Summit Financial Wealth Advisors, LLC
Q3 2026 13F filing
Updated 4 days ago227 disclosed positions worth $806.9M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD WHITEHALL FDS | $69.9M | 690.8K | 8.66% | — |
| 2 | S SCHWAB STRATEGIC TR | $63.8M | 1.96M | 7.91% | — |
| 3 | V VANGUARD INDEX FDS | $61.5M | 682.6K | 7.62% | — |
| 4 | P PIMCO ETF TR | $32.9M | 325.7K | 4.07% | — |
| 5 | S SPDR SERIES TRUST | $31.4M | 1.14M | 3.89% | — |
| 6 | F FIRST TR EXCHANGE-TRADED FD | $25.1M | 422.5K | 3.12% | — |
| 7 | F FIDELITY COVINGTON TRUST | $24.7M | 611.6K | 3.06% | — |
| 8 | V VANGUARD INDEX FDS | $22.5M | 60.1K | 2.79% | — |
| 9 | E ISHARES TR | $19.3M | 141.9K | 2.39% | — |
| 10 | F FIDELITY COVINGTON TRUST | $17.6M | 289.4K | 2.18% | — |
| 11 | V VALERO ENERGY CORP | $17.4M | 44.9K | 2.16% | — |
| 12 | F FIRST TR EXCHANGE-TRADED FD | $17.3M | 620.1K | 2.14% | — |
| 13 | A APPLE INC | $15.3M | 46.1K | 1.90% | — |
| 14 | M 3M CO | $15.2M | 92.7K | 1.89% | — |
| 15 | U UNITEDHEALTH GROUP INC | $14.9M | 40.6K | 1.85% | — |
| 16 | R RTX CORPORATION | $14.4M | 77.6K | 1.79% | — |
| 17 | K PROSHARES TR | $14.4M | 266.2K | 1.78% | — |
| 18 | C CISCO SYS INC | $14.1M | 131.4K | 1.75% | — |
| 19 | A ACCENTURE PLC IRELAND | $13.3M | 72.4K | 1.64% | — |
| 20 | G GARMIN LTD | $13.2M | 46.1K | 1.64% | — |
| 21 | A ALPS ETF TR | $13.1M | 253.4K | 1.63% | — |
| 22 | F FIRST TR EXCHANGE-TRADED FD | $12.9M | 262.7K | 1.60% | — |
| 23 | A AT&T INC | $12.4M | 507.3K | 1.53% | — |
| 24 | E EATON CORP PLC | $10.6M | 24.7K | 1.32% | — |
| 25 | C CUMMINS INC | $10.2M | 19.7K | 1.26% | — |
| 26 | M MICROSOFT CORP | $8.3M | 16.2K | 1.03% | — |
| 27 | X EXXONMOBIL HOLDINGS CORP | $8.3M | 50.8K | 1.02% | — |
| 28 | V VANGUARD INDEX FDS | $8M | 101.8K | 0.99% | — |
| 29 | L LOCKHEED MARTIN CORP | $7.9M | 15.5K | 0.98% | — |
| 30 | C CHEVRON CORPORATION | $6.5M | 31.7K | 0.80% | — |
| 31 | H HANCOCK WHITNEY CORPORATION | $6.1M | 84.6K | 0.76% | — |
| 32 | U US BANCORP | $5.7M | 98.5K | 0.71% | — |
| 33 | I INTERNATIONAL BUSINESS MACHS | $5.3M | 24.3K | 0.66% | — |
| 34 | S STATE STR SPDR S&P 500 ETF T | $4.8M | 6.4K | 0.60% | — |
| 35 | E ISHARES TR | $4.7M | 6.1K | 0.58% | — |
| 36 | S SCHWAB STRATEGIC TR | $4.6M | 128.2K | 0.57% | — |
| 37 | N NVIDIA CORPORATION | $4.4M | 19.5K | 0.55% | — |
| 38 | G ALPHABET INC | $4.3M | 12.7K | 0.54% | — |
| 39 | V VANGUARD INDEX FDS | $4.2M | 6.0K | 0.52% | — |
| 40 | J JPMORGAN CHASE & CO | $4.1M | 12.4K | 0.51% | — |
| 41 | ? N/A ALPS ETF TR | $3.8M | 75.1K | 0.47% | — |
| 42 | A AMAZON COM INC | $3.4M | 13.4K | 0.42% | — |
| 43 | A BROADCOM INC | $3.3M | 9.5K | 0.41% | — |
| 44 | S SPDR SERIES TRUST | $3.3M | 36.4K | 0.41% | — |
| 45 | E ISHARES TR | $2.9M | 37.6K | 0.36% | — |
| 46 | W WALMART INC | $2.9M | 27.5K | 0.35% | — |
| 47 | H HOMEBANCORP INC | $2.6M | 39.7K | 0.33% | — |
| 48 | V VANGUARD INDEX FDS | $2.6M | 11.9K | 0.32% | — |
| 49 | ? N/A ALPS ETF TR | $2.5M | 55.0K | 0.31% | — |
| 50 | P PFIZER INC | $2.4M | 85.0K | 0.30% | — |