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Disclosed positions
Summit Financial Wealth Advisors, LLC: source evidence dated 2026-07-16T03:59:59.999Z.
- Issuer
- VANGUARD WHITEHALL FDS
- Ticker
- VYMI
- Class
- INTL HIGH ETF
- Reported value
- $65,824,523
- Reported amount
- 670,311
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001172661-26-002625Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $65,824,523 | 670,311 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $61,043,646 | 1,925,060 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $58,530,795 | 679,485 | SH | None |
| SPDR SERIES TRUST | SPBO | ST STR CORPO ETF | $34,529,294 | 1,189,025 | SH | None |
| PIMCO ETF TR | BILZ | ULTR SH GO AC FD | $31,975,081 | 316,805 | SH | None |
| PROSHARES TR | NOBL | S&P 500 DV ARIST | $28,155,589 | 501,346 | SH | None |
| FIDELITY COVINGTON TRUST | FMDE | ENH MID COR ETF | $23,505,414 | 579,236 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $21,852,796 | 59,055 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $20,507,489 | 138,274 | SH | None |
| CUMMINS INC | CMI | COM | $18,194,194 | 25,510 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTSM | FIRST TR ENH NEW | $17,407,949 | 291,444 | SH | None |
| UNITEDHEALTH GROUP INC | UNH | COM | $17,320,133 | 41,672 | SH | None |
| VALERO ENERGY CORP | VLO | COM | $16,589,304 | 63,697 | SH | None |
| CISCO SYS INC | CSCO | COM | $15,888,997 | 135,272 | SH | None |
| 3M CO | MMM | COM | $15,538,901 | 95,972 | SH | None |
| RTX CORPORATION | RTX | COM | $15,105,316 | 79,615 | SH | None |
| APPLE INC | AAPL | COM | $13,392,359 | 46,283 | SH | None |
| ALPS ETF TR | AMLP | ALERIAN MLP | $13,174,995 | 254,098 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FDL | SHS | $12,829,204 | 263,650 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | RDVI | FT VEST RIS | $11,961,831 | 406,865 | SH | None |
| GARMIN LTD | GRMN | SHS | $11,058,536 | 46,554 | SH | None |
| EATON CORP PLC | ETN | SHS | $10,672,175 | 25,045 | SH | None |
| AT&T INC | T | COM | $10,337,181 | 499,381 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $8,238,747 | 102,256 | SH | None |
| LOCKHEED MARTIN CORP | LMT | COM | $7,818,683 | 15,347 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $7,291,060 | 129,091 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $6,836,483 | 50,004 | SH | None |
| HANCOCK WHITNEY CORPORATION | HWC | COM | $6,524,370 | 87,318 | SH | None |
| INTERNATIONAL BUSINESS MACHS | IBM | COM | $6,446,739 | 22,925 | SH | None |
| US BANCORP | USB | COM NEW | $6,253,514 | 103,535 | SH | None |
| FIDELITY COVINGTON TRUST | FDVV | HIGH DIVID ETF | $5,894,131 | 97,763 | SH | None |
| MICROSOFT CORP | MSFT | COM | $5,792,138 | 15,528 | SH | None |
| CHEVRON CORPORATION | CVX | COM | $5,331,535 | 32,164 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $4,687,182 | 13,266 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $4,451,379 | 5,961 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $4,365,016 | 5,829 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $4,119,073 | 121,722 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,061,082 | 5,913 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $3,968,040 | 12,122 | SH | None |
| ALPS ETF TR | EQL | EQUAL SEC ETF | $3,740,638 | 74,145 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,679,920 | 18,391 | SH | None |
| BROADCOM INC | AVGO | COM | $3,536,399 | 9,362 | SH | None |
| AMAZON COM INC | AMZN | COM | $3,164,917 | 13,279 | SH | None |
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $3,137,710 | 35,704 | SH | None |
| WALMART INC | WMT | COM | $2,925,478 | 25,830 | SH | None |
| BOEING CO | BA | COM | $2,815,245 | 13,005 | SH | None |
| HOMEBANCORP INC | HBCP | COM | $2,721,662 | 39,721 | SH | None |
| ALPS ETF TR | OUSM | OSHARES US SMLCP | $2,569,307 | 54,068 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $2,471,516 | 68,406 | SH | None |
| TESLA INC | TSLA | COM | $2,424,338 | 5,764 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.