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 32.77% of Summit Financial Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: UNH (+$6.8M), VYMI, SPBO, BILZ, BFST, FDL, IVV, JEPI, MSFT, FDVV.
- Started 11 new stock positions in WMB, NFLX, SHEL, WES, NXP, IYE, FANG, BFST, GJAN, BP. AMAT.
- Reduced shares in these 10 stocks: FTSM (-$19M), QCOM (-$6.6M), VLO, RTX, XLE, SCHD, BRK.B, HD, PFF, IJR.
- Sold out of its positions in ABT, ADBE, APH, BLK, CBOE, COF, Co Diagnostics, CIBR, TDIV, FTSM. GIS, HD, LRGG.
- Summit Financial Wealth Advisors was a net seller of stock by $-10M.
- Summit Financial Wealth Advisors has $705M in assets under management (AUM), dropping by 0.97%.
- Central Index Key (CIK): 0001632283
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Portfolio Holdings for Summit Financial Wealth Advisors
Summit Financial Wealth Advisors holds 193 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 8.5 | $60M | +6% | 638k | 94.24 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 8.4 | $59M | -3% | 1.9M | 30.68 |
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| Vanguard Index Fds Growth Etf (VUG) | 6.9 | $49M | 112k | 436.79 |
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| Spdr Series Trust State Street Spd (SPBO) | 4.6 | $33M | +9% | 1.1M | 29.03 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 4.3 | $31M | +9% | 303k | 100.97 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 3.8 | $27M | 256k | 106.01 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 2.9 | $21M | -3% | 676k | 30.32 |
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| Fidelity Covington Trust Enhanced Mid (FMDE) | 2.8 | $20M | +2% | 552k | 35.96 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.6 | $18M | 56k | 320.81 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 2.4 | $17M | -3% | 138k | 124.31 |
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| Cummins (CMI) | 2.4 | $17M | 31k | 538.02 |
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| Valero Energy Corporation (VLO) | 2.3 | $16M | -20% | 64k | 247.08 |
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| Raytheon Technologies Corp (RTX) | 2.2 | $15M | -21% | 79k | 192.90 |
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| At&t (T) | 2.0 | $14M | 482k | 28.99 |
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| 3M Company (MMM) | 1.9 | $14M | 93k | 145.23 |
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| Alps Etf Tr Alerian Mlp (AMLP) | 1.9 | $13M | 254k | 52.64 |
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| First Tr Exchange-traded SHS (FDL) | 1.8 | $13M | +11% | 257k | 50.80 |
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| Cisco Systems (CSCO) | 1.8 | $13M | 167k | 77.59 |
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| Apple (AAPL) | 1.6 | $11M | 44k | 253.79 |
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| Garmin SHS (GRMN) | 1.5 | $11M | 45k | 232.01 |
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| First Tr Exchange-traded Ft Vest Ris (RDVI) | 1.4 | $10M | +6% | 396k | 25.55 |
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| Eaton Corp SHS (ETN) | 1.2 | $8.5M | +5% | 24k | 357.67 |
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| Exxon Mobil Corporation (XOM) | 1.2 | $8.3M | -4% | 49k | 169.66 |
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| Lockheed Martin Corporation (LMT) | 1.2 | $8.3M | +2% | 14k | 604.39 |
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| UnitedHealth (UNH) | 1.1 | $8.1M | +536% | 30k | 270.59 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 1.0 | $7.3M | 26k | 287.17 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.0 | $7.2M | +15% | 127k | 56.68 |
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| Genuine Parts Company (GPC) | 1.0 | $7.0M | -3% | 66k | 105.75 |
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| Chevron Corporation (CVX) | 1.0 | $6.9M | 33k | 206.90 |
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| Hancock Holding Company (HWC) | 0.8 | $5.5M | 87k | 63.59 |
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| Us Bancorp Com New (USB) | 0.8 | $5.4M | 103k | 52.01 |
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| Microsoft Corporation (MSFT) | 0.8 | $5.3M | +22% | 14k | 370.17 |
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| International Business Machines (IBM) | 0.7 | $4.9M | +7% | 20k | 242.39 |
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| Fidelity Covington Trust High Divid Etf (FDVV) | 0.7 | $4.7M | +23% | 84k | 55.24 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $3.8M | 5.9k | 650.33 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $3.6M | 13k | 286.85 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $3.6M | +44% | 5.6k | 653.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $3.5M | +6% | 5.9k | 597.53 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $3.4M | +2% | 12k | 294.17 |
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| Alps Etf Tr Equal Sec Etf (EQL) | 0.5 | $3.4M | +3% | 71k | 47.56 |
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| Wal-Mart Stores (WMT) | 0.5 | $3.3M | +3% | 27k | 124.28 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.5 | $3.2M | +5% | 111k | 29.13 |
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| First Horizon National Corporation (FHN) | 0.4 | $3.1M | +17% | 137k | 22.76 |
