EdgeMarket › What Summit Financial Wealth Advisors, Llc reported owning
What Summit Financial Wealth Advisors, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
705.4MPositions
193Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VYMI Vanguard International High Dividend Yield ETF | 60.1M | 8.5% | 637.7K | 105.25 | +24.5% |
| SCHD Schwab US Dividend Equity ETF | 59.0M | 8.4% | 1.9M | 35.11 | +27.6% |
| VUG Vanguard Morningstar Growth ETF | 48.8M | 6.9% | 111.8K | 87.50 | +15.9% |
| SPBO State Street SPDR Portfolio Corporate Bond ETF | 32.7M | 4.6% | 1.1M | 28.39 | -2.9% |
| BILZ PIMCO Ultra Short Government Active Exchange-T | 30.6M | 4.3% | 302.9K | 100.87 | -0.2% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 27.1M | 3.8% | 255.5K | 58.75 | +11.9% |
| PFF iShares Preferred and Income Securities ETF | 20.5M | 2.9% | 676.2K | 30.46 | -3.2% |
| FMDE Fidelity Enhanced Mid Cap Core ETF | 19.8M | 2.8% | 551.8K | 42.39 | +20.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 18.0M | 2.6% | 56.1K | 378.24 | +20.5% |
| IJR iShares Core S&P Small-Cap ETF | 17.1M | 2.4% | 137.6K | 147.31 | +29.0% |
| CMI CUMMINS INC | 16.8M | 2.4% | 31.3K | 587.68 | +48.3% |
| VLO VALERO ENERGY CORP/TX | 15.9M | 2.3% | 64.4K | 348.86 | +148.3% |
| RTX RTX Corp | 15.2M | 2.2% | 78.7K | 209.91 | +34.1% |
| T AT&T INC. | 14.0M | 2.0% | 482.1K | 25.29 | -13.6% |
| MMM 3M CO | 13.5M | 1.9% | 92.8K | 178.96 | +15.6% |
| AMLP Alerian MLP ETF | 13.4M | 1.9% | 254.3K | 54.75 | +13.9% |
| FDL First Trust Morningstar ETF | 13.0M | 1.8% | 256.6K | 53.08 | +21.2% |
| CSCO CISCO SYSTEMS, INC. | 13.0M | 1.8% | 167.4K | 111.04 | +65.5% |
| AAPL Apple Inc. | 11.1M | 1.6% | 43.9K | 309.35 | +36.9% |
| GRMN GARMIN LTD | 10.5M | 1.5% | 45.3K | 294.85 | +28.1% |
| RDVI FT Vest Rising Dividend Achievers Target Incom | 10.1M | 1.4% | 395.9K | 29.19 | +15.6% |
| ETN Eaton Corp plc | 8.5M | 1.2% | 23.6K | 419.20 | +21.1% |
| XOM ExxonMobil Holdings Corp | 8.3M | 1.2% | 49.0K | 165.11 | +52.1% |
| LMT LOCKHEED MARTIN CORP | 8.3M | 1.2% | 13.7K | 563.57 | +26.4% |
| UNH UNITEDHEALTH GROUP INC | 8.1M | 1.1% | 29.9K | 390.11 | +30.1% |
| VO Vanguard Morningstar Mid-Cap ETF | 7.3M | 1.0% | 25.5K | 82.97 | +15.9% |
| JEPI JPMorgan Equity Premium Income ETF | 7.2M | 1.0% | 126.5K | 57.92 | +1.4% |
| GPC GENUINE PARTS CO | 7.0M | 1.0% | 66.1K | 133.96 | -2.2% |
| CVX CHEVRON CORP | 6.9M | 1.0% | 33.3K | 205.27 | +34.0% |
| HWC HANCOCK WHITNEY CORP | 5.5M | 0.8% | 86.8K | 75.38 | +24.7% |
| USB US BANCORP \DE\ | 5.4M | 0.8% | 102.9K | 62.05 | +33.7% |
| MSFT MICROSOFT CORP | 5.3M | 0.8% | 14.3K | 483.24 | -4.4% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 4.9M | 0.7% | 20.3K | 235.68 | -2.8% |
| FDVV Fidelity High Dividend ETF | 4.7M | 0.7% | 84.2K | 63.13 | +15.6% |
| SPY SPDR S&P 500 ETF TRUST | 3.8M | 0.5% | 5.9K | 765.72 | +20.0% |
| GOOG Alphabet Inc. | 3.6M | 0.5% | 12.7K | 341.75 | +70.7% |
| IVV iShares Core S&P 500 ETF | 3.6M | 0.5% | 5.6K | 769.31 | +20.0% |
| VOO Vanguard S&P 500 ETF | 3.5M | 0.5% | 5.9K | 703.71 | +20.0% |
| JPM JPMORGAN CHASE & CO | 3.4M | 0.5% | 11.6K | 351.58 | +20.3% |
| EQL ALPS Equal Sector Weight ETF | 3.4M | 0.5% | 70.8K | 52.32 | +16.5% |
| WMT Walmart Inc. | 3.3M | 0.5% | 26.9K | 103.70 | +1.1% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 3.2M | 0.5% | 110.5K | 35.32 | +17.3% |
| FHN FIRST HORIZON CORP | 3.1M | 0.4% | 136.9K | 24.63 | +12.9% |
| AVGO Broadcom Inc. | 2.5M | 0.4% | 8.2K | 368.45 | +26.5% |
| SPYM State Street SPDR Portfolio S&P 500 ETF | 2.5M | 0.4% | 33.0K | 90.13 | +20.1% |
| NVDA NVIDIA CORP | 2.5M | 0.4% | 14.4K | 214.72 | +22.4% |
| PFE PFIZER INC | 2.4M | 0.3% | 87.2K | 28.07 | +10.6% |
| AMZN AMAZON COM INC | 2.4M | 0.3% | 11.5K | 258.63 | +15.6% |
| OKE ONEOK INC /NEW/ | 2.4M | 0.3% | 26.5K | 93.33 | +26.7% |
| OUSM ALPS O'Shares U.S. Small-Cap Quality Dividend | 2.2M | 0.3% | 50.9K | 49.93 | +12.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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