Summit Financial Wealth Advisors, LLC holds a focused book of 225 reported positions worth $782.0M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). Their largest long position is Vanguard Int High DVD Yld In at 8% of the reported non-option book.
Summit Financial Wealth Advisors, LLC is a wealth platform: this book aggregates client accounts across many advisers.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
37% mapped to company sectors
+5 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Summit Financial Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Innovator Capital Management, LLC | 8 / 80 | $2.9B |
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Swiss Re Ltd | 31 / 80 | $1.0B |
| MKP Capital Management, L.L.C. | 9 / 80 | $3.2B |
| Ardent Capital Management, Inc. | 21 / 80 | $188.4M |
| Independent Investors Inc | 24 / 80 | $405.9M |
| AdviceOne Advisory Services, LLC | 19 / 80 | $136.9M |
| Golden Reserve Retirement LLC | 34 / 80 | $488.1M |
Ranked by the share of each fund's own book sitting in the names it shares with Summit Financial Wealth Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall FDS INTL HIGH ETF | $65.8M | 670.3K | 8.4% | ▲+5.1% Added · +33K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $61.0M | 1.93M | 7.8% | ▲+0.2% Added · +3K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $58.5M | 679.5K | 7.5% | ▲+508% Added · +568K sh | |
| 4 | SPDR Series Trust ST STR CORPO ETF | $34.5M | 1.19M | 4.4% | ▲+5.5% Added · +62K sh | |
| 5 | Pimco ETF TR ULTR SH GO AC FD | $32.0M | 316.8K | 4.1% | ▲+4.6% Added · +14K sh | |
| 6 | Proshares TR S&P 500 DV ARIST | $28.2M | 501.3K | 3.6% | ▲+96% Added · +246K sh | |
| 7 | Fidelity Covington Trust ENH MID COR ETF | $23.5M | 579.2K | 3.0% | ▲+5.0% Added · +27K sh | |
| 8 | Vanguard Index FDS TOTAL STK MKT | $21.9M | 59.1K | 2.8% | ▲+5.2% Added · +3K sh | |
| 9 | Ishares TR CORE S&P SCP ETF | $20.5M | 138.3K | 2.6% | ▲+0.5% Added · +708 sh | |
| 10 | Cummins Inc COM | $18.2M | 25.5K | 2.3% | ▼−18% Reduced · −6K sh | |
| 11 | First TR Exchange-Traded FD FIRST TR ENH NEW | $17.4M | 291.4K | 2.2% | ▲New New position | |
| 12 | Unitedhealth Group Inc COM | $17.3M | 41.7K | 2.2% | ▲+39% Added · +12K sh | |
| 13 | Valero Energy Corp COM | $16.6M | 63.7K | 2.1% | ▼−1.0% Reduced · −655 sh | |
| 14 | Cisco Sys Inc COM | $15.9M | 135.3K | 2.0% | ▼−19% Reduced · −32K sh | |
| 15 | 3M Co COM | $15.5M | 96.0K | 2.0% | ▲+3.4% Added · +3K sh | |
| 16 | RTX Corporation COM | $15.1M | 79.6K | 1.9% | ▲+1.2% Added · +950 sh | |
| 17 | Apple Inc COM | $13.4M | 46.3K | 1.7% | ▲+5.4% Added · +2K sh | |
| 18 | ALPS ETF TR ALERIAN MLP | $13.2M | 254.1K | 1.7% | ▼−0.1% Reduced · −220 sh | |
| 19 | First TR Exchange-Traded FD SHS | $12.8M | 263.6K | 1.6% | ▲+2.7% Added · +7K sh | |
