Summit Financial Wealth Advisors, LLC

Institutional manager (13F) · CIK 1632283

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $616M

#	Issuer	Value	Shares
1	VANGUARD WHITEHALL FDS	$60M	637,700
2	SCHWAB STRATEGIC TR	$59M	1,921,721
3	VANGUARD INDEX FDS	$49M	111,794
4	SPDR SERIES TRUST	$33M	1,126,788
5	PIMCO ETF TR	$31M	302,867
6	PROSHARES TR	$27M	255,491
7	ISHARES TR	$21M	676,190
8	FIDELITY COVINGTON TRUST	$20M	551,758
9	VANGUARD INDEX FDS	$18M	56,116
10	ISHARES TR	$17M	137,566
11	CUMMINS INC	$17M	31,251
12	VALERO ENERGY CORP	$16M	64,352
13	RTX CORPORATION	$15M	78,665
14	AT&T INC	$14M	482,132
15	3M CO	$13M	92,815
16	ALPS ETF TR	$13M	254,318
17	FIRST TR EXCHANGE-TRADED FD	$13M	256,650
18	CISCO SYS INC	$13M	167,443
19	APPLE INC	$11M	43,928
20	GARMIN LTD	$11M	45,288
21	FIRST TR EXCHANGE-TRADED FD	$10M	395,850
22	EATON CORP PLC	$8M	23,632
23	EXXON MOBIL CORP	$8M	48,990
24	LOCKHEED MARTIN CORP	$8M	13,735
25	UNITEDHEALTH GROUP INC	$8M	29,906
26	VANGUARD INDEX FDS	$7M	25,540
27	J P MORGAN EXCHANGE TRADED F	$7M	126,523
28	GENUINE PARTS CO	$7M	66,133
29	CHEVRON CORPORATION	$7M	33,265
30	HANCOCK WHITNEY CORPORATION	$6M	86,837
31	US BANCORP	$5M	102,916
32	MICROSOFT CORP	$5M	14,304
33	INTERNATIONAL BUSINESS MACHS	$5M	20,300
34	FIDELITY COVINGTON TRUST	$5M	84,190
35	STATE STR SPDR S&P 500 ETF T	$4M	5,891
36	ALPHABET INC	$4M	12,711
37	ISHARES TR	$4M	5,577
38	VANGUARD INDEX FDS	$3M	5,857
39	JPMORGAN CHASE & CO	$3M	11,627
40	ALPS ETF TR	$3M	70,821
41	WALMART INC	$3M	26,922
42	SCHWAB STRATEGIC TR	$3M	110,461
43	FIRST HORIZON CORPORATION	$3M	136,898
44	BROADCOM INC	$3M	8,227
45	SPDR SERIES TRUST	$3M	32,982
46	NVIDIA CORPORATION	$3M	14,384
47	PFIZER INC	$2M	87,161
48	AMAZON COM INC	$2M	11,534
49	ONEOK INC NEW	$2M	26,512
50	ALPS ETF TR	$2M	50,901

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.