Summit Financial Wealth Advisors, LLC
CIK 1632283
13F filing for Q2 2026・No. 3,000
- Holdings
- US$781.98M
- Quarter change
- +US$76.56M
- Entries
- 225
- Net bought (estimate)
- +US$21.1M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 5
- Cut 41
- Added 117
- Corporate actions 0
- Unchanged 30
Largest holdings
225 stocks worth US$781.98M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VANGUARD WHITEHALL FDSINTL HIGH ETF | Added | 670,311 | US$65.82M | 8.42% |
| SCHWAB STRATEGIC TRUS DIVIDEND EQ | Added | 1,925,060 | US$61.04M | 7.81% |
| VUGVANGUARD INDEX FDSGROWTH ETF | AddedSplit 6:1 | 679,485 | US$58.53M | 7.48% |
| SPDR SERIES TRUSTST STR CORPO ETF | Added | 1,189,025 | US$34.53M | 4.42% |
| PIMCO ETF TRULTR SH GO AC FD | Added | 316,805 | US$31.98M | 4.09% |
| PROSHARES TRS&P 500 DV ARIST | CutSplit 2:1 | 501,346 | US$28.16M | 3.60% |
| FIDELITY COVINGTON TRUSTENH MID COR ETF | Added | 579,236 | US$23.51M | 3.01% |
| VANGUARD INDEX FDSTOTAL STK MKT | Added | 59,055 | US$21.85M | 2.79% |
| ISHARES TRCORE S&P SCP ETF | Added | 138,274 | US$20.51M | 2.62% |
| CMICUMMINS INCCOM | Cut | 25,510 | US$18.19M | 2.33% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 15, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.