.8M14.78%-6,942Timeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 169,110 shares; 2025Q2: 4,235 shares; 2025Q3: 180,158 shares; 2025Q4: 197,570 shares; 2026Q1: 204,293 shares; 2026Q2: 199,703 shares 199,703$21.8M14.78%-4,590Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 251,227 shares; 2025Q2: not reported; 2025Q3: 251,254 shares; 2025Q4: 273,802 shares; 2026Q1: 712,672 shares; 2026Q2: 502,683 shares 502,683$14.8M10.04%-209,989Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,957 shares; 2026Q2: 68,479 shares 68,479$8.31M5.64%-4,478Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 46,839 shares; 2025Q3: 125,538 shares; 2025Q4: 137,204 shares; 2026Q1: 134,070 shares; 2026Q2: 118,253 shares 118,253$8.09M5.49%-15,817Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 36,761 shares; 2025Q2: not reported; 2025Q3: 34,820 shares; 2025Q4: 38,904 shares; 2026Q1: 1,803 shares; 2026Q2: 31,841 shares 31,841$8.03M5.45%+30,038Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 223,389 shares; 2025Q2: 223,167 shares; 2025Q3: 210,746 shares; 2025Q4: 228,255 shares; 2026Q1: 222,519 shares; 2026Q2: 182,668 shares 182,668$7.73M5.24%-39,851Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,689 shares; 2026Q2: 42,511 shares 42,511$7.63M5.18%+20,822Timeline
IYEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 112,711 shares; 2025Q2: 129,917 shares; 2025Q3: 137,409 shares; 2025Q4: 153,227 shares; 2026Q1: not reported; 2026Q2: 131,435 shares 131,435$7.44M5.05%newTimeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 26,331 shares; 2025Q2: not reported; 2025Q3: 26,845 shares; 2025Q4: 29,458 shares; 2026Q1: 29,457 shares; 2026Q2: 22,796 shares 22,796$6.91M4.69%-6,661Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 60,236 shares; 2025Q2: not reported; 2025Q3: 55,552 shares; 2025Q4: 60,751 shares; 2026Q1: 60,999 shares; 2026Q2: 35,572 shares 35,572$4.89M3.32%-25,427Timeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 41,076 shares; 2025Q2: 45,348 shares; 2025Q3: 48,523 shares; 2025Q4: 53,979 shares; 2026Q1: 63,246 shares; 2026Q2: 64,920 shares 64,920$3.98M2.7%+1,674Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,609 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,554 shares; 2026Q2: 23,869 shares 23,869$3.26M2.21%-39,685Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27,175 shares 27,175$3.19M2.17%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 7,721 shares; 2025Q2: 6,324 shares; 2025Q3: 9,730 shares; 2025Q4: 19,318 shares; 2026Q1: 29,325 shares; 2026Q2: 34,767 shares 34,767$1.58M1.07%+5,442Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,254 shares; 2025Q2: 3,228 shares; 2025Q3: 3,868 shares; 2025Q4: 9,076 shares; 2026Q1: 10,077 shares; 2026Q2: 7,921 shares 7,921$1.51M1.02%-2,156Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,674 shares; 2025Q2: 13,006 shares; 2025Q3: 12,950 shares; 2025Q4: 12,067 shares; 2026Q1: 12,468 shares; 2026Q2: 12,602 shares 12,602$1.09M0.74%+134Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,034 shares; 2025Q2: 11,365 shares; 2025Q3: 11,313 shares; 2025Q4: 10,310 shares; 2026Q1: 10,728 shares; 2026Q2: 10,989 shares 10,989$1.09M0.74%+261Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 25,079 shares; 2025Q2: 27,962 shares; 2025Q3: 31,425 shares; 2025Q4: 35,621 shares; 2026Q1: 40,036 shares; 2026Q2: 41,688 shares 41,688$1.06M0.72%+1,652Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 11,986 shares; 2025Q2: 13,306 shares; 2025Q3: 14,530 shares; 2025Q4: 16,172 shares; 2026Q1: 18,313 shares; 2026Q2: 18,780 shares 18,780$988K0.67%+467Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 23,933 shares; 2025Q2: 26,487 shares; 2025Q3: 28,081 shares; 2025Q4: 32,456 shares; 2026Q1: 37,403 shares; 2026Q2: 38,156 shares 38,156$960K0.65%+753Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,828 shares; 2025Q2: 3,363 shares; 2025Q3: 3,453 shares; 2025Q4: 3,370 shares; 2026Q1: 3,203 shares; 2026Q2: 2,843 shares 2,843$823K0.56%-360Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,240 shares; 2025Q2: 2,158 shares; 2025Q3: 2,157 shares; 2025Q4: 2,209 shares; 2026Q1: 2,184 shares; 2026Q2: 2,195 shares 2,195$819K0.56%+11Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 10,901 shares; 2025Q2: 11,918 shares; 2025Q3: 12,672 shares; 2025Q4: 14,596 shares; 2026Q1: 15,252 shares; 2026Q2: 15,808 shares 15,808$798K0.54%+556Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 16,219 shares; 2025Q2: 11,917 shares; 2025Q3: 13,855 shares; 2025Q4: 12,995 shares; 2026Q1: 13,074 shares; 2026Q2: 8,328 shares 