Data as of Q4 2025 (Dec 31, 2025)

Summit Financial Consulting LLC

•CIK: 2065794•Filing: Q4 2025

**Summit Financial Consulting LLC** manages $138M across a diversified portfolio of 43 positions. The fund exhibits a significant allocation to fixed income, notably holding LQD and HYG, each representing approximately $21.8M and $21.6M, respectively. Further diversification is evident with substantial exposure to sector and international indices, including IYW, IYZ, and EEM, each valued around $7.5M to $7.8M. This structure suggests a tactical approach balancing credit duration risk with broad market and geographical equity exposure.

Total AUM
$137.7M
QoQ Performance
+9.9%
Positions
22
Top 10 Concentration
75.0%
Latest Filing
Q4 2025

Top Holdings Allocation

LQD
HYG
IYW
IYZ
EEM
IVW
QQQM
SCHX
LQD15.8%
HYG15.7%
IYW5.6%
IYZ5.6%
EEM5.5%
IVW5.4%
QQQM5.4%
SCHX5.4%

📈 Biggest Buys

IYH
ISHARES TR
NEW
5.2% of portfolio
LQD
ISHARES TR
+9.7%
15.8% of portfolio
HYG
ISHARES TR
+8.6%
15.7% of portfolio
IYW
ISHARES TR
+11.7%
5.6% of portfolio
EFA
ISHARES TR
+11.5%
5.3% of portfolio

📉 Biggest Sells

AGG
ISHARES TR
-8.9%
0.7% of portfolio
TLT
ISHARES TR
-6.8%
0.8% of portfolio
SPYM
SPDR SERIES TRUST
-6.2%
0.8% of portfolio
F
FORD MTR CO
-18.4%
0.1% of portfolio
AAPL
APPLE INC
-2.4%
0.7% of portfolio

Sector Breakdown

Other97.2%
Technology1.4%
Consumer0.8%
Financial0.6%

🚪 Exited Positionssold since Q3 2025

IYF
ISHARES TR
SOLD
$6.9M
IVOV
VANGUARD ADMIRAL FDS INC
SOLD
$309.4K

Changes from Q3 2025

NEW3 new positions
↑30 increased
↓6 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025

📌 Top Holdings

LQD15.8%
ISHARES TR
$21.8M
HYG15.7%
ISHARES TR
$21.6M
IYW5.6%
ISHARES TR
$7.8M
IYZ5.6%
ISHARES TR
$7.7M
EEM5.5%
ISHARES TR
$7.5M

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