Summit Financial Wealth Advisors, LLC - Portfolio Stock Holdings

Summit Financial Wealth Advisors, LLC disclosed 229 stock positions in a recent SEC 13F filing. $781,473,051 of stock holdings were filed, with the largest holdings including VYMI, SCHD, and VUG. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,799,431,900 and has 22 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.