SUMMIT FINANCIAL CONSULTING LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 13K | $153.75K |
 | EPD | 10K | $372.08K |
 | AAPL | 3K | $813.01K |
 | DTE | 2K | $355.72K |
 | AMZN | 2K | $462.15K |
 | MSFT | 2K | $808.31K |
 | NVDA | 1K | $241.72K |
 | BRK-B | 1K | $511.79K |
 | V | 662 | $200.08K |
 | TSLA | 646 | $240.15K |
 | COST | 435 | $433.45K |
Ford Motor Company
F
Shares Held
13K
Value
$153.75K
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$372.08K
Apple Inc.
AAPL
Shares Held
3K
Value
$813.01K
DTE Energy Company
DTE
Shares Held
2K
Value
$355.72K
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$462.15K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$808.31K
NVIDIA Corporation
NVDA
Shares Held
1K
Value
$241.72K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$511.79K
Visa Inc.
V
Shares Held
662
Value
$200.08K
Tesla, Inc.
TSLA
Shares Held
646
Value
$240.15K
Costco Wholesale Corporation
COST
Shares Held
435
Value
$433.45K