Summit Financial Wealth Advisors, LLC

CIK 0001632283 • 7 13F filings • May 14, 2025 – Oct 15, 2026

Import this data to Google Sheets with:

=jivedata("summit-financial-wealth-advisors-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

No holdings data for this filing. Run the 13f-holdings-enricher to populate.

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0001172661-26-004545	—	View
Jan 27, 2026	Q4 2025	13F-HR	0001172661-26-000332	$698.6M	View
Oct 3, 2025	Q3 2025