13F Insight
DOSSIER · 13F-HR · Q2 2026

Summit Financial Wealth Advisors, LLC

$782M in tracked AUM across 225 positions as of Q2 2026.

SF
CIK 0001632283 · last filed Jun 30, 2026
Total AUM
$782M
as of Q2 2026
Holdings
225
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Summit Financial Wealth Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VYMI
VANGUARD WHITEHALL FDS
$66M670K8.4%02
SCHD
SCHWAB STRATEGIC TR
$61M1.9M7.8%03
VUG
VANGUARD INDEX FDS
$59M679K7.5%04
SPBO
SPDR SERIES TRUST
$35M1.2M4.4%05
BILZ
PIMCO ETF TR
$32M317K4.1%06
NOBL
PROSHARES TR
$28M501K3.6%07
FMDE
FIDELITY COVINGTON TRUST
$24M579K3.0%08
VTI
VANGUARD INDEX FDS
$22M59K2.8%09
IJR
ISHARES TR
$21M138K2.6%10
CMI
CUMMINS INC
$18M26K2.3%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$407M▼ 5.9%
121 positionsLocked
Showing 12 of 45