Summit Financial Wealth Advisors, LLC

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

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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).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $645.3M180 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$14.6M	2.3%Prev: 2.0%	93,450 SH	Decreased-2,522 SH
ABBOTT LABS	COM	$319K	0.0%	2,387 SH	New
ABBVIE INC	COM	$1.4M	0.2%Prev: 0.2%	5,818 SH	Decreased-525 SH
AFLAC INC	COM	$320K	0.0%Prev: 0.0%	2,889 SH	Decreased-78 SH
AKERO THERAPEUTICS INC	COM	$333K	0.1%	7,155 SH	New
ALLSTATE CORP	COM	$263K	0.0%Prev: 0.0%	1,249 SH	Decreased-87 SH
ALPHABET INC	CAP STK CL A	$890K	0.1%Prev: 0.2%	3,633 SH	Decreased-1,054 SH
ALPHABET INC	CAP STK CL C	$3.1M	0.5%Prev: 0.6%	12,693 SH	Decreased-573 SH
ALPS ETF TR	ALERIAN MLP	$15.6M	2.4%Prev: 1.7%	333,130 SH	Increased+79,032 SH
ALPS ETF TR	SECTR DIV DOGS	$957K	0.1%Prev: 0.1%	15,813 SH	Decreased+588 SH
ALTIMMUNE INC	COM NEW	$373K	0.1%Prev: 0.0%	96,288 SH	Increased-7,000 SH
AMAZON COM INC	COM	$2.3M	0.4%Prev: 0.4%	10,572 SH	Decreased-2,707 SH
AMERICAN CENTY ETF TR	AVANTIS US SMALL	$225K	0.0%	3,928 SH	New
AMGEN INC	COM	$676K	0.1%Prev: 0.1%	2,263 SH	Decreased-81 SH
AMPHENOL CORP NEW	CL A	$317K	0.0%	2,543 SH	New
APPLE INC	COM	$11.3M	1.7%Prev: 1.7%	44,068 SH	Decreased-2,215 SH
ARCHROCK INC	COM	$259K	0.0%Prev: 0.1%	10,000 SH	Decreased
AT&T INC	COM	$13.2M	2.0%Prev: 1.3%	479,886 SH	Increased-19,495 SH
BANK AMERICA CORP	COM	$793K	0.1%	15,642 SH	New
BANK NEW YORK MELLON CORP	COM	$609K	0.1%	5,702 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$4.0M	0.6%Prev: 0.3%	7,936 SH	Increased+3,547 SH
BLACKROCK INC	COM	$266K	0.0%	233 SH	New
BLACKROCK MUN TARGET TERM TR	COM SHS BEN IN	$263K	0.0%Prev: 0.0%	11,650 SH	Increased+1,500 SH
BOEING CO	COM	$1.7M	0.3%Prev: 0.4%	7,719 SH	Decreased-5,286 SH
BRISTOL-MYERS SQUIBB CO	COM	$524K	0.1%Prev: 0.1%	11,057 SH	Decreased-1,933 SH
BROADCOM INC	COM	$2.7M	0.4%Prev: 0.5%	8,236 SH	Decreased-1,126 SH
CATALYST BANCORP INC	COMMON STOCK	$242K	0.0%Prev: 0.0%	18,200 SH	Increased+4,600 SH
CATERPILLAR INC	COM	$210K	0.0%Prev: 0.1%	436 SH	Decreased-100 SH
CAVA GROUP INC	COM	$409K	0.1%	6,625 SH	New
CBOE GLOBAL MKTS INC	COM	$214K	0.0%	887 SH	New
CHENIERE ENERGY INC	COM NEW	$618K	0.1%Prev: 0.1%	2,664 SH	Decreased-554 SH
CHEVRON CORP NEW	COM	$5.0M	0.8%	32,350 SH	New
CISCO SYS INC	COM	$11.4M	1.8%Prev: 2.0%	166,542 SH	Decreased+31,270 SH
CITIGROUP INC	COM NEW	$539K	0.1%Prev: 0.1%	5,459 SH	Decreased-962 SH
COCA COLA CO	COM	$424K	0.1%Prev: 0.1%	6,344 SH	Decreased-695 SH
CONAGRA BRANDS INC	COM	$851K	0.1%Prev: 0.1%	44,077 SH	Increased-2,959 SH
CONOCOPHILLIPS	COM	$465K	0.1%Prev: 0.0%	4,869 SH	Increased+1,861 SH
CONSTELLATION ENERGY CORP	COM	$205K	0.0%Prev: 0.1%	585 SH	Decreased-2,128 SH
