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 101–150 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | 3K | $500K+ | SH |
| UNP | UNION PAC CORP | 2K | $500K+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 14K | $500K+ | SH |
| AOR | ISHARES TR | 9K | $500K+ | SH |
| IJS | ISHARES TR | 5K | $500K+ | SH |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 2K | $500K+ | SH |
| TLT | ISHARES TR | 6K | $500K+ | SH |
| OBK | ORIGIN BANCORP INC | 13K | $100K–$500K | SH |
| SO | SOUTHERN CO | 6K | $100K–$500K | SH |
| SFNC | SIMMONS 1ST NATL CORP | 25K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| GJUN | FIRST TR EXCHNG TRADED FD VI | 11K | $100K–$500K | SH |
| NUV | NUVEEN MUN VALUE FD INC | 50K | $100K–$500K | SH |
| TGT | TARGET CORP | 5K | $100K–$500K | SH |
| VPL | VANGUARD INTL EQUITY INDEX F | 5K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 14K | $100K–$500K | SH |
| FELG | FIDELITY COVINGTON TRUST | 11K | $100K–$500K | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| PDI | PIMCO DYNAMIC INCOME FD | 25K | $100K–$500K | SH |
| NVS | NOVARTIS AG | 3K | $100K–$500K | SH |
| KO | COCA COLA CO | 6K | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 6K | $100K–$500K | SH |
| IVW | ISHARES TR | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 24K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 7K | $100K–$500K | SH |
| TCAL | T ROWE PRICE ETF INC | 17K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 4K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| AVDV | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| ALT | ALTIMMUNE INC | 103K | $100K–$500K | SH |
| FNDX | SCHWAB STRATEGIC TR | 14K | $100K–$500K | SH |
| PHAT | PHATHOM PHARMACEUTICALS INC | 22K | $100K–$500K | SH |
| ADBE | ADOBE INC | 1K | $100K–$500K | SH |
| SBI | WESTERN ASSET INTER MUNI FD | 47K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| APH | AMPHENOL CORP NEW | 3K | $100K–$500K | SH |
| DGRW | WISDOMTREE TR | 4K | $100K–$500K | SH |
| DFAU | DIMENSIONAL ETF TRUST | 7K | $100K–$500K | SH |
| GSK | GSK PLC | 7K | $100K–$500K | SH |
| EMR | EMERSON ELEC CO | 2K | $100K–$500K | SH |
| SGOV | ISHARES TR | 3K | $100K–$500K | SH |
| TFC | TRUIST FINL CORP | 6K | $100K–$500K | SH |
| IVE | ISHARES TR | 1K | $100K–$500K | SH |
| AFL | AFLAC INC | 3K | $100K–$500K | SH |
| FSMD | FIDELITY COVINGTON TRUST | 7K | $100K–$500K | SH |
| LIN | LINDE PLC | 702 | $100K–$500K | SH |
| GLW | CORNING INC | 3K | $100K–$500K | SH |
| TDIV | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |