§ 13F · FUND PROFILE
Summit Financial Consulting LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111.3T (13F)Positions · 40Turnover · — · Q4Filed · Jan 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$137.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | 198K | $21.8T | 15.8% | NEW |
| 2 | HYG | ISHARES TR | 268K | $21.6T | 15.7% | NEW |
| 3 | IYW | ISHARES TR | 39K | $7.8T | 5.6% | NEW |
| 4 | IYZ | ISHARES TR | 228K | $7.7T | 5.6% | NEW |
| 5 | EEM | ISHARES TR | 137K | $7.5T | 5.5% | NEW |
| 6 | IVW | ISHARES TR | 61K | $7.5T | 5.4% | NEW |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 29K | $7.5T | 5.4% | NEW |
| 8 | SCHX | SCHWAB STRATEGIC TR | 274K | $7.4T | 5.4% | NEW |
| 9 | EFA | ISHARES TR | 76K | $7.3T | 5.3% | NEW |
| 10 | IYE | ISHARES TR | 153K | $7.3T | 5.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Financial Consulting LLC is a Other fund managing $111275.3 trillion in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed