Summit Financial Consulting LLC
CIK
2065794
City
STERLING HEIGHTS
State / Country
MI
Top Portfolio Positions
14 positions ·
$5,900,913 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
3,203 | $812,889 | 13.78% | |
| MSFT |
Microsoft Corp
Technology
|
2,184 | $808,451 | 13.70% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
1,068 | $511,785 | 8.67% | |
| NZF |
Nuveen Municipal Credit Income Fund
Financial Services
|
39,901 | $485,994 | 8.24% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,219 | $462,151 | 7.83% | |
| MIY |
Blackrock Muniyield Michigan Quality Fund, Inc.
Financial Services
|
38,654 | $459,209 | 7.78% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
435 | $433,447 | 7.35% | |
| EPD |
Enterprise Products Partners L.P.
Energy
|
9,833 | $372,080 | 6.31% | |
| NAD |
Nuveen Quality Municipal Income Fund
Financial Services
|
31,605 | $363,457 | 6.16% | |
| DTE |
Dte Energy Co
Utilities
|
2,433 | $355,753 | 6.03% |
Portfolio Trend
5 quarters · across all stocks
Holdings in NZF
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $485,994 | 39,901 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $361,763 | 28,757 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $318,659 | 25,371 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $281,264 | 23,596 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $254,885 | 20,841 | Shares | Sole | 2025-04-29 | |
| No 13F history on record for this holder in this stock. | ||||||