AAPLApple Inc.
What Summit Financial Consulting LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2065794 · Filed Aug 7, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
ISHARES TRIBOXX HI YD ETF | 272.4K | −2.5% | $21.8M | 14.8% |
ISHARES TRIBOXX INV CP ETF | 199.7K | −2.2% | $21.8M | 14.8% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 502.7K | −29.5% | $14.8M | 10% |
VANGUARD SCOTTSDALE FDSVNG RUS2000IDX |
| 68.5K |
| −6.1% |
| $8.3M |
| 5.6% |
ISHARES TRMSCI EMG MKT ETF | 118.3K | −11.8% | $8.1M | 5.5% |
ISHARES TRU.S. TECH ETF | 31.8K | +1,666.0% | $8M | 5.4% |
ISHARES TRUS TELECOM ETF | 182.7K | −17.9% | $7.7M | 5.2% |
ISHARES TRU.S. BAS MTL ETF | 42.5K | +96.0% | $7.6M | 5.2% |
ISHARES TRU.S. ENERGY ETF | 131.4K | New | $7.4M | 5% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 22.8K | −22.6% | $6.9M | 4.7% |
ISHARES TRS&P 500 GRWT ETF | 35.6K | −41.7% | $4.9M | 3.3% |
INVESCO EXCHANGE TRADED FD TS&P 500 TOP 50 | 64.9K | +2.6% | $4M | 2.7% |
ISHARES TRSP SMCP600VL ETF | 23.9K | −62.4% | $3.3M | 2.2% |
ISHARES TRS&P MC 400GR ETF | 27.2K | New | $3.2M | 2.2% |
SELECT SECTOR SPDR TRSTATE STREET UTI | 34.8K | +18.6% | $1.6M | 1.1% |
SELECT SECTOR SPDR TRSTATE STREET TEC | 7.9K | −21.4% | $1.5M | 1% |
ISHARES TR20 YR TR BD ETF | 12.6K | +1.1% | $1.1M | 0.7% |
ISHARES TRCORE US AGGBD ET | 11K | +2.4% | $1.1M | 0.7% |
DBX ETF TRXTRACK MUN INFRA | 41.7K | +4.1% | $1.1M | 0.7% |
PIMCO ETF TRINTER MUN BD ACT | 18.8K | +2.6% | $987.8K | 0.7% |
FRANKLIN TEMPLETON ETF TRFRANKLIN DYN MUN | 38.2K | +2.0% | $960.4K | 0.7% |
AAPLApple Inc. | 2.8K | −11.2% | $822.6K | 0.6% |
MSFTMicrosoft Corp | 2.2K | +0.5% | $818.6K | 0.6% |
PIMCO ETF TRSHTRM MUN BD ACT | 15.8K | +3.6% | $798.3K | 0.5% |
SPDR SERIES TRUSTSTATE STREET SPD | 8.3K | −36.3% | $731.9K | 0.5% |
ISHARES TRCRE U S REIT ETF | 8.4K | +3.1% | $555.1K | 0.4% |
AMZNAmazon Com Inc | 2.2K | −0.5% | $526.6K | 0.4% |
NZFNuveen Municipal Credit Income Fund | 41.2K | +3.3% | $522.5K | 0.4% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 1K | −4.7% | $509.4K | 0.3% |
MIYBlackRock Muniyield Michigan Quality Fund, Inc. | 39.6K | +2.4% | $485.5K | 0.3% |
COSTCostco Wholesale Corp | 435 | ±0% | $406.9K | 0.3% |
VANGUARD WORLD FDINF TECH ETF | 3.3K | New | $394.1K | 0.3% |
AMDAdvanced Micro Devices Inc | 672 | New | $390.6K | 0.3% |
NADNuveen Quality Municipal Income Fund | 31.6K | ±0% | $383.1K | 0.3% |
DTEDTE Energy Co | 2.4K | +0.1% | $371.1K | 0.3% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 10.9K | −1.9% | $367.2K | 0.2% |
EPDEnterprise Products Partners L.P. | 9.8K | ±0% | $361.5K | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF | 2.7K | −4.9% | $326.9K | 0.2% |
TORTOISE CAPITAL SERIES TRUSAI INFRASTRUCTUR | 5.3K | New | $298.8K | 0.2% |
NVDANVIDIA Corp | 1.4K | ±0% | $277.3K | 0.2% |
TSLATesla, Inc. | 657 | +1.7% | $276.4K | 0.2% |
SELECT SECTOR SPDR TRSTATE STREET ENE | 5.2K | New | $274.2K | 0.2% |
CATCaterpillar Inc | 225 | New | $239.8K | 0.2% |
VVisa Inc. | 662 | ±0% | $227.1K | 0.2% |
DIMENSIONAL ETF TRUSTUS CORE EQUITY 2 | 5.1K | New | $225.8K | 0.2% |
QQQInvesco QQQ Trust, Series 1 | 298 | New | $219.4K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 2K | −3.3% | $214.8K | 0.1% |
FFord Motor Co | 13.4K | +0.7% | $186.4K | 0.1% |
PUTNAM ETF TRUSTFRANKLIN MUNI | 13.8K | New | $109.6K | 0.1% |
