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Disclosery

13F-HR filed by Summit Financial Consulting LLC

Summit Financial Consulting LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-15, with 42 holding rows worth $125,281,857.

Accession
0002065794-25-000004
Filer
CIK 2065794
Filed
2025-10-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 43 entries on the cover page, a total value of $125,281,857 stated on the cover page (in dollars after the unit check, H1), rows summing to $125,281,857 with VALUE read as dollars as filed, 13F file number 028-25517. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS180,158$20,082,212dollars as filed
ISHARES TR464288513IBOXX HI YD ETF246,952$20,050,033dollars as filed
iShares U.S. Financials ETF464287788SHS54,506$6,902,640dollars as filed
iShares U.S. Technology ETF464287721SHS34,820$6,819,845dollars as filed
ISHARES TR464287713US TELECOM ETF210,746$6,798,666dollars as filed
iShares S&P 500 Growth ETF464287309SHS55,552$6,706,237dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF125,538$6,703,729dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM26,845$6,633,936dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS251,254$6,618,030dollars as filed
ISHARES TR464287697U.S. UTILITS ETF59,033$6,546,760dollars as filed
ISHARES TR464287796U.S. ENERGY ETF137,409$6,529,676dollars as filed
ISHARES TR464287465MSCI EAFE ETF68,152$6,363,352dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF48,523$2,791,043dollars as filed
ISHARES TR46428743220 YR TR BD ETF12,950$1,157,322dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS11,313$1,134,160dollars as filed
Microsoft Corp594918104COM2,157$1,117,109dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS3,868$1,090,234dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS13,855$1,085,381dollars as filed
Apple Inc037833100COM3,453$879,181dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS9,730$848,553dollars as filed
DBX ETF TR233051705XTRACK MUN INFRA31,425$775,255dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT14,530$759,628dollars as filed
FRANKLIN TEMPLETON ETF TR35473P868FRANKLIN DYN MUN28,081$695,566dollars as filed
PIMCO ETF TR72201R874SHTRM MUN BD ACT12,672$640,823dollars as filed
Berkshire Hathaway Inc084670702COM1,118$562,063dollars as filed
Costco Wholesale Corporation22160K105COM408$377,657dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM31,605$369,462dollars as filed
ISHARES TR464288521CRE U S REIT ETF5,974$350,793dollars as filed
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF2,996$340,398dollars as filed
BlackRock Muniy Michigan09254V105Fund29,665$334,621dollars as filed
DTE ENERGY CO COM233331107Stock2,344$331,507dollars as filed
NUVEEN MUN CR INCOME FD67070X101COM SH BEN INT25,371$318,660dollars as filed
ISHARES TR464288752US HOME CONS ETF2,931$314,350dollars as filed
INVESCO EXCH TRADED FD TR II46138E172S&P SMLCP STAP9,388$309,492dollars as filed
VANGUARD S&P MID-CAP 400 VALUE ETF921932844ETF3,070$309,364dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM9,833$307,478dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS2,698$247,542dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,184$232,574dollars as filed
Amazon.com, Inc023135106COM1,044$229,231dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS6,642$211,946dollars as filed
Visa Inc92826C839COM620$211,656dollars as filed
FORD MTR CO COM345370860Stock16,195$193,692dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002065794-25-000004this filing2025-10-15acceptance time not in the bulk data set