Holdings
Summit Financial Wealth Advisors, LLC
As of Sep 30, 2026, Summit Financial Wealth Advisors, LLC reported 216 positions worth US$755M. Largest: Vanguard International High Dividend Yield ETF, Schwab US Dividend Equity ETF and Vanguard Morningstar Growth ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Vanguard International High Dividend Yield ETF | 691K | US$69.9M | new | Sep 30, 2026 |
| Schwab US Dividend Equity ETF | 1.96M | US$63.8M | new | Sep 30, 2026 |
| Vanguard Morningstar Growth ETF | 683K | US$61.5M | new | Sep 30, 2026 |
| PIMCO Ultra Short Government Active Exchange-Traded Fund | 326K | US$32.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Corporate Bond ETF | 1.14M | US$31.4M | new | Sep 30, 2026 |
| First Trust Enhanced Short Maturity ETF | 423K | US$25.1M | new | Sep 30, 2026 |
| Fidelity Enhanced Mid Cap Core ETF | 612K | US$24.7M | new | Sep 30, 2026 |
| Vanguard Morningstar Total Stock Market ETF | 60,086 | US$22.5M | new | Sep 30, 2026 |
| iShares Core S&P Small Cap ETF | 142K | US$19.3M | new | Sep 30, 2026 |
| Fidelity High Dividend ETF | 289K | US$17.6M | new | Sep 30, 2026 |