Summit Financial Wealth Advisors, LLC holds a focused book of 225 stocks worth $782.0M as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened First Trust Enh Short Mat FD and trimmed Cummins Inc. Their largest long position is Vanguard Int High DVD Yld In at 8% of the equity book. Cloning the disclosed picks since 2015 would be +199% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1632283/holdings"
Use Arkolith to show Summit Financial Wealth Advisors, LLC's latest holdings, largest changes, and filing provenance.
Growth of $10,000 cloning Summit Financial Wealth Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~15 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Summit Financial Wealth Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| WELLS FARGO & COMPANY/MN | 80 / 80 | $167.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $166.6B |
| LPL Financial LLC | 80 / 80 | $91.9B |
| MORGAN STANLEY | 79 / 80 | $578.8B |
| RAYMOND JAMES FINANCIAL INC | 79 / 80 | $109.4B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $20.1B |
| NewEdge Advisors, LLC | 79 / 80 | $9.5B |
| IFP Advisors, Inc | 79 / 80 | $1.5B |
Ranked by how many of Summit Financial Wealth Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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 |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 225 | $782.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 26, 2026 | 193 | $705.4M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 27, 2026 | 195 | $698.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 3, 2025 | 180 | $645.3M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Sep 29, 2025 | 168 | $557.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 151 | $504.0M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 150 | $511.3M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 151 | $533.3M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 12, 2024 | 141 | $493.5M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 2, 2024 | 133 | $493.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 19, 2024 | 128 | $440.7M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 121 | $407.2M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 12, 2023 | 122 | $432.7M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Apr 10, 2023 | 125 | $421.7M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 17, 2023 | 127 | $414.3M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 28, 2022 | 124 | $348.2M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Jul 26, 2022 | 135 | $418.3M | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 6, 2022 | 131 | $494.7M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 12, 2022 | 140 | $516.6M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 5, 2021 | 129 | $441.2M | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 125 | $442.9M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 23, 2021 | 114 | $392.9M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 11, 2021 | 101 | $366.8M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 9, 2020 | 119 | $374.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.