Summit Financial Consulting
Summit Financial Consulting reported 48 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IEF (19.4%), LQD (18.4%) and IYW (7.7%). Compared with Q2 2026, the fund opened new positions in IEF, FYC and ITB, added to LQD, IYW and IYE, trimmed SCHX, VTWO and EEM and sold out of HYG, IVW and IJK.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IEF Ishares TR | $26.4M | 19.4% | 296K | New position | 3 of 7 | |
| 2 |  LQD Ishares Iboxx Invt Grade | $25.1M | 18.4% | 246K | +46K (+23%) | 7 of 7 | |
| 3 |  IYW Ishares US Technology | $10.5M | 7.7% | 40K | +7,780 (+24%) | 6 of 7 | |
| 4 |  SCHX Schwab US Large Cap ETF | $9.3M | 6.8% | 311K | −192K (−38%) | 6 of 7 | |
| 5 |  IYE Ishares U.s. Energy ETF | $8.8M | 6.4% | 135K | +4,059 (+3%) | 6 of 7 | |
| 6 |  IYZ Ishares TR | $8.1M | 6.0% | 197K | +15K (+8%) | 7 of 7 | |
| 7 |  IYM Ishares U.s. Basic Materials ETF | $8.1M | 5.9% | 45K | +2,736 (+6%) | 3 of 7 | |
| 8 |  VTWO Vanguard Scottsdale Fds | $5.8M | 4.2% | 51K | −17K (−25%) | 3 of 7 | |
| 9 |  XLG Invesco Exchange Traded FD T | $4.2M | 3.1% | 66K | +721 (+1%) | 7 of 7 | |
| 10 |  EEM Ishares Msci Emerging | $3.6M | 2.7% | 54K | −64K (−54%) | 6 of 7 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Financial Consulting 13F FAQ
What does Summit Financial Consulting own?
Summit Financial Consulting reported 48 stocks worth $136M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are IEF (19.4%), LQD (18.4%) and IYW (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Financial Consulting buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 25 added to, 13 trimmed and 5 sold out. New positions include IEF, FYC and ITB. It sold all of HYG, IVW and IJK.
When will Summit Financial Consulting file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Financial Consulting's portfolio worth?
The Q3 2026 filing reports $136M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.