Notify me when Summit Financial Wealth Advisors, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 195 | $698,619,293 | +$73,148,398 | -$25,937,365 | +$47,211,033 | SCHD, VYMI, VUG, SPBO, BILZ | 13F-HR | 27 Jan 2026, 15:15 |
| Q3 2025 | 180 | $645,321,753 | +$61,219,704 | -$9,202,849 | +$52,016,855 | SCHD, VUG, VYMI, SPBO, NOBL | 13F-HR | 03 Oct 2025, 14:54 |
| Q2 2025 | 168 | $557,537,643 | +$56,727,612 | -$22,022,394 | +$34,705,218 | SCHD, VUG, VYMI, NOBL, SPBO | 13F-HR | 29 Sep 2025, 11:54 |
| Q1 2025 | 151 | $504,049,956 | +$16,074,157 | -$11,516,812 | +$4,557,345 | SCHD, VUG, VYMI, NOBL, PFF | 13F-HR | 14 May 2025, 14:57 |
| Q4 2024 | 150 | $510,539,579 | +$77,477,453 | -$73,522,342 | +$3,955,111 | SCHD, VUG, VYMI, NOBL, PFF | 13F-HR | 13 Feb 2025, 11:53 |
| Q3 2024 | 151 | $533,327,977 | +$45,512,716 | -$32,785,017 | +$12,727,699 | SCHD, VUG, VYMI, GFEB, SPLG | 13F-HR | 13 Nov 2024, 10:51 |
| Q2 2024 | 141 | $493,515,534 | +$13,684,995 | -$14,310,988 | -$625,993 | GFEB, SCHD, VUG, VYMI, NOBL | 13F-HR | 12 Aug 2024, 14:09 |
| Q1 2024 | 133 | $493,636,582 | +$113,179,858 | -$96,884,173 | +$16,295,685 | GFEB, SCHD, VUG, VYMI, NOBL | 13F-HR | 02 May 2024, 14:05 |
| Q4 2023 | 128 | $440,725,929 | +$9,103,856 | -$8,718,665 | +$385,191 | GJUN, VUG, FDL, VYMI, NOBL | 13F-HR | 19 Jan 2024, 14:05 |
| Q3 2023 | 121 | $407,147,187 | +$14,469,116 | -$26,260,212 | -$11,791,096 | GJUN, VUG, FDL, VYMI, NOBL | 13F-HR | 13 Nov 2023, 10:02 |
| Q2 2023 | 122 | $432,684,098 | +$68,830,603 | -$64,483,575 | +$4,347,028 | GJUN, VUG, FDL, VYMI, NOBL | 13F-HR | 12 Jul 2023, 15:51 |
| Q1 2023 | 125 | $421,660,171 | +$68,689,281 | -$72,345,577 | -$3,656,296 | DAUG, VUG, FDL, VYMI, NOBL | 13F-HR | 10 Apr 2023, 16:54 |
| Q4 2022 | 127 | $414,287,445 | +$82,259,516 | -$23,573,816 | +$58,685,700 | DSEP, VUG, VYMI, NOBL, DGRO | 13F-HR | 17 Jan 2023, 09:52 |
| Q3 2022 | 124 | $329,911,000 | +$40,603,420 | -$97,984,375 | -$57,380,955 | VUG, VYMI, NOBL, DGRO, PFF | 13F-HR | 28 Oct 2022, 15:26 |
| Q2 2022 | 135 | $417,109,000 | +$20,508,977 | -$58,347,321 | -$37,838,344 | DGRO, VUG, NOBL, FPE, PFF | 13F-HR | 26 Jul 2022, 11:02 |
| Q1 2022 | 131 | $494,095,000 | +$67,205,892 | -$68,998,530 | -$1,792,638 | DGRO, VUG, PFF, FPE, NOBL | 13F-HR | 06 May 2022, 09:59 |
| Q4 2021 | 140 | $516,591,000 | +$54,019,982 | -$8,083,031 | +$45,936,951 | DGRO, VUG, FTSM, PFF, FPE | 13F-HR | 12 Jan 2022, 13:28 |
| Q3 2021 | 129 | $441,155,000 | +$9,181,203 | -$5,085,076 | +$4,096,127 | VUG, DGRO, PFF, FPE, NOBL | 13F-HR | 05 Nov 2021, 10:48 |
| Q2 2021 | 125 | $442,908,000 | +$68,551,893 | -$55,548,827 | +$13,003,066 | VUG, DGRO, PFF, FPE, NOBL | 13F-HR | 09 Aug 2021, 09:43 |
| Q1 2021 | 114 | $384,194,000 | +$8,624,469 | -$22,398,532 | -$13,774,063 | VUG, DGRO, FPE, FTSM, PFF | 13F-HR | 23 Apr 2021, 11:38 |
| Q4 2020 | 101 | $336,355,000 | +$2,426,897 | -$13,507,245 | -$11,080,348 | VUG, DGRO, FPE, FTSM, NOBL | 13F-HR | 11 Jan 2021, 15:47 |
| Q3 2020 | 119 | $371,320,000 | +$21,182,685 | -$34,735,431 | -$13,552,746 | VUG, DGRO, FTSM, FPE, PFF | 13F-HR | 09 Nov 2020, 14:19 |
