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 51–100 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| TSLA | TESLA INC | 5K | $1M+ | SH |
| PFE | PFIZER INC | 89K | $1M+ | SH |
| OUSM | ALPS ETF TR | 48K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 70K | $1M+ | SH |
| OKE | ONEOK INC NEW | 26K | $1M+ | SH |
| GLD | SPDR GOLD TR | 5K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 11K | $1M+ | SH |
| BA | BOEING CO | 8K | $1M+ | SH |
| AIQ | GLOBAL X FDS | 32K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| HBCP | HOME BANCORP INC | 27K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 5K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 7K | $1M+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 81K | $1M+ | SH |
| ABBV | ABBVIE INC | 6K | $1M+ | SH |
| DGRO | ISHARES TR | 19K | $1M+ | SH |
| V | VISA INC | 4K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| ENFR | ALPS ETF TR | 38K | $1M+ | SH |
| SPHD | INVESCO EXCH TRADED FD TR II | 25K | $1M+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 38K | $1M+ | SH |
| GOOGL | ALPHABET INC | 4K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 5K | $1M+ | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 72K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 7K | $1M+ | SH |
| MRK | MERCK & CO INC | 10K | $1M+ | SH |
| SDOG | ALPS ETF TR | 16K | $500K+ | SH |
| RRBI | RED RIVER BANCSHARES INC | 13K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 16K | $500K+ | SH |
| NVO | NOVO-NORDISK A S | 16K | $500K+ | SH |
| EME | EMCOR GROUP INC | 1K | $500K+ | SH |
| TXN | TEXAS INSTRS INC | 4K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| MUB | ISHARES TR | 7K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| VFLO | VICTORY PORTFOLIOS II | 18K | $500K+ | SH |
| CAG | CONAGRA BRANDS INC | 41K | $500K+ | SH |
| NEM | NEWMONT CORP | 7K | $500K+ | SH |
| MA | MASTERCARD INCORPORATED | 1K | $500K+ | SH |
| CVS | CVS HEALTH CORP | 8K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 776 | $500K+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 3K | $500K+ | SH |
| PEP | PEPSICO INC | 5K | $500K+ | SH |
| BK | BANK NEW YORK MELLON CORP | 6K | $500K+ | SH |
| C | CITIGROUP INC | 5K | $500K+ | SH |
| DE | DEERE & CO | 1K | $500K+ | SH |
| BMY | BRISTOL-MYERS SQUIBB CO | 12K | $500K+ | SH |
| LW | LAMB WESTON HLDGS INC | 14K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 940 | $500K+ | SH |