Summit Financial Wealth Advisors, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 227 distinct positions held by the firm.
The portfolio includes a mix of large-cap technology, energy, and healthcare companies. Notable positions include Microsoft Corporation, held in 16,179 shares, and NVIDIA Corporation, held in 19,465 shares. Other significant holdings include UnitedHealth Group Inc. with 40,627 shares, Visa Inc. with 12,63 shares, and Apple Inc. with 46,052 shares. The firm also holds substantial stakes in energy companies such as Valero Energy Corporation (44,930 shares) and Exxon Mobil Holdings Corp. (50,793 shares).
The filing indicates that all positions are held as sole voting and dispositive power.
