Summit Financial Wealth Advisors, LLC - Portfolio overview

Summit Financial Wealth Advisors, LLC has 212 reported holdings in this dataset, with the latest filing dated 2026-05-26.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Industrials and Technology.

Largest reported holdings by portfolio allocation

1. VYMI - VANGUARD WHITEHALL FDS, 8.21%
2. SCHD - SCHWAB STRATEGIC TR, 8.06%
3. VUG - VANGUARD INDEX FDS, 6.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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