Summit Financial Wealth Advisors, LLC

13F filer · CIK 0001632283

Reported Jul 15, 2026

Net buyer this quarter

13F portfolio value$782MU.S. long equity reported on 13F

Positions15830 new · 5 closed

Net flow last quarter+$5.69MBuys minus sells

Top 10 positions weight20.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 15, 2026158 positions
NOBLNoble International, Ltd.	$28.2M	3.60%	Not reported	-1.9%	Q4 2014
CMICummins Inc	$18.2M	2.33%	0.02%	-18.4%	Q1 2015
UNHUnitedhealth Group Inc	$17.3M	2.21%	0.00%	+39.3%	Q4 2014
VLOValero Energy Corp	$16.6M	2.12%	0.02%	-1.0%	Q2 2016
CSCOCisco Systems, Inc.	$15.9M	2.03%	0.00%	-19.2%	Q4 2014
MMM3m Co	$15.5M	1.99%	0.02%	+3.4%	Q4 2014
RTXRTX Corp	$15.1M	1.93%	0.01%	+1.2%	Q2 2020
AAPLApple Inc.	$13.4M	1.71%	0.00%	+5.4%	Q4 2014
GRMNGarmin Ltd	$11.1M	1.41%	0.02%	+2.8%	Q4 2014
ETNEaton Corp plc	$10.7M	1.36%	0.01%	+6.0%	Q4 2014
TAt&T Inc.	$10.3M	1.32%	0.01%	+3.6%	Q4 2014
LMTLockheed Martin Corp	$7.82M	1.00%	0.01%	+11.7%	Q4 2014
XOMExxonMobil Holdings Corp	$6.84M	0.87%	0.00%	+2.1%	Q4 2014
HWCHancock Whitney Corp	$6.52M	0.83%	0.11%	+0.6%	Q4 2014
IBMInternational Business Machines Corp	$6.45M	0.82%	0.00%	+12.9%	Q4 2014
USBUS Bancorp \de\	$6.25M	0.80%	0.01%	+0.6%	Q4 2014
MSFTMicrosoft Corp	$5.79M	0.74%	0.00%	+8.6%	Q4 2014
CVXChevron Corp	$5.33M	0.68%	0.00%	-3.3%	Q4 2014
GOOGAlphabet Inc.	$4.69M	0.60%	Not reported	+4.4%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$4.45M	0.57%	Not reported	+1.2%	Q4 2015
JPMJPMorgan Chase & Co	$3.97M	0.51%	0.00%	+4.3%	Q4 2014
NVDANvidia Corp	$3.68M	0.47%	0.00%	+27.9%	Q1 2017
