CIK 1632283
Summit Financial Wealth Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
195
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 2.0M | $1M+ | SH |
| VYMI | VANGUARD WHITEHALL FDS | 598K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 110K | $1M+ | SH |
| SPBO | SPDR SERIES TRUST | 1.0M | $1M+ | SH |
| BILZ | PIMCO ETF TR | 277K | $1M+ | SH |
| NOBL | PROSHARES TR | 259K | $1M+ | SH |
| PFF | ISHARES TR | 701K | $1M+ | SH |
| FMDE | FIDELITY COVINGTON TRUST | 539K | $1M+ | SH |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 321K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 55K | $1M+ | SH |
| RTX | RTX CORPORATION | 100K | $1M+ | SH |
| IJR | ISHARES TR | 143K | $1M+ | SH |
| CMI | CUMMINS INC | 31K | $1M+ | SH |
| MMM | 3M CO | 91K | $1M+ | SH |
| VLO | VALERO ENERGY CORP | 81K | $1M+ | SH |
| CSCO | CISCO SYS INC | 165K | $1M+ | SH |
| AMLP | ALPS ETF TR | 259K | $1M+ | SH |
| T | AT&T INC | 478K | $1M+ | SH |
| AAPL | APPLE INC | 44K | $1M+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 230K | $1M+ | SH |
| RDVI | FIRST TR EXCHANGE-TRADED FD | 370K | $1M+ | SH |
| QCOM | QUALCOMM INC | 55K | $1M+ | SH |
| GRMN | GARMIN LTD | 44K | $1M+ | SH |
| GPC | GENUINE PARTS CO | 68K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 25K | $1M+ | SH |
| ETN | EATON CORP PLC | 22K | $1M+ | SH |
| LMT | LOCKHEED MARTIN CORP | 13K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 109K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 51K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 12K | $1M+ | SH |
| USB | US BANCORP DEL | 105K | $1M+ | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 19K | $1M+ | SH |
| HWC | HANCOCK WHITNEY CORPORATION | 86K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 33K | $1M+ | SH |
| GOOG | ALPHABET INC | 13K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 6K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 68K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 11K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 5K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 7K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 105K | $1M+ | SH |
| EQL | ALPS ETF TR | 68K | $1M+ | SH |
| WMT | WALMART INC | 26K | $1M+ | SH |
| AVGO | BROADCOM INC | 8K | $1M+ | SH |
| FHN | FIRST HORIZON CORPORATION | 117K | $1M+ | SH |
| IVV | ISHARES TR | 4K | $1M+ | SH |
| AMZN | AMAZON COM INC | 11K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 14K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 31K | $1M+ | SH |
| XLE | SELECT SECTOR SPDR TR | 52K | $1M+ | SH |