13F Insight
DOSSIER · 13F-HR · Q1 2026

Summit Financial Wealth Advisors, LLC

Summit Financial Wealth's hedge fund based in San Francisco, CA — $705M in tracked AUM across 193 positions as of Q1 2026.

SF
Summit Financial Wealth·San Francisco, CA·Hedge Fund
CIK 0001632283 · last filed Mar 31, 2026
Total AUM
$705M
▼ 3.6%
vs prior
Holdings
193
—
positions
Whale Score
59
59
tracked
Activity
—
no data
changes this Q
Top sector
Financials
47% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Summit Financial Wealth Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VYMI
VANGUARD WHITEHALL FDS
$60M638K8.5%
02
SCHD
SCHWAB STRATEGIC TR
$59M1.9M8.4%
03
VUG
VANGUARD INDEX FDS
$49M112K6.9%
04
SPBO
SPDR SERIES TRUST
$33M1.1M4.6%
05
BILZ
PIMCO ETF TR
$31M303K4.3%
06
NOBL
PROSHARES TR
$27M255K3.8%
07
PFF
ISHARES TR
$21M676K2.9%
08
FMDE
FIDELITY COVINGTON TRUST
$20M552K2.8%
09
VTI
VANGUARD INDEX FDS
$18M56K2.6%
10
IJR
ISHARES TR
$17M138K2.4%

Filing history

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