Fund HoldingsSummit Financial Wealth Advisors, LLC

Total Portfolio Value
$781.98M
Total Bought
$205.13M
Total Sold
$129.96M
Net Transaction
+$75.16M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
SPDR SERIES TRUST
ST STR CORPO ETF
01,189,025+1,189,025034,5294.42%+34,529
PIMCO ETF TR
ULTR SH GO AC FD
0316,805+316,805031,9754.09%+31,975
FIDELITY COVINGTON TRUST
ENH MID COR ETF
0579,236+579,236023,5053.01%+23,505
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0291,444+291,444017,4082.23%+17,408
VANGUARD INDEX FDS0679,485+679,485058,5317.48%+58,531
UNITEDHEALTH GROUP INC(UNH)29,90641,672+11,7668,09217,3202.21%+9,228
VANGUARD WHITEHALL FDS637,700670,311+32,61160,09765,8258.42%+5,728
VANGUARD INDEX FDS059,055+59,055021,8532.79%+21,853
ISHARES TR0138,274+138,274020,5072.62%+20,507
SPDR SERIES TRUST
ST STR P500ETF
035,704+35,70403,1380.40%+3,138
CISCO SYS INC(CSCO)167,443135,272-32,17112,99215,8892.03%+2,897
APPLE INC(AAPL)046,283+46,283013,3921.71%+13,392
EATON CORP PLC(ETN)23,63225,045+1,4138,45210,6721.36%+2,220
SCHWAB STRATEGIC TR1,921,7211,925,060+3,33958,95861,0447.81%+2,085
3M CO(MMM)095,972+95,972015,5391.99%+15,539
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
395,850406,865+11,01510,11411,9621.53%+1,848
INTERNATIONAL BUSINESS MACHS(IBM)022,925+22,92506,4470.82%+6,447
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,457+7,45701,4210.18%+1,421
CUMMINS INC(CMI)31,25125,510-5,74116,81418,1942.33%+1,380
FIDELITY COVINGTON TRUST84,19097,763+13,5734,6515,8940.75%+1,243
NVIDIA CORPORATION(NVDA)018,391+18,39103,6800.47%+3,680
PROSHARES TR
S&P 500 DV ARIST
255,491501,346+245,85527,08528,1563.60%+1,071
T ROWE PRICE EXCHANGE-TRADED
CAP APP PREM ETF
047,785+47,78501,0610.14%+1,061
ALPHABET INC(GOOG)013,266+13,26604,6870.60%+4,687
HANCOCK WHITNEY CORPORATION(HWC)087,318+87,31806,5240.83%+6,524
BROADCOM INC(AVGO)09,362+9,36203,5360.45%+3,536
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
019,954+19,95409130.12%+913
VANGUARD INDEX FDS25,540102,256+76,7167,3348,2391.05%+904
SCHWAB STRATEGIC TR0121,722+121,72204,1190.53%+4,119
US BANCORP(USB)0103,535+103,53506,2540.80%+6,254
FIDELITY COVINGTON TRUST
ENHANCED LARGE
18,03734,853+16,8166761,5250.19%+849
BOEING CO(BA)10,14513,005+2,8602,0192,8150.36%+796
AMAZON COM INC(AMZN)013,279+13,27903,1650.40%+3,165
ISHARES TR14,97923,431+8,4521,2992,0250.26%+726
ISHARES TR5,5775,829+2523,6434,3650.56%+722
VALERO ENERGY CORP(VLO)64,35263,697-65515,90016,5892.12%+689
GLOBAL X FDS
ARTIFICIAL ETF
034,870+34,87002,2880.29%+2,288
CONSTELLATION ENERGY CORP(CEG)02,713+2,71306740.09%+674
STATE STR SPDR S&P 500 ETF T(SPY)05,961+5,96104,4510.57%+4,451
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
014,590+14,59006000.08%+600
ISHARES TR08,480+8,48005890.08%+589
ADVANCED MICRO DEVICES INC(AMD)0968+96805620.07%+562
ALPHABET INC(GOOG)04,687+4,68701,6750.21%+1,675
