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Summit Financial Wealth Advisors, LLC → FFA

Summit Financial Wealth Advisors, LLC FFA Position History

FFA

Quarters held
3
Latest value
$25.1M
Q3 2026
Peak value
$25.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$19.2M
Q2 2026$17.4M
Q3 2026$25.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$25.1M422.5K——
Q2 2026$17.4M291.4K——
Q4 2025$19.2M321.0K——

Other funds holding FFA

Other Summit Financial Wealth Advisors, LLC positions

VGES

VANGUARD WHITEHALL FDS

$69.9M
VGES

VANGUARD WHITEHALL FDS

$65.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$63.8M
VGES

VANGUARD INDEX FDS

$61.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$61M
VGES

VANGUARD WHITEHALL FDS

$60.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$59M
VGES

VANGUARD INDEX FDS

$58.5M