Summit Financial Consulting LLC

CIK

2065794

Location

STERLING HEIGHTS, MI

Portfolio Value

Micro $5,900,913

Diversification

Diversified

Filing Date

Global Rank

#7,942 / 8,232 ▲ 217

Top Industry

Asset Management 22.2%

3Y Alpha vs SPY

-16.5%

Period ended 2 months ago

Filed Apr 10, 2026 · 2mo

5 quarters · since Mar 2025

Clone Performance

May 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+9.0%

SPY

+27.1%

Annualised alpha

-16.5%

Max drawdown

−8.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

14 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

13.8%

−4.7 pts

Top 5

52.2%

−7.0 pts

Top 10

85.8%

−3.0 pts

HHI

862

Diversified−162

Portfolio Trend

5 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	34.2%	$2,020,527	5
Technology	31.6%	$1,863,058	3
Consumer Cyclical	14.5%	$856,048	3
Consumer Defensive	7.3%	$433,447	1
Energy	6.3%	$372,080	1
Utilities	6.0%	$355,753	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

8 positions

Ticker	Company	Δ Shares	Shares	Value
NZF	Nuveen Municipal Credit Income Fund	+11,144	39,901	$485,994
MIY	Blackrock Muniyield Michigan Quality Fund, Inc.	+5,573	38,654	$459,209
AMZN	Amazon Com Inc	+136	2,219	$462,151
F	Ford Motor Co	+102	13,323	$153,747
TSLA	Tesla, Inc.	+88	646	$240,150
DTE	Dte Energy Co	+86	2,433	$355,753
V	Visa Inc.	+42	662	$200,082
COST	Costco Wholesale Corp /New	+25	435	$433,447
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−167	3,203	$812,889
BRK-B	Berkshire Hathaway Inc	−50	1,068	$511,785
MSFT	Microsoft Corp	−25	2,184	$808,451
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
NVDA	Nvidia Corp	1,386	$241,718
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

14 positions · $5,900,913 total · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive Energy Financial Services Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	3,203	-167	$812,889	−11.3%	13.78%
MSFT	Microsoft Corp Technology	Reduced	2,184	-25	$808,451	−24.3%	13.70%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	1,068	-50	$511,785	−8.9%	8.67%
NZF	Nuveen Municipal Credit Income Fund Financial Services	Added	39,901	+11,144	$485,994	+34.3%	8.24%
AMZN	Amazon Com Inc Consumer Cyclical	Added	2,219	+136	$462,151	−3.9%	7.83%
MIY	Blackrock Muniyield Michigan Quality Fund, Inc. Financial Services	Added	38,654	+5,573	$459,209	+18.2%	7.78%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	435	+25	$433,447	+22.6%	7.35%
EPD	Enterprise Products Partners L.P. Energy	Held	9,833	0	$372,080	+18.0%	6.31%
NAD	Nuveen Quality Municipal Income Fund Financial Services	Held	31,605	0	$363,457	−4.3%	6.16%
DTE	Dte Energy Co Utilities	Added	2,433	+86	$355,753	+17.5%	6.03%
NVDA	Nvidia Corp Technology	NEW	1,386	NEW	$241,718	NEW	4.10%
TSLA	Tesla, Inc. Consumer Cyclical	Added	646	+88	$240,150	−4.3%	4.07%
V	Visa Inc. Financial Services	Added	662	+42	$200,082	−8.0%	3.39%
F	Ford Motor Co Consumer Cyclical	Added	13,323	+102	$153,747	−11.4%	2.61%