Summit Financial Wealth Advisors, LLC holds a focused book of 162 stocks worth $705.4M as of Q1 2026 (disclosed May 26, 2026, a ~45-day 13F lag). This quarter they opened BUSINESS FIRST BANCSHARES IN and trimmed SCHWAB US DVD EQUITY ETF. Their largest long position is VANGUARD GROWTH ETF at 11% of the equity book.
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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.
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.
17% 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
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 | $60.1M | 637.7K | 8.5% | ▲+6.6% Added · +40K sh | |
| 2 | Schwab Strategic TR US DIVIDEND EQ | $59.0M | 1.92M | 8.4% | ▼−3.0% Reduced · −60K sh | |
| 3 | Vanguard Index FDS GROWTH ETF | $48.8M | 111.8K | 6.9% | ▲+1.6% Added · +2K sh | |
| 4 | SPDR Series Trust STATE STREET SPD | $32.7M | 1.13M | 4.6% | ▲+9.6% Added · +99K sh | |
| 5 | Pimco ETF TR ULTRA SHORT GOVT | $30.6M | 302.9K | 4.3% | ▲+9.4% Added · +26K sh | |
| 6 | Proshares TR S&P 500 DV ARIST | $27.1M | 255.5K | 3.8% | ▼−1.3% Reduced · −3K sh | |
| 7 | Ishares TR PFD AND INCM SEC | $20.5M | 676.2K | 2.9% | ▼−3.5% Reduced · −24K sh | |
| 8 | Fidelity Covington Trust ENHANCED MID | $19.8M | 551.8K | 2.8% | ▲+2.3% Added · +12K sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $18.0M | 56.1K | 2.6% | ▲+1.5% Added · +826 sh | |
| 10 | Ishares TR CORE S&P SCP ETF | $17.1M | 137.6K | 2.4% | ▼−3.8% Reduced · −5K sh | |
| 11 | Cummins Inc COM | $16.8M | 31.3K | 2.4% | ▼−0.4% Reduced · −115 sh | |
| 12 | Valero Energy Corp COM | $15.9M | 64.4K | 2.3% | ▼−21% Reduced · −17K sh | |
| 13 | RTX Corporation COM | $15.2M | 78.7K | 2.2% | ▼−21% Reduced · −21K sh | |
| 14 | AT&T Inc COM | $14.0M | 482.1K | 2.0% | ▲+0.9% Added · +4K sh | |
| 15 | 3M Co COM | $13.5M | 92.8K | 1.9% | ▲+1.8% Added · +2K sh | |
| 16 | ALPS ETF TR ALERIAN MLP | $13.4M | 254.3K | 1.9% | ▼−1.9% Reduced · −5K sh | |
| 17 | First TR Exchange-Traded FD SHS | $13.0M | 256.6K | 1.8% | ▲+11% Added · +26K sh | |
| 18 | Cisco Sys Inc COM | $13.0M | 167.4K | 1.8% | ▲+1.2% Added · +2K sh | |
| 19 | Apple Inc COM | $11.1M | 43.9K | 1.6% | ▲+0.7% Added · +317 sh | |
| 20 | Garmin Ltd SHS | $10.5M | 45.3K | 1.5% | ▲+1.9% Added · +828 sh | |
| 21 | First TR Exchange-Traded FD FT VEST RIS | $10.1M | 395.9K | 1.4% | ▲+6.9% Added · +26K sh | |
| 22 | Eaton Corp PLC SHS | $8.5M | 23.6K | 1.2% | ▲+5.2% Added · +1K sh | |
| 23 | Exxon Mobil Corp COM | $8.3M | 49.0K | 1.2% | ▼−4.4% Reduced · −2K sh | |
| 24 | Lockheed Martin Corp COM | $8.3M | 13.7K | 1.2% | ▲+3.0% Added · +396 sh | |
| 25 | Unitedhealth Group Inc COM | $8.1M | 29.9K | 1.1% | ▲+537% Added · +25K sh | |
| 26 | Vanguard Index FDS MID CAP ETF | $7.3M | 25.5K | 1.0% | ▲+1.8% Added · +450 sh | |
| 27 | J P Morgan Exchange Traded F EQUITY PREMIUM | $7.2M | 126.5K | 1.0% | ▲+16% Added · +17K sh | |
| 28 | Genuine Parts Co COM | $7.0M | 66.1K | 1.0% | ▼−3.0% Reduced · −2K sh | |
| 29 | Chevron Corporation COM | $6.9M | 33.3K | 1.0% | ▲+1.0% Added · +329 sh | |
| 30 | Hancock Whitney Corporation COM | $5.5M | 86.8K | 0.8% | ▲+0.6% Added · +520 sh | |
| 31 | US Bancorp COM NEW | $5.4M | 102.9K | 0.8% | ▼−2.0% Reduced · −2K sh | |
| 32 | Microsoft Corp COM | $5.3M | 14.3K | 0.8% | ▲+22% Added · +3K sh | |
| 33 | International Business Machs COM | $4.9M | 20.3K | 0.7% | ▲+7.8% Added · +1K sh | |
| 34 | Fidelity Covington Trust HIGH DIVID ETF | $4.7M | 84.2K | 0.7% | ▲+24% Added · +16K sh | |
| 35 | State STR SPDR S&P 500 ETF T TR UNIT | $3.8M | 5.9K | 0.5% | ▲+1.4% Added · +81 sh | |
| 36 | Alphabet Inc CAP STK CL C | $3.6M | 12.7K | 0.5% | ▼−0.4% Reduced · −54 sh | |
| 37 | Ishares TR CORE S&P500 ETF | $3.6M | 5.6K | 0.5% | ▲+45% Added · +2K sh | |
| 38 | Vanguard Index FDS S&P 500 ETF SHS | $3.5M | 5.9K | 0.5% | ▲+6.8% Added · +371 sh | |
| 39 | JPMorgan Chase & Co COM | $3.4M | 11.6K | 0.5% | ▲+2.9% Added · +329 sh | |
| 40 | ALPS ETF TR EQUAL SEC ETF | $3.4M | 70.8K | 0.5% | ▲+3.6% Added · +2K sh | |
| 41 | Walmart Inc COM | $3.3M | 26.9K | 0.5% | ▲+3.5% Added · +905 sh | |
| 42 | Schwab Strategic TR US LCAP GR ETF | $3.2M | 110.5K | 0.5% | ▲+5.7% Added · +6K sh | |
| 43 | First Horizon Corporation COM | $3.1M | 136.9K | 0.4% | ▲+17% Added · +20K sh | |
| 44 | Broadcom Inc COM | $2.5M | 8.2K | 0.4% | ▲+0.8% Added · +63 sh | |
| 45 | SPDR Series Trust STATE STREET SPD | $2.5M | 33.0K | 0.4% | ▲+7.5% Added · +2K sh | |
| 46 | Nvidia Corporation COM | $2.5M | 14.4K | 0.4% | ▲+6.5% Added · +872 sh | |
| 47 | Pfizer Inc COM | $2.4M | 87.2K | 0.3% | ▼−2.6% Reduced · −2K sh | |
| 48 | Amazon Com Inc COM | $2.4M | 11.5K | 0.3% | ▲+3.3% Added · +365 sh | |
| 49 | Oneok Inc New COM | $2.4M | 26.5K | 0.3% | ▲+0.9% Added · +233 sh | |
| 50 | ALPS ETF TR OSHARES US SMLCP | $2.2M | 50.9K | 0.3% | ▲+5.7% Added · +3K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Jul 16, 2020 | 120 | $375.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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.