Summit Financial Wealth Advisors, LLC

CIK

1632283

Location

Lafayette, LA

Portfolio Value

Small $256,556,014

Diversification

Diversified

Filing Date

Global Rank

#3,682 / 8,603 ▲ 178 · as of Mar 2026

Top Industry

Aerospace & Defense 10.3%

3Y Alpha vs SPY

+0.1%

Period ended 3 months ago

Filed May 26, 2026 · 44d

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+78.5%

SPY

+76.5%

Annualised alpha

+0.5%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

128 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.6%

−0.8 pts

Top 5

29.4%

−0.6 pts

Top 10

49.4%

−0.8 pts

HHI

319

Diversified−9

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Industrials	26.9%	$68,978,950	15
Technology	20.8%	$53,374,295	15
Financial Services	13.5%	$34,574,771	31
Energy	12.2%	$31,317,407	19
Healthcare	7.9%	$20,266,499	15
Communication Services	6.6%	$16,822,877	5
Consumer Cyclical	4.7%	$12,174,254	7
Consumer Defensive	4.0%	$10,214,323	12
Unclassified	2.6%	$6,608,177	4
Basic Materials	0.5%	$1,377,113	3
Utilities	0.2%	$536,554	1
Real Estate	0.1%	$310,794	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
UNH	Unitedhealth Group Inc	+25,210	29,906	$8,092,264
FHN	First Horizon Corp	+20,317	136,898	$3,115,798
BPRE	Bluerock Private Real Estate Fund	+10,288	82,496	$1,370,258
HBCP	Home Bancorp, Inc.	+8,539	36,013	$2,181,667
T	At&T Inc.	+4,270	482,132	$13,977,006
UPS	United Parcel Service Inc	+4,078	6,514	$640,847
PDI	PIMCO Dynamic Income Fund	+3,803	28,493	$487,515
ET	Energy Transfer LP	+3,785	28,233	$544,896
CAG	Conagra Brands Inc.	+2,758	43,307	$680,786
MSFT	Microsoft Corp	+2,580	14,304	$5,294,911
VZ	Verizon Communications Inc	+2,393	16,262	$816,352
BA	Boeing Co	+2,282	10,145	$2,019,159
CSCO	Cisco Systems, Inc.	+2,048	167,443	$12,991,902
MO	Altria Group, Inc.	+1,704	5,836	$385,117
MMM	3M Co	+1,668	92,815	$13,479,522
BMY	Bristol Myers Squibb Co	+1,549	13,050	$791,482
IBM	International Business Machines Corp	+1,471	20,300	$4,920,517
ETN	Eaton Corp plc	+1,158	23,632	$8,452,457
BAC	Bank Of America Corp /De/	+923	16,792	$818,610
WMT	Walmart Inc.	+905	26,922	$3,345,866
EPD	Enterprise Products Partners L.P.	+880	14,605	$552,653
NVDA	Nvidia Corp	+872	14,384	$2,508,569
GRMN	Garmin Ltd	+828	45,288	$10,507,268
F	Ford Motor Co	+806	11,727	$135,329
LNC	Lincoln National Corp	+792	5,792	$205,616
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QCOM	Qualcomm Inc/De	−51,253	3,808	$490,394
RTX	RTX Corp	−21,147	78,665	$15,174,478
VLO	Valero Energy Corp/Tx	−17,012	64,352	$15,900,092
SBI	Western Asset Intermediate Muni Fund Inc.	−4,000	42,556	$326,830
KTF	Dws Municipal Income Trust	−2,900	22,500	$204,750
BRK-B	Berkshire Hathaway Inc	−2,572	4,242	$2,032,766
PFE	Pfizer Inc	−2,301	87,161	$2,447,480
NUV	Nuveen Municipal Value Fund Inc	−2,275	47,547	$427,447
RRBI	Red River Bancshares Inc	−2,200	10,300	$931,532
NEA	Nuveen AMT-Free Quality Municipal Income Fund	−2,150	14,250	$160,027
GPC	Genuine Parts Co	−2,086	66,133	$6,993,564
USB	US Bancorp De	−2,073	102,916	$5,352,661
NVO	Novo Nordisk A S	−1,326	15,066	$553,675
CVS	CVS HEALTH Corp	−957	7,487	$537,716
STX	Seagate Technology Holdings plc	−568	1,389	$544,154
LW	Lamb Weston Holdings, Inc.	−405	13,726	$580,060
GEL	Genesis Energy LP	−300	16,613	$296,209
PG	PROCTER & GAMBLE Co	−258	2,457	$354,889
GLD	Spdr Gold Trust	−183	4,537	$1,952,225
PM	Philip Morris International Inc.	−155	10,618	$1,755,580
TGT	Target Corp	−133	4,439	$538,006
CMI	Cummins Inc	−115	31,251	$16,813,663
NTAP	NetApp, Inc.	−64	2,339	$239,490
V	Visa Inc.	−48	3,562	$1,076,578
LIN	Linde PLC	−41	661	$327,697
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
BFST	Business First Bancshares, Inc.	59,449	$1,607,500
FANG	Diamondback Energy, Inc.	1,873	$370,460
BP	Bp PLC	5,062	$237,914
SHEL	Shell plc	2,556	$237,708
WMB	Williams Companies, Inc.	3,164	$230,275
NFLX	Netflix Inc	2,298	$220,952
WES	Western Midstream Partners, LP	5,213	$214,619
AMAT	Applied Materials Inc /De	617	$210,884
NXP	Nuveen Select Tax Free Income Portfolio	12,957	$185,932
No positions match the current search.

