Summit Financial Consulting LLC Portfolio Holdings

Summit Financial Consulting LLC

  • $138 Billion
  • Q4 2025

Summit Financial Consulting LLC has filed its 13F form on January 23, 2026 for Q4 2025 where it was disclosed a total value porftolio of $138 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 $21.8B, Ishares Tr with a value of $21.6B, Ishares Dj Us Tech ETF with a value of $7.77B, Ishares Tr Us Telecommunicatio with a value of $7.74B, and Ishares Msci Emerging Markets with a value of $7.51B.

Examining the 13F form we can see an increase of $12.4B in the current position value, from $125B to 138B.

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 $138 Billion
ETFs: $132 Billion
Technology: $1.98 Billion
Financial Services: $1.91 Billion
Consumer Cyclical: $905 Million
Consumer Defensive: $354 Million
Energy: $315 Million
Utilities: $303 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$1.07 Billion 0.78% of portfolio
2,209
Q4 2025 Added 2.41%
$4.3T
$916 Million 0.67% of portfolio
3,370
Q4 2025 Reduced 2.4%
$662B
$562 Million 0.41% of portfolio
1,118
Q3 2025 Reduced 4.28%
$2.39T
$481 Million 0.35% of portfolio
2,083
Q4 2025 Added 99.52%
$0
$388 Million 0.28% of portfolio
33,081
Q4 2025 Added 11.52%
$0
$380 Million 0.28% of portfolio
31,605
Q1 2025 New
$0
$362 Million 0.26% of portfolio
28,757
Q4 2025 Added 13.35%
$404B
$354 Million 0.26% of portfolio
410
Q4 2025 Added 0.49%
$70.2B
$315 Million 0.23% of portfolio
9,833
Q1 2025 New
$26.6B
$303 Million 0.22% of portfolio
2,347
Q4 2025 Added 0.13%
$1.29T
$251 Million 0.18% of portfolio
558
Q4 2025 New
$533B
$217 Million 0.16% of portfolio
620
Q1 2025 New
$52.1B
$173 Million 0.13% of portfolio
13,221
Q4 2025 Reduced 18.36%

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $138 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 23, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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