CORNING INC	COM	$284K	0.0%Prev: 0.1%	3,414 SH	Decreased+401 SH
COSTCO WHSL CORP NEW	COM	$751K	0.1%	819 SH	New
CUMMINS INC	COM	$13.9M	2.2%Prev: 2.3%	32,707 SH	Decreased+7,197 SH
CVS HEALTH CORP	COM	$804K	0.1%Prev: 0.1%	10,457 SH	Decreased+2,642 SH
DEERE & CO	COM	$634K	0.1%Prev: 0.1%	1,403 SH	Decreased-111 SH
DIMENSIONAL ETF TRUST	US CORE EQT MKT	$321K	0.0%Prev: 0.1%	7,000 SH	Decreased-1,686 SH
DWS MUN INCOME TR NEW	COM	$234K	0.0%	25,400 SH	New
EATON CORP PLC	SHS	$8.4M	1.3%Prev: 1.4%	22,514 SH	Decreased-2,531 SH
ELI LILLY & CO	COM	$1.0M	0.2%Prev: 0.2%	1,218 SH	Decreased-117 SH
EMCOR GROUP INC	COM	$828K	0.1%Prev: 0.1%	1,264 SH	Decreased-12 SH
EMERSON ELEC CO	COM	$309K	0.0%Prev: 0.1%	2,352 SH	Decreased-508 SH
ENBRIDGE INC	COM	$298K	0.0%Prev: 0.0%	6,008 SH	Decreased-319 SH
ENERGY TRANSFER L P	COM UT LTD PTN	$411K	0.1%Prev: 0.1%	24,209 SH	Decreased-3,878 SH
ENTERPRISE PRODS PARTNERS L	COM	$324K	0.1%Prev: 0.1%	10,401 SH	Decreased-4,207 SH
EXXON MOBIL CORP	COM	$5.7M	0.9%Prev: 0.9%	50,897 SH	Decreased+893 SH
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$2.6M	0.4%Prev: 0.8%	46,544 SH	Decreased-51,219 SH
FIRST HORIZON CORPORATION	COM	$2.4M	0.4%Prev: 0.3%	105,950 SH	Increased+24,502 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$1.7M	0.3%Prev: 0.2%	91,967 SH	Increased+5,471 SH
FIRST TR EXCHANGE TRADED FD	NASD TECH DIV	$301K	0.0%	3,025 SH	New
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$460K	0.1%	6,005 SH	New
FIRST TR EXCHANGE-TRADED FD	FIRST TR ENH NEW	$20.0M	3.1%Prev: 2.2%	334,151 SH	Increased+42,707 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$9.5M	1.5%Prev: 1.5%	366,275 SH	Decreased-40,590 SH
FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$262K	0.0%Prev: 0.0%	5,325 SH	Increased+800 SH
FIRST TR EXCHANGE-TRADED FD	SHS	$10.1M	1.6%Prev: 1.6%	229,444 SH	Decreased-34,206 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST U.S EQT	$469K	0.1%Prev: 0.0%	12,055 SH	Increased+4,341 SH
FIRST TR EXCHNG TRADED FD VI	FT VEST UQ EQT	$442K	0.1%	8,952 SH	New
FORD MTR CO	COM	$134K	0.0%Prev: 0.0%	10,921 SH	Decreased-1,079 SH
GARMIN LTD	SHS	$11.1M	1.7%Prev: 1.4%	43,447 SH	Increased-3,107 SH
GENERAL DYNAMICS CORP	COM	$267K	0.0%Prev: 0.0%	784 SH	Decreased-300 SH
GENESIS ENERGY L P	UNIT LTD PARTN	$280K	0.0%Prev: 0.0%	16,913 SH	Increased+300 SH
GENUINE PARTS CO	COM	$9.6M	1.5%	69,388 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$1.7M	0.3%Prev: 0.3%	34,370 SH	Decreased-500 SH
GSK PLC	SPONSORED ADR	$298K	0.0%Prev: 0.0%	6,547 SH	Decreased-38 SH
HANCOCK WHITNEY CORPORATION	COM	$5.5M	0.8%Prev: 0.8%	87,545 SH	Decreased+227 SH
HEWLETT PACKARD ENTERPRISE C	COM	$325K	0.1%Prev: 0.1%	13,036 SH	Decreased+2,059 SH
HOME BANCORP INC	COM	$1.2M	0.2%	21,953 SH	New
