SEC Form 13F

Summit Financial Wealth Advisors, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-16
Reported value$781,977,938
Positions225

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD WHITEHALL FDSVYMIINTL HIGH ETF$65,824,523670,311
SCHWAB STRATEGIC TRSCHDUS DIVIDEND EQ$61,043,6461,925,060
VANGUARD INDEX FDSVUGGROWTH ETF$58,530,795679,485
SPDR SERIES TRUSTSPBOST STR CORPO ETF$34,529,2941,189,025
PIMCO ETF TRBILZULTR SH GO AC FD$31,975,081316,805
PROSHARES TRNOBLS&P 500 DV ARIST$28,155,589501,346
FIDELITY COVINGTON TRUSTFMDEENH MID COR ETF$23,505,414579,236
VANGUARD INDEX FDSVTITOTAL STK MKT$21,852,79659,055
ISHARES TRIJRCORE S&P SCP ETF$20,507,489138,274
CUMMINS INCCMICOM$18,194,19425,510

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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