Summit Financial Wealth Advisors
Latest statistics and disclosures from Summit Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, VYMI, VUG, SPBO, BILZ, and represent 31.48% of Summit Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: FMDE (+$20M), VYMI (+$11M), BILZ (+$6.8M), VO, SPBO, EQL, SPYM, OUSM, VTI, XLE.
- Started 27 new stock positions in AUR, AVDV, TKR, BPRE, OUSM, EOG, FMDE, GIS, TCAL, COF.
- Reduced shares in these 10 stocks: OKE (-$5.2M), AMLP, IJR, IVV, VUG, PFF, SCHD, FTSM, VNQ, CMI.
- Sold out of its positions in AKRO, CAVA, CEG, FDEC, IAU, IYW, IYE, NXP, RMD, TALO. VNQ, WHR.
- Summit Financial Wealth Advisors was a net buyer of stock by $47M.
- Summit Financial Wealth Advisors has $699M in assets under management (AUM), dropping by 8.26%.
- Central Index Key (CIK): 0001632283
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Portfolio Holdings for Summit Financial Wealth Advisors
Summit Financial Wealth Advisors holds 195 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.8 | $54M | 2.0M | 27.43 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 7.7 | $54M | +25% | 598k | 90.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 7.7 | $54M | -2% | 110k | 487.86 |
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| Spdr Series Trust State Street Spd (SPBO) | 4.3 | $30M | +12% | 1.0M | 29.34 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 4.0 | $28M | +32% | 277k | 100.76 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.9 | $27M | +5% | 259k | 104.07 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 3.1 | $22M | -5% | 701k | 30.96 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 2.8 | $20M | NEW | 540k | 36.38 |
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| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.8 | $19M | -3% | 321k | 59.93 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.7 | $19M | +11% | 55k | 335.27 |
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| Raytheon Technologies Corp (RTX) | 2.6 | $18M | -3% | 100k | 183.40 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.5 | $17M | -8% | 143k | 120.18 |
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| Cummins (CMI) | 2.3 | $16M | -4% | 31k | 510.45 |
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| 3M Company (MMM) | 2.1 | $15M | -2% | 91k | 160.10 |
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| Valero Energy Corporation (VLO) | 1.9 | $13M | -2% | 81k | 162.79 |
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| Cisco Systems (CSCO) | 1.8 | $13M | 165k | 77.03 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $12M | -22% | 259k | 47.02 |
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| At&t (T) | 1.7 | $12M | 478k | 24.84 |
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| Apple (AAPL) | 1.7 | $12M | 44k | 271.86 |
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| First Tr Exchange-traded SHS (FDL) | 1.5 | $10M | 230k | 44.34 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 1.4 | $9.7M | 370k | 26.24 |
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| Qualcomm (QCOM) | 1.3 | $9.4M | 55k | 171.05 |
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| Garmin SHS (GRMN) | 1.3 | $9.0M | +2% | 45k | 202.85 |
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| Genuine Parts Company (GPC) | 1.2 | $8.4M | 68k | 122.96 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $7.3M | +91% | 25k | 290.22 |
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| Eaton Corp SHS (ETN) | 1.0 | $7.2M | 23k | 318.51 |
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| Lockheed Martin Corporation (LMT) | 0.9 | $6.5M | 13k | 483.67 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $6.2M | +19% | 109k | 57.24 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $6.2M | 51k | 120.34 |
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| Microsoft Corporation (MSFT) | 0.8 | $5.7M | 12k | 483.62 |
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| Us Bancorp Del Com New (USB) | 0.8 | $5.6M | 105k | 53.36 |
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| International Business Machines (IBM) | 0.8 | $5.6M | -4% | 19k | 296.21 |
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| Hancock Holding Company (HWC) | 0.8 | $5.5M | 86k | 63.68 |
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| Chevron Corporation (CVX) | 0.7 | $5.0M | 33k | 152.41 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.0M | 13k | 313.81 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $4.0M | 5.8k | 681.93 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.6 | $3.9M | +46% | 68k | 56.69 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.6M | 11k | 322.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.4M | -5% | 5.5k | 627.10 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.4M | -14% | 6.8k | 502.65 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $3.4M | +10% | 105k | 32.62 |
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| Alps Etf Tr Equal Sec Etf (EQL) | 0.5 | $3.2M | NEW | 68k | 46.38 |
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| Wal-Mart Stores (WMT) | 0.4 | $2.9M | +2% | 26k | 111.41 |
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| Broadcom (AVGO) | 0.4 | $2.8M | 8.2k | 346.10 |
