StockDriftsStockDriftsTop 50 Summit Financial Wealth Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | 8.42% | 670.3K | $65.8M | +5.11%(+32.61K) | $68.38(+52.66%) | 2026-06-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.81% | 1.93M | $61.0M | +0.17%(+3.34K) | $25.15(+36.64%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 7.48% | 679.5K | $58.5M | +1.30%(+8.72K) | $32.47(+174.69%) | 2026-06-30 | |
| SPBO | SPDR SERIES TRUST | 4.42% | 1.19M | $34.5M | +5.52%(+62.24K) | $29.20(-2.67%) | 2026-06-30 | |
| BILZ | PIMCO ETF TR | 4.09% | 316.8K | $32.0M | +4.60%(+13.94K) | $101.11(-0.29%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 3.6% | 501.3K | $28.2M | -1.89%(-9.64K) | $34.83(+67.52%) | 2026-06-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 3.01% | 579.2K | $23.5M | +4.98%(+27.48K) | $36.37(+17.84%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 2.79% | 59.1K | $21.9M | +5.24%(+2.94K) | $221.83(+72.82%) | 2026-06-30 | |
| IJR | ISHARES TR | 2.62% | 138.3K | $20.5M | +0.51%(+708) | $87.65(+71.09%) | 2026-06-30 | |
| CMI | CUMMINS INC | 2.33% | 25.5K | $18.2M | -18.37%(-5.74K) | $199.96(+221.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.77% | +51.18% | +7.75% | +45.27% |
| Top 20 Holdings Unweighted | +16.79% | +59.30% | +8.62% | +51.19% |
Summit Financial Wealth Advisors, LLC reports $781.98M in US-listed equity holdings across 225 positions in its most recent 13F filing. Its largest disclosed positions are VYMI (8.4%), SCHD (7.8%) and VUG (7.5%). The top 20 holdings account for 65.64% of reported assets. Its disclosed equity book has returned +51.18% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Financial Wealth Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1632283). View Summit Financial Wealth Advisors, LLC’s 13F filings on SEC