Summit Financial Consulting LLC: 13F holdings
CIK 20657942026Q2
| Positions | 49 |
|---|
| Reported value | $147.4m |
|---|
| Filed | 2026-08-07 |
|---|
Change since last quarter
| Positions | 49 (+8 vs prior quarter) |
|---|
| Reported value | $147.4m (+5.5%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| HYG ISHARES TR | 272,444 | $21.8m | 14.8% |
| LQD ISHARES TR | 199,703 | $21.8m | 14.8% |
| SCHX SCHWAB STRATEGIC TR | 502,683 | $14.8m | 10.0% |
| VTWO VANGUARD SCOTTSDALE FDS | 68,479 | $8.3m | 5.6% |
| EEM ISHARES TR | 118,253 | $8.1m | 5.5% |
| IYW ISHARES TR | 31,841 | $8.0m | 5.4% |
| IYZ ISHARES TR | 182,668 | $7.7m | 5.2% |
| IYM ISHARES TR | 42,511 | $7.6m | 5.2% |
| IYE ISHARES TR | 131,435 | $7.4m | 5.0% |
| QQQM INVESCO EXCH TRADED FD TR II | 22,796 | $6.9m | 4.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2065794")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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