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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
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FTSM FIRST TR EXCHANGE-TRADED FD 291,444.0 $17.4M 2.23% NEW $59.73 +0.3%
2 CEG CONSTELLATION ENERGY CORP Utilities 2,713.0 $674K 0.09% NEW $248.37 +9.9%
3 TCAF T ROWE PRICE EXCHANGE-TRADED 14,590.0 $600K 0.08% NEW $41.10 +2.9%
4 AMD ADVANCED MICRO DEVICES INC Technology 968.0 $562K 0.07% NEW $580.91 -19.2%
5 MU MICRON TECHNOLOGY INC Technology 468.0 $541K 0.07% NEW $1155.00 -15.6%
6 SPACE EXPLORATION TECHN CORP 2,951.0 $504K 0.06% NEW $170.86
7 TT TRANE TECHNOLOGIES PLC Industrials 991.0 $487K 0.06% NEW $491.16 -8.2%
8 ACN ACCENTURE PLC IRELAND Technology 3,907.0 $486K 0.06% NEW $124.44 +45.7%
9 INTC INTEL CORP Technology 3,322.0 $464K 0.06% NEW $139.62 -34.0%
10 CRM SALESFORCE INC Technology 2,846.0 $446K 0.06% NEW $156.65 +31.1%
11 APH AMPHENOL CORP Technology 2,044.0 $360K 0.05% NEW $176.32 -13.2%
12 ABT ABBOTT LABORATORIES Healthcare 3,791.0 $344K 0.04% NEW $90.74 +25.8%
13 PANW PALO ALTO NETWORKS INC Technology 956.0 $326K 0.04% NEW $341.02 +2.5%
14 STT STATE STR CORP Financial Services 1,679.0 $285K 0.04% NEW $169.60 +7.9%
15 LRCX LAM RESEARCH CORP Technology 645.0 $279K 0.04% NEW $433.33 -28.3%
16 GS GOLDMAN SACHS GROUP INC Financial Services 273.0 $276K 0.04% NEW $1011.37 -0.9%
17 HD HOME DEPOT INC Consumer Cyclical 763.0 $269K 0.03% NEW $352.68 -5.2%
18 SHW SHERWIN WILLIAMS CO Basic Materials 743.0 $256K 0.03% NEW $344.32 +0.8%
19 BBEU J P MORGAN EXCHANGE TRADED F 3,289.0 $256K 0.03% NEW $77.77 +3.3%
20 ENTERGY CORP NEW 2,168.0 $249K 0.03% NEW $114.86
Page 1 of 2  ·  37 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.0%
Technology 23.5%
Financial Services 14.3%
Energy 12.1%
Healthcare 10.5%
Communication Services 6.4%
Consumer Defensive 3.7%
Consumer Cyclical 2.4%
Utilities 0.5%
Basic Materials 0.5%