Summit Financial Consulting LLC Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$137.7B
Holdings
43
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LQDISHARES TR | 197,570 | $21.8B | 15.81% | |
| 2 | HYGISHARES TR | 268,191 | $21.6B | 15.70% | |
| 3 | IYWISHARES TR | 38,904 | $7.8B | 5.64% | |
| 4 | IYZISHARES TR | 228,255 | $7.7B | 5.62% | |
| 5 | EEMISHARES TR | 137,204 | $7.5B | 5.45% | |
| 6 | IVWISHARES TR | 60,751 | $7.5B | 5.44% | |
| 7 | QQQMINVESCO EXCH TRADED FD TR II | 29,458 | $7.5B | 5.41% | |
| 8 | SCHXSCHWAB STRATEGIC TR | 273,802 | $7.4B | 5.35% | |
| 9 | EFAISHARES TR | 75,995 | $7.3B | 5.30% | |
| 10 | IYEISHARES TR | 153,227 | $7.3B | 5.29% | |
| 11 | IYHISHARES TR | 109,847 | $7.2B | 5.19% | |
| 12 | IDUISHARES TR | 65,479 | $7.1B | 5.15% | |
| 13 | XLGINVESCO EXCHANGE TRADED FD T | 53,979 | $3.2B | 2.32% | |
| 14 | XLKSELECT SECTOR SPDR TR | 9,076 | $1.3B | 0.95% | |
| 15 | MSFTMICROSOFT CORP | 2,209 | $1.1B | 0.78% | |
| 16 | TLTISHARES TR | 12,067 | $1.1B | 0.76% | |
| 17 | SPYMSPDR SERIES TRUST | 12,995 | $1.0B | 0.76% | |
| 18 | AGGISHARES TR | 10,310 | $1.0B | 0.75% | |
| 19 | AAPLAPPLE INC | 3,370 | $916.0M | 0.67% | |
| 20 | RVNUDBX ETF TR | 35,621 | $874.0M | 0.63% | |
| 21 | MUNIPIMCO ETF TR | 16,172 | $847.0M | 0.62% | |
| 22 | XLUSELECT SECTOR SPDR TR | 19,318 | $824.0M | 0.60% | |
| 23 | FLMIFRANKLIN TEMPLETON ETF TR | 32,456 | $807.0M | 0.59% | |
| 24 | SMMUPIMCO ETF TR | 14,596 | $736.0M | 0.53% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,118 | $561.0M | 0.41% | |
| 26 | AMZNAMAZON COM INC | 2,083 | $480.0M | 0.35% | |
| 27 | ITBISHARES TR | 4,510 | $434.0M | 0.32% | |
| 28 | USRTISHARES TR | 6,866 | $391.0M | 0.28% | |
| 29 | MIYBLACKROCK MUNIYIELD MICH QU | 33,081 | $388.0M | 0.28% | |
| 30 | NADNUVEEN QUALITY MUNCP INCOME | 31,605 | $379.0M | 0.28% | |
| 31 | NZFNUVEEN MUNICIPAL CREDIT INC | 28,757 | $361.0M | 0.26% | |
| 32 | PSCCINVESCO EXCH TRADED FD TR II | 11,535 | $358.0M | 0.26% | |
| 33 | SCHGSCHWAB STRATEGIC TR | 11,003 | $358.0M | 0.26% | |
| 34 | COSTCOSTCO WHSL CORP NEW | 410 | $353.0M | 0.26% | |
| 35 | SPGPINVESCO EXCHANGE TRADED FD T | 2,829 | $322.0M | 0.23% | |
| 36 | EPDENTERPRISE PRODS PARTNERS L | 9,833 | $315.0M | 0.23% | |
| 37 | DTEDTE ENERGY CO | 2,347 | $302.0M | 0.22% | |
| 38 | BILSPDR SERIES TRUST | 3,182 | $290.0M | 0.21% | |
| 39 | XLESELECT SECTOR SPDR TR | 6,317 | $282.0M | 0.20% | |
| 40 | TSLATESLA INC | 558 | $250.0M | 0.18% | |
| 41 | MUBISHARES TR | 2,320 | $248.0M | 0.18% | |
| 42 | VVISA INC | 620 | $217.0M | 0.16% | |
| 43 | FFORD MTR CO | 13,221 | $173.0M | 0.13% |