Summit Financial Wealth Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Lafayette, LA
Holdings as of
6/30/2026
Date filed
7/15/2026
Form type
13F-HR
Num holdings
225
Total value ($000)
$781,978
Net value change ($000)
+76,563 (10.9%)
New positions
37
Sold out positions
5
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/26/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FTSM 17,408 NEW
VUG 9,700 19.9%
UNH 9,228 114.0%
VYMI 5,728 9.5%
VTI 3,850 21.4%
FMDE 3,664 18.5%
IJR 3,406 19.9%
CSCO 2,897 22.3%
AAPL 2,243 20.1%
ETN 2,220 26.3%
Top Reduces (Value $000, Stocks/ETFs)
PFF -19,527 -95.2%
GPC -6,994 -100.0%
T -3,640 -26.0%
CVX -1,550 -22.5%
XOM -1,476 -17.8%
FHN -1,028 -33.0%
LMT -482 -5.8%
RRBI -476 -51.1%
BPRE -463 -33.8%
WMT -421 -12.6%
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