Summit Financial Wealth Advisors
Latest statistics and disclosures from Summit Financial Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VYMI, SCHD, VUG, SPBO, BILZ, and represent 32.21% of Summit Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: VUG (+$49M), FTSM (+$17M), NOBL (+$14M), VO (+$6.2M), UNH, VYMI, SPBO, BILZ, FMDE, VTI.
- Started 37 new stock positions in SPCX, TCAF, TJX, VOOG, ACN, APH, IEF, MU, FLO, ABT.
- Reduced shares in these 10 stocks: PFF (-$20M), GPC (-$7.0M), CMI, CSCO, FHN, STX, RRBI, BP, SHEL, WMB.
- Sold out of its positions in BP, GPC, SHEL, WMB, MDT.
- Summit Financial Wealth Advisors was a net buyer of stock by $89M.
- Summit Financial Wealth Advisors has $782M in assets under management (AUM), dropping by 10.85%.
- Central Index Key (CIK): 0001632283
Tip: Access up to 7 years of quarterly data
Positions held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Summit Financial Wealth Advisors
Summit Financial Wealth Advisors holds 225 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 8.4 | $66M | +5% | 670k | 98.20 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.8 | $61M | 1.9M | 31.71 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 7.5 | $59M | +507% | 680k | 86.14 |
|
| Spdr Series Trust St Str Corpo Etf (SPBO) | 4.4 | $35M | +5% | 1.2M | 29.04 |
|
| Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ) | 4.1 | $32M | +4% | 317k | 100.93 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.6 | $28M | +96% | 501k | 56.16 |
|
| Fidelity Covington Trust Enh Mid Cor Etf (FMDE) | 3.0 | $24M | +4% | 579k | 40.58 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 2.8 | $22M | +5% | 59k | 370.04 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.6 | $21M | 138k | 148.31 |
|
|
| Cummins (CMI) | 2.3 | $18M | -18% | 26k | 713.22 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 2.2 | $17M | NEW | 291k | 59.73 |
|
| UnitedHealth (UNH) | 2.2 | $17M | +39% | 42k | 415.63 |
|
| Valero Energy Corporation (VLO) | 2.1 | $17M | 64k | 260.44 |
|
|
| Cisco Systems (CSCO) | 2.0 | $16M | -19% | 135k | 117.46 |
|
| 3M Company (MMM) | 2.0 | $16M | +3% | 96k | 161.91 |
|
| Raytheon Technologies Corp (RTX) | 1.9 | $15M | 80k | 189.73 |
|
|
| Apple (AAPL) | 1.7 | $13M | +5% | 46k | 289.36 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.7 | $13M | 254k | 51.85 |
|
|
| First Tr Exchange-traded SHS (FDL) | 1.6 | $13M | +2% | 264k | 48.66 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 1.5 | $12M | +2% | 407k | 29.40 |
|
| Garmin SHS (GRMN) | 1.4 | $11M | +2% | 47k | 237.54 |
|
| Eaton Corp SHS (ETN) | 1.4 | $11M | +5% | 25k | 426.12 |
|
| At&t (T) | 1.3 | $10M | +3% | 499k | 20.70 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 1.1 | $8.2M | +300% | 102k | 80.57 |
|
| Lockheed Martin Corporation (LMT) | 1.0 | $7.8M | +11% | 15k | 509.46 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.9 | $7.3M | +2% | 129k | 56.48 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $6.8M | +2% | 50k | 136.72 |
|
| Hancock Holding Company (HWC) | 0.8 | $6.5M | 87k | 74.72 |
|
|
| International Business Machines (IBM) | 0.8 | $6.4M | +12% | 23k | 281.21 |
|
| Us Bancorp Com New (USB) | 0.8 | $6.3M | 104k | 60.40 |
|
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.8 | $5.9M | +16% | 98k | 60.29 |
|
| Microsoft Corporation (MSFT) | 0.7 | $5.8M | +8% | 16k | 373.01 |
|
