13F Insight
DOSSIER · 13F-HR · Q3 2026

Summit Financial Wealth Advisors, LLC

$807M in tracked AUM across 227 positions as of Q3 2026.

SF
CIK 0001632283 · last filed Sep 30, 2026
Total AUM
$807M
as of Q3 2026
Holdings
227
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Summit Financial Wealth Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
VYMI
VANGUARD WHITEHALL FDS
$70M691K8.7%02
SCHD
SCHWAB STRATEGIC TR
$64M2.0M7.9%03
VUG
VANGUARD INDEX FDS
$62M683K7.6%04
BILZ
PIMCO ETF TR
$33M326K4.1%05
SPBO
SPDR SERIES TRUST
$31M1.1M3.9%06
FTSM
FIRST TR EXCHANGE-TRADED FD
$25M423K3.1%07
FMDE
FIDELITY COVINGTON TRUST
$25M612K3.1%08
VTI
VANGUARD INDEX FDS
$22M60K2.8%09
IJR
ISHARES TR
$19M142K2.4%10
FDVV
FIDELITY COVINGTON TRUST
$18M289K2.2%

Filing history

2026Q3Sep 30
$807M▲ 3.2%
227 positionsView →2026Q2Jun 30
$782M▲ 10.9%
225 positionsView →2026Q1Mar 31
$705M▲ 1.0%
193 positionsView →2025Q4Dec 31
$699M▲ 8.3%
195 positionsView →2025Q3Sep 30
$645M▲ 15.7%
180 positionsLocked2025Q2Jun 30
$558M▲ 10.6%
168 positionsLocked2025Q1Mar 31
$504M▼ 1.4%
151 positionsLocked2024Q4Dec 31
$511M▼ 4.1%
150 positionsLocked2024Q3Sep 30
$533M▲ 8.1%
151 positionsLocked2024Q2Jun 30
$494M▼ 0.0%
141 positionsLocked2024Q1Mar 31
$494M▲ 12.0%
133 positionsLocked2023Q4Dec 31
$441M▲ 8.2%
128 positionsLocked
Showing 12 of 46