Summit Financial Wealth Advisors, LLC

Est. AUM

$782.0M

13F long equity, this entity only

Positions

225

Period

Jun 2026 (Q2)

SEC EDGAR

View filings ↗

Jun 2026 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$65.8M	670311	8.42%	SOLE
2	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$61.0M	1925060	7.81%	SOLE
3	VANGUARD INDEX FDS	GROWTH ETF	$58.5M	679485	7.49%	SOLE
4	SPDR SERIES TRUST	ST STR CORPO ETF	$34.5M	1189025	4.42%	SOLE
5	PIMCO ETF TR	ULTR SH GO AC FD	$32.0M	316805	4.09%	SOLE
6	PROSHARES TR	S&P 500 DV ARIST	$28.2M	501346	3.60%	SOLE
7	FIDELITY COVINGTON TRUST	ENH MID COR ETF	$23.5M	579236	3.01%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$21.9M	59055	2.79%	SOLE
9	ISHARES TR	CORE S&P SCP ETF	$20.5M	138274	2.62%	SOLE
10	CUMMINS INC	COM	$18.2M	25510	2.33%	SOLE
11	FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$17.4M	291444	2.23%	SOLE
12	UNITEDHEALTH GROUP INC	COM	$17.3M	41672	2.21%	SOLE
13	VALERO ENERGY CORP	COM	$16.6M	63697	2.12%	SOLE
14	CISCO SYS INC	COM	$15.9M	135272	2.03%	SOLE
15	3M CO	COM	$15.5M	95972	1.99%	SOLE
16	RTX CORPORATION	COM	$15.1M	79615	1.93%	SOLE
17	APPLE INC	COM	$13.4M	46283	1.71%	SOLE
18	ALPS ETF TR	ALERIAN MLP	$13.2M	254098	1.68%	SOLE
19	FIRST TR EXCHANGE-TRADED FD	SHS	$12.8M	263650	1.64%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$12.0M	406865	1.53%	SOLE
21	GARMIN LTD	SHS	$11.1M	46554	1.41%	SOLE
22	EATON CORP PLC	SHS	$10.7M	25045	1.36%	SOLE
23	AT&T INC	COM	$10.3M	499381	1.32%	SOLE
24	VANGUARD INDEX FDS	MID CAP ETF	$8.2M	102256	1.05%	SOLE
25	LOCKHEED MARTIN CORP	COM	$7.8M	15347	1.00%	SOLE
26	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$7.3M	129091	0.93%	SOLE
27	EXXON MOBIL CORP	COM	$6.8M	50004	0.87%	SOLE
28	HANCOCK WHITNEY CORPORATION	COM	$6.5M	87318	0.83%	SOLE
29	INTERNATIONAL BUSINESS MACHS	COM	$6.4M	22925	0.82%	SOLE
30	US BANCORP	COM NEW	$6.3M	103535	0.80%	SOLE
31	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$5.9M	97763	0.75%	SOLE
32	MICROSOFT CORP	COM	$5.8M	15528	0.74%	SOLE
33	CHEVRON CORPORATION	COM	$5.3M	32164	0.68%	SOLE
34	ALPHABET INC	CAP STK CL C	$4.7M	13266	0.60%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$4.5M	5961	0.57%	SOLE
36	ISHARES TR	CORE S&P500 ETF	$4.4M	5829	0.56%	SOLE
37	SCHWAB STRATEGIC TR	US LCAP GR ETF	$4.1M	121722	0.53%	SOLE
38	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.1M	5913	0.52%	SOLE
39	JPMORGAN CHASE & CO	COM	$4.0M	12122	0.51%	SOLE
40	ALPS ETF TR	EQUAL SEC ETF	$3.7M	74145	0.48%	SOLE
41	NVIDIA CORPORATION	COM	$3.7M	18391	0.47%	SOLE
42	BROADCOM INC	COM	$3.5M	9362	0.45%	SOLE
43	AMAZON COM INC	COM	$3.2M	13279	0.40%	SOLE
44	SPDR SERIES TRUST	ST STR P500ETF	$3.1M	35704	0.40%	SOLE
45	WALMART INC	COM	$2.9M	25830	0.37%	SOLE
46	BOEING CO	COM	$2.8M	13005	0.36%	SOLE
47	HOMEBANCORP INC	COM	$2.7M	39721	0.35%	SOLE
48	ALPS ETF TR	OSHARES US SMLCP	$2.6M	54068	0.33%	SOLE
49	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.5M	68406	0.32%	SOLE
50	TESLA INC	COM	$2.4M	5764	0.31%	SOLE

1–50 of 225

1 / 5

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.