| Q2 2020 | 120 | $374,979,000 | +$34,895,898 | -$21,005,476 | +$13,890,422 | VUG, DGRO, FTSM, FPE, NOBL | 13F-HR | 16 Jul 2020, 12:20 |
| Q1 2020 | 121 | $316,390,000 | +$46,777,212 | -$64,350,794 | -$17,573,582 | NOBL, VUG, FTSM, DGRO, FPE | 13F-HR | 29 Apr 2020, 16:46 |
| Q4 2019 | 138 | $410,852,000 | +$15,936,774 | -$33,935,707 | -$17,998,933 | NOBL, DGRO, VUG, FTSM, FPE | 13F-HR | 28 Jan 2020, 12:54 |
| Q3 2019 | 146 | $406,643,000 | +$21,372,372 | -$27,063,043 | -$5,690,671 | NOBL, DGRO, FTSM, VUG, FPE | 13F-HR | 05 Nov 2019, 10:24 |
| Q2 2019 | 151 | $408,554,000 | +$64,750,042 | -$31,607,332 | +$33,142,710 | NOBL, FTSM, DGRO, VUG, FPE | 13F-HR | 16 Jul 2019, 14:00 |
| Q1 2019 | 135 | $376,241,000 | +$42,965,382 | -$5,244,671 | +$37,720,711 | NOBL, FTSM, VUG, DGRO, FPE | 13F-HR | 01 May 2019, 14:30 |
| Q4 2018 | 124 | $308,157,000 | +$44,439,162 | -$45,281,638 | -$842,476 | NOBL, FTSM, VUG, FPE, DGRO | 13F-HR | 01 Feb 2019, 10:19 |
| Q3 2018 | 144 | $334,547,000 | +$76,540,442 | -$38,775,101 | +$37,765,341 | NOBL, FTSM, VUG, FPE, PFF | 13F-HR | 22 Oct 2018, 09:27 |
| Q2 2018 | 138 | $289,234,000 | +$11,569,000 | -$5,117,285 | +$6,451,715 | NOBL, VUG, RFEU, VO, FPE | 13F-HR | 06 Jul 2018, 15:05 |
| Q1 2018 | 146 | $292,640,000 | +$52,685,478 | -$34,976,266 | +$17,709,212 | NOBL, VUG, RFEU, VO, PFF | Restatement | 09 Apr 2018, 15:40 |
| Q4 2017 | 143 | $279,762,000 | +$18,314,612 | -$28,134,255 | -$9,819,643 | NOBL, VUG, RFEU, PFF, VO | 13F-HR | 05 Feb 2018, 09:40 |
| Q3 2017 | 138 | $274,982,000 | +$59,307,204 | -$44,578,907 | +$14,728,297 | NOBL, PFF, VUG, RFEU, VO | 13F-HR | 06 Nov 2017, 09:47 |
| Q2 2017 | 146 | $252,836,000 | +$38,552,788 | -$18,037,922 | +$20,514,866 | NOBL, PFF, VUG, QCOM, VO | 13F-HR | 14 Aug 2017, 11:38 |
| Q1 2017 | 139 | $228,985,000 | +$17,778,525 | -$22,355,055 | -$4,576,530 | NOBL, PFF, VUG, QCOM, T | 13F-HR | 11 May 2017, 09:57 |
| Q4 2016 | 139 | $227,445,000 | +$11,497,778 | -$19,363,021 | -$7,865,243 | NOBL, PFF, VUG, QCOM, T | 13F-HR | 14 Feb 2017, 09:50 |
| Q3 2016 | 147 | $230,878,000 | +$34,063,295 | -$45,069,023 | -$11,005,728 | NOBL, PFF, QCOM, VUG, T | 13F-HR | 05 Oct 2016, 15:50 |
| Q2 2016 | 142 | $239,306,000 | +$28,807,540 | -$27,783,337 | +$1,024,203 | NOBL, FEX, T, QCOM, VTI | 13F-HR | 06 Jul 2016, 11:13 |
| Q1 2016 | 140 | $227,975,000 | +$17,296,474 | -$15,906,548 | +$1,389,926 | NOBL, FEX, VTI, SPY, T | 13F-HR | 13 May 2016, 11:50 |
| Q4 2015 | 122 | $217,192,000 | +$74,204,100 | -$19,333,276 | +$54,870,824 | NOBL, SDOG, FEX, VTI, QCOM | 13F-HR | 11 Feb 2016, 12:26 |
| Q3 2015 | 217 | $154,695,000 | +$24,511,594 | -$18,092,198 | +$6,419,396 | SDOG, FEX, VTI, UNH, JCI | 13F-HR | 19 Oct 2015, 13:49 |
| Q2 2015 | 270 | $161,570,000 | +$21,036,003 | -$2,261,291 | +$18,774,712 | SDOG, JCI, UNH, MMM, VTI | 13F-HR | 10 Aug 2015, 10:45 |
| Q1 2015 | 228 | $147,401,000 | +$15,780,185 | -$12,361,173 | +$3,419,012 | SDOG, JCI, UNH, MMM, VTI | 13F-HR | 14 May 2015, 14:37 |
| Q4 2014 | 238 | $144,074,000 | $0 | $0 | $0 | SDOG, JCI, MMM, INTC, VTI | 13F-HR | 11 Feb 2015, 17:11 |