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| Broadcom (AVGO) | 0.4 | $2.5M | 8.2k | 309.52 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $2.5M | +7% | 33k | 76.54 |
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| NVIDIA Corporation (NVDA) | 0.4 | $2.5M | +6% | 14k | 174.40 |
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| Pfizer (PFE) | 0.3 | $2.4M | -2% | 87k | 28.08 |
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| Amazon (AMZN) | 0.3 | $2.4M | +3% | 12k | 208.27 |
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| Oneok (OKE) | 0.3 | $2.4M | 27k | 90.39 |
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| Alps Etf Tr Oshares Us Smlcp (OUSM) | 0.3 | $2.2M | +5% | 51k | 43.74 |
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| Home Ban (HBCP) | 0.3 | $2.2M | +31% | 36k | 60.58 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.0M | -37% | 4.2k | 479.20 |
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| Boeing Company (BA) | 0.3 | $2.0M | +29% | 10k | 199.03 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.0M | -2% | 68k | 29.08 |
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| Tesla Motors (TSLA) | 0.3 | $2.0M | +2% | 5.3k | 371.75 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $2.0M | -3% | 4.5k | 430.29 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.9M | +9% | 7.9k | 244.44 |
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| Philip Morris International (PM) | 0.2 | $1.8M | 11k | 165.34 |
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| Vanguard Index Fds Value Etf (VTV) | 0.2 | $1.6M | 8.2k | 196.20 |
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| Global X Fds Artificial Etf (AIQ) | 0.2 | $1.6M | +6% | 35k | 46.67 |
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| Business First Bancshares (BFST) | 0.2 | $1.6M | NEW | 59k | 27.04 |
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| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.2 | $1.5M | +6% | 86k | 17.75 |
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| Alps Etf Tr Alerian Energy (ENFR) | 0.2 | $1.5M | 38k | 38.21 |
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| Bluerock Pvt Real Estate (BPRE) | 0.2 | $1.4M | +14% | 83k | 16.61 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.3M | 19k | 70.18 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $1.3M | +157% | 15k | 86.69 |
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| Abbvie (ABBV) | 0.2 | $1.3M | 5.9k | 217.49 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $1.3M | +2% | 25k | 49.61 |
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| Merck & Co (MRK) | 0.2 | $1.2M | 9.9k | 120.29 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $1.2M | 38k | 30.96 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $1.1M | +8% | 3.9k | 287.60 |
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| Visa Com Cl A (V) | 0.2 | $1.1M | 3.6k | 302.24 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.1M | 5.0k | 215.05 |
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| Eli Lilly & Co. (LLY) | 0.1 | $1.0M | 1.1k | 919.83 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $991k | 7.5k | 132.90 |
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| Alps Etf Tr Sectr Div Dogs (SDOG) | 0.1 | $953k | -7% | 15k | 65.04 |
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| Red River Bancshares (RRBI) | 0.1 | $932k | -17% | 10k | 90.44 |
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| Emcor (EME) | 0.1 | $930k | 1.3k | 738.31 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $918k | +40% | 4.8k | 191.92 |
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| Costco Wholesale Corporation (COST) | 0.1 | $903k | +16% | 906.00 | 996.43 |
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| Cheniere Energy Com New (LNG) | 0.1 | $886k | +5% | 3.1k | 283.76 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $878k | +2% | 4.5k | 194.14 |
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| Bank of America Corporation (BAC) | 0.1 | $819k | +5% | 17k | 48.75 |
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| Deere & Company (DE) | 0.1 | $817k | +8% | 1.5k | 563.30 |
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| Verizon Communications (VZ) | 0.1 | $816k | +17% | 16k | 50.20 |
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| Amgen (AMGN) | 0.1 | $802k | 2.3k | 351.85 |
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| Bristol Myers Squibb (BMY) | 0.1 | $792k | +13% | 13k | 60.65 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.1 | $782k | +9% | 20k | 39.48 |
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| Pepsi (PEP) | 0.1 | $766k | +8% | 4.9k | 155.29 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $762k | -76% | 12k | 61.26 |
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| Newmont Mining Corporation (NEM) | 0.1 | $761k | +3% | 7.0k | 108.25 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $741k | 7.0k | 106.15 |
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| Meta Platforms Cl A (META) | 0.1 | $696k | +7% | 1.2k | 572.15 |
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| ConAgra Foods (CAG) | 0.1 | $681k | +6% | 43k | 15.72 |
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| Fidelity Covington Trust Enhanced Large (FELG) | 0.1 | $676k | +71% | 18k | 37.49 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $674k | 5.7k | 118.63 |
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| Citigroup Com New (C) | 0.1 | $645k | +4% | 5.7k | 113.40 |