8,328$732K0.5%-4,746Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 4,863 shares; 2025Q2: 5,465 shares; 2025Q3: 5,974 shares; 2025Q4: 6,866 shares; 2026Q1: 8,104 shares; 2026Q2: 8,354 shares 8,354$555K0.38%+250Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,003 shares; 2025Q3: 1,044 shares; 2025Q4: 2,083 shares; 2026Q1: 2,219 shares; 2026Q2: 2,209 shares 2,209$527K0.36%-10Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 20,841 shares; 2025Q2: 23,596 shares; 2025Q3: 25,371 shares; 2025Q4: 28,757 shares; 2026Q1: 39,901 shares; 2026Q2: 41,208 shares 41,208$523K0.35%+1,307Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,168 shares; 2025Q2: 1,168 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,068 shares; 2026Q2: 1,018 shares 1,018$509K0.35%-50Timeline
MIYBLACKROCK MUNIYIELD MICH QUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 24,801 shares; 2025Q2: 27,444 shares; 2025Q3: 29,665 shares; 2025Q4: 33,081 shares; 2026Q1: 38,654 shares; 2026Q2: 39,568 shares 39,568$485K0.33%+914Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 407 shares; 2025Q2: 308 shares; 2025Q3: 408 shares; 2025Q4: 410 shares; 2026Q1: 435 shares; 2026Q2: 435 shares 435$407K0.28%0Timeline
VGTVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,297 shares 3,297$394K0.27%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 672 shares 672$391K0.26%newTimeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 31,605 shares; 2025Q2: 31,605 shares; 2025Q3: 31,605 shares; 2025Q4: 31,605 shares; 2026Q1: 31,605 shares; 2026Q2: 31,605 shares 31,605$383K0.26%0Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 2,448 shares; 2025Q2: 2,341 shares; 2025Q3: 2,344 shares; 2025Q4: 2,347 shares; 2026Q1: 2,433 shares; 2026Q2: 2,436 shares 2,436$371K0.25%+3Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 12,954 shares; 2025Q2: not reported; 2025Q3: 6,642 shares; 2025Q4: 11,003 shares; 2026Q1: 11,064 shares; 2026Q2: 10,851 shares 10,851$367K0.25%-213Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 9,833 shares; 2025Q2: 9,833 shares; 2025Q3: 9,833 shares; 2025Q4: 9,833 shares; 2026Q1: 9,833 shares; 2026Q2: 9,833 shares 9,833$361K0.25%0Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,083 shares; 2025Q2: 3,064 shares; 2025Q3: 2,996 shares; 2025Q4: 2,829 shares; 2026Q1: 2,812 shares; 2026Q2: 2,673 shares 2,673$327K0.22%-139Timeline
TCAITORTOISE CAPITAL SERIES TRUSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,343 shares 5,343$299K0.2%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,386 shares; 2026Q2: 1,386 shares 1,386$277K0.19%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 646 shares; 2026Q2: 657 shares 657$276K0.19%+11Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 3,787 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,317 shares; 2026Q1: not reported; 2026Q2: 5,163 shares 5,163$274K0.19%newTimeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 225 shares 225$240K0.16%newTimeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 662 shares; 2026Q2: 662 shares 662$227K0.15%0Timeline
DFACDIMENSIONAL ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,090 shares 5,090$226K0.15%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 298 shares 298$219K0.15%newTimeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 1,969 shares; 2025Q2: 1,967 shares; 2025Q3: 2,184 shares; 2025Q4: 2,320 shares; 2026Q1: 2,065 shares; 2026Q2: 1,996 shares 1,996$215K0.15%-69Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 15,051 shares; 2025Q2: 15,240 shares; 2025Q3: 16,195 shares; 2025Q4: 13,221 shares; 2026Q1: 13,323 shares; 2026Q2: 13,411 shares 13,411$186K0.13%+88Timeline
FTMUPUTNAM ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,827 shares 13,827$110K0.07%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IYJISHARES TR47,186$6.96Mshares
ITBISHARES TR6,507$589Kshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0002065794-26-000003 base2026-08-07acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0002065794-26-000003 Quarter ended 2026-06-302026-08-07acceptance time not in the bulk data set
13F-HR 0002065794-26-000002 Quarter ended 2026-03-312026-04-10acceptance time not in the bulk data set
13F-HR 0002065794-26-000001 Quarter ended 2025-12-312026-01-23acceptance time not in the bulk data set
13F-HR 0002065794-25-000004 Quarter ended 2025-09-302025-10-15acceptance time not in the bulk data set
13F-HR 0002065794-25-000002 Quarter ended 2025-06-302025-07-09acceptance time not in the bulk data set
13F-HR 0002065794-25-000001 Quarter ended 2025-03-312025-04-29acceptance time not in the bulk data set