| Chevron Corporation (CVX) | 0.7 | $5.3M | -3% | 32k | 165.76 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.6 | $4.7M | +4% | 13k | 353.32 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $4.5M | 6.0k | 746.75 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.4M | +4% | 5.8k | 748.84 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $4.1M | +10% | 122k | 33.84 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.1M | 5.9k | 686.81 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.0M | +4% | 12k | 327.34 |
|
| Alps Etf Tr Equal Sec Etf (EQL) | 0.5 | $3.7M | +4% | 74k | 50.45 |
|
| NVIDIA Corporation (NVDA) | 0.5 | $3.7M | +27% | 18k | 200.09 |
|
| Broadcom (AVGO) | 0.5 | $3.5M | +13% | 9.4k | 377.74 |
|
| Amazon (AMZN) | 0.4 | $3.2M | +15% | 13k | 238.34 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.4 | $3.1M | +8% | 36k | 87.88 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.9M | -4% | 26k | 113.26 |
|
| Boeing Company (BA) | 0.4 | $2.8M | +28% | 13k | 216.47 |
|
| Home Ban (HBCP) | 0.3 | $2.7M | +10% | 40k | 68.52 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.3 | $2.6M | +6% | 54k | 47.52 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.5M | 68k | 36.13 |
|
|
| Tesla Motors (TSLA) | 0.3 | $2.4M | +9% | 5.8k | 420.60 |
|
| Oneok (OKE) | 0.3 | $2.4M | +4% | 28k | 86.94 |
|
| Global X Fds Artificial Etf (AIQ) | 0.3 | $2.3M | 35k | 65.61 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.2M | +3% | 4.4k | 500.39 |
|
| Pfizer (PFE) | 0.3 | $2.1M | 87k | 24.08 |
|
|
| First Horizon National Corporation (FHN) | 0.3 | $2.1M | -40% | 81k | 25.64 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.3 | $2.0M | +56% | 23k | 86.42 |
|
| Philip Morris International (PM) | 0.3 | $2.0M | +4% | 11k | 180.92 |
|
| Johnson & Johnson (JNJ) | 0.3 | $2.0M | 7.7k | 253.97 |
|
|
| Business First Bancshares (BFST) | 0.2 | $1.8M | 60k | 30.73 |
|
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.8M | +8% | 4.9k | 368.38 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.8M | 8.2k | 217.94 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | +21% | 4.7k | 357.41 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.6M | +17% | 1.3k | 1199.55 |
|
| Abbvie (ABBV) | 0.2 | $1.6M | +8% | 6.3k | 251.64 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $1.5M | 87k | 17.88 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.2 | $1.5M | +93% | 35k | 43.75 |
|
| Alps Etf Tr Alerian Energy (ENFR) | 0.2 | $1.5M | 39k | 38.10 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.4M | 19k | 75.79 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $1.4M | 7.5k | 190.52 |
|
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.4M | 37k | 36.87 |
|
|
| Merck & Co (MRK) | 0.2 | $1.4M | +7% | 11k | 128.50 |
|
| Visa Com Cl A (V) | 0.2 | $1.4M | +10% | 4.0k | 343.09 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $1.3M | -3% | 4.4k | 298.07 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $1.2M | -3% | 24k | 50.84 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | -2% | 4.8k | 236.62 |
|
| T Rowe Price Exchange-traded Cap App Prem Etf (TCAL) | 0.1 | $1.1M | +66% | 48k | 22.20 |
|
| Emcor (EME) | 0.1 | $1.1M | 1.3k | 829.88 |
|
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $1.0M | +3% | 15k | 68.22 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.0M | 4.8k | 212.77 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $997k | +4% | 18k | 56.98 |
|
| Meta Platforms Cl A (META) | 0.1 | $984k | +43% | 1.7k | 563.32 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $975k | -95% | 32k | 30.49 |
|
