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Portfolio (Quarterly) Guide ↗

Summit Financial Consulting LLC

· CIK 0002065794
13F Portfolio $147M AUM 49 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 10 New 16 Added 16 Reduced 2 Exited
Page 2 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FLMI FRANKLIN TEMPLETON ETF TR 38,156.0 $960K 0.65% +753.0 +2.0% $25.17 -2.5%
22 AAPL APPLE INC Technology 2,843.0 $823K 0.56% -360.0 -11.2% $289.34 +10.5%
23 MSFT MICROSOFT CORP Technology 2,195.0 $819K 0.56% +11.0 +0.5% $372.95 +37.7%
24 SMMU PIMCO ETF TR 15,808.0 $798K 0.54% +556.0 +3.6% $50.50 -0.4%
25 SPYM SPDR SERIES TRUST 8,328.0 $732K 0.50% -5K -36.3% $87.88 +3.1%
26 USRT ISHARES TR 8,354.0 $555K 0.38% +250.0 +3.1% $66.45 -0.5%
27 AMZN AMAZON COM INC Consumer Cyclical 2,209.0 $527K 0.36% $238.39 +11.8%
28 NZF NUVEEN MUN CR INCOME FD Financial Services 41,208.0 $523K 0.35% +1K +3.3% $12.68 -3.9%
29 BERKSHIRE HATHAWAY INC DEL 1,018.0 $509K 0.35% -50.0 -4.7% $500.39
30 MIY BLACKROCK MUNIYIELD MICH QU Financial Services 39,568.0 $485K 0.33% +914.0 +2.4% $12.27 +3.3%
31 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 435.0 $407K 0.28% $935.47 +1.1%
32 VGT VANGUARD WORLD FD 3,297.0 $394K 0.27% NEW $119.53 +0.5%
33 AMD ADVANCED MICRO DEVICES INC Technology 672.0 $391K 0.27% NEW $581.23 -19.9%
34 NAD NUVEEN QUALITY MUNCP INCOME Financial Services 31,605.0 $383K 0.26% $12.12 -3.5%
35 DTE DTE ENERGY CO Utilities 2,436.0 $371K 0.25% $152.35 -10.8%
36 SCHG SCHWAB STRATEGIC TR 10,851.0 $367K 0.25% -213.0 -1.9% $33.84 +5.7%
37 EPD ENTERPRISE PRODS PARTNERS L 9,833.0 $361K 0.24% $36.76
38 SPGP INVESCO EXCHANGE TRADED FD T 2,673.0 $327K 0.22% -139.0 -4.9% $122.30 +3.7%
39 TCAI TORTOISE CAPITAL SERIES TRUS 5,343.0 $299K 0.20% NEW $55.92 -19.8%
40 NVDA NVIDIA CORPORATION Technology 1,386.0 $277K 0.19% $200.10 +8.7%
Page 2 of 3  ·  49 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 37.5%
Financial Services 29.9%
Consumer Cyclical 16.1%
Consumer Defensive 6.6%
Utilities 6.0%
Industrials 3.9%