Summit Financial Wealth Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
3/31/2026
Date filed
5/26/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$705,415
Net value change ($000)
+6,796 (1.0%)
New positions
11
Sold out positions
13
Turnover %
3.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
UNH 6,542 422.1%
VYMI 6,280 11.7%
SCHD 4,592 8.4%
FDL 2,820 27.6%
BILZ 2,686 9.6%
VLO 2,655 20.0%
SPBO 2,558 8.5%
XOM 2,145 34.8%
T 2,107 17.8%
CVX 1,862 37.1%
Top Reduces (Value $000, Stocks/ETFs)
FTSM -19,237 -100.0%
QCOM -8,928 -94.8%
VUG -4,842 -9.0%
RTX -3,132 -17.1%
XLE -1,568 -67.3%
GPC -1,394 -16.6%
BRK-B -1,392 -40.6%
PFF -1,186 -5.5%
MMM -1,113 -7.6%
HD -763 -100.0%
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