| 20 | First TR Exchange-Traded FD FT VEST RIS | $12.0M | 406.9K | 1.5% | ▲+2.8% Added · +11K sh | |
| 21 | Garmin Ltd SHS | $11.1M | 46.6K | 1.4% | ▲+2.8% Added · +1K sh | |
| 22 | Eaton Corp PLC SHS | $10.7M | 25.0K | 1.4% | ▲+6.0% Added · +1K sh | |
| 23 | AT&T Inc COM | $10.3M | 499.4K | 1.3% | ▲+3.6% Added · +17K sh | |
| 24 | Vanguard Index FDS MID CAP ETF | $8.2M | 102.3K | 1.1% | ▲+300% Added · +77K sh | |
| 25 | Lockheed Martin Corp COM | $7.8M | 15.3K | 1.0% | ▲+12% Added · +2K sh | |
| 26 | J P Morgan Exchange Traded F EQUITY PREMIUM | $7.3M | 129.1K | 0.9% | ▲+2.0% Added · +3K sh | |
| 27 | Exxon Mobil Corp COM | $6.8M | 50.0K | 0.9% | ▲+2.1% Added · +1K sh | |
| 28 | Hancock Whitney Corporation COM | $6.5M | 87.3K | 0.8% | ▲+0.6% Added · +481 sh | |
| 29 | International Business Machs COM | $6.4M | 22.9K | 0.8% | ▲+13% Added · +3K sh | |
| 30 | US Bancorp COM NEW | $6.3M | 103.5K | 0.8% | ▲+0.6% Added · +619 sh | |
| 31 | Fidelity Covington Trust HIGH DIVID ETF | $5.9M | 97.8K | 0.8% | ▲+16% Added · +14K sh | |
| 32 | Microsoft Corp COM | $5.8M | 15.5K | 0.7% | ▲+8.6% Added · +1K sh | |
| 33 | Chevron Corporation COM | $5.3M | 32.2K | 0.7% | ▼−3.3% Reduced · −1K sh | |
| 34 | Alphabet Inc CAP STK CL C | $4.7M | 13.3K | 0.6% | ▲+4.4% Added · +555 sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $4.5M | 6.0K | 0.6% | ▲+1.2% Added · +70 sh | |
| 36 | Ishares TR CORE S&P500 ETF | $4.4M | 5.8K | 0.6% | ▲+4.5% Added · +252 sh | |
| 37 | Schwab Strategic TR US LCAP GR ETF | $4.1M | 121.7K | 0.5% | ▲+10% Added · +11K sh | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $4.1M | 5.9K | 0.5% | ▲+0.9% Added · +56 sh | |
| 39 | JPMorgan Chase & Co COM | $4.0M | 12.1K | 0.5% | ▲+4.3% Added · +495 sh | |
| 40 | ALPS ETF TR EQUAL SEC ETF | $3.7M | 74.1K | 0.5% | ▲+4.7% Added · +3K sh | |
| 41 | Nvidia Corporation COM | $3.7M | 18.4K | 0.5% | ▲+28% Added · +4K sh | |
| 42 | Broadcom Inc COM | $3.5M | 9.4K | 0.5% | ▲+14% Added · +1K sh | |
| 43 | Amazon Com Inc COM | $3.2M | 13.3K | 0.4% | ▲+15% Added · +2K sh | |
| 44 | SPDR Series Trust ST STR P500ETF | $3.1M | 35.7K | 0.4% | ▲+8.3% Added · +3K sh | |
| 45 | Walmart Inc COM | $2.9M | 25.8K | 0.4% | ▼−4.0% Reduced · −1K sh | |
| 46 | Boeing Co COM | $2.8M | 13.0K | 0.4% | ▲+28% Added · +3K sh | |
| 47 | Homebancorp Inc COM | $2.7M | 39.7K | 0.3% | ▲+10% Added · +4K sh | |
| 48 | ALPS ETF TR OSHARES US SMLCP | $2.6M | 54.1K | 0.3% | ▲+6.2% Added · +3K sh | |
| 49 | Schwab Strategic TR US SML CAP ETF | $2.5M | 68.4K | 0.3% | ▲+0.7% Added · +479 sh | |
| 50 | Tesla Inc COM | $2.4M | 5.8K | 0.3% | ▲+9.5% Added · +499 sh |
This wealth platform page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Summit Financial Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| No filings ingested yet | ||||||
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.