§ 13F · FUND PROFILE
Summit Financial Consulting LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $111M (13F)Positions · 40Turnover · — · Q1Filed · Apr 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$26M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | 204K | $22M | 15.9% | +3% |
| 2 | HYG | ISHARES TR | 279K | $22M | 15.9% | +4% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 713K | $18M | 13.1% | +160% |
| 4 | IYZ | ISHARES TR | 223K | $9M | 6.3% | −3% |
| 5 | EEM | ISHARES TR | 134K | $8M | 5.5% | −2% |
| 6 | IJS | ISHARES TR | 64K | $8M | 5.4% | NEW |
| 7 | VTWO | VANGUARD SCOTTSDALE FDS | 73K | $7M | 5.2% | NEW |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 29K | $7M | 5.0% | ±0% |
| 9 | IYJ | ISHARES TR | 47K | $7M | 5.0% | NEW |
| 10 | IVW | ISHARES TR | 61K | $7M | 4.9% | ±0% |
§ 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 $111 million in assets. The fund runs a portfolio of 40 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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