Summit Financial Consulting LLC Q2 2025 Filing
Filed July 9, 2025
Portfolio Value
$111.3B
Holdings
40
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IEFISHARES TR | 554,550 | $53.1B | 47.73% | |
| 2 | IYZISHARES TR | 223,167 | $6.6B | 5.97% | |
| 3 | IYFISHARES TR | 53,425 | $6.5B | 5.81% | |
| 4 | IYEISHARES TR | 129,917 | $5.9B | 5.28% | |
| 5 | IYCISHARES TR | 58,273 | $5.8B | 5.22% | |
| 6 | IDUISHARES TR | 52,933 | $5.5B | 4.97% | |
| 7 | IYY*ISHARES TR | 16,329 | $2.5B | 2.21% | |
| 8 | XLGINVESCO EXCHANGE TRADED FD T | 45,348 | $2.4B | 2.12% | |
| 9 | EFAISHARES TR | 25,796 | $2.3B | 2.07% | |
| 10 | EEMISHARES TR | 46,839 | $2.3B | 2.03% | |
| 11 | IVEISHARES TR | 10,962 | $2.1B | 1.93% | |
| 12 | IYRISHARES TR | 21,881 | $2.1B | 1.86% | |
| 13 | TLTISHARES TR | 13,006 | $1.1B | 1.03% | |
| 14 | AGGISHARES TR | 11,365 | $1.1B | 1.01% | |
| 15 | MSFTMICROSOFT CORP | 2,158 | $1.1B | 0.96% | |
| 16 | SPYMSPDR SER TR | 11,917 | $866.3M | 0.78% | |
| 17 | XLKSELECT SECTOR SPDR TR | 3,228 | $817.4M | 0.73% | |
| 18 | AAPLAPPLE INC | 3,363 | $690.1M | 0.62% | |
| 19 | MUNIPIMCO ETF TR | 13,306 | $683.4M | 0.61% | |
| 20 | RVNUDBX ETF TR | 27,962 | $670.8M | 0.60% | |
| 21 | FLMIFRANKLIN TEMPLETON ETF TR | 26,487 | $642.6M | 0.58% | |
| 22 | SMMUPIMCO ETF TR | 11,918 | $597.9M | 0.54% | |
| 23 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,168 | $567.4M | 0.51% | |
| 24 | XLUSELECT SECTOR SPDR TR | 6,324 | $516.4M | 0.46% | |
| 25 | HYGISHARES TR | 5,993 | $483.3M | 0.43% | |
| 26 | LQDISHARES TR | 4,235 | $464.2M | 0.42% | |
| 27 | NADNUVEEN QUALITY MUNCP INCOME | 31,605 | $356.8M | 0.32% | |
| 28 | SPGPINVESCO EXCHANGE TRADED FD T | 3,064 | $330.0M | 0.30% | |
| 29 | DTEDTE ENERGY CO | 2,341 | $310.1M | 0.28% | |
| 30 | USRTISHARES TR | 5,465 | $309.1M | 0.28% | |
| 31 | EPDENTERPRISE PRODS PARTNERS L | 9,833 | $304.9M | 0.27% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 308 | $304.9M | 0.27% | |
| 33 | MIYBLACKROCK MUNIYIELD MICH QU | 27,444 | $303.0M | 0.27% | |
| 34 | IVOVVANGUARD ADMIRAL FDS INC | 3,077 | $293.8M | 0.26% | |
| 35 | NZFNUVEEN MUNICIPAL CREDIT INC | 23,596 | $281.3M | 0.25% | |
| 36 | PSCCINVESCO EXCH TRADED FD TR II | 8,394 | $279.1M | 0.25% | |
| 37 | VVISA INC | 620 | $220.1M | 0.20% | |
| 38 | AMZNAMAZON COM INC | 1,003 | $220.0M | 0.20% | |
| 39 | MUBISHARES TR | 1,967 | $205.5M | 0.18% | |
| 40 | FFORD MTR CO | 15,240 | $165.4M | 0.15% |