Holdings
Summit Financial Consulting LLC
As of Sep 30, 2026, Summit Financial Consulting LLC reported 47 positions worth US$136M. Largest: iShares 7-10 Year Treasury Bond ETF, iShares iBoxx $ Investment Grade Corporate Bond ETF and iShares U.S. Technology ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares 7-10 Year Treasury Bond ETF | 296K | US$26.4M | new | Sep 30, 2026 |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | 246K | US$25.1M | new | Sep 30, 2026 |
| iShares U.S. Technology ETF | 39,621 | US$10.5M | new | Sep 30, 2026 |
| Schwab U.S. Large-Cap ETF | 311K | US$9.33M | new | Sep 30, 2026 |
| iShares U.S. Energy ETF | 135K | US$8.78M | new | Sep 30, 2026 |
| iShares U.S. Telecommunications ETF | 197K | US$8.13M | new | Sep 30, 2026 |
| iShares U.S. Basic Materials ETF | 45,247 | US$8.06M | new | Sep 30, 2026 |
| Vanguard Russell 2000 ETF | 51,327 | US$5.76M | new | Sep 30, 2026 |
| Invesco S&P 500 Top 50 ETF | 65,641 | US$4.18M | new | Sep 30, 2026 |
| iShares MSCI Emerging Markets ETF | 54,360 | US$3.63M | new | Sep 30, 2026 |