HOME DEPOT INC	COM	$955K	0.1%Prev: 0.0%	2,405 SH	Increased+1,642 SH
INTERNATIONAL BUSINESS MACHS	COM	$5.6M	0.9%Prev: 0.8%	19,674 SH	Decreased-3,251 SH
INVESCO EXCH TRADED FD TR II	S&P500 HDL VOL	$1.2M	0.2%Prev: 0.2%	24,579 SH	Decreased+360 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$649K	0.1%Prev: 0.1%	3,412 SH	Decreased-1,371 SH
INVESCO QQQ TR	UNIT SER 1	$525K	0.1%Prev: 0.1%	871 SH	Decreased-209 SH
ISHARES GOLD TR	ISHARES NEW	$204K	0.0%	2,797 SH	New
ISHARES TR	0-3 MNTH TREASRY	$349K	0.1%	3,477 SH	New
ISHARES TR	20 YR TR BD ETF	$519K	0.1%Prev: 0.3%	5,808 SH	Decreased-17,623 SH
ISHARES TR	CORE 60/40 BALAN	$556K	0.1%	8,604 SH	New
ISHARES TR	CORE DIV GRWTH	$1.3M	0.2%Prev: 0.2%	19,049 SH	Decreased-68 SH
ISHARES TR	CORE S&P SCP ETF	$18.7M	2.9%Prev: 2.6%	156,939 SH	Decreased+18,665 SH
ISHARES TR	CORE S&P TTL STK	$257K	0.0%Prev: 0.0%	1,761 SH	Decreased
ISHARES TR	CORE S&P500 ETF	$3.8M	0.6%Prev: 0.6%	5,691 SH	Decreased-138 SH
ISHARES TR	NATIONAL MUN ETF	$743K	0.1%Prev: 0.1%	6,982 SH	Decreased
ISHARES TR	PFD AND INCM SEC	$23.4M	3.6%Prev: 0.1%	737,716 SH	Increased+705,733 SH
ISHARES TR	RUS 2000 VAL ETF	$263K	0.0%Prev: 0.0%	1,484 SH	Decreased
ISHARES TR	S&P 500 GRWT ETF	$993K	0.2%Prev: 0.1%	8,190 SH	Increased+4,768 SH
ISHARES TR	S&P 500 VAL ETF	$340K	0.1%Prev: 0.0%	1,641 SH	Increased+210 SH
ISHARES TR	U.S. ENERGY ETF	$218K	0.0%Prev: 0.0%	4,577 SH	Decreased+715 SH
ISHARES TR	U.S. TECH ETF	$401K	0.1%	2,033 SH	New
J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$5.2M	0.8%Prev: 0.9%	91,522 SH	Decreased-37,569 SH
JOHNSON & JOHNSON	COM	$1.3M	0.2%Prev: 0.3%	7,246 SH	Decreased-454 SH
JPMORGAN CHASE & CO.	COM	$3.5M	0.5%	11,386 SH	New
KIMBERLY-CLARK CORP	COM	$327K	0.1%Prev: 0.1%	2,650 SH	Decreased-2,782 SH
LAMB WESTON HLDGS INC	COM	$851K	0.1%Prev: 0.1%	13,726 SH	Increased
LINCOLN NATL CORP IND	COM	$201K	0.0%Prev: 0.0%	5,000 SH	Decreased-792 SH
LINDE PLC	SHS	$334K	0.1%Prev: 0.1%	716 SH	Decreased-75 SH
LOCKHEED MARTIN CORP	COM	$6.6M	1.0%Prev: 1.0%	13,170 SH	Decreased-2,177 SH
LOWES COS INC	COM	$210K	0.0%Prev: 0.0%	845 SH	Decreased-132 SH
MACQUARIE ETF TRUST	FOCUSED LARGE GR	$342K	0.1%	11,380 SH	New
MASTERCARD INCORPORATED	CL A	$722K	0.1%Prev: 0.1%	1,259 SH	Increased-15 SH
MCDONALDS CORP	COM	$322K	0.0%Prev: 0.0%	1,073 SH	Decreased-357 SH
MERCK & CO INC	COM	$903K	0.1%Prev: 0.2%	10,024 SH	Decreased-587 SH
META PLATFORMS INC	CL A	$815K	0.1%Prev: 0.1%	1,136 SH	Decreased-610 SH
MICROSOFT CORP	COM	$6.2M	1.0%Prev: 0.7%	11,963 SH	Increased-3,565 SH
NETAPP INC	COM	$277K	0.0%Prev: 0.0%	2,339 SH	Decreased-96 SH
NEWMONT CORP	COM	$566K	0.1%Prev: 0.1%	6,584 SH	Decreased-179 SH
NOVARTIS AG	SPONSORED ADR	$411K	0.1%Prev: 0.1%	3,121 SH	Decreased-52 SH
NOVO-NORDISK A S	ADR	$529K	0.1%Prev: 0.1%	8,933 SH	Decreased-6,667 SH
