Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Summit Financial Wealth Advisors, LLC (CIK 1632283) reported $705.4M across 192 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VYMI ($60.1M, 8.52%), SCHD ($59.0M, 8.36%), VUG ($48.8M, 6.92%), SPBO ($32.7M, 4.64%), BILZ ($30.6M, 4.34%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VYMI | VANGUARD WHITEHALL FDS | $60.1M | 8.52% | 637,700 | Added |
| 2 | SCHD | SCHWAB STRATEGIC TR | $59.0M | 8.36% | 1.9M | Trimmed |
| 3 | VUG | VANGUARD INDEX FDS | $48.8M | 6.92% | 111,794 | Added |
| 4 | SPBO | SPDR SERIES TRUST | $32.7M | 4.64% | 1.1M | Added |
| 5 | BILZ | PIMCO ETF TR | $30.6M | 4.34% | 302,867 | Added |
| 6 | NOBL | PROSHARES TR | $27.1M | 3.84% | 255,491 | Trimmed |
| 7 | PFF | ISHARES TR | $20.5M | 2.91% | 676,190 | Trimmed |
| 8 | FMDE | FIDELITY COVINGTON TRUST | $19.8M | 2.81% | 551,758 | Added |
| 9 | VTI | VANGUARD INDEX FDS | $18.0M | 2.55% | 56,116 | Added |
| 10 | IJR | ISHARES TR | $17.1M | 2.42% | 137,566 | Trimmed |
| 11 | CMI | CUMMINS INC | $16.8M | 2.38% | 31,251 | Trimmed |
| 12 | VLO | VALERO ENERGY CORP | $15.9M | 2.25% | 64,352 | Trimmed |
| 13 | RTX | RTX CORPORATION | $15.2M | 2.15% | 78,665 | Trimmed |
| 14 | T | AT&T INC | $14.0M | 1.98% | 482,132 | Added |
| 15 | MMM | 3M CO | $13.5M | 1.91% | 92,815 | Added |
| 16 | AMLP | ALPS ETF TR | $13.4M | 1.90% | 254,318 | Trimmed |
| 17 | FDL | FIRST TR EXCHANGE-TRADED FD | $13.0M | 1.85% | 256,650 | Added |
| 18 | CSCO | CISCO SYS INC | $13.0M | 1.84% | 167,443 | Added |
| 19 | AAPL | APPLE INC | $11.1M | 1.58% | 43,928 | Added |
| 20 | GRMN | GARMIN LTD | $10.5M | 1.49% | 45,288 | Added |
| 21 | RDVI | FIRST TR EXCHANGE-TRADED FD | $10.1M | 1.43% | 395,850 | Added |
| 22 | ETN | EATON CORP PLC | $8.5M | 1.20% | 23,632 | Added |
| 23 | XOM | EXXON MOBIL CORP | $8.3M | 1.18% | 48,990 | Trimmed |
| 24 | LMT | LOCKHEED MARTIN CORP | $8.3M | 1.18% | 13,735 | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $8.1M | 1.15% | 29,906 | Added |
Source: SEC Form 13F filings · as of 2026-03-31