AVGOBroadcom Inc.	$3.54M	0.45%	0.00%	+13.8%	Q1 2019
AMZNAmazon Com Inc	$3.16M	0.40%	0.00%	+15.1%	Q4 2017
WMTWalmart Inc.	$2.93M	0.37%	0.00%	-4.1%	Q4 2014
BABoeing Co	$2.82M	0.36%	0.00%	+28.2%	Q1 2020
HBCPHome Bancorp, Inc.	$2.72M	0.35%	0.50%	+10.3%	Q4 2014
TSLATesla, Inc.	$2.42M	0.31%	0.00%	+9.5%	Q3 2020
OKEOneok Inc	$2.41M	0.31%	0.00%	+4.5%	Q4 2014
AIQAlliance HealthCare Services, Inc	$2.29M	0.29%	0.32%	+0.9%	Q4 2023
BRK.BBerkshire Hathaway Inc	$2.2M	0.28%	Not reported	+3.5%	Q4 2015
PFEPfizer Inc	$2.09M	0.27%	0.00%	-0.5%	Q4 2014
FHNFirst Horizon Corp	$2.09M	0.27%	0.02%	-40.5%	Q2 2020
PMPhilip Morris International Inc.	$2.01M	0.26%	0.00%	+4.6%	Q4 2014
JNJJohnson & Johnson	$1.96M	0.25%	0.00%	-2.0%	Q1 2015
BFSTBusiness First Bancshares, Inc.	$1.83M	0.23%	0.20%	0.0%	Q3 2018
GLDSPDR Gold Trust	$1.81M	0.23%	0.00%	+8.4%	Q4 2014
GOOGLAlphabet Inc.	$1.68M	0.21%	0.00%	+21.1%	Q3 2017
LLYELI LILLY & Co	$1.6M	0.20%	0.00%	+17.1%	Q1 2015
ABBVAbbVie Inc.	$1.6M	0.20%	0.00%	+8.2%	Q4 2014
MRKMerck & Co., Inc.	$1.36M	0.17%	0.00%	+7.7%	Q4 2014
VVisa Inc.	$1.36M	0.17%	0.00%	+10.9%	Q4 2014
TXNTexas Instruments Inc	$1.3M	0.17%	0.00%	-3.3%	Q4 2015
EMEEMCOR Group, Inc.	$1.06M	0.14%	0.00%	+1.4%	Q4 2014
BACBank of America Corp	$997K	0.13%	0.00%	+4.2%	Q4 2014
METAMeta Platforms, Inc.	$984K	0.13%	Not reported	+43.6%	Q4 2014
DEDeere & Co	$960K	0.12%	0.00%	+4.3%	Q1 2015
COSTCostco Wholesale Corp	$932K	0.12%	0.00%	+9.9%	Q4 2014
BPREBluerock Private Real Estate Fund	$907K	0.12%	Not reported	-15.5%	Q4 2025
CCitigroup Inc	$899K	0.11%	0.00%	+12.9%	Q4 2014

