Portfolio (Quarterly) Guide ↗

Summit Financial Wealth Advisors, LLC

· CIK 0001632283

13F Portfolio $782M AUM 225 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q1 2026 · All 37 New 108 Added 35 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	GPC	GENUINE PARTS CO	Consumer Cyclical	66,133	$7.0M	0.99%	SOLD
2	BP	BP PLC	Energy	5,062	$238K	0.03%	SOLD
3	SHEL	SHELL PLC	Energy	2,556	$238K	0.03%	SOLD
4	WMB	WILLIAMS COS INC	Energy	3,164	$230K	0.03%	SOLD
5	MDT	MEDTRONIC PLC	Healthcare	2,328	$202K	0.03%	SOLD

Sector Allocation

Industrials 26.5%

Technology 23.9%

Financial Services 14.6%

Energy 12.1%

Healthcare 10.7%

Communication Services 4.9%

Consumer Defensive 3.8%

Consumer Cyclical 2.4%

Utilities 0.5%

Basic Materials 0.5%