NUVEEN AMT FREE QLTY MUN INC	COM	$210K	0.0%Prev: 0.0%	18,400 SH	Increased+4,150 SH
NUVEEN MUN VALUE FD INC	COM	$624K	0.1%Prev: 0.1%	69,396 SH	Increased+25,775 SH
NUVEEN SELECT TAX-FREE INCOM	SH BEN INT	$236K	0.0%Prev: 0.0%	16,212 SH	Increased+3,255 SH
NVIDIA CORPORATION	COM	$2.6M	0.4%Prev: 0.5%	13,654 SH	Decreased-4,737 SH
ONEOK INC NEW	COM	$7.0M	1.1%Prev: 0.3%	96,540 SH	Increased+68,844 SH
ORACLE CORP	COM	$514K	0.1%Prev: 0.0%	1,778 SH	Increased-761 SH
ORIGIN BANCORP INC	COM	$454K	0.1%Prev: 0.1%	13,217 SH	Decreased-478 SH
PEPSICO INC	COM	$655K	0.1%Prev: 0.1%	4,575 SH	Increased-27 SH
PFIZER INC	COM	$2.4M	0.4%Prev: 0.3%	89,743 SH	Increased+2,994 SH
PHATHOM PHARMACEUTICALS INC	COM	$272K	0.0%Prev: 0.0%	22,143 SH	Increased
PHILIP MORRIS INTL INC	COM	$635K	0.1%Prev: 0.3%	3,950 SH	Decreased-7,152 SH
PHILLIPS 66	COM	$274K	0.0%Prev: 0.0%	2,037 SH	Increased+670 SH
PIMCO DYNAMIC INCOME FD	SHS	$532K	0.1%Prev: 0.1%	26,811 SH	Increased+692 SH
PIMCO ETF TR	ULTRA SHORT GOVT	$21.1M	3.3%	209,388 SH	New
PROCTER AND GAMBLE CO	COM	$381K	0.1%	2,488 SH	New
PROSHARES TR	S&P 500 DV ARIST	$25.3M	3.9%Prev: 3.6%	245,326 SH	Decreased-256,020 SH
QUALCOMM INC	COM	$9.1M	1.4%Prev: 0.1%	54,681 SH	Increased+50,680 SH
REALTY INCOME CORP	COM	$489K	0.1%Prev: 0.0%	8,080 SH	Increased+3,000 SH
RED RIVER BANCSHARES INC	COM	$806K	0.1%Prev: 0.1%	12,500 SH	Increased+7,500 SH
REGIONS FINANCIAL CORP NEW	COM	$254K	0.0%Prev: 0.0%	9,688 SH	Decreased-211 SH
RESMED INC	COM	$218K	0.0%	805 SH	New
RTX CORPORATION	COM	$17.2M	2.7%Prev: 1.9%	103,125 SH	Increased+23,510 SH
SCHWAB CHARLES CORP	COM	$216K	0.0%Prev: 0.0%	2,338 SH	Decreased-243 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$316K	0.0%Prev: 0.1%	11,962 SH	Decreased-3,650 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$55.4M	8.6%Prev: 7.8%	2,011,405 SH	Decreased+86,345 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.0M	0.5%Prev: 0.5%	94,197 SH	Decreased-27,525 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$259K	0.0%Prev: 0.0%	9,780 SH	Decreased-1,113 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.1M	0.2%Prev: 0.2%	38,515 SH	Decreased+1,361 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$1.8M	0.3%Prev: 0.3%	65,960 SH	Decreased-2,446 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$563K	0.1%Prev: 0.1%	2,193 SH	Decreased+1,484 SH
SELECT SECTOR SPDR TR	ENERGY	$757K	0.1%	8,469 SH	New
SELECT SECTOR SPDR TR	TECHNOLOGY	$1.0M	0.2%	3,649 SH	New
SIMMONS 1ST NATL CORP	CL A $1 PAR	$293K	0.0%	15,090 SH	New
SOUTHERN CO	COM	$506K	0.1%Prev: 0.1%	5,333 SH	Decreased-657 SH
SPDR GOLD TR	GOLD SHS	$1.8M	0.3%Prev: 0.2%	4,956 SH	Decreased+37 SH
SPDR S&P 500 ETF TR	TR UNIT	$3.9M	0.6%	5,807 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$234K	0.0%	392 SH	New
SPDR SERIES TRUST	PORTFLI HIGH YLD	$222K	0.0%	9,300 SH	New
