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, BILZ, SPBO, and represent 32.15% of Summit Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: ACN (+$13M), FDVV (+$12M), Exxon Mobil Corp (+$8.3M), FTSM (+$7.8M), RDVI (+$5.9M), Oneok, VYMI, FMDE, SCHD, TLT.
- Started 16 new stock positions in DPZ, PRU, HE, ANET, BP, BLK, Oneok, Exxon Mobil Corp, NSC, AZO. GIS, ADT, WEC, PLTR, MDT, PPG.
- Reduced shares in these 10 stocks: NOBL (-$13M), VLO (-$7.3M), , JEPI (-$6.1M), CMI, OKE, SPBO, AIQ, MMM, CSCO.
- Sold out of its positions in ADP, DELL, ERY, XOM, KNG, FLO, HD, IEF, OKE, SPHY. PHYS, SBUX, TJX, VGT.
- Summit Financial Wealth Advisors was a net buyer of stock by $18M.
- Summit Financial Wealth Advisors has $807M in assets under management (AUM), dropping by 3.19%.
- Central Index Key (CIK): 0001632283
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Portfolio Holdings for Summit Financial Wealth Advisors
Summit Financial Wealth Advisors holds 227 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 8.7 | $70M | +3% | 691k | 101.13 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 7.9 | $64M | 2.0M | 32.53 |
|
|
| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 7.6 | $62M | 683k | 90.11 |
|
|
| Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ) | 4.1 | $33M | +2% | 326k | 100.91 |
|
| Spdr Series Trust St Str Corpo Etf (SPBO) | 3.9 | $31M | -3% | 1.1M | 27.49 |
|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 3.1 | $25M | +44% | 423k | 59.51 |
|
| Fidelity Covington Trust Enh Mid Cor Etf (FMDE) | 3.1 | $25M | +5% | 612k | 40.38 |
|
| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 2.8 | $23M | 60k | 374.24 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $19M | +2% | 142k | 136.04 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 2.2 | $18M | +196% | 289k | 60.73 |
|
| Valero Energy Corporation (VLO) | 2.2 | $17M | -29% | 45k | 387.61 |
|
| First Tr Exchange-traded Ft Vest Ris (RDVI) | 2.1 | $17M | +52% | 620k | 27.88 |
|
| Apple (AAPL) | 1.9 | $15M | 46k | 333.02 |
|
|
| 3M Company (MMM) | 1.9 | $15M | -3% | 93k | 164.15 |
|
| UnitedHealth (UNH) | 1.8 | $15M | -2% | 41k | 367.08 |
|
| Raytheon Technologies Corp (RTX) | 1.8 | $14M | -2% | 78k | 185.65 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.8 | $14M | -46% | 266k | 54.10 |
|
| Cisco Systems (CSCO) | 1.8 | $14M | -2% | 131k | 107.63 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 1.6 | $13M | +1752% | 72k | 183.37 |
|
| Garmin SHS (GRMN) | 1.6 | $13M | 46k | 286.84 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 1.6 | $13M | 253k | 51.87 |
|
|
| First Tr Exchange-traded SHS (FDL) | 1.6 | $13M | 263k | 49.11 |
|
|
| At&t (T) | 1.5 | $12M | 507k | 24.40 |
|
|
| Eaton Corp SHS (ETN) | 1.3 | $11M | 25k | 429.71 |
|
|
| Cummins (CMI) | 1.3 | $10M | -22% | 20k | 516.58 |
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| Microsoft Corporation (MSFT) | 1.0 | $8.3M | +4% | 16k | 512.90 |
|
| Exxonmobil Holdings Corp Com Shs | 1.0 | $8.3M | NEW | 51k | 162.75 |
|
| Vanguard Index Fds Mrngstr Mid Cap (VO) | 1.0 | $8.0M | 102k | 78.42 |
|
|
| Lockheed Martin Corporation (LMT) | 1.0 | $7.9M | 16k | 509.25 |
|
|
| Chevron Corporation (CVX) | 0.8 | $6.5M | 32k | 204.21 |
|
|
| Hancock Holding Company (HWC) | 0.8 | $6.1M | -3% | 85k | 72.04 |
|
| Us Bancorp Com New (USB) | 0.7 | $5.7M | -4% | 99k | 57.76 |
|
| International Business Machines (IBM) | 0.7 | $5.3M | +5% | 24k | 219.93 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.6 | $4.8M | +6% | 6.4k | 762.63 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $4.7M | +4% | 6.1k | 765.82 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.6 | $4.6M | +5% | 128k | 35.93 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $4.4M | +5% | 20k | 228.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $4.3M | -4% | 13k | 340.74 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $4.2M | 6.0k | 700.86 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.5 | $4.1M | +2% | 12k | 330.82 |
|
| Alps Etf Tr Equal Sec Etf (EQL) | 0.5 | $3.8M | 75k | 50.09 |
|
|
| Amazon (AMZN) | 0.4 | $3.4M | 13k | 249.15 |
|
|
| Broadcom (AVGO) | 0.4 | $3.3M | 9.5k | 351.18 |
|
|