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| First Horizon National Corporation (FHN) | 0.4 | $2.8M | +10% | 117k | 23.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.6M | -32% | 3.9k | 685.03 |
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| Amazon (AMZN) | 0.4 | $2.6M | +5% | 11k | 230.82 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.5M | 14k | 186.50 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $2.5M | NEW | 31k | 80.22 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.3 | $2.3M | +515% | 52k | 44.71 |
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| Tesla Motors (TSLA) | 0.3 | $2.3M | -3% | 5.1k | 449.72 |
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| Pfizer (PFE) | 0.3 | $2.2M | 90k | 24.90 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.3 | $2.1M | NEW | 48k | 43.74 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.0M | +6% | 70k | 28.48 |
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| Oneok (OKE) | 0.3 | $1.9M | -72% | 26k | 73.50 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.9M | -4% | 4.7k | 396.31 |
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| Philip Morris International (PM) | 0.2 | $1.7M | +172% | 11k | 160.40 |
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| Boeing Company (BA) | 0.2 | $1.7M | 7.9k | 217.12 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.7M | -5% | 33k | 50.86 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | +3% | 8.4k | 190.99 |
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| Home Ban (HBCP) | 0.2 | $1.6M | +25% | 28k | 57.80 |
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| UnitedHealth (UNH) | 0.2 | $1.6M | +13% | 4.7k | 330.11 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.5M | 7.2k | 206.95 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $1.5M | -11% | 81k | 18.22 |
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| Abbvie (ABBV) | 0.2 | $1.3M | 5.8k | 228.49 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.3M | 19k | 69.42 |
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| Visa Com Cl A (V) | 0.2 | $1.3M | 3.6k | 350.71 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.2M | -4% | 1.2k | 1074.52 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.2 | $1.2M | NEW | 38k | 31.45 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $1.2M | 25k | 48.00 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.1M | -2% | 38k | 30.07 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | 3.6k | 313.03 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | 5.0k | 219.80 |
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| Bluerock Pvt Real Estate (BPRE) | 0.2 | $1.1M | NEW | 72k | 15.00 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.1M | +102% | 7.4k | 143.97 |
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| Merck & Co (MRK) | 0.1 | $1.0M | 9.9k | 105.26 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $956k | 16k | 60.47 |
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| Red River Bancshares (RRBI) | 0.1 | $893k | 13k | 71.43 |
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| Bank of America Corporation (BAC) | 0.1 | $873k | 16k | 55.00 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $834k | +83% | 16k | 50.88 |
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| Emcor (EME) | 0.1 | $773k | 1.3k | 611.79 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $763k | -6% | 4.4k | 173.49 |
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| Home Depot (HD) | 0.1 | $763k | -7% | 2.2k | 344.10 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $748k | 7.0k | 107.11 |
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| Meta Platforms Cl A (META) | 0.1 | $743k | 1.1k | 660.09 |
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| Amgen (AMGN) | 0.1 | $741k | 2.3k | 327.31 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $711k | -5% | 18k | 39.38 |
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| ConAgra Foods (CAG) | 0.1 | $702k | -8% | 41k | 17.31 |
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| Newmont Mining Corporation (NEM) | 0.1 | $678k | +3% | 6.8k | 99.85 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $671k | -6% | 1.2k | 570.88 |
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| CVS Caremark Corporation (CVS) | 0.1 | $670k | -19% | 8.4k | 79.36 |
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| Costco Wholesale Corporation (COST) | 0.1 | $669k | -5% | 776.00 | 862.34 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $654k | 3.4k | 191.56 |
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| Pepsi (PEP) | 0.1 | $653k | 4.6k | 143.52 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $652k | 5.6k | 116.09 |
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| Citigroup Com New (C) | 0.1 | $637k | 5.5k | 116.69 |
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| Deere & Company (DE) | 0.1 | $621k | -4% | 1.3k | 465.57 |
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| Bristol Myers Squibb (BMY) | 0.1 | $620k | +4% | 12k | 53.94 |
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| Lamb Weston Hldgs (LW) | 0.1 | $592k | +2% | 14k | 41.89 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $578k | +7% | 940.00 | 614.31 |
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| Cheniere Energy Com New (LNG) | 0.1 | $577k | +11% | 3.0k | 194.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $574k | 2.5k | 231.32 |
