Portfolio (Quarterly) Guide ↗

Summit Financial Consulting LLC

· CIK 0002065794

13F Portfolio $147M AUM 49 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 10 New 16 Added 16 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	IYJ	ISHARES TR	—	47,186	$7.0M	4.98%	SOLD
2	ITB	ISHARES TR	—	6,507	$589K	0.42%	SOLD

Sector Allocation

Technology 37.5%

Financial Services 29.9%

Consumer Cyclical 16.1%

Consumer Defensive 6.6%

Utilities 6.0%

Industrials 3.9%