Summit Financial Wealth Advisors, LLC Q1 2026 Filing
Filed May 26, 2026
Portfolio Value
$343.6B
Holdings
193
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (193 positions)
| Stock | Value |
|---|---|
NXPNUVEEN SELECT TAX-FREE INCOM | $185.9M |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $160.0M |
FFORD MTR CO | $135.3M |
AURAURORA INNOVATION INC | $50.1M |
VUGVANGUARD INDEX FDS | $48.8M |
BILZPIMCO ETF TR | $30.6M |
NOBLPROSHARES TR | $27.1M |
VTIVANGUARD INDEX FDS | $18.0M |
IJRISHARES TR | $17.1M |
CMICUMMINS INC | $16.8M |
VLOVALERO ENERGY CORP | $15.9M |
RTXRTX CORPORATION | $15.2M |
MMM3M CO | $13.5M |
AAPLAPPLE INC | $11.1M |
GRMNGARMIN LTD | $10.5M |
ETNEATON CORP PLC | $8.5M |
XOMEXXON MOBIL CORP | $8.3M |
LMTLOCKHEED MARTIN CORP | $8.3M |
UNHUNITEDHEALTH GROUP INC | $8.1M |
VOVANGUARD INDEX FDS | $7.3M |
GPCGENUINE PARTS CO | $7.0M |
CVXCHEVRON CORPORATION | $6.9M |
MSFTMICROSOFT CORP | $5.3M |
IBMINTERNATIONAL BUSINESS MACHS | $4.9M |
SPYSTATE STR SPDR S&P 500 ETF T | $3.8M |
GOOGALPHABET INC | $3.6M |
IVVISHARES TR | $3.6M |
VOOVANGUARD INDEX FDS | $3.5M |
JPMJPMORGAN CHASE & CO | $3.4M |
WMTWALMART INC | $3.3M |
AVGOBROADCOM INC | $2.5M |
NVDANVIDIA CORPORATION | $2.5M |
AMZNAMAZON COM INC | $2.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $2.0M |
BABOEING CO | $2.0M |
TSLATESLA INC | $2.0M |
GQ9SPDR GOLD TR | $2.0M |
JNJJOHNSON & JOHNSON | $1.9M |
4I1PHILIP MORRIS INTL INC | $1.8M |
VTVVANGUARD INDEX FDS | $1.6M |
ABBVABBVIE INC | $1.3M |
MRKMERCK & CO INC | $1.2M |
GOOGLALPHABET INC | $1.1M |
VVISA INC | $1.1M |
VIGVANGUARD SPECIALIZED FUNDS | $1.1M |
LLYELI LILLY & CO | $1.0M |
XLKSELECT SECTOR SPDR TR | $991K |
EMEEMCOR GROUP INC | $930K |
RSPINVESCO EXCHANGE TRADED FD T | $918K |
COSTCOSTCO WHOLESALE CORPORATION | $903K |
LNGCHENIERE ENERGY INC | $886K |
TXNTEXAS INSTRS INC | $878K |
DEDEERE & CO | $817K |
AMGNAMGEN INC | $802K |
PEPPEPSICO INC | $766K |
NEMNEWMONT CORP | $761K |
MUBISHARES TR | $741K |
METAMETA PLATFORMS INC | $696K |
BKBANK NEW YORK MELLON CORP | $674K |
TRVCCITIGROUP INC | $645K |
UNPUNION PAC CORP | $628K |
MAMASTERCARD INCORPORATED | $584K |
NDQINVESCO QQQ TR | $582K |
COPCONOCOPHILLIPS | $562K |
STXSEAGATE TECHNOLOGY HLDNGS PL | $544K |
DYHTARGET CORP | $538K |
WMWASTE MGMT INC DEL | $500K |
QCOMQUALCOMM INC | $490K |
NVSNNOVARTIS AG | $484K |
GLWCORNING INC | $464K |
IJSISHARES TR | $464K |
MCDMCDONALDS CORP | $414K |
PSXPHILLIPS 66 | $400K |
IVWISHARES TR | $387K |
FANGDIAMONDBACK ENERGY INC | $370K |
ORCLORACLE CORP | $362K |
PGPROCTER & GAMBLE CO | $355K |
EOGEOG RES INC | $344K |
LINLINDE PLC | $328K |
SGOVISHARES TR | $319K |
GDGENERAL DYNAMICS CORP | $319K |
CATCATERPILLAR INC | $317K |
EMREMERSON ELEC CO | $317K |
AFLAFLAC INC | $307K |
IVEISHARES TR | $302K |
IWNISHARES TR | $281K |
TKRTIMKEN CO | $269K |
ALSALLSTATE CORP | $264K |
ITOTISHARES TR | $251K |
MDYSTATE STR SPDR S&P MIDCAP 40 | $243K |
NTAPNETAPP INC | $239K |
LOWLOWES COS INC | $222K |
AMATAPPLIED MATLS INC | $211K |
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