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Portfolio (Quarterly) Guide ↗

Summit Financial Consulting LLC

· CIK 0002065794
13F Portfolio $140M AUM 41 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 5 New 24 Added 8 Reduced 7 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AAPL APPLE INC Technology 3,203.0 $813K 0.58% -167.0 -5.0% $253.83 +20.2%
22 MSFT MICROSOFT CORP Technology 2,184.0 $808K 0.58% -25.0 -1.1% $370.10 +13.2%
23 SMMU PIMCO ETF TR 15,252.0 $769K 0.55% +656.0 +4.5% $50.45 -0.2%
24 ITB ISHARES TR 6,507.0 $589K 0.42% +2K +44.3% $90.55 +0.3%
25 BERKSHIRE HATHAWAY INC DEL 1,068.0 $512K 0.37% -50.0 -4.5% $479.20
26 NZF NUVEEN MUN CR INCOME FD Financial Services 39,901.0 $486K 0.35% +11K +38.8% $12.18 +1.0%
27 USRT ISHARES TR 8,104.0 $480K 0.34% +1K +18.0% $59.19 +10.5%
28 AMZN AMAZON COM INC Consumer Cyclical 2,219.0 $462K 0.33% +136.0 +6.5% $208.27 +28.9%
29 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 38,654.0 $459K 0.33% +6K +16.9% $11.88 +0.5%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 435.0 $433K 0.31% +25.0 +6.1% $996.43 +5.4%
31 EPD ENTERPRISE PRODS PARTNERS L Energy 9,833.0 $372K 0.27% $37.84 +4.3%
32 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 31,605.0 $363K 0.26% $11.50 +0.2%
33 DTE DTE ENERGY CO Utilities 2,433.0 $356K 0.26% +86.0 +3.7% $146.21 -1.7%
34 IYW ISHARES TR 1,803.0 $327K 0.23% -37K -95.4% $181.42 +32.3%
35 SCHG SCHWAB STRATEGIC TR 11,064.0 $322K 0.23% +61.0 +0.6% $29.13 +17.7%
36 SPGP INVESCO EXCHANGE TRADED FD T 2,812.0 $303K 0.22% -17.0 -0.6% $107.62 +9.4%
37 NVDA NVIDIA CORPORATION Technology 1,386.0 $242K 0.17% NEW $174.40 +25.9%
38 TSLA TESLA INC Consumer Cyclical 646.0 $240K 0.17% +88.0 +15.8% $371.75 +12.2%
39 MUB ISHARES TR 2,065.0 $219K 0.16% -255.0 -11.0% $106.15 -0.1%
40 V VISA INC Financial Services 662.0 $200K 0.14% +42.0 +6.8% $302.24 +9.4%
Page 2 of 3  ·  41 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 34.6%
Financial Services 28.0%
Consumer Cyclical 15.9%
Consumer Defensive 8.0%
Energy 6.9%
Utilities 6.6%