Summit Financial Consulting LLC
Summit Financial Consulting LLC reported 49 holdings worth US$147M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 7, 2026
Summit Financial Consulting LLC reported 49 holdings worth US$147M as of Jun 30, 2026. Largest: Apple Inc, Microsoft Corp. and Amazon.com, Inc. Filed Aug 7, 2026 (Form 13F).
- Holdings
- 49
- Value as reported
- US$147M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Apple Inc | 2,843 | US$823K | 0.56% |
| Microsoft Corp. | 2,195 | US$819K | 0.56% |
| Amazon.com, Inc. | 2,209 | US$527K | 0.36% |
| Berkshire Hathaway Inc. | 1,018 | US$509K | 0.35% |
| Costco Wholesale Corporation | 435 | US$407K | 0.28% |
| Advanced Micro Devices Inc | 672 | US$391K | 0.26% |
| Dte Energy Company | 2,436 | US$371K | 0.25% |
| Enterprise Products Partners L.p. | 9,833 | US$361K | 0.25% |
| Nvidia Corporation | 1,386 | US$277K | 0.19% |
| Tesla, Inc. | 657 | US$276K | 0.19% |
| Caterpillar, Inc. | 225 | US$240K | 0.16% |
| Visa Inc. | 662 | US$227K | 0.15% |
| Ford Mtr Co Del | 13,411 | US$186K | 0.13% |