Fund Holdings — Summit Financial Wealth Advisors, LLC

Total Portfolio Value
$705.41M
Total Bought
$57.49M
Total Sold
$55.13M
Net Transaction
+$2.37M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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UNITEDHEALTH GROUP INC(UNH)4,69629,906+25,2101,5508,0921.15%+6,542
VANGUARD WHITEHALL FDS597,971637,700+39,72953,81760,0978.52%+6,279
SCHWAB STRATEGIC TR1,981,9941,921,721-60,27354,36658,9588.36%+4,592
FIRST TR EXCHANGE-TRADED FD230,441256,650+26,20910,21813,0381.85%+2,820
PIMCO ETF TR
ULTR SH GO AC FD
276,822302,867+26,04527,89430,5804.34%+2,687
VALERO ENERGY CORP(VLO)81,36464,352-17,01213,24515,9002.25%+2,655
SPDR SERIES TRUST
ST STR CORPO ETF
1,027,7161,126,788+99,07230,15332,7114.64%+2,557
EXXON MOBIL CORP51,24348,990-2,2536,1678,3121.18%+2,145
AT&T INC(T)477,862482,132+4,27011,87013,9771.98%+2,107
CHEVRON CORPORATION(CVX)32,93633,265+3295,0206,8820.98%+1,863
LOCKHEED MARTIN CORP(LMT)13,33913,735+3966,4528,3011.18%+1,850
BUSINESS FIRST BANCSHARES IN(BFST)059,449+59,44901,6080.23%+1,608
GARMIN LTD(GRMN)44,46045,288+8289,01910,5071.49%+1,489
EATON CORP PLC(ETN)22,47423,632+1,1587,1588,4521.20%+1,294
ALPS ETF TR
ALERIAN MLP
259,174254,318-4,85612,18613,3871.90%+1,201
ISHARES TR3,8525,577+1,7252,6393,6430.52%+1,004
INVESCO EXCH TRADED FD TR II3,17425,210+22,0363191,2510.18%+932
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
109,130126,523+17,3936,2477,1711.02%+925
CUMMINS INC(CMI)31,36631,251-11516,01116,8142.38%+803
FIDELITY COVINGTON TRUST68,04484,190+16,1463,8574,6510.66%+793
ISHARES TR5,80814,979+9,1715061,2990.18%+792
HOMEBANCORP INC27,47436,013+8,5391,5882,1820.31%+594
ONEOK INC NEW(OKE)26,27926,512+2331,9322,3960.34%+465
WALMART INC(WMT)26,01726,922+9052,8993,3460.47%+447
JOHNSON & JOHNSON(JNJ)7,1917,853+6621,4881,9200.27%+431
UNITED PARCEL SVCS INC(UPS)2,4366,514+4,0782426410.09%+399
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
370,291395,850+25,5599,71610,1141.43%+398
DIAMONDBACK ENERGY INC(FANG)01,873+1,87303700.05%+370
FIRST HORIZON CORPORATION(FHN)116,581136,898+20,3172,7863,1160.44%+330
BOEING CO(BA)7,86310,145+2,2821,7072,0190.29%+312
CHENIERE ENERGY INC(LNG)2,9693,122+1535778860.13%+309
FIDELITY COVINGTON TRUST6,80613,471+6,6653006020.09%+302
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
06,992+6,99202930.04%+293
BLUEROCK PVT REAL ESTATE FD(BPRE)72,20882,496+10,2881,0831,3700.19%+287
ALPS ETF TR
ALERIAN ENERGY
37,84838,283+4351,1911,4630.21%+272
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
3,4124,783+1,3716549180.13%+264
CISCO SYS INC(CSCO)165,395167,443+2,04812,74012,9921.84%+252
VERIZON COMMUNICATIONS INC(VZ)13,86916,262+2,3935658160.12%+251
ISHARES TR03,862+3,86202500.04%+250
T ROWE PRICE ETF INC
CAP APP PREM ETF
16,94028,774+11,8343996430.09%+244
BP PLC(BP)05,062+5,06202380.03%+238
SHELL PLC(SHEL)02,556+2,55602380.03%+238
FIDELITY COVINGTON TRUST
ENHANCED LARGE
10,54118,037+7,4964406760.10%+237
COSTCO WHOLESALE CORPORATION(COST)776906+1306699030.13%+234
WILLIAMS COS INC(WMB)03,164+3,16402300.03%+230
