StockDriftsStockDriftsTop 50 Summit Financial Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYMI | VANGUARD WHITEHALL FDS | 8.66% | 690.8K | $69.9M | +3.06%(+20.51K) | $69.31(+46.31%) | 2026-09-30 | |
| SCHD | SCHWAB STRATEGIC TR | 7.91% | 1.96M | $63.8M | +1.89%(+36.30K) | $25.28(+35.47%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 7.62% | 682.6K | $61.5M | +0.46%(+3.13K) | $32.72(+171.45%) | 2026-09-30 | |
| BILZ | PIMCO ETF TR | 4.07% | 325.7K | $32.9M | +2.80%(+8.87K) | $101.11(-0.28%) | 2026-09-30 | |
| SPBO | SPDR SERIES TRUST | 3.89% | 1.14M | $31.4M | -3.88%(-46.12K) | $29.20(-5.23%) | 2026-09-30 | |
| FTSM | FIRST TR EXCHANGE-TRADED FD | 3.12% | 422.5K | $25.1M | +44.98%(+131.08K) | $59.77(-0.19%) | 2026-09-30 | |
| FMDE | FIDELITY COVINGTON TRUST | 3.06% | 611.6K | $24.7M | +5.60%(+32.41K) | $36.63(+12.05%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 2.79% | 60.1K | $22.5M | +1.75%(+1.03K) | $224.41(+67.35%) | 2026-09-30 | |
| IJR | ISHARES TR | 2.39% | 141.9K | $19.3M | +2.63%(+3.64K) | $89.05(+52.53%) | 2026-09-30 | |
| FDVV | FIDELITY COVINGTON TRUST | 2.18% | 289.4K | $17.6M | +196.04%(+191.66K) | $58.60(+4.73%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.23% | +57.02% | +8.15% | +47.94% |
| Top 20 Holdings Unweighted | +18.23% | +65.27% | +9.04% | +54.15% |
Summit Financial Wealth Advisors LLC reports $806.93M in US-listed equity holdings across 227 positions in its most recent 13F filing. Its largest disclosed positions are VYMI (8.7%), SCHD (7.9%) and VUG (7.6%). The top 20 holdings account for 64.23% of reported assets. Its disclosed equity book has returned +57.02% on a three-year cumulative basis. Figures reflect the Q3 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