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CIK: 0002065794
Total reported value
$147.4M
$147.4M
43 檔
45.0%
During the Q4 2025 filing period, Summit Financial Consulting LLC (CIK: 0002065794) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $147.4M across 43 reported positions.
In Q4 2025, Summit Financial Consulting LLC displayed an active expansion posture, initiating 3 new positions and adding to 30 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 15.81% | -1.16% | +9.66% | |
| 2 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 15.70% | -1.13% | +8.60% | |
| 3 | IYW | Ishares Ustechnology ETF | ETF-Tech | 5.64% | +5.22% | +11.73% | |
| 4 | IYZ | Ishares US Telecommunication | ETF-Other | 5.62% | -1.02% | +8.31% | |
| 5 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 5.45% | +0.04% | +9.29% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 5.44% | -1.62% | +9.36% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.41% | -0.32% | +9.73% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-Other | 5.35% | -3.04% | +8.97% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 5.30% | — | +11.51% | |
| 10 | IYE | Ishares U.s. Energy ETF | ETF-Other | 5.29% | +5.05% | NEW | |
| 11 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 5.19% | — | — | |
| 12 | IDU | Ishares US Utilities ETF | ETF-Other | 5.15% | — | +10.92% | |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.32% | +0.23% | +11.24% | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | +0.06% | +134.64% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.02% | +2.41% | |
| 16 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.76% | -0.03% | -6.82% | |
| 17 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | -0.22% | -6.21% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.75% | -0.02% | -8.87% | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.02% | -2.40% | |
| 20 | RVNU | Xtrackers Municipal Infrastr | ETF-Other | 0.63% | +0.01% | +13.35% | |
| 21 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.62% | -0.01% | +11.30% | |
| 22 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.60% | +0.11% | +98.54% | |
| 23 | FLMI | Franklin Dynamic Municipal B | ETF-Other | 0.59% | -0.01% | +15.58% | |
| 24 | SMMU | Pimco Shrt Trm Muni Bnd ETF | ETF-Other | 0.53% | -0.01% | +15.18% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | — | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.03% | +99.52% | |
| 27 | ITB | Ishares U.s. Home Constructi | ETF-Other | 0.32% | -0.42% | EXIT | |
| 28 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.28% | +0.04% | +14.93% | |
| 29 | MIY | Blackrock Muniyield Mi Qlty | Stock-Other | 0.28% | — | +11.52% | |
| 30 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.28% | — | — | |
| 31 | NZF | Nuveen Municipal Credit Inc | Stock-Other | 0.26% | — | +13.35% | |
| 32 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.26% | +0.02% | +65.66% | |
| 33 | PSCC | Invesco S&p Smallcap Consume | ETF-Other | 0.26% | — | +22.87% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.03% | +0.49% | |
| 35 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.23% | — | -5.57% | |
| 36 | EPD | Enterprise Products Partners | Stock-Energy | 0.23% | -0.02% | — | |
| 37 | DTE | Dte Energy Company | Stock-Utilities | 0.22% | — | +0.13% | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.21% | — | +17.94% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.21% | +0.19% | NEW | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.18% | +0.02% | — | |
| 41 | MUB | Ishares National Muni Bond E | ETF-Other | 0.18% | -0.01% | +6.23% | |
| 42 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | +0.01% | — | |
| 43 | F | Ford Motor Co | Stock-Consumer Disc | 0.13% | +0.02% | -18.36% |
According to official SEC Form 13F filings, Summit Financial Consulting LLC reported a total U.S. public equity portfolio value of $147.4M across 43 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including LQD, HYG, IYW) accounted for 45.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
IYH
市值: $7.2M
Top Position Liquidated / Trimmed
IYF
前期市值: $6.9M
During Q4 2025, Summit Financial Consulting LLC's top holdings by market value included LQD (15.8%)、HYG (15.7%)、IYW (5.6%). The largest single position, LQD, represented 15.8% of total portfolio value.
In Q4 2025, Summit Financial Consulting LLC made 41 total portfolio adjustments, initiating 3 new buys, adding to 30 positions, trimming 6 holdings, and fully liquidating 2 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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