| Spdr Series Trust St Str P500etf (SPYM) | 0.4 | $3.3M | +2% | 36k | 89.76 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.4 | $2.9M | +60% | 38k | 77.78 |
|
| Wal-Mart Stores (WMT) | 0.4 | $2.9M | +6% | 28k | 103.92 |
|
| Home Ban (HBCP) | 0.3 | $2.6M | 40k | 66.06 |
|
|
| Vanguard Index Fds Mrngstr Val Etf (VTV) | 0.3 | $2.6M | +45% | 12k | 216.08 |
|
| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.3 | $2.5M | 55k | 45.93 |
|
|
| Pfizer (PFE) | 0.3 | $2.4M | 85k | 28.52 |
|
|
| Oneok | 0.3 | $2.4M | NEW | 28k | 85.27 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.3M | +2% | 70k | 32.63 |
|
| Boeing Company (BA) | 0.3 | $2.2M | -10% | 12k | 186.05 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.2M | 4.3k | 497.95 |
|
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| Philip Morris International (PM) | 0.3 | $2.1M | 11k | 190.82 |
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| Tesla Motors (TSLA) | 0.3 | $2.1M | 5.8k | 354.81 |
|
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| Johnson & Johnson (JNJ) | 0.3 | $2.1M | 7.8k | 264.74 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.2 | $1.9M | +23% | 43k | 45.09 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.2 | $1.9M | 5.0k | 380.84 |
|
|
| First Horizon National Corporation (FHN) | 0.2 | $1.9M | 82k | 23.02 |
|
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| Business First Bancshares (BFST) | 0.2 | $1.8M | 60k | 30.09 |
|
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.7M | +7% | 5.0k | 344.05 |
|
| Abbvie (ABBV) | 0.2 | $1.7M | 6.3k | 261.59 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.6M | -28% | 25k | 65.16 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $1.5M | 1.3k | 1157.24 |
|
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| Merck & Co (MRK) | 0.2 | $1.5M | 11k | 145.31 |
|
|
| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.2 | $1.5M | 7.5k | 195.75 |
|
|
| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.4M | 19k | 75.39 |
|
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| Alps Etf Tr Alerian Energy (ENFR) | 0.2 | $1.4M | 39k | 36.65 |
|
|
| Visa Com Cl A (V) | 0.2 | $1.4M | 4.0k | 359.33 |
|
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $1.3M | -11% | 77k | 17.05 |
|
| Meta Platforms Cl A (META) | 0.2 | $1.3M | +2% | 1.8k | 725.18 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.3M | 37k | 34.02 |
|
|
| Texas Instruments Incorporated (TXN) | 0.1 | $1.2M | -2% | 4.3k | 280.09 |
|
| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $1.2M | 24k | 48.18 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $1.1M | 4.8k | 233.32 |
|
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $1.1M | -84% | 20k | 56.22 |
|
| Deere & Company (DE) | 0.1 | $1.1M | +5% | 1.6k | 671.65 |
|
| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $1.1M | +2% | 16k | 68.21 |
|
| T Rowe Price Exchange-traded Cap App Prem Etf (TCAL) | 0.1 | $1.1M | 48k | 21.84 |
|
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $1.0M | +132% | 6.9k | 150.86 |
|
| Emcor (EME) | 0.1 | $1.0M | +6% | 1.4k | 754.49 |
|
| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $1.0M | 20k | 51.19 |
|
|
| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.1 | $1.0M | +20% | 21k | 49.17 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $995k | 4.8k | 208.02 |
|
|
| Amgen (AMGN) | 0.1 | $981k | 2.3k | 421.51 |
|
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| Bank of America Corporation (BAC) | 0.1 | $963k | 18k | 54.43 |
|
|
| Cheniere Energy Com New (LNG) | 0.1 | $918k | +5% | 3.4k | 269.03 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $871k | +32% | 11k | 78.29 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $842k | -7% | 925.00 | 910.50 |
|
| Citigroup Com New (C) | 0.1 | $842k | 6.5k | 129.47 |
|
|
| Union Pacific Corporation (UNP) | 0.1 | $800k | -4% | 2.9k | 272.13 |
|
| Newmont Mining Corporation (NEM) | 0.1 | $788k | 6.8k | 115.34 |
|
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| Verizon Communications (VZ) | 0.1 | $788k | -2% | 17k | 45.87 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $787k | -2% | 13k | 62.40 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $780k | -8% | 5.4k | 144.63 |