SPDR SERIES TRUST	PORTFOLIO CRPORT	$27.1M	4.2%	916,928 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$237K	0.0%Prev: 0.0%	8,000 SH	Decreased
SYSCO CORP	COM	$278K	0.0%Prev: 0.0%	3,354 SH	Increased+202 SH
TALOS ENERGY INC	COM	$149K	0.0%	15,286 SH	New
TARGET CORP	COM	$504K	0.1%Prev: 0.1%	5,653 SH	Decreased+1,082 SH
TESLA INC	COM	$2.4M	0.4%Prev: 0.3%	5,327 SH	Increased-437 SH
TEXAS INSTRS INC	COM	$847K	0.1%Prev: 0.2%	4,695 SH	Decreased+320 SH
UNION PAC CORP	COM	$594K	0.1%Prev: 0.1%	2,530 SH	Decreased-545 SH
UNITED PARCEL SERVICE INC	CL B	$221K	0.0%	2,623 SH	New
UNITEDHEALTH GROUP INC	COM	$1.4M	0.2%Prev: 2.2%	4,141 SH	Decreased-37,531 SH
US BANCORP DEL	COM NEW	$5.0M	0.8%	105,074 SH	New
VALERO ENERGY CORP	COM	$14.0M	2.2%Prev: 2.1%	83,349 SH	Decreased+19,652 SH
VANGUARD INDEX FDS	GROWTH ETF	$54.3M	8.4%Prev: 7.5%	112,590 SH	Decreased-566,895 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.8M	0.6%Prev: 1.1%	13,104 SH	Decreased-89,152 SH
VANGUARD INDEX FDS	REAL ESTATE ETF	$731K	0.1%	7,983 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.6M	0.6%Prev: 0.5%	5,810 SH	Decreased-103 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$16.3M	2.5%Prev: 2.8%	49,374 SH	Decreased-9,681 SH
VANGUARD INDEX FDS	VALUE ETF	$1.5M	0.2%Prev: 0.2%	8,118 SH	Decreased-49 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.2%Prev: 0.1%	4,960 SH	Decreased+130 SH
VANGUARD WHITEHALL FDS	INTL HIGH ETF	$40.5M	6.3%Prev: 8.4%	476,284 SH	Decreased-194,027 SH
VENTURE GLOBAL INC	COM CL A	$194K	0.0%Prev: 0.0%	13,175 SH	Increased-1,018 SH
VERIZON COMMUNICATIONS INC	COM	$432K	0.1%Prev: 0.1%	9,845 SH	Decreased-7,800 SH
VICTORY PORTFOLIOS II	SHARES FREE CASH	$719K	0.1%	19,057 SH	New
VISA INC	COM CL A	$1.3M	0.2%Prev: 0.2%	3,615 SH	Decreased-336 SH
WALMART INC	COM	$2.6M	0.4%Prev: 0.4%	25,271 SH	Decreased-559 SH
WASTE MGMT INC DEL	COM	$459K	0.1%Prev: 0.1%	2,088 SH	Decreased-85 SH
WESTERN ASSET INTER MUNI FD	COM	$371K	0.1%	46,556 SH	New
WHIRLPOOL CORP	COM	$237K	0.0%	3,000 SH	New
WISDOMTREE TR	US QTLY DIV GRT	$338K	0.1%Prev: 0.0%	3,796 SH	Decreased

Sold (vs prior filing)

ABBOTT LABORATORIES — $344K
ACCENTURE PLC IRELAND — $486K
ADVANCED MICRO DEVICES INC — $562K
ALPS ETF TR — $1.5M
ALPS ETF TR — $3.7M
ALPS ETF TR — $2.6M
ALTRIA GROUP INC — $374K
AMERICAN CENTY ETF TR — $286K
AMERICAN CENTY ETF TR — $412K
AMPHENOL CORP — $360K
ANALOG DEVICES INC — $243K
APPLIED MATLS INC — $515K
ATMOS ENERGY CORP — $217K
AURORA INNOVATION INC — $192K
AUTOMATIC DATA PROCESSING IN — $206K
BANK OF AMER CORP — $997K
BANK OF NY MELLON CORP — $849K
BLUEROCK PVT REAL ESTATE FD — $907K
BUSINESS FIRST BANCSHARES IN — $1.8M
CANADIAN NAT RES LTD MED TER — $277K
… and 65 more

All filings

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