Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Financial Consulting LLC (CIK 2065794) reported $147.4M across 49 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: LQD ($21.8M, 14.78%), HYG ($21.8M, 14.78%), SCHX ($14.8M, 10.04%), VTWO ($8.3M, 5.64%), EEM ($8.1M, 5.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | $21.8M | 14.78% | 199,703 | Trimmed |
| 2 | HYG | ISHARES TR | $21.8M | 14.78% | 272,444 | Trimmed |
| 3 | SCHX | SCHWAB STRATEGIC TR | $14.8M | 10.04% | 502,683 | Trimmed |
| 4 | VTWO | VANGUARD SCOTTSDALE FDS | $8.3M | 5.64% | 68,479 | Trimmed |
| 5 | EEM | ISHARES TR | $8.1M | 5.49% | 118,253 | Trimmed |
| 6 | IYW | ISHARES TR | $8.0M | 5.45% | 31,841 | Added |
| 7 | IYZ | ISHARES TR | $7.7M | 5.24% | 182,668 | Trimmed |
| 8 | IYM | ISHARES TR | $7.6M | 5.18% | 42,511 | Added |
| 9 | IYE | ISHARES TR | $7.4M | 5.05% | 131,435 | New |
| 10 | QQQM | INVESCO EXCH TRADED FD TR II | $6.9M | 4.69% | 22,796 | Trimmed |
| 11 | IVW | ISHARES TR | $4.9M | 3.32% | 35,572 | Trimmed |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $4.0M | 2.70% | 64,920 | Added |
| 13 | IJS | ISHARES TR | $3.3M | 2.21% | 23,869 | Trimmed |
| 14 | IJK | ISHARES TR | $3.2M | 2.17% | 27,175 | New |
| 15 | XLU | SELECT SECTOR SPDR TR | $1.6M | 1.07% | 34,767 | Added |
| 16 | XLK | SELECT SECTOR SPDR TR | $1.5M | 1.02% | 7,921 | Trimmed |
| 17 | AGG | ISHARES TR | $1.1M | 0.74% | 10,989 | Added |
| 18 | TLT | ISHARES TR | $1.1M | 0.74% | 12,602 | Added |
| 19 | RVNU | DBX ETF TR | $1.1M | 0.72% | 41,688 | Added |
| 20 | MUNI | PIMCO ETF TR | $987,828 | 0.67% | 18,780 | Added |
| 21 | FLMI | FRANKLIN TEMPLETON ETF TR | $960,387 | 0.65% | 38,156 | Added |
| 22 | MSFT | MICROSOFT CORP | $818,616 | 0.56% | 2,195 | Added |
| 23 | AAPL | APPLE INC | $822,590 | 0.56% | 2,843 | Trimmed |
| 24 | SMMU | PIMCO ETF TR | $798,304 | 0.54% | 15,808 | Added |
| 25 | SPYM | SPDR SERIES TRUST | $731,904 | 0.50% | 8,328 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30