Summit Financial Wealth Advisors, LLC

CIK

1632283

Location

Lafayette, LA

Portfolio Value

Small $782,132,314

Diversification

Diversified

Filing Date

Global Rank

#2,936 / 8,793 ▲ 42 · as of Jun 2026

Top Industry

Specialty Industrial Machinery 10.0%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

184 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

12.1%

+1.1 pts

Top 5

38.4%

+0.8 pts

Top 10

56.8%

+3.3 pts

HHI

453

Diversified+32

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	62.4%	$487,926,294	33
Industrials	9.9%	$77,273,078	18
Technology	8.9%	$69,797,564	27
Financial Services	5.0%	$39,411,321	36
Energy	4.6%	$35,938,503	17
Healthcare	4.0%	$31,037,071	16
Communication Services	2.4%	$18,958,121	5
Consumer Defensive	1.4%	$10,909,250	14
Consumer Cyclical	0.9%	$7,261,500	9
Utilities	0.2%	$1,713,549	4
Basic Materials	0.2%	$1,591,307	4
Real Estate	0.0%	$314,756	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	+647,322	854,876	$94,463,255
CAAA	First Trust AAA CMBS ETF	+301,659	702,834	$29,598,293
—		+245,855	501,346	$28,155,591
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+64,959	1,234,029	$37,884,945
FBCG	Fidelity Blue Chip Growth ETF	+61,411	728,867	$31,823,587
TACN	T. Rowe Price Active Core International Equity ETF	+33,601	62,375	$1,660,476
VIGI	Vanguard International Dividend Appreciation ETF	+32,611	670,311	$65,824,540
T	At&T Inc.	+17,249	499,381	$10,337,186
AUR	Aurora Innovation, Inc.	+16,000	28,154	$192,010
FNDA	Schwab Fundamental U.S. Small Company ETF	+15,272	2,178,847	$69,810,212
BILZ	PIMCO Ultra Short Government Active ETF	+13,938	316,805	$31,975,128
UNH	Unitedhealth Group Inc	+11,766	41,672	$17,320,133
ACES	ALPS Clean Energy ETF	+7,208	436,179	$21,995,854
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+7,000	263,650	$12,829,209
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+5,857	132,380	$7,546,844
NFLX	Netflix Inc	+5,098	7,396	$528,074
NVDA	Nvidia Corp	+4,007	18,391	$3,679,855
CAG	Conagra Brands Inc.	+3,729	47,036	$633,104
HBCP	Home Bancorp, Inc.	+3,708	39,721	$2,721,682
MMM	3M Co	+3,157	95,972	$15,538,826
KMB	Kimberly Clark Corp	+2,971	5,432	$596,270
DCOR	Dimensional US Core Equity 1 ETF	+2,886	8,686	$448,979
BA	Boeing Co	+2,860	13,005	$2,815,192
IBM	International Business Machines Corp	+2,625	22,925	$6,446,739
AAPL	Apple Inc.	+2,355	46,283	$13,392,448
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−632,642	245,296	$32,431,021
FHN	First Horizon Corp	−55,450	81,448	$2,088,326
