Summit Financial Wealth Advisors, LLC - Q42025 Holdings

Summit Financial Wealth Advisors, LLC holds 195 stocks with a total portfolio value of $ 698.62M as of Q42025. In Q42025, Summit Financial Wealth Advisors, LLC added 27 new positions, increased stakes in 59 stocks, reduced 76 holdings, and fully exited 12 positions. The largest holding is Schwab Strategic Tr (SCHD), representing 7.78% of the total portfolio.