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| T Rowe Price Etf Capital Apprecia (TCAL) | 0.1 | $643k | +69% | 29k | 22.35 |
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| United Parcel Svcs CL B (UPS) | 0.1 | $641k | +167% | 6.5k | 98.37 |
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| Union Pacific Corporation (UNP) | 0.1 | $628k | +4% | 2.6k | 242.62 |
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| Fidelity Covington Trust Sml Mid Mltfct (FSMD) | 0.1 | $602k | +97% | 14k | 44.72 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $584k | 1.2k | 499.66 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $582k | +7% | 1.0k | 577.01 |
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| Lamb Weston Hldgs (LW) | 0.1 | $580k | -2% | 14k | 42.26 |
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| Origin Bancorp (OBK) | 0.1 | $577k | +5% | 14k | 41.46 |
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| ConocoPhillips (COP) | 0.1 | $562k | 4.3k | 132.00 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $554k | -8% | 15k | 36.75 |
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| Enterprise Products Partners (EPD) | 0.1 | $553k | +6% | 15k | 37.84 |
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| Ishares Tr Core 60/40 Balan (AOR) | 0.1 | $546k | 8.5k | 64.35 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $545k | +15% | 28k | 19.30 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $544k | -29% | 1.4k | 391.76 |
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| Target Corporation (TGT) | 0.1 | $538k | -2% | 4.4k | 121.20 |
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| CVS Caremark Corporation (CVS) | 0.1 | $538k | -11% | 7.5k | 71.82 |
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| Southern Company (SO) | 0.1 | $537k | 5.6k | 96.52 |
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| Waste Management (WM) | 0.1 | $500k | +4% | 2.2k | 229.79 |
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| Qualcomm (QCOM) | 0.1 | $490k | -93% | 3.8k | 128.78 |
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| Simmons First Natl Corp Cl A $1 Par (SFNC) | 0.1 | $488k | 25k | 19.45 |
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| Pimco Dynamic Income SHS (PDI) | 0.1 | $488k | +15% | 29k | 17.11 |
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| Novartis Sponsored Adr (NVS) | 0.1 | $484k | 3.2k | 152.75 |
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| Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) | 0.1 | $481k | 4.9k | 97.73 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $469k | +9% | 6.9k | 68.28 |
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| Coca-Cola Company (KO) | 0.1 | $467k | 6.1k | 76.05 |
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| Corning Incorporated (GLW) | 0.1 | $464k | 3.4k | 135.97 |
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.1 | $464k | -18% | 3.9k | 118.45 |
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| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $454k | 5.5k | 82.43 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.1 | $439k | +16% | 16k | 27.85 |
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| Nuveen Muni Value Fund (NUV) | 0.1 | $427k | -4% | 48k | 8.99 |
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| McDonald's Corporation (MCD) | 0.1 | $414k | +14% | 1.3k | 310.89 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $404k | 7.5k | 54.05 |
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| Phillips 66 (PSX) | 0.1 | $401k | 2.2k | 182.21 |
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| American Centy Etf Tr Intl Smcp Vlu (AVDV) | 0.1 | $399k | 4.0k | 99.86 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $387k | 3.4k | 113.11 |
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| Altria (MO) | 0.1 | $385k | +41% | 5.8k | 65.99 |
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| Diamondback Energy (FANG) | 0.1 | $371k | NEW | 1.9k | 197.79 |
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| GSK Sponsored Adr (GSK) | 0.1 | $364k | 6.6k | 55.19 |
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| Oracle Corporation (ORCL) | 0.1 | $362k | +7% | 2.5k | 147.13 |
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| Procter & Gamble Company (PG) | 0.1 | $355k | -9% | 2.5k | 144.44 |
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| Archrock (AROC) | 0.0 | $348k | 10k | 34.80 |
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| EOG Resources (EOG) | 0.0 | $344k | +9% | 2.4k | 144.57 |
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| Canadian Natural Resources (CNQ) | 0.0 | $343k | +9% | 7.0k | 48.73 |
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| Enbridge (ENB) | 0.0 | $342k | +3% | 6.3k | 54.14 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $333k | 3.8k | 87.84 |
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| Linde SHS (LIN) | 0.0 | $328k | -5% | 661.00 | 495.76 |
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| Western Asset Intm Muni Fd I (SBI) | 0.0 | $327k | -8% | 43k | 7.68 |
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| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) | 0.0 | $320k | -28% | 8.1k | 39.42 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $320k | 3.2k | 100.66 |
