Summit Financial Consulting LLC

13F Portfolio Filings

Most recent 13F
Q4 2025
Location
Sterling Heights, MI
CIK
0002065794
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2025 43 137,718 LQD, HYG, IYW, IYZ 13F-HR 1/23/2026 000206579426000001
Q3 2025 42 125,281 LQD, HYG, IYF, IYW 13F-HR 10/14/2025 000206579425000004
Q2 2025 40 111,275 IEF, IYZ, IYF, IYE 13F-HR 7/9/2025 000206579425000002
Q1 2025 42 107,780 LQD, HYG, IYZ, IYF 13F-HR 4/29/2025 000206579425000001