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 $139.7M across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: LQD ($22.3M, 15.94%), HYG ($22.2M, 15.91%), SCHX ($18.3M, 13.08%), IYZ ($8.7M, 6.26%), EEM ($7.6M, 5.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | LQD | ISHARES TR | $22.3M | 15.94% | 204,293 | Added |
| 2 | HYG | ISHARES TR | $22.2M | 15.91% | 279,386 | Added |
| 3 | SCHX | SCHWAB STRATEGIC TR | $18.3M | 13.08% | 712,672 | Added |
| 4 | IYZ | ISHARES TR | $8.7M | 6.26% | 222,519 | Trimmed |
| 5 | EEM | ISHARES TR | $7.6M | 5.45% | 134,070 | Trimmed |
| 6 | IJS | ISHARES TR | $7.5M | 5.39% | 63,554 | New |
| 7 | VTWO | VANGUARD SCOTTSDALE FDS | $7.3M | 5.23% | 72,957 | New |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | $7.0M | 5.01% | 29,457 | Trimmed |
| 9 | IYJ | ISHARES TR | $7.0M | 4.98% | 47,186 | New |
| 10 | IVW | ISHARES TR | $6.9M | 4.94% | 60,999 | Added |
| 11 | IYM | ISHARES TR | $3.8M | 2.73% | 21,689 | New |
| 12 | XLG | INVESCO EXCHANGE TRADED FD T | $3.5M | 2.47% | 63,246 | Added |
| 13 | XLU | SELECT SECTOR SPDR TR | $1.3M | 0.96% | 29,325 | Added |
| 14 | XLK | SELECT SECTOR SPDR TR | $1.3M | 0.96% | 10,077 | Added |
| 15 | TLT | ISHARES TR | $1.1M | 0.77% | 12,468 | Added |
| 16 | AGG | ISHARES TR | $1.1M | 0.76% | 10,728 | Added |
| 17 | SPLG | SPDR SERIES TRUST | $1.0M | 0.72% | 13,074 | Added |
| 18 | RVNU | DBX ETF TR | $986,291 | 0.71% | 40,036 | Added |
| 19 | MUNI | PIMCO ETF TR | $955,755 | 0.68% | 18,313 | Added |
| 20 | FLMI | FRANKLIN TEMPLETON ETF TR | $927,220 | 0.66% | 37,403 | Added |
| 21 | MSFT | MICROSOFT CORP | $808,309 | 0.58% | 2,184 | Trimmed |
| 22 | AAPL | APPLE INC | $813,007 | 0.58% | 3,203 | Trimmed |
| 23 | SMMU | PIMCO ETF TR | $769,463 | 0.55% | 15,252 | Added |
| 24 | ITB | ISHARES TR | $589,209 | 0.42% | 6,507 | Added |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $511,786 | 0.37% | 1,068 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31