Summit Financial Consulting LLC Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$125.3B
Holdings
42
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LQDISHARES TR | 180,158 | $20.1B | 16.03% | |
| 2 | HYGISHARES TR | 246,952 | $20.1B | 16.00% | |
| 3 | IYFISHARES TR | 54,506 | $6.9B | 5.51% | |
| 4 | IYWISHARES TR | 34,820 | $6.8B | 5.44% | |
| 5 | IYZISHARES TR | 210,746 | $6.8B | 5.43% | |
| 6 | IVWISHARES TR | 55,552 | $6.7B | 5.35% | |
| 7 | EEMISHARES TR | 125,538 | $6.7B | 5.35% | |
| 8 | QQQMINVESCO EXCH TRADED FD TR II | 26,845 | $6.6B | 5.30% | |
| 9 | SCHXSCHWAB STRATEGIC TR | 251,254 | $6.6B | 5.28% | |
| 10 | IDUISHARES TR | 59,033 | $6.5B | 5.23% | |
| 11 | IYEISHARES TR | 137,409 | $6.5B | 5.21% | |
| 12 | EFAISHARES TR | 68,152 | $6.4B | 5.08% | |
| 13 | XLGINVESCO EXCHANGE TRADED FD T | 48,523 | $2.8B | 2.23% | |
| 14 | TLTISHARES TR | 12,950 | $1.2B | 0.92% | |
| 15 | AGGISHARES TR | 11,313 | $1.1B | 0.91% | |
| 16 | MSFTMICROSOFT CORP | 2,157 | $1.1B | 0.89% | |
| 17 | XLKSELECT SECTOR SPDR TR | 3,868 | $1.1B | 0.87% | |
| 18 | SPYMSPDR SERIES TRUST | 13,855 | $1.1B | 0.87% | |
| 19 | AAPLAPPLE INC | 3,453 | $879.2M | 0.70% | |
| 20 | XLUSELECT SECTOR SPDR TR | 9,730 | $848.6M | 0.68% | |
| 21 | RVNUDBX ETF TR | 31,425 | $775.3M | 0.62% | |
| 22 | MUNIPIMCO ETF TR | 14,530 | $759.6M | 0.61% | |
| 23 | FLMIFRANKLIN TEMPLETON ETF TR | 28,081 | $695.6M | 0.56% | |
| 24 | SMMUPIMCO ETF TR | 12,672 | $640.8M | 0.51% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,118 | $562.1M | 0.45% | |
| 26 | COSTCOSTCO WHSL CORP NEW | 408 | $377.7M | 0.30% | |
| 27 | NADNUVEEN QUALITY MUNCP INCOME | 31,605 | $369.5M | 0.29% | |
| 28 | USRTISHARES TR | 5,974 | $350.8M | 0.28% | |
| 29 | SPGPINVESCO EXCHANGE TRADED FD T | 2,996 | $340.4M | 0.27% | |
| 30 | MIYBLACKROCK MUNIYIELD MICH QU | 29,665 | $334.6M | 0.27% | |
| 31 | DTEDTE ENERGY CO | 2,344 | $331.5M | 0.26% | |
| 32 | NZFNUVEEN MUNICIPAL CREDIT INC | 25,371 | $318.7M | 0.25% | |
| 33 | ITBISHARES TR | 2,931 | $314.4M | 0.25% | |
| 34 | PSCCINVESCO EXCH TRADED FD TR II | 9,388 | $309.5M | 0.25% | |
| 35 | IVOVVANGUARD ADMIRAL FDS INC | 3,070 | $309.4M | 0.25% | |
| 36 | EPDENTERPRISE PRODS PARTNERS L | 9,833 | $307.5M | 0.25% | |
| 37 | BILSPDR SERIES TRUST | 2,698 | $247.5M | 0.20% | |
| 38 | MUBISHARES TR | 2,184 | $232.6M | 0.19% | |
| 39 | AMZNAMAZON COM INC | 1,044 | $229.2M | 0.18% | |
| 40 | SCHGSCHWAB STRATEGIC TR | 6,642 | $211.9M | 0.17% | |
| 41 | VVISA INC | 620 | $211.7M | 0.17% | |
| 42 | FFORD MTR CO | 16,195 | $193.7M | 0.15% |