Summit Financial Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $303.5K | 0.0% |
| TRUIST FINANCIAL CORP | $304.3K | 0.0% |
| ISHARES TR | $318.6K | 0.0% |
| EMERSON ELECTRIC CO | $319.6K | 0.0% |
| GSK PLC | $321.1K | 0.0% |
| DIMENSIONAL ETF TRUST | $327.6K | 0.0% |
| WISDOMTREE TR | $339.5K | 0.0% |
| AMPHENOL CORP /DE | $343.7K | 0.0% |
| MCDONALD'S CORP | $356.0K | 0.1% |
| WESTERN ASSET INTER MUNI FD | $357.6K | 0.1% |
| ADOBE INC. | $364.0K | 0.1% |
| Phathom Pharmaceuticals, Inc.PHAT | $367.4K | 0.1% |
| SCHWAB STRATEGIC TR | $369.3K | 0.1% |
| ALTIMMUNE INC | $372.9K | 0.1% |
| AMERICAN CENTY ETF TR | $375.7K | 0.1% |
| PROCTER & GAMBLE Co | $389.1K | 0.1% |
| ConocoPhillips | $399.0K | 0.1% |
| T ROWE PRICE ETF INC | $399.3K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $402.1K | 0.1% |
| Energy Transfer LPET | $403.2K | 0.1% |
| ISHARES TR | $421.8K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $425.5K | 0.1% |
| COCA COLA CO | $426.7K | 0.1% |
| NOVARTIS AG | $430.3K | 0.1% |
| PIMCO Dynamic Income FundPDI | $437.3K | 0.1% |
| FIRST TR EXCHANGE TRADED FD | $437.6K | 0.1% |
| FIDELITY COVINGTON TRUST | $439.6K | 0.1% |
| ENTERPRISE PRODUCTS PARTNERS L.P.EPD | $440.0K | 0.1% |
| ORACLE CORP | $445.2K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $445.3K | 0.1% |
| TARGET CORP | $446.9K | 0.1% |
| NUVEEN MUNICIPAL VALUE FUND INCNUV | $451.4K | 0.1% |
| First Trust Exchange-Traded Fund VIII | $452.9K | 0.1% |
| WASTE MANAGEMENT INC | $456.6K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $460.9K | 0.1% |
| SIMMONS FIRST NATIONAL CORP | $472.9K | 0.1% |
| SOUTHERN CO | $484.9K | 0.1% |
| Origin Bancorp, Inc. | $497.1K | 0.1% |
| iShares MSCI UAE ETF | $506.2K | 0.1% |
| Seagate Technology Holdings PLC | $538.9K | 0.1% |
| ISHARES TR | $544.4K | 0.1% |
| ISHARES TR | $559.3K | 0.1% |
| VERIZON COMMUNICATIONS INC | $564.9K | 0.1% |
| Union Pacific Corp | $573.7K | 0.1% |
| Cheniere Energy, Inc. | $577.1K | 0.1% |
| INVESCO QQQ TR | $577.5K | 0.1% |
| Lamb Weston Holdings, Inc. | $591.9K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $620.4K | 0.1% |
| DEERE & CO | $621.1K | 0.1% |
| CITIGROUP INC | $637.2K | 0.1% |