Summit Financial Wealth Advisors, LLC - Q22026 Holdings

Summit Financial Wealth Advisors, LLC holds 225 stocks with a total portfolio value of $ 781.98M as of Q22026. In Q22026, Summit Financial Wealth Advisors, LLC added 37 new positions, increased stakes in 117 stocks, reduced 41 holdings, and fully exited 5 positions. The largest holding is Vanguard Whitehall Fds (VYMI), representing 8.42% of the total portfolio.