Q1 2026Reported May 26, 2026133 positions
NOBLNoble International, Ltd.	$27.1M	3.84%	Not reported	-1.3%	Q4 2014
CMICummins Inc	$16.8M	2.38%	0.02%	-0.4%	Q1 2015
VLOValero Energy Corp	$15.9M	2.25%	0.02%	-20.9%	Q2 2016
RTXRTX Corp	$15.2M	2.15%	0.01%	-21.2%	Q2 2020
TAt&T Inc.	$14M	1.98%	0.01%	+0.9%	Q4 2014
MMM3m Co	$13.5M	1.91%	0.02%	+1.8%	Q4 2014
CSCOCisco Systems, Inc.	$13M	1.84%	0.00%	+1.2%	Q4 2014
AAPLApple Inc.	$11.1M	1.58%	0.00%	+0.7%	Q4 2014
GRMNGarmin Ltd	$10.5M	1.49%	0.02%	+1.9%	Q4 2014
ETNEaton Corp plc	$8.45M	1.20%	0.01%	+5.2%	Q4 2014
XOMExxonMobil Holdings Corp	$8.31M	1.18%	0.00%	-4.4%	Q4 2014
LMTLockheed Martin Corp	$8.3M	1.18%	0.01%	+3.0%	Q4 2014
UNHUnitedhealth Group Inc	$8.09M	1.15%	0.00%	+536.8%	Q4 2014
GPCGenuine Parts Co	$6.99M	0.99%	0.05%	-3.1%	Q2 2021
CVXChevron Corp	$6.88M	0.98%	0.00%	+1.0%	Q4 2014
HWCHancock Whitney Corp	$5.52M	0.78%	0.11%	+0.6%	Q4 2014
USBUS Bancorp \de\	$5.35M	0.76%	0.01%	-2.0%	Q4 2014
MSFTMicrosoft Corp	$5.29M	0.75%	0.00%	+22.0%	Q4 2014
IBMInternational Business Machines Corp	$4.92M	0.70%	0.00%	+7.8%	Q4 2014
SPYSPDR S&P 500 ETF Trust	$3.83M	0.54%	Not reported	+1.4%	Q4 2015
GOOGAlphabet Inc.	$3.65M	0.52%	Not reported	-0.4%	Q1 2018
JPMJPMorgan Chase & Co	$3.42M	0.48%	0.00%	+2.9%	Q4 2014
WMTWalmart Inc.	$3.35M	0.47%	0.00%	+3.5%	Q4 2014
FHNFirst Horizon Corp	$3.12M	0.44%	0.03%	+17.4%	Q2 2020
AVGOBroadcom Inc.	$2.55M	0.36%	0.00%	+0.8%	Q1 2019
NVDANvidia Corp	$2.51M	0.36%	0.00%	+6.5%	Q1 2017
PFEPfizer Inc	$2.45M	0.35%	0.00%	-2.6%	Q4 2014
AMZNAmazon Com Inc	$2.4M	0.34%	0.00%	+3.3%	Q4 2017
OKEOneok Inc	$2.4M	0.34%	0.00%	+0.9%	Q4 2014
HBCPHome Bancorp, Inc.	$2.18M	0.31%	0.46%	+31.1%	Q4 2014
BRK.BBerkshire Hathaway Inc	$2.03M	0.29%	Not reported	-37.8%	Q4 2015
BABoeing Co	$2.02M	0.29%	0.00%	+29.0%	Q1 2020
TSLATesla, Inc.	$1.96M	0.28%	0.00%	+2.6%	Q3 2020
GLDSPDR Gold Trust	$1.95M	0.28%	0.00%	-3.9%	Q4 2014
JNJJohnson & Johnson	$1.92M	0.27%	0.00%	+9.2%	Q1 2015
PMPhilip Morris International Inc.	$1.76M	0.25%	0.00%	-1.4%	Q4 2014
AIQAlliance HealthCare Services, Inc	$1.61M	0.23%	0.32%	+6.5%	Q4 2023
BFSTBusiness First Bancshares, Inc.	$1.61M	0.23%	0.20%	Not reported	Q3 2018
BPREBluerock Private Real Estate Fund	$1.37M	0.19%	Not reported	+14.3%	Q4 2025
ABBVAbbVie Inc.	$1.27M	0.18%	0.00%	+0.3%	Q4 2014
MRKMerck & Co., Inc.	$1.19M	0.17%	0.00%	-0.1%	Q4 2014
GOOGLAlphabet Inc.	$1.11M	0.16%	0.00%	+8.2%	Q3 2017
VVisa Inc.	$1.08M	0.15%	0.00%	-1.3%	Q4 2014
LLYELI LILLY & Co	$1.05M	0.15%	0.00%	-1.6%	Q1 2015
RRBIRed River Bancshares Inc	$932K	0.13%	0.16%	-17.6%	Q3 2019
EMEEMCOR Group, Inc.	$930K	0.13%	0.00%	-0.4%	Q4 2014
COSTCostco Wholesale Corp	$903K	0.13%	0.00%	+16.8%	Q4 2014
LNGCheniere Energy, Inc.	$886K	0.13%	0.00%	+5.2%	Q4 2014
TXNTexas Instruments Inc	$878K	0.12%	0.00%	+2.9%	Q4 2015
BACBank of America Corp	$819K	0.12%	0.00%	+5.8%	Q4 2014

