Summit Financial Wealth Advisors, LLC - Q12026 Holdings

Summit Financial Wealth Advisors, LLC holds 193 stocks with a total portfolio value of $ 705.41M as of Q12026. In Q12026, Summit Financial Wealth Advisors, LLC added 11 new positions, increased stakes in 112 stocks, reduced 47 holdings, and fully exited 13 positions. The largest holding is Vanguard Whitehall Fds (VYMI), representing 8.52% of the total portfolio.