CSCO	Cisco Systems, Inc.	−32,171	135,272	$15,889,049
BPRE	Bluerock Private Real Estate Fund	−12,784	69,712	$906,953
CMI	Cummins Inc	−5,741	25,510	$18,193,987
RRBI	Red River Bancshares Inc	−5,300	5,000	$456,400
CLST	Catalyst Bancorp, Inc.	−4,600	13,600	$224,536
NUV	Nuveen Municipal Value Fund Inc	−3,926	43,621	$402,185
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−3,125	16,763	$1,914,948
PDI	PIMCO Dynamic Income Fund	−2,374	26,119	$436,187
SBI	Western Asset Intermediate Muni Fund Inc.	−2,000	40,556	$319,175
COP	Conocophillips	−1,247	3,008	$312,711
CVX	Chevron Corp	−1,101	32,164	$5,331,504
WMT	Walmart Inc.	−1,092	25,830	$2,925,505
IVZ	Invesco Ltd.	−991	24,219	$1,231,293
PSX	Phillips 66	−831	1,367	$231,091
STX	Seagate Technology Holdings plc	−680	709	$684,185
VLO	Valero Energy Corp/Tx	−655	63,697	$16,589,246
MO	Altria Group, Inc.	−638	5,198	$373,996
AFGR	First Trust Active Factor Large Cap Growth ETF	−613	14,506	$623,542
PFE	Pfizer Inc	−412	86,749	$2,088,915
GLW	Corning Inc /Ny	−401	3,013	$769,610
PEP	Pepsico Inc	−331	4,602	$623,110
VG	Venture Global, Inc.	−300	14,193	$157,968
NEM	NEWMONT Corp /DE/	−271	6,763	$631,664
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
APH	Amphenol Corp /De/	2,044	$720,796
CEG	Constellation Energy Corp	2,713	$673,827
AMD	Advanced Micro Devices Inc	968	$562,320
MU	Micron Technology Inc	468	$540,207
SPCX	Space Exploration Technologies Corp	2,951	$504,207
TT	Trane Technologies plc	991	$486,739
ACN	Accenture plc	3,907	$486,187
INTC	Intel Corp	3,322	$463,850
CRM	Salesforce, Inc.	2,846	$445,854
ABT	Abbott Laboratories	3,791	$343,995
PANW	Palo Alto Networks Inc	956	$326,015
STT	State Street Corp	1,679	$284,758
LRCX	Lam Research Corp	645	$279,497
GS	Goldman Sachs Group Inc	273	$276,104
HD	Home Depot, Inc.	763	$269,094
SHW	Sherwin Williams Co	743	$255,829
ETR	Entergy Corp /De/	2,168	$249,016
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	2,952	$243,894
ADI	Analog Devices Inc	612	$243,068
TSM	Taiwan Semiconductor Manufacturing Co Ltd	498	$237,829
DELL	Dell Technologies Inc.	543	$234,282
WFC	Wells Fargo & Company/Mn	2,803	$231,639
BEN	Franklin Templeton Inc	6,734	$224,040
SBUX	Starbucks Corp	2,166	$221,343
TJX	Tjx Companies Inc /De/	1,459	$221,038
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
GPC	Genuine Parts Co	66,133	$6,993,564
BP	Bp PLC	5,062	$237,914
SHEL	Shell plc	2,556	$237,708
WMB	Williams Companies, Inc.	3,164	$230,275
MDT	Medtronic plc	2,328	$201,721
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

