Summit Financial Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| 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% |
| Eaton Corp plc | $7.16M | 1.0% |
| LOCKHEED MARTIN CORP | $6.45M | 0.9% |
| J P MORGAN EXCHANGE TRADED F | $6.25M | 0.9% |
| EXXON MOBIL CORP | $6.17M | 0.9% |
| MICROSOFT CORP | $5.67M | 0.8% |
| US BANCORP \DE | $5.60M | 0.8% |
| INTERNATIONAL BUSINESS MACHINES CORP | $5.58M | 0.8% |
| HANCOCK WHITNEY CORP | $5.50M | 0.8% |
| CHEVRON CORP | $5.02M | 0.7% |
| Alphabet Inc. | $4.01M | 0.6% |
| SPDR S&P 500 ETF TR | $3.96M | 0.6% |
| FIDELITY COVINGTON TRUST | $3.86M | 0.6% |
| JPMORGAN CHASE & CO | $3.64M | 0.5% |
| VANGUARD INDEX FDS | $3.44M | 0.5% |
| Warren E. Buffett | $3.43M | 0.5% |
| SCHWAB STRATEGIC TR | $3.41M | 0.5% |
| ALPS ETF TR | $3.17M | 0.5% |
| Walmart Inc. | $2.90M | 0.4% |
| Broadcom Inc. | $2.83M | 0.4% |
| FIRST HORIZON CORP | $2.79M | 0.4% |
| ISHARES TR | $2.64M | 0.4% |
| Amazon.com Inc | $2.58M | 0.4% |
| NVIDIA Corp | $2.52M | 0.4% |
| SPDR SERIES TRUST | $2.46M | 0.4% |
| SELECT SECTOR SPDR TR | $2.33M | 0.3% |