Summit Financial Consulting LLC
Summit Financial Consulting LLC reported 49 positions worth $147.4M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: HYG (14.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | HYG | SH | $21.8M | 14.78% | 272,444 | — | — | |
| ▸ 2 | LQD | SH | $21.8M | 14.78% | 199,703 | — | — | |
| ▸ 3 | SCHX | SH | $14.8M | 10.04% | 502,683 | — | — | |
| ▸ 4 | VTWO | SH | $8.3M | 5.64% | 68,479 | — | — | |
| ▸ 5 | EEM | SH | $8.1M | 5.49% | 118,253 | — | — | |
| ▸ 6 | IYW | SH | $8.0M | 5.45% | 31,841 | — | — | |
| ▸ 7 | IYZ | SH | $7.7M | 5.24% | 182,668 | — | — | |
| ▸ 8 | IYM | SH | $7.6M | 5.18% | 42,511 | — | — | |
| ▸ 9 | IYE | SH | $7.4M | 5.05% | 131,435 | — | — | |
| ▸ 10 | QQQM | SH | $6.9M | 4.69% | 22,796 | — | — |
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Frequently Asked Questions
What stocks does Summit Financial Consulting LLC hold as of Q2 2026?
Summit Financial Consulting LLC reported 49 positions worth $147.4M in its Q2 2026 13F filing. Largest positions: HYG (14.8%), LQD (14.8%), SCHX (10.0%), VTWO (5.6%) and EEM (5.5%).
What did Summit Financial Consulting LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Financial Consulting LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.