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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 Chg Shares Chg % Period Price ① Since Period ①
1 HYG ISHARES TR 272,444.0 $21.8M 14.78% -7K -2.5% $79.97 -0.3%
2 LQD ISHARES TR 199,703.0 $21.8M 14.78% -5K -2.2% $109.07 -2.5%
3 SCHX SCHWAB STRATEGIC TR 502,683.0 $14.8M 10.04% -210K -29.5% $29.43 +3.1%
4 VTWO VANGUARD SCOTTSDALE FDS 68,479.0 $8.3M 5.64% -4K -6.1% $121.42 -1.5%
5 EEM ISHARES TR 118,253.0 $8.1M 5.49% -16K -11.8% $68.41 -1.9%
6 IYZ ISHARES TR 182,668.0 $7.7M 5.24% -40K -17.9% $42.31 +1.7%
7 QQQM INVESCO EXCH TRADED FD TR II 22,796.0 $6.9M 4.68% -7K -22.6% $302.97 -2.6%
8 IVW ISHARES TR 35,572.0 $4.9M 3.32% -25K -41.7% $137.53 +1.8%
9 IJS ISHARES TR 23,869.0 $3.3M 2.21% -40K -62.4% $136.68 +0.6%
10 XLK SELECT SECTOR SPDR TR 7,921.0 $1.5M 1.02% -2K -21.4% $190.52 -2.5%
11 AAPL APPLE INC Technology 2,843.0 $823K 0.56% -360.0 -11.2% $289.34 +10.5%
12 SPYM SPDR SERIES TRUST 8,328.0 $732K 0.50% -5K -36.3% $87.88 +3.1%
13 BERKSHIRE HATHAWAY INC DEL 1,018.0 $509K 0.35% -50.0 -4.7% $500.39
14 SCHG SCHWAB STRATEGIC TR 10,851.0 $367K 0.25% -213.0 -1.9% $33.84 +5.7%
15 SPGP INVESCO EXCHANGE TRADED FD T 2,673.0 $327K 0.22% -139.0 -4.9% $122.30 +3.7%
16 MUB ISHARES TR 1,996.0 $215K 0.15% -69.0 -3.3% $107.62 -2.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 37.5%
Financial Services 29.9%
Consumer Cyclical 16.1%
Consumer Defensive 6.6%
Utilities 6.0%
Industrials 3.9%