Arkolith/Funds/Summit Financial Consulting LLC

Summit Financial Consulting LLC

CIK 2065794
Holdings as of Jun 30, 2026·disclosed Aug 7, 2026·~38-day 13F lag·13F-HR
Active Filer

Summit Financial Consulting LLC holds a focused book of 49 stocks worth $147.4M as of Q2 2026 (disclosed Aug 7, 2026, a ~38-day 13F lag). This quarter they opened Ishares U.S. Energy ETF and trimmed Ishr Ibx Usd Hiyld CB ETF-Ui. Their largest long position is Ishr Ibx Usd Hiyld CB ETF-Ui at 15% of the equity book.

Opened
10
bought for the first time
Added to
17
already held, bought more
Trimmed
17
sold some, still holds it

Concentration

Top-heavy: focused book

Top 5 holdings
51%
Top 10 holdings
76%
Top 20 holdings
92%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

4% mapped to company sectors

ETF / fund or unclassified
96%
Information Technology
2%
Consumer Discretionary
1%
Financials
0%
Utilities
0%
Industrials
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Summit Financial Consulting LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.51 / 49$11.9B
CWM, LLC51 / 49$5.3B
HARBOUR INVESTMENTS, INC.51 / 49$826.2M
MORGAN STANLEY50 / 49$309.1B
BANK OF AMERICA CORP /DE/50 / 49$204.2B
ROYAL BANK OF CANADA50 / 49$82.5B
WELLS FARGO & COMPANY/MN50 / 49$80.6B
UBS Group AG50 / 49$77.2B

Ranked by how many of Summit Financial Consulting LLC's top 49 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

49 positions
#SecurityValueShares% PortLast moveHistory
1Ishares TR
IBOXX HI YD ETF
$21.8M272.4K
14.8%
−2.5%
Reduced · −7K sh
2Ishares TR
IBOXX INV CP ETF
$21.8M199.7K
14.8%
−2.2%
Reduced · −5K sh
3Schwab Strategic TR
US LRG CAP ETF
$14.8M502.7K
10.0%
−29%
Reduced · −210K sh
4Vanguard Scottsdale FDS
VNG RUS2000IDX
$8.3M68.5K
5.6%
−6.1%
Reduced · −4K sh
5Ishares TR
MSCI EMG MKT ETF
$8.1M118.3K
5.5%
−12%
Reduced · −16K sh
6Ishares TR
U.S. TECH ETF
$8.0M31.8K
5.4%
18×
Added · +30K sh
7Ishares TR
US TELECOM ETF
$7.7M182.7K
5.2%
−18%
Reduced · −40K sh
8Ishares TR
U.S. BAS MTL ETF
$7.6M42.5K
5.2%
+96%
Added · +21K sh
9Ishares TR
U.S. ENERGY ETF
$7.4M131.4K
5.0%
New
New position
10Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$6.9M22.8K
4.7%
−23%
Reduced · −7K sh
11Ishares TR
S&P 500 GRWT ETF
$4.9M35.6K
3.3%
−42%
Reduced · −25K sh
12Invesco Exchange Traded FD T
S&P 500 TOP 50
$4.0M64.9K
2.7%
+2.6%
Added · +2K sh
13Ishares TR
SP SMCP600VL ETF
$3.3M23.9K
2.2%
−62%
Reduced · −40K sh
14Ishares TR
S&P MC 400GR ETF
$3.2M27.2K
2.2%
New
New position
15Select Sector SPDR TR
STATE STREET UTI
$1.6M34.8K
1.1%
+19%
Added · +5K sh
16Select Sector SPDR TR
STATE STREET TEC
$1.5M7.9K
1.0%
−21%
Reduced · −2K sh
17Ishares TR
20 YR TR BD ETF
$1.1M12.6K
0.7%
+1.1%
Added · +134 sh
18Ishares TR
CORE US AGGBD ET
$1.1M11.0K
0.7%
+2.4%
Added · +261 sh
19DBX ETF TR
XTRACK MUN INFRA
$1.1M41.7K
0.7%
+4.1%
Added · +2K sh
20Pimco ETF TR
INTER MUN BD ACT
$988K18.8K
0.7%
+2.5%
Added · +467 sh
21Franklin Templeton ETF TR
FRANKLIN DYN MUN
$960K38.2K
0.7%
+2.0%
Added · +753 sh
22Apple Inc
COM
$823K2.8K
0.6%
−11%
Reduced · −360 sh
23Microsoft Corp
COM
$819K2.2K
0.6%
+0.5%
Added · +11 sh
24Pimco ETF TR
SHTRM MUN BD ACT
$798K15.8K
0.5%
+3.6%
Added · +556 sh
25SPDR Series Trust
STATE STREET SPD
$732K8.3K
0.5%
−36%
Reduced · −5K sh
26Ishares TR
CRE U S REIT ETF
$555K8.4K
0.4%
+3.1%
Added · +250 sh
27Amazon Com Inc
COM
$527K2.2K
0.4%
−0.5%
Reduced · −10 sh
28Nuveen Mun CR Income FD
COM SH BEN INT
$523K41.2K
0.4%
+3.3%
Added · +1K sh
29Berkshire Hathaway Inc Del
CL B NEW
$509K1.0K
0.3%
−4.7%
Reduced · −50 sh
30BlackRock Muniyield Mich Qu
COM
$485K39.6K
0.3%
+2.4%
Added · +914 sh
31Costco Wholesale Corporation
COM
$407K435
0.3%
Held
32Vanguard World FD
INF TECH ETF
$394K3.3K
0.3%
New
New position
33Advanced Micro Devices Inc
COM
$391K672
0.3%
New
New position
34Nuveen Quality Muncp Income
COM
$383K31.6K
0.3%
Held
35Dte Energy Co
COM
$371K2.4K
0.3%
+0.1%
Added · +3 sh
36Schwab Strategic TR
US LCAP GR ETF
$367K10.9K
0.2%
−1.9%
Reduced · −213 sh
37Enterprise Prods Partners L
COM
$361K9.8K
0.2%
Held
38Invesco Exchange Traded FD T
S&P 500 GARP ETF
$327K2.7K
0.2%
−4.9%
Reduced · −139 sh
39Tortoise Capital Series Trus
AI INFRASTRUCTUR
$299K5.3K
0.2%
New
New position
40Nvidia Corporation
COM
$277K1.4K
0.2%
Held
41Tesla Inc
COM
$276K657
0.2%
+1.7%
Added · +11 sh
42Select Sector SPDR TR
STATE STREET ENE
$274K5.2K
0.2%
New
New position
43Caterpillar Inc
COM
$240K225
0.2%
New
New position
44Visa Inc
COM CL A
$227K662
0.2%
Held
45Dimensional ETF Trust
US CORE EQUITY 2
$226K5.1K
0.2%
New
New position
46Invesco QQQ TR
UNIT SER 1
$219K298
0.1%
New
New position
47Ishares TR
NATIONAL MUN ETF
$215K2.0K
0.1%
−3.3%
Reduced · −69 sh
48Ford MTR Co
COM
$186K13.4K
0.1%
+0.7%
Added · +88 sh
49Putnam ETF Trust
FRANKLIN MUNI
$110K13.8K
0.1%
New
New position
Showing all 49 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 7, 202649$147.4M13F-HR
Q1 2026Mar 31, 2026Apr 10, 202641$139.7M13F-HR
Q4 2025Dec 31, 2025Jan 23, 202643$137.7M13F-HR
Q3 2025Sep 30, 2025Oct 15, 202542$125.3M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.