Summit Financial Wealth Advisors, LLC: 13F holdings
CIK 16322832026Q2
| Positions | 225 |
|---|---|
| Reported value | $782.0m |
| Filed | 2026-07-15 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VYMI VANGUARD WHITEHALL FDS | 670,311 | $65.8m | 8.4% |
| SCHD SCHWAB STRATEGIC TR | 1,925,060 | $61.0m | 7.8% |
| VUG VANGUARD INDEX FDS | 679,485 | $58.5m | 7.5% |
| SPDR SERIES TRUST | 1,189,025 | $34.5m | 4.4% |
| PIMCO ETF TR | 316,805 | $32.0m | 4.1% |
| NOBL PROSHARES TR | 501,346 | $28.2m | 3.6% |
| FIDELITY COVINGTON TRUST | 579,236 | $23.5m | 3.0% |
| VTI VANGUARD INDEX FDS | 59,055 | $21.9m | 2.8% |
| IJR ISHARES TR | 138,274 | $20.5m | 2.6% |
| CMI CUMMINS INC | 25,510 | $18.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1632283")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.