Summit Financial Wealth Advisors, LLC 13F Holdings
CIK 0001632283 · Lafayette, LA
As of Sep 30, 2025, Summit Financial Wealth Advisors, LLC reported 180 positions worth $645.3M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF | SCHD | Equity | 2,011,405 | $55.4M | 8.58% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 112,590 | $54.3M | 8.41% |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | VYMI | — | 476,284 | $40.5M | 6.28% |
| STATE STREET(R) SPDR PORTFOLIO CORPORATE BOND ETF | SPBO | — | 916,928 | $27.1M | 4.21% |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | NOBL | — | 245,326 | $25.3M | 3.91% |
| ISHARES PREFERRED & INCOME S | PFF | — | 737,716 | $23.4M | 3.63% |
| PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND | BILZ | — | 209,388 | $21.1M | 3.27% |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | FTSM | — | 334,151 | $20.0M | 3.10% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 156,939 |