Summit Financial Wealth Advisors, LLC
Summit Financial Wealth Advisors, LLC reported 225 positions worth $782.0M as of June 30, 2026 (13F filed July 15, 2026). Largest holding: VYMI (8.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | VYMI | SH | $65.8M | 8.42% | 670,311 | — | — | |
| ▸ 2 | SCHD | SH | $61.0M | 7.81% | 1,925,060 | — | — | |
| ▸ 3 | VUG | SH | $58.5M | 7.48% | 679,485 | — | — | |
| ▸ 4 | SPBO | SH | $34.5M | 4.42% | 1,189,025 | — | — | |
| ▸ 5 | BILZ | SH | $32.0M | 4.09% | 316,805 | — | — | |
| ▸ 6 | NOBL | SH | $28.2M | 3.60% | 501,346 | — | — | |
| ▸ 7 | FMDE | SH | $23.5M | 3.01% | 579,236 | — | — | |
| ▸ 8 | VTI | SH | $21.9M | 2.79% | 59,055 | — | — | |
| ▸ 9 | IJR | SH | $20.5M | 2.62% | 138,274 | — | — | |
| ▸ 10 | CMI | SH | $18.2M | 2.33% | 25,510 | — | — |
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Frequently Asked Questions
What stocks does Summit Financial Wealth Advisors, LLC hold as of Q2 2026?
Summit Financial Wealth Advisors, LLC reported 225 positions worth $782.0M in its Q2 2026 13F filing. Largest positions: VYMI (8.4%), SCHD (7.8%), VUG (7.5%), SPBO (4.4%) and BILZ (4.1%).
What did Summit Financial Wealth Advisors, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Summit Financial Wealth Advisors, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.