SUMMIT FINANCIAL CONSULTING LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | F | 13K | $173.46K |
 | EPD | 10K | $315.25K |
 | AAPL | 3K | $916.20K |
 | DTE | 2K | $302.68K |
 | MSFT | 2K | $1.07M |
 | AMZN | 2K | $480.80K |
 | BRK-B | 1K | $561.96K |
 | V | 620 | $217.44K |
 | TSLA | 558 | $250.94K |
 | COST | 410 | $353.56K |
Ford Motor Company
F
Shares Held
13K
Value
$173.46K
Enterprise Products Partners L.P.
EPD
Shares Held
10K
Value
$315.25K
Apple Inc.
AAPL
Shares Held
3K
Value
$916.20K
DTE Energy Company
DTE
Shares Held
2K
Value
$302.68K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$1.07M
Amazon.com, Inc.
AMZN
Shares Held
2K
Value
$480.80K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$561.96K
Visa Inc.
V
Shares Held
620
Value
$217.44K
Tesla, Inc.
TSLA
Shares Held
558
Value
$250.94K
Costco Wholesale Corporation
COST
Shares Held
410
Value
$353.56K