Sold Out

Positions the filer fully exited

8 positions

Ticker	Company	Shares	Value
HD	Home Depot, Inc.	2,217	$762,869
ADBE	Adobe Inc.	1,040	$363,989
APH	Amphenol Corp /De/	2,543	$343,661
ABT	Abbott Laboratories	2,082	$260,853
GIS	General Mills Inc	5,562	$258,633
BLK	BlackRock, Inc.	210	$224,771
CBOE	Cboe Global Markets, Inc.	887	$222,637
COF	Capital One Financial Corp	832	$201,643
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

128 positions · $256,556,014 total · as of Mar 31, 2026

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

Showing 1–50 of 128 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CMI	Cummins Inc Industrials	Reduced	31,251	-115	$16,813,663	+5.0%	6.55%
VLO	Valero Energy Corp/Tx Energy	Reduced	64,352	-17,012	$15,900,092	+20.0%	6.20%
RTX	RTX Corp Industrials	Reduced	78,665	-21,147	$15,174,478	−17.1%	5.91%
T	At&T Inc. Communication Services	Added	482,132	+4,270	$13,977,006	+17.7%	5.45%
MMM	3M Co Industrials	Added	92,815	+1,668	$13,479,522	−7.6%	5.25%
CSCO	Cisco Systems, Inc. Technology	Added	167,443	+2,048	$12,991,902	+2.0%	5.06%
AAPL	Apple Inc. Technology	Added	43,928	+317	$11,148,487	−6.0%	4.35%
GRMN	Garmin Ltd Technology	Added	45,288	+828	$10,507,268	+16.5%	4.10%
ETN	Eaton Corp plc Industrials	Added	23,632	+1,158	$8,452,457	+18.1%	3.29%
LMT	Lockheed Martin Corp Industrials	Added	13,735	+396	$8,301,296	+28.7%	3.24%
UNH	Unitedhealth Group Inc Healthcare	Added	29,906	+25,210	$8,092,264	+422.0%	3.15%
GPC	Genuine Parts Co Consumer Cyclical	Reduced	66,133	-2,086	$6,993,564	−16.6%	2.73%
CVX	Chevron Corp Energy	Added	33,265	+329	$6,882,528	+37.1%	2.68%
HWC	Hancock Whitney Corp Financial Services	Added	86,837	+520	$5,521,964	+0.5%	2.15%
USB	US Bancorp De Financial Services	Reduced	102,916	-2,073	$5,352,661	−4.5%	2.09%
MSFT	Microsoft Corp Technology	Added	14,304	+2,580	$5,294,911	−6.6%	2.06%
IBM	International Business Machines Corp Technology	Added	20,300	+1,471	$4,920,517	−11.8%	1.92%
SPY	Spdr S&P 500 ETF Trust	Added	5,891	+81	$3,831,152	−3.3%	1.49%
JPM	Jpmorgan Chase & Co Financial Services	Added	11,627	+329	$3,420,198	−6.0%	1.33%
WMT	Walmart Inc. Consumer Defensive	Added	26,922	+905	$3,345,866	+15.4%	1.30%
FHN	First Horizon Corp Financial Services	Added	136,898	+20,317	$3,115,798	+11.8%	1.21%