NETFLIX INC.(NFLX)02,298+2,29802210.03%+221
PFIZER INC(PFE)89,46287,161-2,3012,2282,4470.35%+220
WESTERN MIDSTREAM PARTNERS L(WES)05,213+5,21302150.03%+215
FIDELITY COVINGTON TRUST
ENH MID COR ETF
539,497551,758+12,26119,62719,8412.81%+214
APPLIED MATLS INC0617+61702110.03%+211
ALPS ETF TR
EQUAL SEC ETF
68,32370,821+2,4983,1693,3680.48%+199
DEERE & CO(DE)1,3341,451+1176218170.12%+196
NUVEEN SELECT TAX-FREE INCOM(NXP)012,957+12,95701860.03%+186
BRISTOL-MYERS SQUIBB CO(BMY)11,50113,050+1,5496207910.11%+171
CORNING INC(GLW)3,4143,41402994640.07%+165
CONOCOPHILLIPS(COP)4,2624,255-73995620.08%+163
EMCOR GROUP INC(EME)1,2641,259-57739300.13%+156
PROSHARES TR
S&P 500 DV ARIST
258,826255,491-3,33526,93627,0853.84%+149
MERCK & CO INC(MRK)9,8639,857-61,0381,1860.17%+148
ALTRIA GROUP INC(MO)4,1325,836+1,7042383850.05%+147
ENERGY TRANSFER L P(ET)24,44828,233+3,7854035450.08%+142
VENTURE GLOBAL INC(VG)14,33614,493+157982280.03%+131
CANADIAN NAT RES LTD MED TER(CNQ)6,4287,045+6172183430.05%+126
ALPS ETF TR
OSHARES US SMLCP
48,14050,901+2,7612,1062,2260.32%+121
PHILLIPS 66(PSX)2,1812,198+172814000.06%+119
TEXAS INSTRS INC(TXN)4,3984,524+1267638780.12%+115
EOG RES INC(EOG)2,1852,382+1972293440.05%+115
PEPSICO INC(PEP)4,5514,933+3826537660.11%+113
ENTERPRISE PRODS PARTNERS L(EPD)13,72514,605+8804405530.08%+113
TARGET CORP(TGT)4,5724,439-1334475380.08%+91
ARCHROCK INC(AROC)10,00010,00002603480.05%+88
NEWMONT CORP(NEM)6,7887,034+2466787610.11%+84
SPDR GOLD TR(GLD)4,7204,537-1831,8711,9520.28%+82
ORIGIN BANCORP INC(OBK)13,21713,917+7004975770.08%+80
RIO TINTO PLC(RIO)2,7033,087+3842162880.04%+72
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
18,06219,815+1,7537117820.11%+71
SCHWAB STRATEGIC TR13,57215,772+2,2003694390.06%+70
CATERPILLAR INC(CAT)438448+102513170.04%+66
SPDR SERIES TRUST
ST STR P500ETF
30,67532,982+2,3072,4612,5240.36%+64
AMGEN INC(AMGN)2,2632,279+167418020.11%+61
VANGUARD INDEX FDS5,4865,857+3713,4403,5000.50%+59
MCDONALDS CORP(MCD)1,1651,332+1673564140.06%+58
GENERAL DYNAMICS CORP(GD)780930+1502633190.05%+57
UNION PAC CORP(UNP)2,4802,589+1095746280.09%+54
NOVARTIS AG(NVS)3,1213,167+464304840.07%+53
VANGUARD INDEX FDS25,09025,540+4507,2827,3341.04%+53
SOUTHERN CO(SO)5,5615,559-24855370.08%+52
ENBRIDGE INC(ENB)6,0796,309+2302913420.05%+51
PIMCO DYNAMIC INCOME FD(PDI)24,69028,493+3,8034374880.07%+50
FIRST TR EXCH TRADED FD III81,12386,076+4,9531,4781,5280.22%+50
TIMKEN CO(TKR)2,6192,676+572202690.04%+49
WASTE MGMT INC DEL(WM)2,0782,177+994575000.07%+44
GSK PLC(GSK)6,5476,597+503213640.05%+43
COCA COLA CO(KO)6,1046,137+334274670.07%+40
RED RIVER BANCSHARES INC(RRBI)12,50010,300-2,2008939320.13%+39
VANGUARD INTL EQUITY INDEX F4,9264,92604454810.07%+36
GENESIS ENERGY L P(GEL)16,91316,613-3002642960.04%+32
SCHWAB STRATEGIC TR37,53037,490-401,1291,1610.16%+32
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
6,2996,873+5744384690.07%+32
LINDE PLC(LIN)702661-412993280.05%+28
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Summit Financial Wealth Advisors, LLC — 13F Holdings — Q1 2026 | TickerTrail