Institutional Fund
Summit Financial Wealth Advisors, LLC
Lafayette, LACIK 16322835 filings on record
Portfolio Value
$705.41M
Q1 2026
Holdings
193
Reported positions
New Buys
11
Opened this quarter
QoQ Change
+1.0%
from $698.62M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Whitehall Fds8.5%
- Schwab Strategic Tr8.4%
- Vanguard Index Fds6.9%
- Spdr Series Trust4.6%
- Pimco ETF Tr4.3%
- Proshares Tr3.8%
- Other63.4%
Portfolio Holdings
193 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Whitehall Fds | 637.7K | $60.10M | 8.5% | +39.7K | Added |
| 2 | Schwab Strategic Tr | 1.92M | $58.96M | 8.4% | −60.3K | Reduced |
| 3 | Vanguard Index Fds | 111.8K | $48.83M | 6.9% | +1.8K | Added |
| 4 | Spdr Series Trust | 1.13M | $32.71M | 4.6% | +99.1K | Added |
| 5 | Pimco ETF Tr | 302.9K | $30.58M | 4.3% | +26.0K | Added |
| 6 | Proshares Tr | 255.5K | $27.08M | 3.8% | −3.3K | Reduced |
| 7 | Ishares Tr | 676.2K | $20.50M | 2.9% | −24.3K | Reduced |
| 8 | Fidelity Covington Trust | 551.8K | $19.84M | 2.8% | +12.3K | Added |
| 9 | Vanguard Index Fds | 56.1K | $18.00M | 2.6% | +826 | Added |
| 10 | Ishares Tr | 137.6K | $17.10M | 2.4% | −5.4K | Reduced |
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