Summit Financial Wealth Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Tesla Inc | $2.31M | 0.3% |
| PFIZER INC | $2.23M | 0.3% |
| ALPS ETF TR | $2.11M | 0.3% |
| SCHWAB STRATEGIC TR | $1.99M | 0.3% |
| ONEOK Inc | $1.93M | 0.3% |
| SPDR GOLD TR | $1.87M | 0.3% |
| Philip Morris International Inc. | $1.73M | 0.2% |
| The Boeing Company | $1.71M | 0.2% |
| Global X Artificial Intelligence & Technology ETF | $1.65M | 0.2% |
| VANGUARD INDEX FDS | $1.61M | 0.2% |
| Home Bancorp, Inc.HBCP | $1.59M | 0.2% |
| UNITEDHEALTH GROUP INC | $1.55M | 0.2% |
| JOHNSON & JOHNSON | $1.49M | 0.2% |
| FIRST TR EXCH TRADED FD III | $1.48M | 0.2% |
| AbbVie Inc. | $1.34M | 0.2% |
| ISHARES TR | $1.32M | 0.2% |
| Visa Inc | $1.27M | 0.2% |
| ELI LILLY & Co | $1.24M | 0.2% |
| ALPS ETF TR | $1.19M | 0.2% |
| INVESCO EXCH TRADED FD TR II | $1.18M | 0.2% |
| SCHWAB STRATEGIC TR | $1.13M | 0.2% |
| Alphabet Inc. | $1.12M | 0.2% |
| VANGUARD SPECIALIZED FUNDS | $1.09M | 0.2% |
| Bluerock Private Real Estate FundBPRE | $1.08M | 0.2% |
| SELECT SECTOR SPDR TR | $1.06M | 0.2% |
| Merck & Co., Inc. | $1.04M | 0.1% |
| ALPS ETF TR | $956.2K | 0.1% |
| Red River Bancshares, Inc. | $892.9K | 0.1% |
| BANK OF AMERICA CORP /DE | $872.8K | 0.1% |
| NOVO-NORDISK A S | $834.0K | 0.1% |
| EMCOR Group Inc | $773.3K | 0.1% |
| TEXAS INSTRUMENTS INC | $763.0K | 0.1% |
| HOME DEPOT, INC. | $762.9K | 0.1% |
| ISHARES TR | $747.8K | 0.1% |
| Meta Platforms Inc | $743.3K | 0.1% |
| AMGEN INC | $740.7K | 0.1% |
| VICTORY PORTFOLIOS II | $711.3K | 0.1% |
| CONAGRA BRANDS INC. | $701.9K | 0.1% |
| Newmont Corp | $677.8K | 0.1% |
| Mastercard Inc | $671.4K | 0.1% |
| CVS HEALTH Corp | $670.1K | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $669.2K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $653.6K | 0.1% |
| PEPSICO INC | $653.2K | 0.1% |
| Bank of New York Mellon Corp/The | $652.1K | 0.1% |
| CITIGROUP INC | $637.2K | 0.1% |
| DEERE & CO | $621.1K | 0.1% |
| BRISTOL MYERS SQUIBB CO | $620.4K | 0.1% |
| Lamb Weston Holdings, Inc. | $591.9K | 0.1% |
| INVESCO QQQ TR | $577.5K | 0.1% |