Summit Financial Wealth Advisors, LLC Q3 2025 Filing
Filed October 3, 2025
Portfolio Value
$645.3M
Holdings
180
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (180 positions)
| Stock | Value |
|---|---|
UPSUNITED PARCEL SERVICE INC | $221K |
RMERESMED INC | $218K |
IYEISHARES TR | $217K |
SCHWSCHWAB CHARLES CORP | $215K |
CBOECBOE GLOBAL MKTS INC | $214K |
XNEAXNUVEEN AMT FREE QLTY MUN INC | $210K |
CATCATERPILLAR INC | $209K |
LOWLOWES COS INC | $209K |
CEGCONSTELLATION ENERGY CORP | $205K |
IAU*ISHARES GOLD TR | $203K |
LNCLINCOLN NATL CORP IND | $200K |
VGVENTURE GLOBAL INC | $193K |
TALOTALOS ENERGY INC | $148K |
FFORD MTR CO | $134K |
SCHDSCHWAB STRATEGIC TR | $55K |
VUGVANGUARD INDEX FDS | $54K |
VYMIVANGUARD WHITEHALL FDS | $40K |
SPBOSPDR SERIES TRUST | $27K |
NOBLPROSHARES TR | $25K |
PFFISHARES TR | $23K |
BILZPIMCO ETF TR | $21K |
FTSMFIRST TR EXCHANGE-TRADED FD | $20K |
IJRISHARES TR | $19K |
RTXRTX CORPORATION | $17K |
VTIVANGUARD INDEX FDS | $16K |
AMLPALPS ETF TR | $16K |
MMM3M CO | $15K |
VLOVALERO ENERGY CORP | $14K |
CMICUMMINS INC | $14K |
TAT&T INC | $13K |
CSCOCISCO SYS INC | $11K |
AAPLAPPLE INC | $11K |
GRMNGARMIN LTD | $11K |
FDLFIRST TR EXCHANGE-TRADED FD | $10K |
GPCGENUINE PARTS CO | $10K |
RDVIFIRST TR EXCHANGE-TRADED FD | $9K |
QCOMQUALCOMM INC | $9K |
ETNEATON CORP PLC | $8K |
OKEONEOK INC NEW | $7K |
LMTLOCKHEED MARTIN CORP | $7K |
MSFTMICROSOFT CORP | $6K |
XOMEXXON MOBIL CORP | $6K |
IBMINTERNATIONAL BUSINESS MACHS | $6K |
HWCHANCOCK WHITNEY CORPORATION | $5K |
JEPIJ P MORGAN EXCHANGE TRADED F | $5K |
USBUS BANCORP DEL | $5K |
CVXCHEVRON CORP NEW | $5K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4K |
SPYSPDR S&P 500 ETF TR | $4K |
VOVANGUARD INDEX FDS | $4K |
IVVISHARES TR | $4K |
VOOVANGUARD INDEX FDS | $4K |
JPMJPMORGAN CHASE & CO. | $4K |
GOOGALPHABET INC | $3K |
SCHGSCHWAB STRATEGIC TR | $3K |
AVGOBROADCOM INC | $3K |
FDVVFIDELITY COVINGTON TRUST | $3K |
WMTWALMART INC | $3K |
NVDANVIDIA CORPORATION | $3K |
TSLATESLA INC | $2K |
PFEPFIZER INC | $2K |
FT2FIRST HORIZON CORPORATION | $2K |
AMZNAMAZON COM INC | $2K |
SCHASCHWAB STRATEGIC TR | $2K |
GQ9SPDR GOLD TR | $2K |
AIQGLOBAL X FDS | $2K |
XFEBFIRST TR EXCH TRADED FD III | $2K |
BABOEING CO | $2K |
VTVVANGUARD INDEX FDS | $2K |
UNHUNITEDHEALTH GROUP INC | $1K |
ABBVABBVIE INC | $1K |
JNJJOHNSON & JOHNSON | $1K |
DGROISHARES TR | $1K |
VVISA INC | $1K |
SPHDINVESCO EXCH TRADED FD TR II | $1K |
HBCPHOME BANCORP INC | $1K |
SCHMSCHWAB STRATEGIC TR | $1K |
VIGVANGUARD SPECIALIZED FUNDS | $1K |
XLKSELECT SECTOR SPDR TR | $1K |
LLYELI LILLY & CO | $1K |
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