Summit Financial Wealth Advisors, LLC

CIK

1632283

City

Lafayette

State / Country

Stock

Top Portfolio Positions

128 positions · $264,566,265 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
CMI	Cummins Inc Industrials	31,251	$16,813,663	6.36%
VLO	Valero Energy Corp/Tx Energy	64,352	$15,900,092	6.01%
RTX	RTX Corp Industrials	78,665	$15,174,478	5.74%
T	At&T Inc. Communication Services	482,132	$13,977,006	5.28%
MMM	3M Co Industrials	92,815	$13,479,522	5.09%
CSCO	Cisco Systems, Inc. Technology	167,443	$12,991,902	4.91%
AAPL	Apple Inc. Technology	43,928	$11,148,487	4.21%
GRMN	Garmin Ltd Technology	45,288	$10,507,268	3.97%
ETN	Eaton Corp plc Industrials	23,632	$8,452,457	3.19%
XOM	Exxon Mobil Corp Energy	48,990	$8,311,643	3.14%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$427,447	47,547	-4.6%	Shares	Sole	2026-05-26
2025-12-31	$451,387	49,822	-28.2%	Shares	Sole	2026-01-27
2025-09-30	$623,176	69,396	-11.4%	Shares	Sole	2025-10-03
2025-06-30	$680,400	78,297	-26.0%	Shares	Sole	2025-09-29
2025-03-31	$927,839	105,797	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$910,514	105,997	-5.9%	Shares	Sole	2025-02-13
2024-09-30	$1,015,967	112,635	-5.3%	Shares	Sole	2024-11-13
2024-06-30	$1,025,977	118,885	-18.8%	Shares	Sole	2024-08-12
2024-03-31	$1,274,577	146,335	-6.1%	Shares	Sole	2024-05-02
2023-12-31	$1,340,181	155,835	-6.7%	Shares	Sole	2024-01-19
2023-09-30	$1,379,709	167,035	-23.4%	Shares	Sole	2023-11-13
2023-06-30	$1,896,817	218,025	-3.3%	Shares	Sole	2023-07-12
2023-03-31	$1,986,875	225,525	-2.7%	Shares	Sole	2023-04-10
2022-12-31	$1,992,663	231,705	-2.6%	Shares	Sole	2023-01-17
2022-09-30	$2,012,177	237,846	+2.8%	Shares	Sole	2022-10-28
2022-06-30	$2,066,812	231,446	-1.8%	Shares	Sole	2022-07-26
2022-03-31	$2,257,728	235,671	+10.9%	Shares	Sole	2022-05-06
2021-12-31	$2,206,486	212,571	+7.6%	Shares	Sole	2022-01-12
2021-09-30	$2,236,503	197,571	+0.8%	Shares	Sole	2021-11-05
2021-06-30	$2,260,698	196,071	+42.8%	Shares	Sole	2021-08-09
2021-03-31	$1,529,499	137,298	+27.4%	Shares	Sole	2021-04-23
2020-12-31	$1,196,557	107,798	-31.5%	Shares	Sole	2021-01-11
2020-09-30	$1,676,796	157,298	+64.0%	Shares	Sole	2020-11-09
2020-06-30	$978,210	95,903	+31.7%	Shares	Sole	2020-07-16
2020-03-31	$710,830	72,831	—	Shares	Sole	2020-04-29
No 13F history on record for this holder in this stock.