Summit Financial Consulting LLC
CIK: 0002065794SEC EDGAR →
Portfolio Value
$137.7M
Holdings
43
As of
Q4 2025
New Positions
7
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 197,570 | $21.8M | 15.81% |
| 2 | ISHARES TR | 268,191 | $21.6M | 15.70% |
| 3 | ISHARES TR | 38,904 | $7.8M | 5.64% |
| 4 | ISHARES TR | 228,255 | $7.7M | 5.62% |
| 5 | ISHARES TR | 137,204 | $7.5M | 5.45% |
| 6 | ISHARES TR | 60,751 | $7.5M | 5.44% |
| 7 | INVESCO EXCH TRADED FD TR II | 29,458 | $7.5M | 5.41% |
| 8 | SCHWAB STRATEGIC TR | 273,802 | $7.4M | 5.35% |
| 9 | ISHARES TR | 75,995 | $7.3M | 5.30% |
| 10 | ISHARES TR | 153,227 | $7.3M | 5.29% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $132.2M | 96.0% |
| Technology | 5 | $3.1M | 2.3% |
| Consumer Cyclical | 3 | $903K | 0.7% |
| Unknown | 1 | $561K | 0.4% |
| Consumer Defensive | 1 | $353K | 0.3% |
| Energy | 1 | $315K | 0.2% |
| Utilities | 1 | $302K | 0.2% |