Q4 2025Reported Jan 27, 2026133 positions
NOBLNoble International, Ltd.	$26.9M	3.86%	Not reported	+5.5%	Q4 2014
RTXRTX Corp	$18.3M	2.62%	0.01%	-3.2%	Q2 2020
CMICummins Inc	$16M	2.29%	0.02%	-4.1%	Q1 2015
MMM3m Co	$14.6M	2.09%	0.02%	-2.5%	Q4 2014
VLOValero Energy Corp	$13.2M	1.90%	0.03%	-2.4%	Q2 2016
CSCOCisco Systems, Inc.	$12.7M	1.82%	0.00%	-0.7%	Q4 2014
TAt&T Inc.	$11.9M	1.70%	0.01%	-0.4%	Q4 2014
AAPLApple Inc.	$11.9M	1.70%	0.00%	-1.0%	Q4 2014
QCOMQualcomm Inc	$9.42M	1.35%	0.01%	+0.7%	Q4 2014
GRMNGarmin Ltd	$9.02M	1.29%	0.02%	+2.3%	Q4 2014
GPCGenuine Parts Co	$8.39M	1.20%	0.05%	-1.7%	Q2 2021
ETNEaton Corp plc	$7.16M	1.02%	0.01%	-0.2%	Q4 2014
LMTLockheed Martin Corp	$6.45M	0.92%	0.01%	+1.3%	Q4 2014
XOMExxonMobil Holdings Corp	$6.17M	0.88%	0.00%	+0.7%	Q4 2014
MSFTMicrosoft Corp	$5.67M	0.81%	0.00%	-2.0%	Q4 2014
USBUS Bancorp \de\	$5.6M	0.80%	0.01%	-0.1%	Q4 2014
IBMInternational Business Machines Corp	$5.58M	0.80%	0.00%	-4.3%	Q4 2014
HWCHancock Whitney Corp	$5.5M	0.79%	0.10%	-1.4%	Q4 2014
CVXChevron Corp	$5.02M	0.72%	0.00%	+1.8%	Q4 2014
GOOGAlphabet Inc.	$4.01M	0.57%	Not reported	+0.6%	Q1 2018
SPYSPDR S&P 500 ETF Trust	$3.96M	0.57%	Not reported	+0.1%	Q4 2015
JPMJPMorgan Chase & Co	$3.64M	0.52%	0.00%	-0.8%	Q4 2014
BRK.BBerkshire Hathaway Inc	$3.43M	0.49%	Not reported	-14.1%	Q4 2015
WMTWalmart Inc.	$2.9M	0.41%	0.00%	+3.0%	Q4 2014
AVGOBroadcom Inc.	$2.83M	0.40%	0.00%	-0.9%	Q1 2019
FHNFirst Horizon Corp	$2.79M	0.40%	0.02%	+10.0%	Q2 2020
AMZNAmazon Com Inc	$2.58M	0.37%	0.00%	+5.7%	Q4 2017
NVDANvidia Corp	$2.52M	0.36%	0.00%	-1.0%	Q1 2017
TSLATesla, Inc.	$2.31M	0.33%	0.00%	-3.7%	Q3 2020
PFEPfizer Inc	$2.23M	0.32%	0.00%	-0.3%	Q4 2014
OKEOneok Inc	$1.93M	0.28%	0.00%	-72.8%	Q4 2014
GLDSPDR Gold Trust	$1.87M	0.27%	0.00%	-4.8%	Q4 2014
PMPhilip Morris International Inc.	$1.73M	0.25%	0.00%	+172.7%	Q4 2014
BABoeing Co	$1.71M	0.24%	0.00%	+1.9%	Q1 2020
AIQAlliance HealthCare Services, Inc	$1.65M	0.24%	0.30%	-5.5%	Q4 2023
HBCPHome Bancorp, Inc.	$1.59M	0.23%	0.35%	+25.2%	Q4 2014
UNHUnitedhealth Group Inc	$1.55M	0.22%	0.00%	+13.4%	Q4 2014
JNJJohnson & Johnson	$1.49M	0.21%	0.00%	-0.8%	Q1 2015
ABBVAbbVie Inc.	$1.34M	0.19%	0.00%	+0.4%	Q4 2014
VVisa Inc.	$1.27M	0.18%	0.00%	-0.1%	Q4 2014
LLYELI LILLY & Co	$1.24M	0.18%	0.00%	-4.9%	Q1 2015
GOOGLAlphabet Inc.	$1.12M	0.16%	0.00%	-1.6%	Q3 2017
BPREBluerock Private Real Estate Fund	$1.08M	0.16%	Not reported	New	Q4 2025
MRKMerck & Co., Inc.	$1.04M	0.15%	0.00%	-1.6%	Q4 2014
RRBIRed River Bancshares Inc	$893K	0.13%	0.19%	Not reported	Q3 2019
BACBank of America Corp	$873K	0.12%	0.00%	+1.5%	Q4 2014
NVONovo Nordisk A S	$834K	0.12%	Not reported	+83.5%	Q4 2015
EMEEMCOR Group, Inc.	$773K	0.11%	0.00%	Not reported	Q4 2014
TXNTexas Instruments Inc	$763K	0.11%	0.00%	-6.3%	Q4 2015
HDHome Depot, Inc.	$763K	0.11%	0.00%	-7.8%	Q2 2015