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| General Dynamics Corporation (GD) | 0.0 | $319k | +19% | 930.00 | 343.22 |
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| Altimmune Com New (ALT) | 0.0 | $318k | 103k | 3.08 |
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| Caterpillar (CAT) | 0.0 | $317k | +2% | 448.00 | 708.46 |
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| Emerson Electric (EMR) | 0.0 | $317k | 2.4k | 131.02 |
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| Realty Income (O) | 0.0 | $311k | 5.1k | 61.18 |
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| AFLAC Incorporated (AFL) | 0.0 | $307k | 2.8k | 109.71 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.0 | $302k | 1.4k | 211.15 |
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| Truist Financial Corp equities (TFC) | 0.0 | $302k | +6% | 6.6k | 45.97 |
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| Catalyst Bancorp Common Stock (CLST) | 0.0 | $301k | 18k | 16.56 |
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| Genesis Energy Unit Ltd Partn (GEL) | 0.0 | $296k | 17k | 17.83 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN) | 0.0 | $293k | NEW | 7.0k | 41.91 |
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| Rio Tinto Sponsored Adr (RIO) | 0.0 | $288k | +14% | 3.1k | 93.29 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.0 | $284k | 8.0k | 35.44 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.0 | $281k | 1.5k | 189.59 |
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| Timken Company (TKR) | 0.0 | $269k | +2% | 2.7k | 100.57 |
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| Hewlett Packard Enterprise (HPE) | 0.0 | $267k | 11k | 23.81 |
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| Allstate Corporation (ALL) | 0.0 | $264k | 1.3k | 207.34 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.0 | $262k | -17% | 5.8k | 45.12 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $262k | +2% | 10k | 25.64 |
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| First Tr Exchange-traded Ft Vest S&p 500 (KNG) | 0.0 | $259k | 5.3k | 48.71 |
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| Regions Financial Corporation (RF) | 0.0 | $253k | 9.7k | 26.12 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $251k | 1.8k | 142.43 |
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| Ishares Tr U.s. Energy Etf (IYE) | 0.0 | $250k | NEW | 3.9k | 64.77 |
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| Phathom Pharmaceuticals (PHAT) | 0.0 | $246k | 22k | 11.11 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.0 | $243k | 394.00 | 617.22 |
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| American Centy Etf Tr Avantis Us Small (AVSC) | 0.0 | $241k | +5% | 3.9k | 62.30 |
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| NetApp (NTAP) | 0.0 | $240k | -2% | 2.3k | 102.39 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $238k | +10% | 2.5k | 93.99 |
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| BP Sponsored Adr (BP) | 0.0 | $238k | NEW | 5.1k | 47.00 |
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| Shell Spon Ads (SHEL) | 0.0 | $238k | NEW | 2.6k | 93.00 |
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| Kimberly-Clark Corporation (KMB) | 0.0 | $237k | 2.5k | 96.47 |
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| Blackrock Mun Target Term Tr Com Shs Ben In (BTT) | 0.0 | $230k | 10k | 22.70 |
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| Williams Companies (WMB) | 0.0 | $230k | NEW | 3.2k | 72.79 |
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| Venture Global Com Cl A (VG) | 0.0 | $228k | 15k | 15.76 |
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| Lowe's Companies (LOW) | 0.0 | $222k | +2% | 939.00 | 236.28 |
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| Netflix (NFLX) | 0.0 | $221k | NEW | 2.3k | 96.15 |
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| Spdr Series Trust State Street Spd (SPHY) | 0.0 | $217k | 9.3k | 23.32 |
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| Western Midstream Partners L Com Unit Lp Int (WES) | 0.0 | $215k | NEW | 5.2k | 41.17 |
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| Applied Materials (AMAT) | 0.0 | $211k | NEW | 617.00 | 341.79 |
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| Lincoln National Corporation (LNC) | 0.0 | $206k | +15% | 5.8k | 35.50 |
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| Dws Municipal Income Cf non-tax cef (KTF) | 0.0 | $205k | -11% | 23k | 9.10 |
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| Medtronic SHS (MDT) | 0.0 | $202k | +3% | 2.3k | 86.65 |
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| SYSCO Corporation (SYY) | 0.0 | $201k | +3% | 2.8k | 71.33 |
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| Nuveen Select Tax-free Incom Sh Ben Int (NXP) | 0.0 | $186k | NEW | 13k | 14.35 |
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| Nuveen Insured Tax-Free Adv Munici (NEA) | 0.0 | $160k | -13% | 14k | 11.23 |
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| Ford Motor Company (F) | 0.0 | $135k | +7% | 12k | 11.54 |
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| Aurora Innovation Class A Com (AUR) | 0.0 | $50k | 12k | 4.12 |
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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 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
- Summit Financial Wealth Advisors 2022 Q1 filed May 6, 2022