184 tracked positions · $782,132,314 total · filing declares 225 positions · $781,977,938 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 184 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VB	Vanguard Morningstar Small-Cap ETF	Added	854,876	+647,322	$94,463,255	+185.5%	12.08%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	2,178,847	+15,272	$69,810,212	+5.8%	8.93%
VIGI	Vanguard International Dividend Appreciation ETF	Added	670,311	+32,611	$65,824,540	+9.5%	8.42%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	1,234,029	+64,959	$37,884,945	+6.9%	4.84%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	245,296	-632,642	$32,431,021	—	4.15%
BILZ	PIMCO Ultra Short Government Active ETF	Added	316,805	+13,938	$31,975,128	+4.6%	4.09%
FBCG	Fidelity Blue Chip Growth ETF	Added	728,867	+61,411	$31,823,587	+23.5%	4.07%
CAAA	First Trust AAA CMBS ETF	Added	702,834	+301,659	$29,598,293	+185.3%	3.78%
		Added	501,346	+245,855	$28,155,591	+107.9%	3.60%
ACES	ALPS Clean Energy ETF	Added	436,179	+7,208	$21,995,854	+2.8%	2.81%
CMI	Cummins Inc Industrials	Reduced	25,510	-5,741	$18,193,987	+8.2%	2.33%
UNH	Unitedhealth Group Inc Healthcare	Added	41,672	+11,766	$17,320,133	+114.0%	2.21%
VLO	Valero Energy Corp/Tx Energy	Reduced	63,697	-655	$16,589,246	+4.3%	2.12%
CSCO	Cisco Systems, Inc. Technology	Reduced	135,272	-32,171	$15,889,049	+22.3%	2.03%
MMM	3M Co Industrials	Added	95,972	+3,157	$15,538,826	+15.3%	1.99%
RTX	RTX Corp Industrials	Added	79,615	+950	$15,105,353	−0.5%	1.93%
AAPL	Apple Inc. Technology	Added	46,283	+2,355	$13,392,448	+20.1%	1.71%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	263,650	+7,000	$12,829,209	−1.6%	1.64%
GRMN	Garmin Ltd Technology	Added	46,554	+1,266	$11,058,437	+5.2%	1.41%
ETN	Eaton Corp plc Industrials	Added	25,045	+1,413	$10,672,175	+26.3%	1.36%
T	At&T Inc. Communication Services	Added	499,381	+17,249	$10,337,186	−26.0%	1.32%
LMT	Lockheed Martin Corp Industrials	Added	15,347	+1,612	$7,818,682	−5.8%	1.00%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	132,380	+5,857	$7,546,844	+5.2%	0.96%
XOM	ExxonMobil Holdings Corp Energy	Added	50,004	+1,014	$6,836,546	−17.7%	0.87%
HWC	Hancock Whitney Corp Financial Services	Added	87,318	+481	$6,524,400	+18.2%	0.83%
IBM	International Business Machines Corp Technology	Added	22,925	+2,625	$6,446,739	+31.0%	0.82%
GOOGL	Alphabet Inc. Communication Services	Added	17,953	+1,372	$6,362,268	+33.7%	0.81%
USB	US Bancorp De Financial Services	Added	103,535	+619	$6,253,514	+16.8%	0.80%
MSFT	Microsoft Corp Technology	Added	15,528	+1,224	$5,792,254	+9.4%	0.74%
CVX	Chevron Corp Energy	Reduced	32,164	-1,101	$5,331,504	−22.5%	0.68%
SPY	Spdr S&P 500 ETF Trust	Added	5,961	+70	$4,451,495	+16.2%	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Added	12,122	+495	$3,967,894	+16.0%	0.51%
NVDA	Nvidia Corp Technology	Added	18,391	+4,007	$3,679,855	+46.7%	0.47%
AVGO	Broadcom Inc. Technology	Added	9,362	+1,135	$3,536,495	+38.9%	0.45%
AMZN	Amazon Com Inc Consumer Cyclical	Added	13,279	+1,745	$3,164,916	+31.8%	0.40%
WMT	Walmart Inc. Consumer Defensive	Reduced	25,830	-1,092	$2,925,505	−12.6%	0.37%
BA	Boeing Co Industrials	Added	13,005	+2,860	$2,815,192	+39.4%	0.36%
HBCP	Home Bancorp, Inc. Financial Services	Added	39,721	+3,708	$2,721,682	+24.8%	0.35%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,764	+499	$2,424,338	+23.9%	0.31%
OKE	Oneok Inc /New/ Energy	Added	27,696	+1,184	$2,407,890	+0.5%	0.31%
AGNG	Global X Funds Global X Aging Population ETF	Added	34,870	+300	$2,287,820	+41.8%	0.29%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	4,389	+147	$2,196,211	+8.0%	0.28%
PFE	Pfizer Inc Healthcare	Reduced	86,749	-412	$2,088,915	−14.7%	0.27%
FHN	First Horizon Corp Financial Services	Reduced	81,448	-55,450	$2,088,326	−33.0%	0.27%
PM	Philip Morris International Inc. Consumer Defensive	Added	11,102	+484	$2,008,462	+14.4%	0.26%
JNJ	Johnson & Johnson Healthcare	Reduced	7,700	-153	$1,955,569	+1.9%	0.25%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	24,737	+139	$1,930,573	+13.5%	0.25%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	16,763	-3,125	$1,914,948	+9.3%	0.24%
BFST	Business First Bancshares, Inc. Financial Services	Added	59,472	+23	$1,827,574	+13.7%	0.23%
GLD	Spdr Gold Trust	Added	4,919	+382	$1,812,061	−7.2%	0.23%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.