§ 13F · FUND PROFILE
Summit Financial Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $645M (13F)Positions · 180Turnover · — · Q1Filed · May 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VYMI | VANGUARD WHITEHALL FDS | 638K | $60M | 4.3% | +113% |
| 2 | VYMI | VANGUARD WHITEHALL FDS | 638K | $60M | 4.3% | — |
| 3 | SCHD | SCHWAB STRATEGIC TR | 1.92M | $59M | 4.2% | +94% |
| 4 | SCHD | SCHWAB STRATEGIC TR | 1.92M | $59M | 4.2% | — |
| 5 | VUG | VANGUARD INDEX FDS | 112K | $49M | 3.5% | +103% |
| 6 | VUG | VANGUARD INDEX FDS | 112K | $49M | 3.5% | — |
| 7 | SPBO | SPDR SERIES TRUST | 1.13M | $33M | 2.3% | — |
| 8 | SPBO | SPDR SERIES TRUST | 1.13M | $33M | 2.3% | +119% |
| 9 | BILZ | PIMCO ETF TR | 303K | $31M | 2.2% | — |
| 10 | BILZ | PIMCO ETF TR | 303K | $31M | 2.2% | +119% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUMMIT SIGNAL
AC read
Summit Financial Wealth Advisors, LLC is a Other fund managing $645 million in assets. The fund runs a portfolio of 180 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed