Summit Financial Consulting LLC

RIA/Wealth

Summit Financial Consulting LLC is a RIA/Wealth based in Glen Allen, VA led by Peter Benjamin Miller, reporting $188.8M in AUM as of Q3 2025 with 96% ETF concentration, 75% concentrated in top 10 holdings, and 16% allocation to LQD.

PresidentPeter Benjamin Miller

Portfolio Value: $125.3M
Positions: 42
Top Holding: LQD at 16.03%
Last Reported: Q3 2025

Address5231 Hickory Park Drive, Suite A, Glen Allen, VA, 23059, United States

Top Holdings

Largest long holdings in Summit Financial Consulting LLC's portfolio (74.9% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$20.1M	16.03%	+$19.6M Bought	— 180.2K shares	Q1 2025 Held for 8 months
2 iShares iBoxx High Yield Corporate Bond HYG	ETF ETF	$20.1M	16.00%	+$19.6M Bought	— 247.0K shares	Q1 2025 Held for 8 months
3 iShares U.S. Financials IYF	ETF ETF	$6.9M	5.51%	+$136.9K Bought	— 54.5K shares	Q1 2025 Held for 8 months
4 iShares U.S. Technology IYW	ETF ETF	$6.8M	5.44%	+$6.8M Bought	— 34.8K shares	Q1 2025 Held for 8 months
5 iShares U.S. Telecommunications IYZ	ETF ETF	$6.8M	5.43%	-$400.7K Sold	— 210.7K shares	Q1 2025 Held for 8 months
6 iShares S&P 500 Growth ETF IVW	ETF ETF	$6.7M	5.35%	+$6.7M Bought	— 55.6K shares	Q1 2025 Held for 8 months
7 iShares MSCI Emerging Markets EEM	ETF ETF	$6.7M	5.35%	+$4.2M Bought	— 125.5K shares	Q2 2025 Held for 5 months
8 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$6.6M	5.30%	+$6.6M Bought	— 26.8K shares	Q1 2025 Held for 8 months
9 SCHX Schwab U.S. Large-Cap ETF SCHX	ETF ETF	$6.6M	5.28%	+$6.6M Bought	— 251.3K shares	Q1 2025 Held for 8 months
10 iShares U.S. Utilities IDU	ETF ETF	$6.5M	5.23%	+$676.5K Bought	— 59.0K shares	Q2 2025 Held for 5 months

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Summit Financial Consulting LLC's latest filing

See all changes

GthenC

Market Value

$125.3M

Prior: $111.3M

Q/Q Change

+12.59%

+$14.0M

Net Flows % of MV

-12.51%

Turnover Ratio

57.23%

New Purchases

2 stocks

$561.9K

Added To

25 stocks

+$49.8M

Sold Out Of

5 stocks

$65.6M

Reduced Holdings

7 stocks

-$445.0K

Increased Positions

Position	Shares Δ	Change
1 iShares U.S. Home Construction ITB	New	0 → 2.9K +$314.4K
2 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	New	0 → 2.7K +$247.5K
3 iShares iBoxx $ Investment Grade Corporate Bond LQD	+4,154.03%	4.2K → 180.2K +$19.6M
4 iShares iBoxx High Yield Corporate Bond HYG	+4,020.67%	6.0K → 247.0K +$19.6M
5 iShares MSCI Emerging Markets EEM	+168.02%	46.8K → 125.5K +$4.2M

Decreased Positions

Position	Shares Δ	Change
1 iShares 7-10 Year Treasury Bond IEF	Sold	554.6K → 0 −$53.1M
2 iShares U.S. Consumer Discretionary ETF IYC	Sold	58.3K → 0 −$5.8M
3 iShares Dow Jones U.S. ETF IYY	Sold	16.3K → 0 −$2.5M
4 iShares S&P 500 Value IVE	Sold	11.0K → 0 −$2.1M
5 iShares U.S. Real Estate IYR	Sold	21.9K → 0 −$2.1M