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Home > Institutional Investor > Summit Financial Consulting Llc > Profile

Instuitional Investor - Summit Financial Consulting Llc

Fund Profile
Filing Period:
Fund Name: Summit Financial Consulting Llc
Portfolio Value $139,703,945
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 204,293 $22,265,894 15.94%
2.
Ishares Tr - IBOXX HI YD ETF
 279,386 $22,227,950 15.91%
3.
Schwab Strategic Trust
 FNDF 712,672 $18,272,910 13.08%
4.
Ishares Trust
 IEF 222,519 $8,749,447 6.26%
5.
Ishares Trust
 IEF 134,070 $7,613,835 5.45%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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