DOSSIER · 13F-HR · Q1 2026
Summit Financial Consulting LLC
Summit Financial Consulting's pension fund based in San Francisco, CA — $140M in tracked AUM across 41 positions as of Q1 2026.
SF
Summit Financial Consulting·San Francisco, CA·Pension Fund
CIK 0002065794 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of SEC 13F Filing: Summit Financial Consulting LLC
1. Portfolio Overview
Summit Financial Consulting LLC has reported a drastic expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 722.4%, rising from $16.75 million to $137.72 million. This exponential growth indicates either significant capital inflows from new clients, a substantial reallocation of internal capital, or a change in reporting scope...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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