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Portfolio (Quarterly) Guide ↗

Summit Financial Wealth Advisors, LLC

· CIK 0001632283
13F Portfolio $699M AUM 195 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 27 New 51 Added 70 Reduced 12 Exited
Page 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TKR TIMKEN CO Industrials 2,619.0 $220K 0.03% NEW $84.13 +36.1%
22 CNQ CANADIAN NAT RES LTD Energy 6,428.0 $218K 0.03% NEW $33.85 +44.6%
23 MDT MEDTRONIC PLC Healthcare 2,253.0 $216K 0.03% NEW $96.06 -20.7%
24 RIO RIO TINTO PLC Basic Materials 2,703.0 $216K 0.03% NEW $80.03 +29.6%
25 COF CAPITAL ONE FINL CORP Financial Services 832.0 $202K 0.03% NEW $242.36 -22.8%
26 AUR AURORA INNOVATION INC Technology 12,000.0 $46K 0.01% NEW $3.84 +93.2%
27 CODX CO-DIAGNOSTICS INC Healthcare 40,000.0 $7K 0.00% NEW $0.17 +712.6%
Page 2 of 2  ·  27 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 26.6%
Technology 24.7%
Financial Services 14.3%
Energy 11.6%
Communication Services 7.2%
Consumer Cyclical 5.8%
Healthcare 5.4%
Consumer Defensive 3.7%
Basic Materials 0.5%
Utilities 0.2%