13F Filings History of Summit Financial Consulting LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$137,718,279
Signature - Title
Kenneth R. Wink - Chief Compliance Officer
Location
Sterling Heights, MI
Summary
This page shows a list of all the recent 13F filings made by Summit Financial Consulting LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Financial Consulting LLC reported 43 stock holdings with total value $137,718,279 as of Q4 2025. Top holdings included LQD, HYG, IYW, IYZ, and EEM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 43 $137,718,279 +$20,172,628 -$7,538,734 +$12,633,894 LQD, HYG, IYW, IYZ, EEM 13F-HR 23 Jan 2026, 14:49
Q3 2025 42 $125,281,857 +$77,360,545 -$66,040,058 +$11,320,487 LQD, HYG, IYF, IYW, IYZ 13F-HR 14 Oct 2025, 20:49
Q2 2025 40 $111,275,267 +$71,030,073 -$69,950,461 +$1,079,612 IEF, IYZ, IYF, IYE, IYC 13F-HR 09 Jul 2025, 11:41
Q1 2025 42 $107,780,773 $0 $0 $0 LQD, HYG, IYZ, IYF, IVW 13F-HR 29 Apr 2025, 14:04