Summit Financial Wealth Advisors, LLC — 13F holdings

Summit Financial Wealth Advisors, LLC reported 227 holdings worth $807M in its 13F filing for Q3 2026, filed October 15, 2026.

Largest positions

  1. VYMI VANGUARD WHITEHALL FDS — $69.9M (8.7%)
  2. SCHD SCHWAB STRATEGIC TR — $63.8M (7.9%)
  3. VUG VANGUARD INDEX FDS — $61.5M (7.6%)
  4. BILZ PIMCO ETF TR — $32.9M (4.1%)
  5. SPBO SPDR SERIES TRUST — $31.4M (3.9%)
  6. FTSM FIRST TR EXCHANGE-TRADED FD — $25.1M (3.1%)
  7. FMDE FIDELITY COVINGTON TRUST — $24.7M (3.1%)
  8. VTI VANGUARD INDEX FDS — $22.5M (2.8%)
  9. IJR ISHARES TR — $19.3M (2.4%)
  10. FDVV FIDELITY COVINGTON TRUST — $17.6M (2.2%)