Summit Financial Consulting LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists a total of 48 distinct equity positions held by the firm.
The largest position in the portfolio is held in the Schwab Strategic Trust U.S. Large Cap ETF, which accounts for 311,137 shares. This is followed by the iShares Core U.S. Aggregate Bond ETF, with 104,573 shares, and the iShares 7-10 Year Treasury Bond ETF, which holds 295,650 shares. The firm also holds significant positions in the iShares 20 Year Treasury Bond ETF (122,573 shares) and the iShares IBOXX Inv. Corp. ETF (245,577 shares).
Among individual equities, the filing reveals a position in Ford Motor Company with 13,969 shares. The firm also holds 5,113 shares of NVIDIA Corporation and 2,342 shares of Microsoft Corporation. Other notable individual stock holdings include Advanced Micro Devices (667 shares), Alphabet Inc. Class A (606 shares), Amazon.com (2,123 shares), Apple Inc. (3,596 shares), Berkshire Hathaway Class B (1,018 shares), Caterpillar Inc. (346 shares), Costco Wholesale (435 shares), Tesla Inc. (603 shares), and Visa Inc. Class A (662 shares).
The filing indicates that Summit Financial Consulting LLC holds all positions as of the report date, with no transactions reported for the period covered.
