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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 10 of 12  ·  225 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 LRCX LAM RESEARCH CORP Technology 645.0 $279K 0.04% NEW $433.33 -28.3%
182 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 395.0 $278K 0.04% $703.70 -1.1%
183 CNQ CANADIAN NAT RES LTD MED TER Energy 7,025.0 $277K 0.04% $39.50 +29.2%
184 GS GOLDMAN SACHS GROUP INC Financial Services 273.0 $276K 0.04% NEW $1011.37 -0.9%
185 HD HOME DEPOT INC Consumer Cyclical 763.0 $269K 0.03% NEW $352.68 -5.2%
186 SYY SYSCO CORP Consumer Defensive 3,152.0 $263K 0.03% +333.0 +11.8% $83.58 -0.6%
187 SHW SHERWIN WILLIAMS CO Basic Materials 743.0 $256K 0.03% NEW $344.32 +0.8%
188 BBEU J P MORGAN EXCHANGE TRADED F 3,289.0 $256K 0.03% NEW $77.77 +3.3%
189 ENTERGY CORP NEW 2,168.0 $249K 0.03% NEW $114.86
190 VOOG VANGUARD ADMIRAL FDS INC 2,952.0 $244K 0.03% NEW $82.62 +0.7%
191 ADI ANALOG DEVICES INC Technology 612.0 $243K 0.03% NEW $397.17 -6.8%
192 PHYS SPROTT ASSET MANAGEMENT LP Financial Services 8,000.0 $241K 0.03% $30.17 +13.8%
193 PHAT PHATHOM PHARMACEUTICALS INC Healthcare 22,143.0 $240K 0.03% $10.85 -20.7%
194 SCHW SCHWAB CHARLES CORP Financial Services 2,581.0 $238K 0.03% +47.0 +1.9% $92.26 +19.0%
195 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 498.0 $238K 0.03% NEW $477.57 -12.9%
196 GEL GENESIS ENERGY L P Energy 16,613.0 $235K 0.03% $14.17 +13.2%
197 DELL DELL TECHNOLOGIES INC Technology 543.0 $234K 0.03% NEW $431.46 +0.8%
198 WFC WELLS FARGO & CO Financial Services 2,803.0 $232K 0.03% NEW $82.64 +1.3%
199 PSX PHILLIPS 66 Energy 1,367.0 $231K 0.03% -831.0 -37.8% $169.09 +41.9%
200 BTT BLACKROCK MUN TARGET TERM TR Financial Services 10,150.0 $231K 0.03% $22.75 -1.1%
Page 10 of 12  ·  225 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%