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| Bluerock Pvt Real Estate (BPRE) | 0.1 | $774k | -11% | 62k | 12.54 |
|
| Qualcomm (QCOM) | 0.1 | $720k | -2% | 3.9k | 184.05 |
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| Target Corporation (TGT) | 0.1 | $716k | 4.6k | 156.69 |
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| Origin Bancorp (OBK) | 0.1 | $716k | 14k | 52.25 |
|
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| Mastercard Incorporated Cl A (MA) | 0.1 | $697k | 1.3k | 551.47 |
|
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $681k | -3% | 6.7k | 101.10 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $670k | 7.8k | 85.69 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $668k | -16% | 903.00 | 740.05 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $658k | 713.00 | 922.34 |
|
|
| Enterprise Products Partners (EPD) | 0.1 | $657k | +26% | 18k | 35.61 |
|
| Ishares Tr Pfd And Incm Sec (PFF) | 0.1 | $653k | -30% | 22k | 29.50 |
|
| Hewlett Packard Enterprise (HPE) | 0.1 | $651k | -7% | 10k | 63.89 |
|
| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $633k | +28% | 20k | 31.47 |
|
| T Rowe Price Exchange-traded Cap Appreciation (TCAF) | 0.1 | $617k | 15k | 42.27 |
|
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| ConAgra Foods (CAG) | 0.1 | $614k | -2% | 46k | 13.44 |
|
| Coca-Cola Company (KO) | 0.1 | $606k | 7.0k | 86.08 |
|
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| Novo-nordisk A S Adr (NVO) | 0.1 | $592k | 16k | 37.91 |
|
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| Advanced Micro Devices (AMD) | 0.1 | $583k | 953.00 | 611.76 |
|
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| Ishares Tr Core 60 Bala Etf (AOR) | 0.1 | $581k | 8.5k | 68.52 |
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| Netflix (NFLX) | 0.1 | $580k | +12% | 8.3k | 69.58 |
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| Pepsi (PEP) | 0.1 | $578k | 4.6k | 126.72 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $572k | 9.3k | 61.50 |
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| Lamb Weston Hldgs (LW) | 0.1 | $572k | 14k | 41.69 |
|
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $571k | 4.9k | 115.81 |
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| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.1 | $567k | 25k | 22.58 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $557k | 28k | 19.77 |
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| Constellation Energy (CEG) | 0.1 | $549k | -20% | 2.2k | 254.02 |
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| salesforce (CRM) | 0.1 | $542k | -17% | 2.4k | 229.53 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $530k | 5.4k | 97.43 |
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| Micron Technology (MU) | 0.1 | $525k | +5% | 493.00 | 1065.76 |
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| Southern Company (SO) | 0.1 | $514k | +3% | 6.2k | 82.89 |
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| McDonald's Corporation (MCD) | 0.1 | $510k | +54% | 2.2k | 230.92 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $501k | 3.9k | 128.10 |
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| Red River Bancshares (RRBI) | 0.1 | $499k | 5.0k | 99.87 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $487k | 3.4k | 142.26 |
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| Emerson Electric (EMR) | 0.1 | $483k | +8% | 3.1k | 155.10 |
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| EOG Resources (EOG) | 0.1 | $483k | +18% | 3.5k | 137.76 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $479k | 5.5k | 86.80 |
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| Corning Incorporated (GLW) | 0.1 | $473k | +2% | 3.1k | 153.76 |
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| Procter & Gamble Company (PG) | 0.1 | $472k | 3.2k | 145.28 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $466k | -11% | 7.9k | 59.31 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $457k | 3.2k | 142.57 |
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| NetApp (NTAP) | 0.1 | $452k | -11% | 2.2k | 210.08 |
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| Trane Technologies SHS (TT) | 0.1 | $448k | 992.00 | 451.98 |
