1y return+15.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2025: $122 against $133 in the S&P 500.2
Summit Financial Consulting LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| HYGIshares Tr | $21.8M | 14.8% | −2.5% |
| LQDIshares Tr | $21.8M | 14.8% | −2.2% |
| SCHXSchwab Strategic Tr | $14.8M | 10.0% | −29.5% |
| VTWOVanguard Scottsdale Fds | $8.3M | 5.6% | −6.1% |
| EEMIshares Tr | $8.1M | 5.5% | −11.8% |
| IYWIshares Tr | $8.0M | 5.4% | +1666.0% |
| IYZIshares Tr | $7.7M | 5.2% | −17.9% |
| IYMIshares Tr | $7.6M | 5.2% | +96.0% |
| IYEIshares Tr | $7.4M | 5.0% | New |
| QQQMInvesco Exch Traded Fd Tr II | $6.9M | 4.7% | −22.6% |
| IVWIshares Tr | $4.9M | 3.3% | −41.7% |
| XLGInvesco Exchange Traded Fd T | $4.0M | 2.7% | +2.6% |
| IJSIshares Tr | $3.3M | 2.2% | −62.4% |
| IJKIshares Tr | $3.2M | 2.2% | New |
| XLUSelect Sector Spdr Tr | $1.6M | 1.1% | +18.6% |
| XLKSelect Sector Spdr Tr | $1.5M | 1.0% | −21.4% |
| TLTIshares Tr | $1.1M | 0.7% | +1.1% |
| AGGIshares Tr | $1.1M | 0.7% | +2.4% |
| RVNUDbx Etf Tr | $1.1M | 0.7% | +4.1% |
| MUNIPimco Etf Tr | $988K | 0.7% | +2.6% |
| FLMIFranklin Templeton Etf Tr | $960K | 0.7% | +2.0% |
| AAPLApple Inc | $823K | 0.6% | −11.2% |
| MSFTMicrosoft Corp | $819K | 0.6% | |
| SMMUPimco Etf Tr | $798K | 0.5% | +3.6% |
| SPYMSpdr Series Trust | $732K | 0.5% | −36.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| XLKSelect Sector Spdr Tr | March 31, 2025 | +84.5% | $1.5M |
| IYZIshares Tr | March 31, 2025 | +54.5% | $7.7M |
| EEMIshares Tr | June 30, 2025 | +41.8% | $8.1M |
| SPYMSpdr Series Trust | March 31, 2025 | +33.6% | $732K |
| XLGInvesco Exchange Traded Fd T | March 31, 2025 | +33.1% | $4.0M |
| AAPLApple Inc | March 31, 2025 | +30.3% | $823K |
| IYWIshares Tr | September 30, 2025 | +28.8% | $8.0M |
| QQQMInvesco Exch Traded Fd Tr II | September 30, 2025 | +22.6% | $6.9M |
| SPGPInvesco Exchange Traded Fd T | March 31, 2025 | +22.4% | $327K |
| VTWOVanguard Scottsdale Fds | March 31, 2026 | +21.2% | $8.3M |
Sold off last quarter
- IYJIshares Tr was $7.0M
- ITBIshares Tr was $589K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.1% | +14.8% |
| March 31, 2026 | +0.8% | −4.6% |
| December 31, 2025 | +0.7% | +2.4% |
| September 30, 2025 | +3.4% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Summit Financial Consulting LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2065794&type=13F-HR&dateb=&owner=include&count=40CIK 2065794
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2065794/000206579426000003/Filed August 7, 2026 · accession 0002065794-26-000003