Q3 2025Reported Oct 3, 2025127 positions
NOBLNoble International, Ltd.	$25.3M	3.91%	Not reported	+0.4%	Q4 2014
RTXRTX Corp	$17.2M	2.67%	0.01%	+0.2%	Q2 2020
MMM3m Co	$14.6M	2.26%	0.02%	-1.4%	Q4 2014
VLOValero Energy Corp	$14M	2.17%	0.03%	-0.9%	Q2 2016
CMICummins Inc	$13.9M	2.15%	0.02%	-0.4%	Q1 2015
TAt&T Inc.	$13.2M	2.05%	0.01%	+0.8%	Q4 2014
CSCOCisco Systems, Inc.	$11.4M	1.77%	0.00%	-0.8%	Q4 2014
AAPLApple Inc.	$11.3M	1.74%	0.00%	+11.0%	Q4 2014
GRMNGarmin Ltd	$11.1M	1.72%	0.02%	-0.7%	Q4 2014
GPCGenuine Parts Co	$9.59M	1.49%	0.05%	+2.0%	Q2 2021
QCOMQualcomm Inc	$9.1M	1.41%	0.01%	+2.4%	Q4 2014
ETNEaton Corp plc	$8.42M	1.30%	0.01%	+1.1%	Q4 2014
OKEOneok Inc	$7.05M	1.09%	0.02%	+4.9%	Q4 2014
LMTLockheed Martin Corp	$6.57M	1.02%	0.01%	+6.3%	Q4 2014
MSFTMicrosoft Corp	$6.22M	0.96%	0.00%	+17.8%	Q4 2014
XOMExxonMobil Holdings Corp	$5.7M	0.88%	0.00%	+1.4%	Q4 2014
IBMInternational Business Machines Corp	$5.64M	0.87%	0.00%	0.0%	Q4 2014
HWCHancock Whitney Corp	$5.47M	0.85%	0.10%	-1.4%	Q4 2014
USBUS Bancorp \de\	$5.03M	0.78%	0.01%	+1.6%	Q4 2014
CVXChevron Corp	$5M	0.77%	0.00%	+1.7%	Q4 2014
BRK.BBerkshire Hathaway Inc	$3.95M	0.61%	Not reported	-18.1%	Q4 2015
SPYSPDR S&P 500 ETF Trust	$3.88M	0.60%	Not reported	-0.2%	Q4 2015
JPMJPMorgan Chase & Co	$3.54M	0.55%	0.00%	+10.9%	Q4 2014
GOOGAlphabet Inc.	$3.12M	0.48%	Not reported	+19.9%	Q1 2018
AVGOBroadcom Inc.	$2.75M	0.43%	0.00%	+9.6%	Q1 2019
WMTWalmart Inc.	$2.58M	0.40%	0.00%	+5.0%	Q4 2014
NVDANvidia Corp	$2.56M	0.40%	0.00%	+38.1%	Q1 2017
TSLATesla, Inc.	$2.45M	0.38%	0.00%	+8.7%	Q3 2020
PFEPfizer Inc	$2.44M	0.38%	0.00%	-14.0%	Q4 2014
FHNFirst Horizon Corp	$2.37M	0.37%	0.02%	+7.3%	Q2 2020
AMZNAmazon Com Inc	$2.33M	0.36%	0.00%	+21.1%	Q4 2017
GLDSPDR Gold Trust	$1.76M	0.27%	0.00%	+0.8%	Q4 2014
AIQAlliance HealthCare Services, Inc	$1.71M	0.27%	0.32%	-3.1%	Q4 2023
BABoeing Co	$1.66M	0.26%	0.00%	+0.7%	Q1 2020
UNHUnitedhealth Group Inc	$1.44M	0.22%	0.00%	+8.4%	Q4 2014
ABBVAbbVie Inc.	$1.42M	0.22%	0.00%	+4.9%	Q4 2014
JNJJohnson & Johnson	$1.35M	0.21%	0.00%	+11.9%	Q1 2015
VVisa Inc.	$1.26M	0.19%	0.00%	+7.4%	Q4 2014
HBCPHome Bancorp, Inc.	$1.19M	0.18%	0.28%	+0.1%	Q4 2014
LLYELI LILLY & Co	$1.01M	0.16%	0.00%	+12.5%	Q1 2015
HDHome Depot, Inc.	$955K	0.15%	0.00%	+8.5%	Q2 2015
MRKMerck & Co., Inc.	$903K	0.14%	0.00%	+3.6%	Q4 2014
GOOGLAlphabet Inc.	$890K	0.14%	0.00%	+49.6%	Q3 2017
LWLamb Weston Holdings, Inc.	$851K	0.13%	0.01%	Not reported	Q2 2019
CAGConagra Brands Inc.	$851K	0.13%	0.01%	+9.0%	Q4 2014
TXNTexas Instruments Inc	$847K	0.13%	0.00%	+1.9%	Q4 2015
EMEEMCOR Group, Inc.	$828K	0.13%	0.00%	-1.0%	Q4 2014
METAMeta Platforms, Inc.	$815K	0.13%	Not reported	+134.7%	Q4 2014
RRBIRed River Bancshares Inc	$806K	0.12%	0.19%	Not reported	Q3 2019
CVSCVS HEALTH Corp	$804K	0.12%	0.00%	+8.0%	Q4 2014

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