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Portfolio (Quarterly) Guide ↗

Summit Financial Consulting LLC

· CIK 0002065794
13F Portfolio $138M AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 43 New
Page 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MUNI PIMCO ETF TR 16,172.0 $848K 0.61% NEW $52.41 -0.7%
22 XLU SELECT SECTOR SPDR TR 19,318.0 $825K 0.60% NEW $42.69 +6.2%
23 FLMI FRANKLIN TEMPLETON ETF TR 32,456.0 $807K 0.59% NEW $24.87 -0.3%
24 SMMU PIMCO ETF TR 14,596.0 $736K 0.53% NEW $50.43 -0.2%
25 BERKSHIRE HATHAWAY INC DEL 1,118.0 $562K 0.41% NEW $502.65
26 AMZN AMAZON COM INC Consumer Cyclical 2,083.0 $481K 0.35% NEW $230.82 +15.4%
27 ITB ISHARES TR 4,510.0 $434K 0.32% NEW $96.30 -5.5%
28 USRT ISHARES TR 6,866.0 $391K 0.28% NEW $56.96 +15.0%
29 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 33,081.0 $388K 0.28% NEW $11.74 +2.3%
30 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 31,605.0 $380K 0.28% NEW $12.02 -3.2%
31 NZF NUVEEN MUNICIPAL CREDIT INC Financial Services 28,757.0 $362K 0.26% NEW $12.58 -2.0%
32 SCHG SCHWAB STRATEGIC TR 11,003.0 $359K 0.26% NEW $32.62 +5.4%
33 PSCC INVESCO EXCH TRADED FD TR II 11,535.0 $359K 0.26% NEW $31.08 +6.1%
34 COST COSTCO WHSL CORP NEW Consumer Defensive 410.0 $354K 0.26% NEW $862.34 +19.2%
35 SPGP INVESCO EXCHANGE TRADED FD T 2,829.0 $322K 0.23% NEW $113.86 +3.9%
36 EPD ENTERPRISE PRODS PARTNERS L Energy 9,833.0 $315K 0.23% NEW $32.06 +23.6%
37 DTE DTE ENERGY CO Utilities 2,347.0 $303K 0.22% NEW $128.96 +12.7%
38 BIL SPDR SERIES TRUST 3,182.0 $291K 0.21% NEW $91.38 +0.2%
39 XLE SELECT SECTOR SPDR TR 6,317.0 $282K 0.20% NEW $44.71 +33.1%
40 TSLA TESLA INC Consumer Cyclical 558.0 $251K 0.18% NEW $449.72 -5.3%
Page 2 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.1%
Financial Services 25.9%
Consumer Cyclical 17.4%
Consumer Defensive 6.8%
Energy 6.1%
Utilities 5.8%