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| Verizon Communications (VZ) | 0.1 | $565k | +40% | 14k | 40.73 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $559k | 8.6k | 65.01 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $544k | NEW | 4.8k | 113.72 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $539k | -10% | 2.0k | 275.39 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $506k | 5.8k | 87.16 |
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| Origin Bancorp (OBK) | 0.1 | $497k | 13k | 37.61 |
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| Southern Company (SO) | 0.1 | $485k | +4% | 5.6k | 87.20 |
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| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.1 | $473k | +66% | 25k | 18.85 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $461k | NEW | 5.5k | 83.61 |
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| Waste Management (WM) | 0.1 | $457k | 2.1k | 219.71 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.1 | $453k | -5% | 11k | 39.60 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $451k | -28% | 50k | 9.06 |
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| Target Corporation (TGT) | 0.1 | $447k | -19% | 4.6k | 97.75 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $445k | NEW | 4.9k | 90.40 |
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| Oracle Corporation (ORCL) | 0.1 | $445k | +28% | 2.3k | 194.91 |
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| Enterprise Products Partners (EPD) | 0.1 | $440k | +31% | 14k | 32.06 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $440k | NEW | 11k | 41.70 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $438k | NEW | 6.3k | 69.47 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $437k | -7% | 25k | 17.71 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $430k | 3.1k | 137.87 |
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| Coca-Cola Company (KO) | 0.1 | $427k | -3% | 6.1k | 69.91 |
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| First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) | 0.1 | $426k | 6.0k | 71.45 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $422k | -58% | 3.4k | 123.26 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $403k | 24k | 16.49 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $402k | NEW | 7.5k | 53.76 |
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| T Rowe Price Etf Capital Apprecia (TCAL) | 0.1 | $399k | NEW | 17k | 23.57 |
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| ConocoPhillips (COP) | 0.1 | $399k | -12% | 4.3k | 93.61 |
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| Procter & Gamble Company (PG) | 0.1 | $389k | +9% | 2.7k | 143.31 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $376k | NEW | 4.0k | 93.97 |
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| Altimmune Com New (ALT) | 0.1 | $373k | +7% | 103k | 3.61 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $369k | +13% | 14k | 27.21 |
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| Phathom Pharmaceuticals (PHAT) | 0.1 | $367k | 22k | 16.59 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $364k | NEW | 1.0k | 349.99 |
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| Western Asset Intm Muni Fd I (SBI) | 0.1 | $358k | 47k | 7.68 |
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| McDonald's Corporation (MCD) | 0.1 | $356k | +8% | 1.2k | 305.59 |
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| Amphenol Corp Cl A (APH) | 0.0 | $344k | 2.5k | 135.14 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $340k | 3.8k | 89.43 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $328k | 7.0k | 46.80 |
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| GSK Sponsored Adr (GSK) | 0.0 | $321k | 6.5k | 49.04 |
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| Emerson Electric (EMR) | 0.0 | $320k | +2% | 2.4k | 132.72 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $319k | -8% | 3.2k | 100.38 |
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| Truist Financial Corp equities (TFC) | 0.0 | $304k | NEW | 6.2k | 49.21 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $304k | -12% | 1.4k | 212.07 |
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| AFLAC Incorporated (AFL) | 0.0 | $303k | -4% | 2.8k | 110.27 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.0 | $300k | NEW | 6.8k | 44.13 |
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| Linde SHS (LIN) | 0.0 | $299k | 702.00 | 426.39 |
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| Corning Incorporated (GLW) | 0.0 | $299k | 3.4k | 87.56 |
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| First Tr Exchange Traded Nasd Tech Div (TDIV) | 0.0 | $293k | 3.0k | 96.84 |
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| Enbridge (ENB) | 0.0 | $291k | 6.1k | 47.83 |
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| Catalyst Bancorp Common Stock (CLST) | 0.0 | $287k | 18k | 15.75 |
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| Realty Income (O) | 0.0 | $286k | -37% | 5.1k | 56.37 |
