account_balance

Investment manager · 13F filer · SEC CIK 2065794

Summit Financial Consulting LLC

Reported value$136Mas of Sep 30, 2026
Positions48 4 new, 5 sold out
Top 10 weight80.6%IEF alone is 19%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
IEF iShares Tr 19.4% New
LQD iShares Tr 18.4% Added +23%
IYW iShares Tr 7.7% Added +24%
SCHX Schwab Strategic Tr 6.8% Trimmed −38%
IYE iShares Tr 6.4% Added +3%
IYZ iShares Tr 6.0% Added +8%
IYM iShares Tr 5.9% Added +6%
VTWO Vanguard Scottsdale FDS 4.2% Trimmed −25%
XLG Invesco Exchange Traded Fd T 3.1% Held
EEM iShares Tr 2.7% Trimmed −54%
QQQM Invesco Exch Traded Fd Tr II 1.7% Trimmed −67%
FYC First Tr Exchange-Traded Alp 1.4% New

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Aug 7, 2026 filing
add_circleNew
  • IEF $26.4M
  • FYC $1.86M
  • ITB $471K
  • GOOGL $209K
arrow_upwardAdded
arrow_downwardTrimmed
  • QQQM −67%
  • EEM −54%
  • IJS −41%
  • SCHX −38%
remove_circleSold out
  • HYG $21.8M
  • IVW $4.89M
  • IJK $3.19M
  • VGT $394K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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