Summit Financial Consulting LLC
All 13F Filings
- Location
- Sterling Heights, MI
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 147,414
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/6/2026 | 49 | 147,414 | 13F-HR | Summit Financial Consulting LLC |
| Q1 2026 | 4/10/2026 | 41 | 139,704 | 13F-HR | Summit Financial Consulting LLC |
| Q4 2025 | 1/23/2026 | 43 | 137,718 | 13F-HR | Summit Financial Consulting LLC |
| Q3 2025 | 10/15/2025 | 42 | 125,282 | 13F-HR | Summit Financial Consulting LLC |
| Q2 2025 | 7/9/2025 | 40 | 111,275 | 13F-HR | Summit Financial Consulting LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 7.104 K | 4.8% | 1.204 K | 0 | 1.204 K |
| ETFs | 140.3 K | 95.2% | 6.505 K | 0 | 6.505 K |
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Fund Snapshot
Q2 2026
Latest filed
8/6/2026
Total value ($000)
147,414
Holdings
49
QoQ value change ($000)
7,710
(5.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.