Summit Financial Wealth Advisors, LLC - Q32026 Holdings

Summit Financial Wealth Advisors, LLC holds 227 stocks with a total portfolio value of $ 806.93M as of Q32026. In Q32026, Summit Financial Wealth Advisors, LLC added 16 new positions, increased stakes in 92 stocks, reduced 70 holdings, and fully exited 14 positions. The largest holding is Vanguard Whitehall Fds (VYMI), representing 8.66% of the total portfolio.