§ 13F · FUND PROFILE
Summit Financial Wealth Advisors, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $557.5T (13F)Positions · 168Turnover · — · Q4Filed · Jan 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | 1.98M | $54.4T | 7.8% | −1% |
| 2 | VYMI | VANGUARD WHITEHALL FDS | 598K | $53.8T | 7.7% | +26% |
| 3 | VUG | VANGUARD INDEX FDS | 110K | $53.7T | 7.7% | −2% |
| 4 | SPBO | SPDR SERIES TRUST | 1.03M | $30.2T | 4.3% | +12% |
| 5 | BILZ | PIMCO ETF TR | 277K | $27.9T | 4.0% | +32% |
| 6 | NOBL | PROSHARES TR | 259K | $26.9T | 3.9% | +6% |
| 7 | PFF | ISHARES TR | 701K | $21.7T | 3.1% | −5% |
| 8 | FMDE | FIDELITY COVINGTON TRUST | 539K | $19.6T | 2.8% | NEW |
| 9 | FTSM | FIRST TR EXCHANGE-TRADED FD | 321K | $19.2T | 2.8% | −4% |
| 10 | VTI | VANGUARD INDEX FDS | 55K | $18.5T | 2.7% | +12% |
§ 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 $557537.6 trillion in assets. The fund runs a portfolio of 168 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed