Summit Financial Consulting LLC - Portfolio Stock Holdings
Summit Financial Consulting LLC disclosed 53 stock positions in a recent SEC 13F filing. $136,356,790 of stock holdings were filed, with the largest holdings including IEF, LQD, and IYW. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.We estimate the fund has a total AUM of $218,950,198 and has 6 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.
Report Period:
Sept. 30, 2026No. of Stocks:
53Est. Stock Holding Value:
$136,356,790Top Stock Holdings By Sector
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Portfolio Stock Holdings - Summit Financial Consulting LLC
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