| Deere & Company (DE) | 0.1 | $960k | +4% | 1.5k | 634.37 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $932k | +9% | 996.00 | 935.59 |
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $913k | 20k | 45.75 |
|
|
| Bluerock Pvt Real Estate (BPRE) | 0.1 | $907k | -15% | 70k | 13.01 |
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.1 | $899k | +26% | 17k | 52.85 |
|
| Citigroup Com New (C) | 0.1 | $899k | +12% | 6.4k | 139.96 |
|
| Amgen (AMGN) | 0.1 | $849k | +2% | 2.3k | 362.12 |
|
| Bank of New York Mellon Corporation (BNY) | 0.1 | $849k | +3% | 5.9k | 144.61 |
|
| Union Pacific Corporation (UNP) | 0.1 | $836k | +18% | 3.1k | 272.00 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $809k | +4% | 7.8k | 103.45 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $795k | +7% | 1.1k | 736.19 |
|
| Corning Incorporated (GLW) | 0.1 | $770k | -11% | 3.0k | 255.43 |
|
| Cheniere Energy Com New (LNG) | 0.1 | $769k | +3% | 3.2k | 239.01 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $751k | 7.0k | 107.62 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $749k | 13k | 57.62 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $748k | +3% | 16k | 47.94 |
|
| Verizon Communications (VZ) | 0.1 | $747k | +8% | 18k | 42.34 |
|
| Qualcomm (QCOM) | 0.1 | $739k | +5% | 4.0k | 184.80 |
|
| United Parcel Svcs CL B (UPS) | 0.1 | $738k | +5% | 6.9k | 107.50 |
|
| Origin Bancorp (OBK) | 0.1 | $701k | 14k | 51.15 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $684k | -48% | 709.00 | 965.00 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $679k | +21% | 8.4k | 81.06 |
|
| Constellation Energy (CEG) | 0.1 | $674k | NEW | 2.7k | 248.37 |
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $654k | +8% | 1.3k | 513.60 |
|
| ConAgra Foods (CAG) | 0.1 | $633k | +8% | 47k | 13.46 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $632k | -3% | 6.8k | 93.40 |
|
| Pepsi (PEP) | 0.1 | $623k | -6% | 4.6k | 135.40 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.1 | $600k | NEW | 15k | 41.10 |
|
| Target Corporation (TGT) | 0.1 | $597k | +2% | 4.6k | 130.61 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $596k | +120% | 5.4k | 109.77 |
|
| Lamb Weston Hldgs (LW) | 0.1 | $593k | 14k | 43.18 |
|
|
| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $589k | 8.5k | 69.50 |
|
|
| Southern Company (SO) | 0.1 | $573k | +7% | 6.0k | 95.71 |
|
| Coca-Cola Company (KO) | 0.1 | $572k | +14% | 7.0k | 81.27 |
|
| Caterpillar (CAT) | 0.1 | $571k | +19% | 536.00 | 1064.62 |
|
| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $570k | 4.9k | 115.69 |
|
|
| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.1 | $568k | 25k | 22.65 |
|
|
| Advanced Micro Devices (AMD) | 0.1 | $562k | NEW | 968.00 | 580.91 |
|
| Micron Technology (MU) | 0.1 | $541k | NEW | 468.00 | 1155.00 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $537k | 28k | 19.12 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $537k | 15k | 36.76 |
|
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $535k | 3.9k | 136.68 |
|
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $530k | +18% | 8.9k | 59.69 |
|
| Netflix (NFLX) | 0.1 | $528k | +221% | 7.4k | 71.40 |
|
| Applied Materials (AMAT) | 0.1 | $516k | +15% | 713.00 | 723.00 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $504k | NEW | 3.0k | 170.86 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $497k | 3.2k | 156.72 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $495k | -2% | 11k | 45.11 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $494k | -25% | 9.3k | 53.11 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $488k | 5.5k | 88.54 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $487k | NEW | 991.00 | 491.16 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $486k | NEW | 3.9k | 124.44 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $486k | 16k | 31.10 |
