StockDriftsStockDriftsTop 48 Summit Financial Consulting LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IEF | ISHARES TR | 19.36% | 295.6K | $26.4M | new | $95.41(-5.59%) | 2026-09-30 | |
| LQD | ISHARES TR | 18.4% | 245.6K | $25.1M | +22.97%(+45.87K) | $109.57(-6.11%) | 2026-09-30 | |
| IYW | ISHARES TR | 7.7% | 39.6K | $10.5M | +24.43%(+7.78K) | $219.22(+15.99%) | 2026-09-30 | |
| SCHX | SCHWAB STRATEGIC TR | 6.85% | 311.1K | $9.3M | -38.10%(-191.55K) | $25.00(+20.55%) | 2026-09-30 | |
| IYE | ISHARES TR | 6.44% | 135.5K | $8.8M | +3.09%(+4.06K) | $47.74(+49.52%) | 2026-09-30 | |
| IYZ | ISHARES TR | 5.96% | 197.4K | $8.1M | +8.04%(+14.69K) | $28.62(+36.85%) | 2026-09-30 | |
| IYM | ISHARES TR | 5.91% | 45.2K | $8.1M | +6.44%(+2.74K) | $170.60(+7.44%) | 2026-09-30 | |
| VTWO | VANGUARD SCOTTSDALE FDS | 4.22% | 51.3K | $5.8M | -25.05%(-17.15K) | $99.84(+9.77%) | 2026-09-30 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 3.06% | 65.6K | $4.2M | +1.11%(+721) | $50.90(+24.78%) | 2026-09-30 | |
| EEM | ISHARES TR | 2.66% | 54.4K | $3.6M | -54.03%(-63.89K) | $49.45(+28.02%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +21.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +24.27% |
Summit Financial Consulting LLC reports $136.36M in US-listed equity holdings across 48 positions in its most recent 13F filing. Its largest disclosed positions are IEF (19.4%), LQD (18.4%) and IYW (7.7%). The top 20 holdings account for 91.25% of reported assets. Its disclosed equity book has returned +21.50% cumulatively over 6 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Financial Consulting LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2065794). View Summit Financial Consulting LLC’s 13F filings on SEC