Summit Financial Consulting LLC - Portfolio overview

Summit Financial Consulting LLC has 49 reported holdings in this dataset, with the latest filing dated 2026-04-10.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. LQD - ISHARES TR, 13.25%
2. HYG - ISHARES TR, 13.23%
3. SCHX - SCHWAB STRATEGIC TR, 10.88%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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