Summit Financial Consulting LLC Portfolio Holdings

Summit Financial Consulting LLC

  • $111 Billion
  • Q2 2025

Summit Financial Consulting LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $111 Billion distributed in 40 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Barclays with a value of $53.1B, Ishares Tr Us Telecommunicatio with a value of $6.65B, Ishares Tr with a value of $6.46B, Ishares Tr with a value of $5.87B, and Ishares U.S. Consumer Discreti with a value of $5.81B.

Examining the 13F form we can see an increase of $3.49B in the current position value, from $108B to 111B.

Summit Financial Consulting LLC is based out at Sterling Heights, MI

Below you can find more details about Summit Financial Consulting LLC portfolio as well as his latest detailed transactions.

Portfolio value $111 Billion
ETFs: $106 Billion
Technology: $1.76 Billion
Financial Services: $1.73 Billion
Consumer Cyclical: $385 Million
Utilities: $310 Million
Energy: $305 Million
Consumer Defensive: $305 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$357 Million 0.32% of portfolio
31,605
Q1 2025 New
$0
$303 Million 0.27% of portfolio
27,444
Q2 2025 Added 10.66%
$0
$281 Million 0.25% of portfolio
23,596
Q2 2025 Added 13.22%

Summary

  • Portfolio
  • No. of Stocks 40
  • Current Value $111 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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