Summit Financial Wealth Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
12/31/2025
Date filed
1/27/2026
Form type
13F-HR
Num holdings
195
Total value ($000)
$698,619
Net value change ($000)
+53,297 (8.3%)
New positions
27
Sold out positions
12
Turnover %
5.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FMDE 19,627 NEW
VYMI 13,319 32.9%
BILZ 6,786 32.1%
VO 3,437 89.4%
EQL 3,169 NEW
SPBO 3,012 11.1%
SPYM 2,461 NEW
VTI 2,278 14.0%
CMI 2,122 15.3%
OUSM 2,106 NEW
Top Reduces (Value $000, Stocks/ETFs)
OKE -5,114 -72.6%
AMLP -3,431 -22.0%
GARMIN LTD -2,068 -18.7%
PFF -1,723 -7.4%
IJR -1,527 -8.2%
T -1,351 -10.2%
ETN -1,259 -15.0%
GPC -1,199 -12.5%
IVV -1,184 -31.0%
SCHD -1,008 -1.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type