Institutional Fund
Summit Financial Consulting LLC
Sterling Heights, MICIK 20657945 filings on record
Portfolio Value
$139.70M
Q1 2026
Holdings
41
Reported positions
New Buys
5
Opened this quarter
QoQ Change
+1.4%
from $137.72M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr15.9%
- Ishares Tr15.9%
- Schwab Strategic Tr13.1%
- Ishares Tr6.3%
- Ishares Tr5.4%
- Ishares Tr5.4%
- Other38.0%
Portfolio Holdings
41 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 204.3K | $22.27M | 15.9% | +6.7K | Added |
| 2 | Ishares Tr | 279.4K | $22.23M | 15.9% | +11.2K | Added |
| 3 | Schwab Strategic Tr | 712.7K | $18.27M | 13.1% | +438.9K | Added |
| 4 | Ishares Tr | 222.5K | $8.75M | 6.3% | −5.7K | Reduced |
| 5 | Ishares Tr | 134.1K | $7.61M | 5.4% | −3.1K | Reduced |
| 6 | Ishares Tr | 63.6K | $7.53M | 5.4% | +63.6K | New |
| 7 | Vanguard Scottsdale Fds | 73.0K | $7.31M | 5.2% | +73.0K | New |
| 8 | Invesco Exch Traded Fd Tr II | 29.5K | $7.00M | 5.0% | −1 | Reduced |
| 9 | Ishares Tr | 47.2K | $6.96M | 5.0% | +47.2K | New |
| 10 | Ishares Tr | 61.0K | $6.90M | 4.9% | +248 | Added |
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