Summit Financial Consulting LLC ETF holdings
Sterling Heights, MI
Reported $140.6M in 33 ETFs in its Form 13F for June 30, 2026.
ETF value
$140.6M
ETFs held
33
Change from prior quarter
+5.1%
With price moves
ETFs as a share of its 13F
95.4%
of $147.4M
Top 10 of 33 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| HYG | iShares iBoxx $ High Yield Corporate Bond ETF | $21.8M | 272,444 | −6,942 shares |
| LQD | iShares iBoxx $ Investment Grade Corporate Bond ETF | $21.8M | 199,703 | −4,590 shares |
| SCHX | Schwab U.S. Large-Cap ETF | $14.8M | 502,683 | −209,989 shares |
| VTWO | Vanguard Russell 2000 ETF | $8.3M | 68,479 | −4,478 shares |
| EEM | iShares MSCI Emerging Markets ETF | $8.1M | 118,253 | −15,817 shares |
| IYW | iShares U.S. Technology ETF | $8.0M | 31,841 | +30,038 shares |
| IYZ | iShares U.S. Telecommunications ETF | $7.7M | 182,668 | −39,851 shares |
| IYM | iShares U.S. Basic Materials ETF | $7.6M | 42,511 | +20,822 shares |
| IYE | iShares U.S. Energy ETF | $7.4M | 131,435 | New position |
| QQQM | Invesco NASDAQ 100 ETF | $6.9M | 22,796 | −6,661 shares |
23 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002065794. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Summit Financial Consulting LLC own?
Summit Financial Consulting LLC reported 33 ETF positions worth $140.6M in its Form 13F for June 30, 2026. The largest was HYG, at $21.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.