Summit Financial Wealth Advisors, LLC Portfolio Holdings

Summit Financial Wealth Advisors, LLC

  • $632 Million
  • Q4 2025

Summit Financial Wealth Advisors, LLC has filed its 13F form on January 27, 2026 for Q4 2025 where it was disclosed a total value porftolio of $632 Million distributed in 195 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $54M, Vanguard Growth ETF with a value of $53.2M, Vanguard Whitehall Fds Intl Hi with a value of $52.4M, Spdr Ser Tr Spdr Portfolio Cor with a value of $30.2M, and Proshares S&P 500 Dividend Ari with a value of $26.6M.

Examining the 13F form we can see an increase of $23.1M in the current position value, from $609M to 632M.

Below you can find more details about Summit Financial Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $632 Million
ETFs: $385 Million
Industrials: $66.5 Million
Technology: $62.6 Million
Energy: $31.2 Million
Financial Services: $30.4 Million
Communication Services: $18.1 Million
Consumer Cyclical: $14.9 Million
Healthcare: $13.1 Million
Other: $11 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.03B
$5.06 Million 0.8% of portfolio
86,317
Q4 2025 Reduced 1.4%
$8.2B
$805,000 0.13% of portfolio
14,131
Q4 2025 Added 2.95%
$8.36B
$707,000 0.11% of portfolio
40,549
Q4 2025 Reduced 8.0%
$2.19B
$433,000 0.07% of portfolio
25,090
Q4 2025 Added 66.27%
$3.75B
$240,000 0.04% of portfolio
10,000
Q3 2022 New
$6.99B
$205,000 0.03% of portfolio
5,000
Q3 2025 New
$5.56B
$200,000 0.03% of portfolio
2,619
Q4 2025 New
$2.99B
$49,000 0.01% of portfolio
12,000
Q4 2025 New

Summary

  • Portfolio
  • No. of Stocks 195
  • Current Value $632 Million
  • Prior Value $609 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 27, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 27 stocks
  • Additional Purchases 59 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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