Summit Financial Wealth Advisors, LLC
CIK: 1632283SEC EDGAR →
Portfolio Value
$343.6B
Holdings
193
As of
Q1 2026
New Positions
193
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD WHITEHALL FDS | 637,700 | $60.1B | 17.49% |
| 2 | SCHWAB STRATEGIC TR | 1,921,721 | $59.0B | 17.16% |
| 3 | SPDR SERIES TRUST | 1,126,788 | $32.7B | 9.52% |
| 4 | ISHARES TR | 676,190 | $20.5B | 5.97% |
| 5 | FIDELITY COVINGTON TRUST | 551,758 | $19.8B | 5.77% |
| 6 | AT&T INC | 482,132 | $14.0B | 4.07% |
| 7 | ALPS ETF TR | 254,318 | $13.4B | 3.90% |
| 8 | FIRST TR EXCHANGE-TRADED FD | 256,650 | $13.0B | 3.79% |
| 9 | CISCO SYS INC | 167,443 | $13.0B | 3.78% |
| 10 | FIRST TR EXCHANGE-TRADED FD | 395,850 | $10.1B | 2.94% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 86 | $292.7B | 85.2% |
| Technology | 20 | $15.6B | 4.5% |
| Communication Services | 5 | $14.2B | 4.1% |
| Energy | 20 | $6.0B | 1.7% |
| Healthcare | 14 | $5.5B | 1.6% |
| Unknown | 12 | $5.1B | 1.5% |
| Consumer Defensive | 10 | $2.6B | 0.7% |
| Industrials | 15 | $709.1M | 0.2% |
| Utilities | 1 | $536.6M | 0.2% |
| Real Estate | 1 | $310.8M | 0.1% |
| Basic Materials | 3 | $289.1M | 0.1% |
| Consumer Cyclical | 6 | $147.3M | 0.0% |