§ 13F · FUND PROFILE
Summit Financial Consulting LLC.
AUM · $147M (13F)Positions · 49Turnover · n/a · Q2Filed · Aug 7, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | HYG | ISHARES TR | 272K | $22M | 14.8% | −2% |
| 2 | LQD | ISHARES TR | 200K | $22M | 14.8% | −2% |
| 3 | SCHX | SCHWAB STRATEGIC TR | 503K | $15M | 10.0% | −29% |
| 4 | VTWO | VANGUARD SCOTTSDALE FDS | 68K | $8M | 5.6% | −6% |
| 5 | EEM | ISHARES TR | 118K | $8M | 5.5% | −12% |
| 6 | IYW | ISHARES TR | 32K | $8M | 5.4% | +1666% |
| 7 | IYZ | ISHARES TR | 183K | $8M | 5.2% | −18% |
| 8 | IYM | ISHARES TR | 43K | $8M | 5.2% | +96% |
| 9 | IYE | ISHARES TR | 131K | $7M | 5.0% | NEW |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | 23K | $7M | 4.7% | −23% |
§ 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 $147 million in assets. The fund runs a portfolio of 49 positions.
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