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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 2025-12-31, filed 2026-01-23, with 43 holding rows worth $137,718,279.

Accession
0002065794-26-000001
Filer
CIK 2065794
Filed
2026-01-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 43 entries on the cover page, a total value of $137,718,279 stated on the cover page (in dollars after the unit check, H1), rows summing to $137,718,279 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 ETF464287242SHS197,570$21,770,238dollars as filed
ISHARES TR464288513IBOXX HI YD ETF268,191$21,624,240dollars as filed
iShares U.S. Technology ETF464287721SHS38,904$7,768,351dollars as filed
ISHARES TR464287713US TELECOM ETF228,255$7,737,844dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF137,204$7,506,431dollars as filed
iShares S&P 500 Growth ETF464287309SHS60,751$7,488,168dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM29,458$7,450,517dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS273,802$7,368,012dollars as filed
ISHARES TR464287465MSCI EAFE ETF75,995$7,297,800dollars as filed
ISHARES TR464287796U.S. ENERGY ETF153,227$7,282,879dollars as filed
ISHARES TR464287762US HLTHCARE ETF109,847$7,151,040dollars as filed
ISHARES TR464287697U.S. UTILITS ETF65,479$7,095,304dollars as filed
INVESCO S&P 500 TOP 50 ETF46137V233ETF53,979$3,199,875dollars as filed
Technology Select Sector SPDR Fund81369Y803SHS9,076$1,306,672dollars as filed
Microsoft Corp594918104COM2,209$1,068,312dollars as filed
ISHARES TR46428743220 YR TR BD ETF12,067$1,051,784dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS12,995$1,042,463dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS10,310$1,029,734dollars as filed
Apple Inc037833100COM3,370$916,201dollars as filed
DBX ETF TR233051705XTRACK MUN INFRA35,621$874,139dollars as filed
PIMCO ETF TR72201R866INTER MUN BD ACT16,172$847,575dollars as filed
Utilities Select Sector SPDR Fund81369Y886SHS19,318$824,685dollars as filed
FRANKLIN TEMPLETON ETF TR35473P868FRANKLIN DYN MUN32,456$807,181dollars as filed
PIMCO ETF TR72201R874SHTRM MUN BD ACT14,596$736,076dollars as filed
Berkshire Hathaway Inc084670702COM1,118$561,963dollars as filed
Amazon.com, Inc023135106COM2,083$480,798dollars as filed
ISHARES TR464288752US HOME CONS ETF4,510$434,313dollars as filed
ISHARES TR464288521CRE U S REIT ETF6,866$391,087dollars as filed
BlackRock Muniy Michigan09254V105Fund33,081$388,371dollars as filed
NUVEEN QUALITY MUNCP INCOME67066V101COM31,605$379,892dollars as filed
NUVEEN MUN CR INCOME FD67070X101COM SH BEN INT28,757$361,763dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS11,003$358,918dollars as filed
INVESCO EXCH TRADED FD TR II46138E172S&P SMLCP STAP11,535$358,516dollars as filed
Costco Wholesale Corporation22160K105COM410$353,559dollars as filed
INVESCO EXCHANGE TRADED FD T46137V431S&P 500 GARP ETF2,829$322,110dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM9,833$315,246dollars as filed
DTE ENERGY CO COM233331107Stock2,347$302,675dollars as filed
SPDR Bloomberg 1-3 Month T-Bill ETF78468R663SHS3,182$290,771dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS6,317$282,433dollars as filed
Tesla Motors, Inc88160R101COM558$250,944dollars as filed
ISHARES TR464288414NATIONAL MUN ETF2,320$248,495dollars as filed
Visa Inc92826C839COM620$217,440dollars as filed
FORD MTR CO COM345370860Stock13,221$173,464dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002065794-26-000001this filing2026-01-23acceptance time not in the bulk data set