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| Caterpillar (CAT) | 0.1 | $445k | +2% | 549.00 | 810.61 |
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| Truist Financial Corp equities (TFC) | 0.1 | $441k | +26% | 9.5k | 46.30 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $437k | 4.0k | 109.38 |
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| Applied Materials (AMAT) | 0.1 | $437k | +19% | 855.00 | 511.38 |
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| Intel Corporation (INTC) | 0.1 | $429k | +7% | 3.6k | 120.22 |
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| Waste Management (WM) | 0.1 | $425k | -4% | 2.1k | 203.92 |
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| Diamondback Energy (FANG) | 0.0 | $398k | +8% | 2.2k | 183.81 |
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| Palo Alto Networks (PANW) | 0.0 | $380k | 956.00 | 397.31 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $377k | NEW | 2.0k | 187.05 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $377k | -41% | 4.0k | 93.45 |
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| Abbott Laboratories (ABT) | 0.0 | $373k | 3.8k | 98.83 |
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| Timken Company (TKR) | 0.0 | $373k | -3% | 3.2k | 116.75 |
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| General Dynamics Corporation (GD) | 0.0 | $370k | +2% | 1.1k | 331.83 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $369k | 3.8k | 97.24 |
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| Pimco Dynamic Income SHS (PDI) | 0.0 | $366k | 26k | 14.03 |
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| Altria (MO) | 0.0 | $365k | +4% | 5.4k | 67.34 |
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| Oracle Corporation (ORCL) | 0.0 | $358k | +2% | 2.6k | 137.30 |
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| Linde SHS (LIN) | 0.0 | $351k | -6% | 739.00 | 474.65 |
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| Phillips 66 (PSX) | 0.0 | $349k | 1.4k | 255.26 |
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| ConocoPhillips (COP) | 0.0 | $347k | -7% | 2.8k | 125.15 |
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| AFLAC Incorporated (AFL) | 0.0 | $339k | +2% | 3.0k | 111.78 |
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| Nuveen Muni Value Fund (NUV) | 0.0 | $336k | -7% | 41k | 8.29 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $336k | +94% | 4.0k | 84.30 |
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| Canadian Natural Resources (CNQ) | 0.0 | $331k | 7.0k | 47.07 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $327k | 1.4k | 228.28 |
|
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.0 | $324k | 7.7k | 41.94 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $321k | 11k | 30.00 |
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| Medtronic SHS (MDT) | 0.0 | $320k | NEW | 3.7k | 86.29 |
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| GSK Sponsored Adr (GSK) | 0.0 | $317k | 6.6k | 48.17 |
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| AutoZone (AZO) | 0.0 | $317k | NEW | 112.00 | 2830.02 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 0.0 | $313k | 6.8k | 46.10 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $311k | 1.5k | 209.45 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $304k | -33% | 5.8k | 52.36 |
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| Archrock (AROC) | 0.0 | $303k | 10k | 30.29 |
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| Allstate Corporation (ALL) | 0.0 | $296k | 1.3k | 221.86 |
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| Altimmune Com New (ALT) | 0.0 | $295k | 103k | 2.86 |
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| Enbridge (ENB) | 0.0 | $295k | 6.4k | 46.49 |
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| State Street Corporation (STT) | 0.0 | $293k | 1.7k | 174.59 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $293k | 1.8k | 166.28 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $291k | 3.1k | 94.17 |
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| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $289k | -9% | 2.9k | 100.68 |