AVGO	Broadcom Inc. Technology	Added	8,227	+63	$2,546,338	−9.9%	0.99%
NVDA	Nvidia Corp Technology	Added	14,384	+872	$2,508,569	−0.5%	0.98%
PFE	Pfizer Inc Healthcare	Reduced	87,161	-2,301	$2,447,480	+9.9%	0.95%
AMZN	Amazon Com Inc Consumer Cyclical	Added	11,534	+365	$2,402,186	−6.8%	0.94%
OKE	Oneok Inc /New/ Energy	Added	26,512	+233	$2,396,419	+24.1%	0.93%
HBCP	Home Bancorp, Inc. Financial Services	Added	36,013	+8,539	$2,181,667	+37.4%	0.85%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	4,242	-2,572	$2,032,766	−40.7%	0.79%
BA	Boeing Co Industrials	Added	10,145	+2,282	$2,019,159	+18.3%	0.79%
TSLA	Tesla, Inc. Consumer Cyclical	Added	5,265	+133	$1,957,263	−15.2%	0.76%
GLD	Spdr Gold Trust	Reduced	4,537	-183	$1,952,225	+4.4%	0.76%
JNJ	Johnson & Johnson Healthcare	Added	7,853	+662	$1,919,587	+29.0%	0.75%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,618	-155	$1,755,580	+1.6%	0.68%
BFST	Business First Bancshares, Inc. Financial Services	NEW	59,449	NEW	$1,607,500	NEW	0.63%
BPRE	Bluerock Private Real Estate Fund Financial Services	Added	82,496	+10,288	$1,370,258	+26.5%	0.53%
ABBV	AbbVie Inc. Healthcare	Added	5,860	+17	$1,274,491	−4.5%	0.50%
MRK	Merck & Co., Inc. Healthcare	Reduced	9,857	-6	$1,185,698	+14.2%	0.46%
GOOGL	Alphabet Inc. Communication Services	Added	3,870	+294	$1,112,857	−0.6%	0.43%
V	Visa Inc. Financial Services	Reduced	3,562	-48	$1,076,578	−15.0%	0.42%
LLY	ELI LILLY & Co Healthcare	Reduced	1,140	-18	$1,048,537	−15.7%	0.41%
RRBI	Red River Bancshares Inc Financial Services	Reduced	10,300	-2,200	$931,532	+4.3%	0.36%
EME	EMCOR Group, Inc. Industrials	Reduced	1,259	-5	$929,532	+20.2%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	906	+130	$902,765	+34.9%	0.35%
LNG	Cheniere Energy, Inc. Energy	Added	3,122	+153	$885,898	+53.5%	0.35%
TXN	Texas Instruments Inc Technology	Added	4,524	+126	$878,289	+15.1%	0.34%
BAC	Bank Of America Corp /De/ Financial Services	Added	16,792	+923	$818,610	−6.2%	0.32%
DE	Deere & Co Industrials	Added	1,451	+117	$817,348	+31.6%	0.32%
VZ	Verizon Communications Inc Communication Services	Added	16,262	+2,393	$816,352	+44.5%	0.32%
AMGN	Amgen Inc Healthcare	Added	2,279	+16	$801,866	+8.3%	0.31%
BMY	Bristol Myers Squibb Co Healthcare	Added	13,050	+1,549	$791,482	+27.6%	0.31%