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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 5 of 10  ·  195 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EME EMCOR GROUP INC Industrials 1,264.0 $773K 0.11% $611.79 +41.4%
82 TXN TEXAS INSTRS INC Technology 4,398.0 $763K 0.11% -297.0 -6.3% $173.49 +69.9%
83 HD HOME DEPOT INC Consumer Cyclical 2,217.0 $763K 0.11% -188.0 -7.8% $344.10 -14.4%
84 MUB ISHARES TR 6,982.0 $748K 0.11% $107.11 -1.2%
85 META META PLATFORMS INC Communication Services 1,126.0 $743K 0.11% -10.0 -0.9% $660.09 -7.8%
86 AMGN AMGEN INC Healthcare 2,263.0 $741K 0.11% $327.31 -1.4%
87 VFLO VICTORY PORTFOLIOS II 18,062.0 $711K 0.10% -995.0 -5.2% $39.38 +8.3%
88 CAG CONAGRA BRANDS INC Consumer Defensive 40,549.0 $702K 0.10% -4K -8.0% $17.31 -20.2%
89 NEM NEWMONT CORP Basic Materials 6,788.0 $678K 0.10% +204.0 +3.1% $99.85 +7.5%
90 MA MASTERCARD INCORPORATED Financial Services 1,176.0 $671K 0.10% -83.0 -6.6% $570.88 -10.9%
91 CVS CVS HEALTH CORP Healthcare 8,444.0 $670K 0.10% -2K -19.2% $79.36 +19.2%
92 COST COSTCO WHSL CORP NEW Consumer Defensive 776.0 $669K 0.10% -43.0 -5.2% $862.34 +25.2%
93 RSP INVESCO EXCHANGE TRADED FD T 3,412.0 $654K 0.09% $191.56 +5.0%
94 PEP PEPSICO INC Consumer Defensive 4,551.0 $653K 0.09% -24.0 -0.5% $143.52 +4.3%
95 BK BANK NEW YORK MELLON CORP Financial Services 5,617.0 $652K 0.09% -85.0 -1.5% $116.09 +16.5%
96 C CITIGROUP INC Financial Services 5,461.0 $637K 0.09% $116.69 +3.3%
97 DE DEERE & CO Industrials 1,334.0 $621K 0.09% -69.0 -4.9% $465.57 +19.7%
98 BMY BRISTOL-MYERS SQUIBB CO Healthcare 11,501.0 $620K 0.09% +444.0 +4.0% $53.94 +6.3%
99 LW LAMB WESTON HLDGS INC Consumer Defensive 14,131.0 $592K 0.09% +405.0 +3.0% $41.89 +1.3%
100 QQQ INVESCO QQQ TR Financial Services 940.0 $577K 0.08% +69.0 +7.9% $614.31 +14.3%
Page 5 of 10  ·  195 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%