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Summit Financial Consulting LLC

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13F filer, CIK 2065794, STERLING HEIGHTS, MI

Summit Financial Consulting LLC reported $139,703,945 across 41 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-04-10. Its ten largest share positions make up 82.19% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002065794-26-000002

Period
2026-03-31
Reported value
$140M
Holdings
41
Top 10 weight
82.19%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHXadded+438,870$11.3M
IJSnew+63,554$7.53M
VTWOnew+72,957$7.31M
IYJnew+47,186$6.96M
IYMnew+21,689$3.82M

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
EFAexited-75,995-$7.3M
IYEexited-153,227-$7.28M
IYHexited-109,847-$7.15M
IDUexited-65,479-$7.1M
IYWreduced-37,101-$6.73M

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, Q1 2026

Share positions as resolved from 13F-HR 0002065794-26-000002, largest first. % of portfolio is the value over $139,703,945, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
LQDISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 204,293$22.3M15.94%+6,723Timeline
HYGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 279,386$22.2M15.91%+11,195Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 712,672$18.3M13.08%+438,870Timeline
IYZISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 222,519$8.75M6.26%-5,736Timeline
EEMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 134,070$7.61M5.45%-3,134Timeline
IJSISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 51,609 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63,554 shares 63,554$7.53M5.39%newTimeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,957 shares 72,957$7.31M5.23%newTimeline
QQQMINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,457$7M5.01%-1Timeline
IYJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,186 shares 47,186$6.96M4.98%newTimeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 60,999$6.9M4.94%+248Timeline
IYMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,689 shares 21,689$3.82M2.73%newTimeline
XLGINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 63,246$3.45M2.47%+9,267Timeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 29,325$1.35M0.96%+10,007Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,077$1.34M0.96%+1,001Timeline
TLTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,468$1.08M0.77%+401Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,728$1.07M0.76%+418Timeline
SPYMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,074$1M0.72%+79Timeline
RVNUDBX ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 40,036$986K0.71%+4,415Timeline
MUNIPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 18,313$956K0.68%+2,141Timeline
FLMIFRANKLIN TEMPLETON ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 37,403$927K0.66%+4,947Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,203$813K0.58%-167Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,184$808K0.58%-25Timeline
SMMUPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,252$769K0.55%+656Timeline
ITBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,931 shares; 2025Q4: 4,510 shares; 2026Q1: 6,507 shares 6,507$589K0.42%+1,997Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,068$512K0.37%-50Timeline
NZFNUVEEN MUN CR INCOME FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 39,901$486K0.35%+11,144Timeline
USRTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,104$480K0.34%+1,238Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,219$462K0.33%+136Timeline
MIYBLACKROCK MUNIYIELD MICH QUQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 38,654$459K0.33%+5,573Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 407 shares; 2025Q2: 308 shares; 2025Q3: 408 shares; 2025Q4: 410 shares; 2026Q1: 435 shares 435$433K0.31%+25Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 9,833$372K0.27%0Timeline
NADNUVEEN QUALITY MUNCP INCOMEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 31,605$363K0.26%0Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,433$356K0.25%+86Timeline
IYWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,803$327K0.23%-37,101Timeline
SCHGSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,064$322K0.23%+61Timeline
SPGPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,812$303K0.22%-17Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,386 shares 1,386$242K0.17%newTimeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 558 shares; 2026Q1: 646 shares 646$240K0.17%+88Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,065$219K0.16%-255Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not loaded; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 662 shares 662$200K0.14%+42Timeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 13,323$154K0.11%+102Timeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
EFAISHARES TR75,995$7.3Mshares
IYEISHARES TR153,227$7.28Mshares
IYHISHARES TR109,847$7.15Mshares
IDUISHARES TR65,479$7.1Mshares
PSCCINVESCO EXCH TRADED FD TR II11,535$359Kshares
BILSPDR SERIES TRUST3,182$291Kshares
XLESELECT SECTOR SPDR TR6,317$282Kshares

How Q1 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 0002065794-26-000002 base2026-04-10acceptance time not in the bulk data set