Hummer Financial Advisory Services Inc
RIA/Wealth
Hummer Financial Advisory Services Inc is a RIA/Wealth based in Salt Lake City, UT led by Melanie Susan Hummer, reporting $182.1M in AUM as of Q3 2025 with 33% ETF concentration, 52% concentrated in top 10 holdings, and 17% allocation to SPY.
PresidentMelanie Susan Hummer
- Portfolio Value
- $133.0M
- Positions
- 111
- Top Holding
- SPY at 16.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hummer Financial Advisory Services Inc's portfolio (51.8% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $22.4M | 16.86% | -$30.7K Sold | — 33.6K shares | |
Information Technology Services Technology | $12.6M | 9.44% | — | 0.01% 50.9K shares | |
ETF ETF | $10.3M | 7.72% | -$23.3K Sold | — 17.2K shares | |
Specialty Retail Consumer Cyclical | $7.5M | 5.64% | — | 0.00% 34.2K shares | |
Software - Infrastructure Technology | $3.2M | 2.43% | — | 0.00% 6.2K shares | |
Industrial - Distribution Industrials | $3.2M | 2.41% | — | 0.01% 3.4K shares | |
ETF ETF | $3.0M | 2.24% | -$12.8K Sold | — 11.7K shares | |
Banks - Diversified Financial Services | $2.8M | 2.08% | — | 0.00% 8.8K shares | |
Internet Content & Information Communication Services | $2.0M | 1.53% | -$48.7K Sold | 0.00% 8.4K shares | |
Drug Manufacturers - General Healthcare | $2.0M | 1.48% | — | 0.00% 10.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hummer Financial Advisory Services Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+7.55% | |
+7.1% | |
+5.49% | |
+4.24% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for Hummer Financial Advisory Services Inc
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