Fund HoldingsSummit Financial Wealth Advisors, LLC

Total Portfolio Value
$781.98M
Total Bought
$115.67M
Total Sold
$40.05M
Net Transaction
+$75.62M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
0291,444+291,444017,4082.23%+17,408
VANGUARD INDEX FDS111,794679,485+567,69148,83158,5317.48%+9,700
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 FDS56,11659,055+2,93918,00321,8532.79%+3,850
FIDELITY COVINGTON TRUST
ENH MID COR ETF
551,758579,236+27,47819,84123,5053.01%+3,664
ISHARES TR137,566138,274+70817,10120,5072.62%+3,407
CISCO SYS INC(CSCO)167,443135,272-32,17112,99215,8892.03%+2,897
APPLE INC(AAPL)43,92846,283+2,35511,14913,3921.71%+2,244
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)92,81595,972+3,15713,48015,5391.99%+2,059
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
395,850406,865+11,01510,11411,9621.53%+1,848
SPDR SERIES TRUST
ST STR CORPO ETF
1,126,7881,189,025+62,23732,71134,5294.42%+1,819
INTERNATIONAL BUSINESS MACHS(IBM)20,30022,925+2,6254,9216,4470.82%+1,526
PIMCO ETF TR
ULTR SH GO AC FD
302,867316,805+13,93830,58031,9754.09%+1,395
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)14,38418,391+4,0072,5093,6800.47%+1,171
PROSHARES TR
S&P 500 DV ARIST
255,491501,346+245,85527,08528,1563.60%+1,071
ALPHABET INC(GOOG)12,71113,266+5553,6464,6870.60%+1,041
HANCOCK WHITNEY CORPORATION(HWC)86,83787,318+4815,5226,5240.83%+1,002
BROADCOM INC(AVGO)8,2279,362+1,1352,5463,5360.45%+990
INVESCO EXCH TRADED FD TR II3,17424,219+21,0453191,2310.16%+912
VANGUARD INDEX FDS25,540102,256+76,7167,3348,2391.05%+904
SCHWAB STRATEGIC TR110,461121,722+11,2613,2184,1190.53%+901
US BANCORP(USB)102,916103,535+6195,3536,2540.80%+901
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)11,53413,279+1,7452,4023,1650.40%+763
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
34,57034,870+3001,6132,2880.29%+674
CONSTELLATION ENERGY CORP(CEG)02,713+2,71306740.09%+674
STATE STR SPDR S&P 500 ETF T(SPY)5,8915,961+703,8314,4510.57%+620
SPDR SERIES TRUST
ST STR P500ETF
32,98235,704+2,7222,5243,1380.40%+613
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
014,590+14,59006000.08%+600
ADVANCED MICRO DEVICES INC(AMD)0968+96805620.07%+562
ALPHABET INC(GOOG)3,8704,687+8171,1131,6750.21%+562
VANGUARD INDEX FDS5,8575,913+563,5004,0610.52%+561
ELI LILLY & CO(LLY)1,1401,335+1951,0491,6010.20%+553
GARMIN LTD(GRMN)45,28846,554+1,26610,50711,0591.41%+551
JPMORGAN CHASE & CO(JPM)11,62712,122+4953,4203,9680.51%+548
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)14,30415,528+1,2245,2955,7920.74%+497
SCHWAB STRATEGIC TR67,92768,406+4791,9752,4720.32%+496
TRANE TECHNOLOGIES PLC(TT)0991+99104870.06%+487
ACCENTURE PLC IRELAND
SHS CLASS A
03,907+3,90704860.06%+486
TESLA INC(TSLA)5,2655,764+4991,9572,4240.31%+467
INTEL CORP(INTC)03,322+3,32204640.06%+464
SALESFORCE INC(CRM)02,846+2,84604460.06%+446
SELECT SECTOR SPDR TR
ST STR TECHN ETF
7,4577,45709911,4210.18%+430
TEXAS INSTRS INC(TXN)4,5244,375-1498781,3040.17%+426
T ROWE PRICE EXCHANGE-TRADED
CAP APP PREM ETF
28,77447,785+19,0116431,0610.14%+418
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)2,4615,432+2,9712375960.08%+359
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)5,8606,343+4831,2741,5960.20%+322
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)1,2161,746+5306969840.13%+288
STATE STR CORP(STT)01,679+1,67902850.04%+285
LAM RESEARCH CORP(LRCX)0645+64502790.04%+279
VISA INC(V)3,5623,951+3891,0771,3560.17%+279
GOLDMAN SACHS GROUP INC(GS)0273+27302760.04%+276
CVS HEALTH CORP(CVS)7,4877,815+3285388080.10%+271
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)5,6886,421+7336458990.11%+254
CATERPILLAR INC(CAT)448536+883175710.07%+253
PHILIP MORRIS INTL INC(PM)10,61811,102+4841,7562,0090.26%+253
ENTERGY CORP NEW(ETR)02,168+2,16802490.03%+249
QUALCOMM INC(QCOM)3,8084,001+1934907390.09%+249
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)11,22010,977-2432674950.06%+228
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
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
INVESCO QQQ TR1,0081,080+725827950.10%+213
TIMKEN CO(TKR)2,6763,308+6322694810.06%+212
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
6,8738,374+1,5014696790.09%+210
SCHWAB STRATEGIC TR37,49037,154-3361,1611,3700.18%+209
UNION PAC CORP(UNP)2,5893,075+4866288360.11%+208
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Summit Financial Wealth Advisors, LLC — 13F Holdings — Q2 2026 | TickerTrail