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| Phillips 66 (PSX) | 0.0 | $282k | +7% | 2.2k | 129.05 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $269k | 1.5k | 181.21 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $268k | 10k | 26.91 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $265k | -15% | 11k | 24.02 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $264k | 8.0k | 33.02 |
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| Genesis Energy Unit Ltd Partn (GEL) | 0.0 | $264k | 17k | 15.60 |
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| General Dynamics Corporation (GD) | 0.0 | $263k | 780.00 | 336.66 |
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| Regions Financial Corporation (RF) | 0.0 | $263k | 9.7k | 27.10 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $262k | 1.8k | 148.69 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $262k | 5.3k | 49.15 |
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| Abbott Laboratories (ABT) | 0.0 | $261k | -12% | 2.1k | 125.29 |
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| Archrock (AROC) | 0.0 | $260k | 10k | 26.02 |
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| Allstate Corporation (ALL) | 0.0 | $260k | 1.2k | 208.15 |
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| General Mills (GIS) | 0.0 | $259k | NEW | 5.6k | 46.50 |
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| NetApp (NTAP) | 0.0 | $257k | +2% | 2.4k | 107.09 |
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| Caterpillar (CAT) | 0.0 | $251k | 438.00 | 572.87 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $247k | -7% | 2.4k | 100.89 |
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| United Parcel Service CL B (UPS) | 0.0 | $242k | -7% | 2.4k | 99.19 |
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| Altria (MO) | 0.0 | $238k | NEW | 4.1k | 57.66 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $237k | 393.00 | 603.17 |
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| Nomura Etf Tr Focused Large Gr (LRGG) | 0.0 | $234k | -30% | 7.9k | 29.60 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $232k | -12% | 10k | 22.82 |
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| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $231k | 25k | 9.09 |
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| EOG Resources (EOG) | 0.0 | $229k | NEW | 2.2k | 105.01 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $228k | -2% | 2.3k | 99.91 |
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| Blackrock (BLK) | 0.0 | $225k | -9% | 210.00 | 1070.34 |
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| Lincoln National Corporation (LNC) | 0.0 | $223k | 5.0k | 44.53 |
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| CBOE Holdings (CBOE) | 0.0 | $223k | 887.00 | 251.00 |
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| Lowe's Companies (LOW) | 0.0 | $221k | +8% | 916.00 | 241.16 |
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| Timken Company (TKR) | 0.0 | $220k | NEW | 2.6k | 84.13 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $220k | 9.3k | 23.67 |
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| Canadian Natural Resources (CNQ) | 0.0 | $218k | NEW | 6.4k | 33.85 |
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| Medtronic SHS (MDT) | 0.0 | $216k | NEW | 2.3k | 96.06 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $216k | NEW | 2.7k | 80.03 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $215k | -6% | 3.7k | 58.74 |
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| Capital One Financial (COF) | 0.0 | $202k | NEW | 832.00 | 242.36 |
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| SYSCO Corporation (SYY) | 0.0 | $202k | -18% | 2.7k | 73.69 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $191k | -10% | 16k | 11.63 |
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| Ford Motor Company (F) | 0.0 | $143k | 11k | 13.12 |
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| Venture Global Com Cl A (VG) | 0.0 | $98k | +8% | 14k | 6.82 |
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| Aurora Innovation Class A Com (AUR) | 0.0 | $46k | NEW | 12k | 3.84 |
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| Co Diagnostics (CODX) | 0.0 | $6.7k | NEW | 40k | 0.17 |
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Past Filings by Summit Financial Wealth Advisors
SEC 13F filings are viewable for Summit Financial Wealth Advisors going back to 2014
- Summit Financial Wealth Advisors 2025 Q4 filed Jan. 27, 2026
- Summit Financial Wealth Advisors 2025 Q3 filed Oct. 3, 2025
- Summit Financial Wealth Advisors 2025 Q1 filed May 14, 2025
- Summit Financial Wealth Advisors 2024 Q4 filed Feb. 13, 2025
- Summit Financial Wealth Advisors 2024 Q3 filed Nov. 13, 2024
- Summit Financial Wealth Advisors 2024 Q2 filed Aug. 12, 2024
- Summit Financial Wealth Advisors 2024 Q1 filed May 2, 2024
- Summit Financial Wealth Advisors 2023 Q4 filed Jan. 19, 2024
- Summit Financial Wealth Advisors 2023 Q3 filed Nov. 13, 2023
- Summit Financial Wealth Advisors 2023 Q2 filed July 12, 2023
- Summit Financial Wealth Advisors 2023 Q1 filed April 10, 2023
- Summit Financial Wealth Advisors 2022 Q4 filed Jan. 17, 2023
- Summit Financial Wealth Advisors 2022 Q3 filed Oct. 28, 2022
- Summit Financial Wealth Advisors 2022 Q2 filed July 26, 2022
- Summit Financial Wealth Advisors 2022 Q1 filed May 6, 2022
- Summit Financial Wealth Advisors 2021 Q4 filed Jan. 12, 2022