Summit Financial Consulting LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 23, 2026, for the 2025 Q4 period, Summit Financial Consulting LLC held in its portfolio 42 assets valued at $137,718,279 (i.e. $137.72M).
The most valuable assets in the portfolio included: ISHARES TR ($21.77M), ISHARES TR ($21.62M), and ISHARES TR ($7.77M).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Summit Financial Consulting LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 197570 | 21770238 | IBOXX INV CP ETF |
| ISHARES TR | 268191 | 21624240 | IBOXX HI YD ETF |
| ISHARES TR | 38904 | 7768351 | U.S. TECH ETF |
| ISHARES TR | 228255 | 7737844 | US TELECOM ETF |
| ISHARES TR | 137204 | 7506431 | MSCI EMG MKT ETF |
| ISHARES TR | 60751 | 7488168 | S&P 500 GRWT ETF |
| INVESCO EXCH TRADED FD TR II | 29458 | 7450517 | NASDAQ 100 ETF |
| SCHWAB STRATEGIC TR | 273802 | 7368012 | US LRG CAP ETF |
| ISHARES TR | 75995 | 7297800 | MSCI EAFE ETF |
| ISHARES TR | 153227 | 7282879 | U.S. ENERGY ETF |
| ISHARES TR | 109847 | 7151040 | US HLTHCARE ETF |
| ISHARES TR | 65479 | 7095304 | U.S. UTILITS ETF |
| INVESCO EXCHANGE TRADED FD T | 53979 | 3199875 | S&P 500 TOP 50 |
| SPDR SERIES TRUST | 16177 | 1333234 | STATE STREET SPD |
| SELECT SECTOR SPDR TR | 9076 | 1306672 | STATE STREET TEC |
| MICROSOFT CORP | 2209 | 1068312 | COM |
| ISHARES TR | 12067 | 1051784 | 20 YR TR BD ETF |
| ISHARES TR | 10310 | 1029734 | CORE US AGGBD ET |
| APPLE INC | 3370 | 916201 | COM |
| DBX ETF TR | 35621 | 874139 | XTRACK MUN INFRA |
| PIMCO ETF TR | 16172 | 847575 | INTER MUN BD ACT |
| SELECT SECTOR SPDR TR | 19318 | 824685 | STATE STREET UTI |
| FRANKLIN TEMPLETON ETF TR | 32456 | 807181 | FRANKLIN DYN MUN |
| PIMCO ETF TR | 14596 | 736076 | SHTRM MUN BD ACT |
| BERKSHIRE HATHAWAY INC DEL | 1118 | 561963 | CL B NEW |
| AMAZON COM INC | 2083 | 480798 | COM |
| ISHARES TR | 4510 | 434313 | US HOME CONS ETF |
| ISHARES TR | 6866 | 391087 | CRE U S REIT ETF |
| BLACKROCK MUNIYIELD MICH QU | 33081 | 388371 | COM |
| NUVEEN QUALITY MUNCP INCOME | 31605 | 379892 | COM |
| NUVEEN MUNICIPAL CREDIT INC | 28757 | 361763 | COM SH BEN INT |
| SCHWAB STRATEGIC TR | 11003 | 358918 | US LCAP GR ETF |
| INVESCO EXCH TRADED FD TR II | 11535 | 358516 | S&P SMLCP STAP |
| COSTCO WHSL CORP NEW | 410 | 353559 | COM |
| INVESCO EXCHANGE TRADED FD T | 2829 | 322110 | S&P 500 GARP ETF |
| ENTERPRISE PRODS PARTNERS L | 9833 | 315246 | COM |
| DTE ENERGY CO | 2347 | 302675 | COM |
| SELECT SECTOR SPDR TR | 6317 | 282433 | STATE STREET ENE |
| TESLA INC | 558 | 250944 | COM |
| ISHARES TR | 2320 | 248495 | NATIONAL MUN ETF |
| VISA INC | 620 | 217440 | COM CL A |
| FORD MTR CO | 13221 | 173464 | COM |
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