Institutions / Summit Financial Wealth Advisors, LLC
Summit Financial Wealth Advisors, LLC
CIK 1632283 · Institution · as of Dec 31, 2025
Portfolio value
$698.62M
Positions
195
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 195 →
| Company | Value | % of portfolio |
|---|---|---|
| Schwab Strategic Tr | $54.37M | 7.8% |
| Vanguard Whitehall Fds | $53.82M | 7.7% |
| Vanguard Index Fds | $53.67M | 7.7% |
| SPDR Series Trust | $30.15M | 4.3% |
| PIMCO ETF Tr | $27.89M | 4.0% |
| ProShares Tr | $26.94M | 3.9% |
| iShares Tr | $21.69M | 3.1% |
| Fidelity Covington Trust | $19.63M | 2.8% |
| First Tr Exchange-Traded Fd | $19.24M | 2.8% |
| Vanguard Index Fds | $18.54M | 2.7% |
| RTX Corp | $18.31M | 2.6% |
| iShares Tr | $17.18M | 2.5% |
| Cummins Inc | $16.01M | 2.3% |
| 3M Co | $14.59M | 2.1% |
| Valero Energy Corp | $13.25M | 1.9% |
| Cisco Systems, Inc. | $12.74M | 1.8% |
| Alps ETF Tr | $12.19M | 1.7% |
| AT&T Inc. | $11.87M | 1.7% |
| Apple Inc. | $11.86M | 1.7% |
| First Tr Exchange-Traded Fd | $10.22M | 1.5% |
| First Trust Exchange-Traded Fund IV | $9.72M | 1.4% |
| Qualcomm INC/DE | $9.42M | 1.3% |
| Garmin Ltd | $9.02M | 1.3% |
| Genuine Parts Co | $8.39M | 1.2% |
| Vanguard Index Fds | $7.28M | 1.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.