Summit Financial Consulting LLC 13F Holdings
CIK 0002065794 · STERLING HEIGHTS, MI
As of Sep 30, 2025, Summit Financial Consulting LLC reported 42 positions worth
CIK 0002065794 · STERLING HEIGHTS, MI
As of Sep 30, 2025, Summit Financial Consulting LLC reported 42 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | LQD | — | 180,158 | $20.1M | 16.03% |
| ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | HYG | — | 246,952 | $20.1M | 16.00% |
| ISHARES US FINANCIALS ETF | IYF | — | 54,506 | $6.9M | 5.51% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 34,820 | $6.8M | 5.44% |
| ISHARES US TELECOMMUNICATIONS ETF | IYZ | — | 210,746 | $6.8M | 5.43% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 55,552 | $6.7M | 5.35% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 125,538 | $6.7M | 5.35% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 26,845 | $6.6M | 5.30% |
| SCHWAB US LARGE-CAP ETF | SCHX | Equity | 251,254 | $6.6M | 5.28% |
| ISHARES US UTILITIES ETF | IDU | — | 59,033 | $6.5M | 5.23% |
| ISHARES US ENERGY ETF | IYE | — | 137,409 | $6.5M | 5.21% |
| ISHARES MSCI EAFE ETF | EFA | — | 68,152 | $6.4M | 5.08% |
| INVESCO S&P 500 TOP 50 ETF | XLG | — | 48,523 | $2.8M | 2.23% |
| ISHARES 20+ YEAR TREASURY BOND ETF | TLT | — | 12,950 | .2M | 0.92% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 11,313 | .1M | 0.91% |
| MICROSOFT CORP | MSFT | Technology | 2,157 | .1M | 0.89% |
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF | XLK | — | 3,868 | .1M | 0.87% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 13,855 | .1M | 0.87% |
| APPLE INC | AAPL | Technology | 3,453 | $879.2K | 0.70% |
| STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) ETF | XLU | — | 9,730 | $848.6K | 0.68% |
| XTRACKERS MUNICIPAL INFRASTRUCTURE REVENUE BOND ETF | RVNU | — | 31,425 | $775.3K | 0.62% |
| PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | MUNI | — | 14,530 | $759.6K | 0.61% |
| FRANKLIN LIBERTY INTERMEDIATE MUNICIPAL OPPORTUNITIES ETF | FLMI | — | 28,081 | $695.6K | 0.56% |
| PIMCO SHORT TERM MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | SMMU | — | 12,672 | $640.8K | 0.51% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 1,118 | $562.1K | 0.45% |