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 151–195 of 195
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ENB | ENBRIDGE INC | 6K | $100K–$500K | SH |
| CLST | CATALYST BANCORP INC | 18K | $100K–$500K | SH |
| O | REALTY INCOME CORP | 5K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 2K | $100K–$500K | SH |
| IWN | ISHARES TR | 1K | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 11K | $100K–$500K | SH |
| PHYS | SPROTT ASSET MANAGEMENT LP | 8K | $100K–$500K | SH |
| GEL | GENESIS ENERGY L P | 17K | $100K–$500K | SH |
| GD | GENERAL DYNAMICS CORP | 780 | $100K–$500K | SH |
| RF | REGIONS FINANCIAL CORP NEW | 10K | $100K–$500K | SH |
| ITOT | ISHARES TR | 2K | $100K–$500K | SH |
| KNG | FIRST TR EXCHANGE-TRADED FD | 5K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 2K | $100K–$500K | SH |
| AROC | ARCHROCK INC | 10K | $100K–$500K | SH |
| ALL | ALLSTATE CORP | 1K | $100K–$500K | SH |
| GIS | GENERAL MLS INC | 6K | $100K–$500K | SH |
| NTAP | NETAPP INC | 2K | $100K–$500K | SH |
| CAT | CATERPILLAR INC | 438 | $100K–$500K | SH |
| KMB | KIMBERLY-CLARK CORP | 2K | $100K–$500K | SH |
| UPS | UNITED PARCEL SERVICE INC | 2K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 4K | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 393 | $100K–$500K | SH |
| LRGG | NOMURA ETF TR | 8K | $100K–$500K | SH |
| BTT | BLACKROCK MUN TARGET TERM TR | 10K | $100K–$500K | SH |
| KTF | DWS MUN INCOME TR NEW | 25K | $100K–$500K | SH |
| EOG | EOG RES INC | 2K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 2K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 210 | $100K–$500K | SH |
| LNC | LINCOLN NATL CORP IND | 5K | $100K–$500K | SH |
| CBOE | CBOE GLOBAL MKTS INC | 887 | $100K–$500K | SH |
| LOW | LOWES COS INC | 916 | $100K–$500K | SH |
| TKR | TIMKEN CO | 3K | $100K–$500K | SH |
| SPHY | SPDR SERIES TRUST | 9K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 6K | $100K–$500K | SH |
| MDT | MEDTRONIC PLC | 2K | $100K–$500K | SH |
| RIO | RIO TINTO PLC | 3K | $100K–$500K | SH |
| AVSC | AMERICAN CENTY ETF TR | 4K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 832 | $100K–$500K | SH |
| SYY | SYSCO CORP | 3K | $100K–$500K | SH |
| NEA | NUVEEN AMT FREE QLTY MUN INC | 16K | $100K–$500K | SH |
| F | FORD MTR CO | 11K | $100K–$500K | SH |
| VG | VENTURE GLOBAL INC | 14K | $50K–$100K | SH |
| AUR | AURORA INNOVATION INC | 12K | $15K–$50K | SH |
| CODX | CO-DIAGNOSTICS INC | 40K | $1K–$15K | SH |