Summit Financial Consulting LLC Portfolio Holdings

Summit Financial Consulting LLC

  • $125 Billion
  • Q3 2025

Summit Financial Consulting LLC has filed its 13F form on October 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Iboxx $ Investment Gra with a value of $20.1B, Ishares Tr with a value of $20.1B, Ishares Tr with a value of $6.9B, Ishares Dj Us Tech ETF with a value of $6.82B, and Ishares Tr Us Telecommunicatio with a value of $6.8B.

Examining the 13F form we can see an increase of $14B in the current position value, from $111B to 125B.

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 $125 Billion
ETFs: $120 Billion
Technology: $2 Billion
Financial Services: $1.8 Billion
Consumer Cyclical: $423 Million
Consumer Defensive: $378 Million
Utilities: $332 Million
Energy: $307 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.1 Billion 16.03% of portfolio
180,158
Q3 2025 Added 4,154.03%
$0
$20.1 Billion 16.0% of portfolio
246,952
Q3 2025 Added 4,020.67%
$0
$6.9 Billion 5.51% of portfolio
54,506
Q3 2025 Added 2.02%
$0
$6.82 Billion 5.44% of portfolio
34,820
Q3 2025 New
$0
$6.8 Billion 5.43% of portfolio
210,746
Q3 2025 Reduced 5.57%
$0
$6.7 Billion 5.35% of portfolio
125,538
Q3 2025 Added 168.02%
$0
$6.71 Billion 5.35% of portfolio
55,552
Q3 2025 New
$0
$6.63 Billion 5.3% of portfolio
26,845
Q3 2025 New
$0
$6.62 Billion 5.28% of portfolio
251,254
Q3 2025 New
$0
$6.55 Billion 5.23% of portfolio
59,033
Q3 2025 Added 11.52%
$0
$6.53 Billion 5.21% of portfolio
137,409
Q3 2025 Added 5.77%
$0
$6.36 Billion 5.08% of portfolio
68,152
Q3 2025 Added 164.2%
$0
$2.79 Billion 2.23% of portfolio
48,523
Q3 2025 Added 7.0%
$0
$1.16 Billion 0.92% of portfolio
12,950
Q3 2025 Reduced 0.43%
$0
$1.13 Billion 0.91% of portfolio
11,313
Q3 2025 Reduced 0.46%
$3.96T
$1.12 Billion 0.89% of portfolio
2,157
Q3 2025 Reduced 0.05%
$0
$1.09 Billion 0.87% of portfolio
13,855
Q3 2025 Added 16.26%
$4.32T
$879 Million 0.7% of portfolio
3,453
Q3 2025 Added 2.68%
$0
$849 Million 0.68% of portfolio
9,730
Q3 2025 Added 53.86%
$0
$775 Million 0.62% of portfolio
31,425
Q3 2025 Added 12.38%
$0
$760 Million 0.61% of portfolio
14,530
Q3 2025 Added 9.2%
$0
$696 Million 0.56% of portfolio
28,081
Q3 2025 Added 6.02%
$0
$641 Million 0.51% of portfolio
12,672
Q3 2025 Added 6.33%
$646B
$562 Million 0.45% of portfolio
1,118
Q3 2025 Reduced 4.28%
$412B
$378 Million 0.3% of portfolio
408
Q3 2025 Added 32.47%
$0
$369 Million 0.29% of portfolio
31,605
Q1 2025 New
$0
$351 Million 0.28% of portfolio
5,974
Q3 2025 Added 9.31%
$0
$335 Million 0.27% of portfolio
29,665
Q3 2025 Added 8.09%
$0
$340 Million 0.27% of portfolio
2,996
Q3 2025 Reduced 2.22%
$27.4B
$332 Million 0.26% of portfolio
2,344
Q3 2025 Added 0.13%
$0
$314 Million 0.25% of portfolio
2,931
Q3 2025 New
$0
$309 Million 0.25% of portfolio
3,070
Q3 2025 Reduced 0.23%
$67.8B
$307 Million 0.25% of portfolio
9,833
Q1 2025 New
$0
$309 Million 0.25% of portfolio
9,388
Q3 2025 Added 11.84%
$0
$319 Million 0.25% of portfolio
25,371
Q3 2025 Added 7.52%
$0
$248 Million 0.2% of portfolio
2,698
Q3 2025 New
$0
$233 Million 0.19% of portfolio
2,184
Q3 2025 Added 11.03%
$2.31T
$229 Million 0.18% of portfolio
1,044
Q3 2025 Added 4.09%
$0
$212 Million 0.17% of portfolio
6,642
Q3 2025 New
$569B
$212 Million 0.17% of portfolio
620
Q1 2025 New
$52.4B
$194 Million 0.15% of portfolio
16,195
Q3 2025 Added 6.27%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $125 Billion
  • Prior Value $111 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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