account_balance
Investment manager · 13F filer · SEC CIK 1632283
Summit Financial Wealth Advisors, LLC
Reported value$782Mas of Jun 30, 2026
Positions225 37 new, 5 sold out
Top 10 weight46.6%VYMI alone is 8%
FiledJul 1515 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
VYMIVanguard Whitehall FDS
8.4%Added +5%
SCHDSchwab Strategic Tr
7.8%
VUGVanguard Index FDS
7.5%Added +508%
SPBOSPDR Series Trust
4.4%Added +6%
BILZPimco ETF Tr
4.1%Added +5%
NOBLProshares Tr
3.6%Added +96%
FMDEFidelity Covington Trust
3.0%Added +5%
VTIVanguard Index FDS
2.8%Added +5%
IJRiShares Tr
2.6%
CMICummins Inc
2.3%Trimmed −18%
FTSMFirst Tr Exchange-traded Fd
2.2%New
UNHUnitedhealth Group Inc
2.2%Added +39%
VYMIVanguard Whitehall FDS
8.4%Added +5%
SCHDSchwab Strategic Tr
7.8%
VUG7.5%
SPBO4.4%
BILZ4.1%
NOBL3.6%
FMDE3.0%
VTI2.8%
IJR2.6%
CMI2.3%FTSM2.2%
UNH2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VYMI Vanguard Whitehall FDS 8.4% Added +5%
SCHD Schwab Strategic Tr 7.8% Held
VUG Vanguard Index FDS 7.5% Added +508%
SPBO SPDR Series Trust 4.4% Added +6%
BILZ Pimco ETF Tr 4.1% Added +5%
NOBL Proshares Tr 3.6% Added +96%
FMDE Fidelity Covington Trust 3.0% Added +5%
VTI Vanguard Index FDS 2.8% Added +5%
IJR iShares Tr 2.6% Held
CMI Cummins Inc 2.3% Trimmed −18%FTSM First Tr Exchange-traded Fd 2.2% New
UNH Unitedhealth Group Inc 2.2% Added +39%What changed