|
|
| Waste Management (WM) | 0.1 | $484k | 2.2k | 222.88 |
|
|
| Timken Company (TKR) | 0.1 | $481k | +23% | 3.3k | 145.32 |
|
| Procter & Gamble Company (PG) | 0.1 | $473k | +31% | 3.2k | 146.64 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $471k | 3.4k | 137.53 |
|
|
| Intel Corporation (INTC) | 0.1 | $464k | NEW | 3.3k | 139.62 |
|
| Red River Bancshares (RRBI) | 0.1 | $456k | -51% | 5.0k | 91.28 |
|
| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.1 | $449k | +49% | 8.7k | 51.69 |
|
| salesforce (CRM) | 0.1 | $446k | NEW | 2.8k | 156.65 |
|
| Pimco Dynamic Income SHS (PDI) | 0.1 | $436k | -8% | 26k | 16.70 |
|
| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $412k | 4.0k | 103.05 |
|
|
| Linde SHS (LIN) | 0.1 | $411k | +19% | 791.00 | 518.94 |
|
| Emerson Electric (EMR) | 0.1 | $409k | +18% | 2.9k | 143.15 |
|
| Archrock (AROC) | 0.1 | $407k | 10k | 40.71 |
|
|
| Nuveen Muni Value Fund (NUV) | 0.1 | $402k | -8% | 44k | 9.22 |
|
| McDonald's Corporation (MCD) | 0.0 | $387k | +7% | 1.4k | 270.32 |
|
| EOG Resources (EOG) | 0.0 | $385k | +24% | 3.0k | 129.73 |
|
| General Dynamics Corporation (GD) | 0.0 | $384k | +16% | 1.1k | 354.24 |
|
| NetApp (NTAP) | 0.0 | $377k | +4% | 2.4k | 154.76 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $376k | +14% | 7.5k | 49.82 |
|
| Altria (MO) | 0.0 | $374k | -10% | 5.2k | 71.95 |
|
| Oracle Corporation (ORCL) | 0.0 | $372k | +3% | 2.5k | 146.55 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $363k | 3.8k | 95.62 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $360k | NEW | 2.0k | 176.32 |
|
| Diamondback Energy (FANG) | 0.0 | $352k | +6% | 2.0k | 175.78 |
|
| AFLAC Incorporated (AFL) | 0.0 | $348k | +6% | 3.0k | 117.25 |
|
| GSK Sponsored Adr (GSK) | 0.0 | $345k | 6.6k | 52.42 |
|
|
| Abbott Laboratories (ABT) | 0.0 | $344k | NEW | 3.8k | 90.74 |
|
| Enbridge (ENB) | 0.0 | $343k | 6.3k | 54.21 |
|
|
| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $328k | 1.5k | 221.20 |
|
|
| Palo Alto Networks (PANW) | 0.0 | $326k | NEW | 956.00 | 341.02 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $325k | 1.4k | 227.06 |
|
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $321k | +6% | 11k | 29.43 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $320k | 3.2k | 100.67 |
|
|
| Western Asset Intm Muni Fd I (SBI) | 0.0 | $319k | -4% | 41k | 7.87 |
|
| Allstate Corporation (ALL) | 0.0 | $318k | +5% | 1.3k | 237.94 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.0 | $318k | -5% | 7.7k | 41.19 |
|
| Realty Income (O) | 0.0 | $315k | 5.1k | 61.96 |
|
|
| Altimmune Com New (ALT) | 0.0 | $314k | 103k | 3.04 |
|
|
| ConocoPhillips (COP) | 0.0 | $313k | -29% | 3.0k | 103.96 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 0.0 | $306k | -2% | 6.8k | 45.02 |
|
| Regions Financial Corporation (RF) | 0.0 | $299k | +2% | 9.9k | 30.20 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $293k | 3.1k | 94.93 |
|
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $289k | 1.8k | 164.27 |
|
|
| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.0 | $286k | 3.9k | 73.34 |
|
|