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| Vanguard Admiral Fds 500 Grth Idx F (VOOG) | 0.0 | $289k | +14% | 3.4k | 85.48 |
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| Western Asset Intm Muni Fd I (SBI) | 0.0 | $284k | 41k | 6.99 |
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| Blackrock (BLK) | 0.0 | $283k | NEW | 267.00 | 1058.29 |
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| Realty Income (O) | 0.0 | $276k | 5.1k | 54.30 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $270k | +6% | 2.8k | 97.74 |
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| PPG Industries (PPG) | 0.0 | $269k | NEW | 2.6k | 104.33 |
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| American Centy Etf Tr Avan Us Smal Etf (AVSC) | 0.0 | $267k | 3.9k | 69.14 |
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| Regions Financial Corporation (RF) | 0.0 | $266k | 9.9k | 26.88 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $260k | 396.00 | 657.02 |
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| General Mills (GIS) | 0.0 | $258k | NEW | 8.0k | 32.16 |
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| Lowe's Companies (LOW) | 0.0 | $251k | +39% | 1.4k | 184.29 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $250k | 3.9k | 64.80 |
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| J P Morgan Exchange Traded F Beta Euro Et Ne (BBEU) | 0.0 | $249k | 3.3k | 75.69 |
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| Entergy Corporation (ETR) | 0.0 | $247k | +14% | 2.5k | 99.26 |
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| SYSCO Corporation (SYY) | 0.0 | $246k | 3.2k | 77.96 |
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| Goldman Sachs (GS) | 0.0 | $242k | 269.00 | 900.36 |
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| Arista Networks Com Shs (ANET) | 0.0 | $241k | NEW | 1.2k | 203.59 |
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| Catalyst Bancorp Common Stock (CLST) | 0.0 | $240k | 14k | 17.62 |
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| Lincoln National Corporation (LNC) | 0.0 | $233k | 5.8k | 40.26 |
|
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| Norfolk Southern (NSC) | 0.0 | $232k | NEW | 750.00 | 309.00 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $231k | 5.2k | 44.37 |
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| Analog Devices (ADI) | 0.0 | $231k | -4% | 583.00 | 396.71 |
|
| Atmos Energy Corporation (ATO) | 0.0 | $230k | +16% | 1.5k | 156.44 |
|
| Genesis Energy Unit Ltd Partn (GEL) | 0.0 | $229k | 17k | 13.76 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $228k | NEW | 5.2k | 43.99 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $228k | -5% | 704.00 | 323.27 |
|
| Wells Fargo & Company (WFC) | 0.0 | $225k | 2.8k | 80.05 |
|
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.0 | $225k | 493.00 | 456.19 |
|
|
| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $222k | 10k | 21.84 |
|
|
| Smucker J M Com New (SJM) | 0.0 | $221k | +3% | 1.9k | 118.91 |
|
| Ge Aerospace Com New (GE) | 0.0 | $216k | +20% | 693.00 | 312.29 |
|
| Franklin Resources (BEN) | 0.0 | $216k | 6.7k | 32.12 |
|
|
| Wec Energy Group (WEC) | 0.0 | $215k | NEW | 2.1k | 100.78 |
|
| Cigna Corp (CI) | 0.0 | $204k | -4% | 752.00 | 271.83 |
|
| Prudential Financial (PRU) | 0.0 | $204k | NEW | 1.8k | 113.61 |
|
| Lam Research Corp Com New (LRCX) | 0.0 | $202k | -4% | 615.00 | 328.51 |
|
| Domino's Pizza (DPZ) | 0.0 | $200k | NEW | 668.00 | 299.61 |
|
| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $182k | 23k | 8.10 |
|
|
| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $174k | 13k | 13.43 |
|
|
| Phathom Pharmaceuticals (PHAT) | 0.0 | $162k | 22k | 7.30 |
|
|
| Aurora Innovation Class A Com (AUR) | 0.0 | $156k | 28k | 5.54 |
|
|
| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $142k | 14k | 9.95 |
|
|
| Venture Global Com Cl A (VG) | 0.0 | $139k | -22% | 11k | 12.64 |
|
| Ford Motor Company (F) | 0.0 | $125k | -13% | 10k | 12.06 |
|
| Hawaiian Electric Industries (HE) | 0.0 | $93k | NEW | 10k | 8.94 |
|
| Adt (ADT) | 0.0 | $78k | NEW | 13k | 6.08 |
|
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 Q3 filed Oct. 15, 2026
- 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