VANGUARD INDEX FDS5,8575,913+563,5004,0610.52%+561
ELI LILLY & CO(LLY)01,335+1,33501,6010.20%+1,601
GARMIN LTD(GRMN)45,28846,554+1,26610,50711,0591.41%+551
JPMORGAN CHASE & CO(JPM)012,122+12,12203,9680.51%+3,968
MICRON TECHNOLOGY INC(MU)0468+46805410.07%+541
HOMEBANCORP INC36,01339,721+3,7082,1822,7220.35%+540
SPACE EXPLORATION TECHN CORP02,951+2,95105040.06%+504
MICROSOFT CORP(MSFT)015,528+15,52805,7920.74%+5,792
SCHWAB STRATEGIC TR068,406+68,40602,4720.32%+2,472
SELECT SECTOR SPDR TR
ST STR ENERG ETF
09,306+9,30604940.06%+494
TRANE TECHNOLOGIES PLC(TT)0991+99104870.06%+487
ACCENTURE PLC IRELAND
SHS CLASS A
03,907+3,90704860.06%+486
TESLA INC(TSLA)05,764+5,76402,4240.31%+2,424
INTEL CORP(INTC)03,322+3,32204640.06%+464
SALESFORCE INC(CRM)02,846+2,84604460.06%+446
TEXAS INSTRS INC(TXN)4,5244,375-1498781,3040.17%+426
ALPS ETF TR
EQUAL SEC ETF
70,82174,145+3,3243,3683,7410.48%+372
AMPHENOL CORP02,044+2,04403600.05%+360
KIMBERLY-CLARK CORP(KMB)05,432+5,43205960.08%+596
ABBOTT LABORATORIES03,791+3,79103440.04%+344
ALPS ETF TR
OSHARES US SMLCP
50,90154,068+3,1672,2262,5690.33%+343
PALO ALTO NETWORKS INC(PANW)0956+95603260.04%+326
ABBVIE INC(ABBV)06,343+6,34301,5960.20%+1,596
ISHARES TR03,174+3,17403200.04%+320
NETFLIX INC.(NFLX)2,2987,396+5,0982215280.07%+307
CORNING INC(GLW)3,4143,013-4014647700.10%+305
APPLIED MATLS INC617713+962115150.07%+305
FIDELITY COVINGTON TRUST13,47117,015+3,5446028990.11%+297
META PLATFORMS INC(META)01,746+1,74609840.13%+984
AMERICAN CENTY ETF TR03,897+3,89702860.04%+286
STATE STR CORP(STT)01,679+1,67902850.04%+285
LAM RESEARCH CORP(LRCX)0645+64502790.04%+279
VISA INC(V)03,951+3,95101,3560.17%+1,356
GOLDMAN SACHS GROUP INC(GS)0273+27302760.04%+276
CVS HEALTH CORP(CVS)07,815+7,81508080.10%+808
HOME DEPOT INC(HD)0763+76302690.03%+269
SHERWIN WILLIAMS CO(SHW)0743+74302560.03%+256
J P MORGAN EXCHANGE TRADED F
BETA EURO ET NE
03,289+3,28902560.03%+256
CITIGROUP INC(C)06,421+6,42108990.11%+899
CATERPILLAR INC(CAT)448536+883175710.07%+253
PHILIP MORRIS INTL INC(PM)011,102+11,10202,0090.26%+2,009
ENTERGY CORP NEW(ETR)02,168+2,16802490.03%+249
QUALCOMM INC(QCOM)04,001+4,00107390.09%+739
VANGUARD ADMIRAL FDS INC02,952+2,95202440.03%+244
ANALOG DEVICES INC(ADI)0612+61202430.03%+243
TAIWAN SEMICONDUCTOR MANUFAC(TSM)0498+49802380.03%+238
DELL TECHNOLOGIES INC(DELL)0543+54302340.03%+234
WELLS FARGO & CO(WFC)02,803+2,80302320.03%+232
HEWLETT PACKARD ENTERPRISE C(HPE)010,977+10,97704950.06%+495
FRANKLIN RESOURCES INC(BEN)06,734+6,73402240.03%+224
STARBUCKS CORP(SBUX)02,166+2,16602210.03%+221
TJX COS INC NEW(TJX)01,459+1,45902210.03%+221
BUSINESS FIRST BANCSHARES IN(BFST)59,44959,472+231,6081,8280.23%+220
SPDR SERIES TRUST
ST PORT HIGH ETF
09,300+9,30002180.03%+218
ATMOS ENERGY CORP(ATO)01,262+1,26202170.03%+217
THE CIGNA GROUP(CI)0788+78802170.03%+217
GE AEROSPACE(GE)0575+57502150.03%+215
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