| State Street Corporation (STT) | 0.0 | $285k | NEW | 1.7k | 169.60 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $280k | NEW | 645.00 | 433.33 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $278k | 395.00 | 703.70 |
|
|
| Canadian Natural Resources (CNQ) | 0.0 | $278k | 7.0k | 39.50 |
|
|
| Goldman Sachs (GS) | 0.0 | $276k | NEW | 273.00 | 1011.37 |
|
| Home Depot (HD) | 0.0 | $269k | NEW | 763.00 | 352.68 |
|
| SYSCO Corporation (SYY) | 0.0 | $263k | +11% | 3.2k | 83.58 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $256k | NEW | 743.00 | 344.32 |
|
| J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) | 0.0 | $256k | NEW | 3.3k | 77.77 |
|
| Entergy Corporation (ETR) | 0.0 | $249k | NEW | 2.2k | 114.86 |
|
| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $244k | NEW | 3.0k | 82.62 |
|
| Analog Devices (ADI) | 0.0 | $243k | NEW | 612.00 | 397.17 |
|
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $241k | 8.0k | 30.17 |
|
|
| Phathom Pharmaceuticals (PHAT) | 0.0 | $240k | 22k | 10.85 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $238k | 2.6k | 92.26 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $238k | NEW | 498.00 | 477.57 |
|
| Genesis Energy Unit Ltd Partn (GEL) | 0.0 | $235k | 17k | 14.17 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $234k | NEW | 543.00 | 431.46 |
|
| Wells Fargo & Company (WFC) | 0.0 | $232k | NEW | 2.8k | 82.64 |
|
| Phillips 66 (PSX) | 0.0 | $231k | -37% | 1.4k | 169.09 |
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $231k | 10k | 22.75 |
|
|
| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $229k | -15% | 4.5k | 50.50 |
|
| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $228k | 5.2k | 43.76 |
|
|
| Catalyst Bancorp Common Stock (CLST) | 0.0 | $225k | -25% | 14k | 16.51 |
|
| Franklin Resources (BEN) | 0.0 | $224k | NEW | 6.7k | 33.27 |
|
| Starbucks Corporation (SBUX) | 0.0 | $221k | NEW | 2.2k | 102.21 |
|
| TJX Companies (TJX) | 0.0 | $221k | NEW | 1.5k | 151.50 |
|
| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $219k | 3.9k | 56.59 |
|
|
| Spdr Series Trust St Port High Etf (SPHY) | 0.0 | $218k | 9.3k | 23.44 |
|
|
| Atmos Energy Corporation (ATO) | 0.0 | $217k | NEW | 1.3k | 172.27 |
|
| Cigna Corp (CI) | 0.0 | $217k | NEW | 788.00 | 275.68 |
|
| Lowe's Companies (LOW) | 0.0 | $215k | +4% | 977.00 | 220.49 |
|
| Ge Aerospace Com New (GE) | 0.0 | $215k | NEW | 575.00 | 373.73 |
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $207k | 23k | 9.20 |
|
|
| Vanguard World Inf Tech Etf (VGT) | 0.0 | $207k | NEW | 1.7k | 119.52 |
|
| Automatic Data Processing (ADP) | 0.0 | $206k | NEW | 918.00 | 223.95 |
|
| Direxion Shares Etf Trust Dai Ene Bea Etf (ERY) | 0.0 | $205k | NEW | 16k | 13.06 |
|
| Lincoln National Corporation (LNC) | 0.0 | $205k | 5.8k | 35.35 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $203k | NEW | 1.8k | 112.50 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.0 | $200k | NEW | 2.1k | 94.57 |
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $192k | +131% | 28k | 6.82 |
|
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $185k | 13k | 14.31 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $167k | 14k | 11.74 |
|
|
| Ford Motor Company (F) | 0.0 | $167k | +2% | 12k | 13.90 |
|
| Venture Global Com Cl A (VG) | 0.0 | $158k | -2% | 14k | 11.13 |
|
| Flowers Foods (FLO) | 0.0 | $117k | NEW | 15k | 7.90 |
|
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 2026 Q2 filed July 15, 2026
- Summit Financial Wealth Advisors 2026 Q1 filed May 26, 2026
- 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