Summit Financial Wealth Advisors, LLC: summary

Summit Financial Wealth Advisors, LLC reported 227 positions with a reported value of $806.93M in its 13F for Q3 2026. Compared with Q2 2026: 16 new positions, 14 exited.

Top positions

• VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
• SCHWAB US DIVIDEND EQUITY ETF
• VANGUARD MORNINGSTAR GROWTH ETF
• PIMCO ETF TR
• SPDR SERIES TRUST
• FIRST TR EXCHANGE-TRADED FD
• FIDELITY ENHANCED MID CAP CORE ETF
• VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF
• ISHARES CORE S&P SMALL CAP ETF
• FIDELITY HIGH DIVIDEND ETF