Summit Financial Wealth Advisors, LLC

CIK 0001632283 · Q2 2026

13F Equity AUM

$782.0M

+10.8% QoQ

Positions

225

-193 QoQ

AUM Rank

#3,868

Top 31%

Skill Alpha (FF)

-1.5%/yr^ns

No Clear Edge

Rank #4,412 · Top 54%

vs S&P -2.7%/yr (unadj.)

Quarters Tracked

~11 years

Portfolio Concentration

Top 5: 32.2%Top 10: 46.6%Top 20: 65.6%

VYMI8.4%

SCHD7.8%

VUG7.5%

SPBO4.4%

BILZ4.1%

NOBL3.6%

FMDE3.0%

VTI2.8%

IJR2.6%

CMI2.3%

Others (215)53.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

No sector data available.

Position Sizing

Positions: 225Median: 0.08%Avg: 0.44%

0–0.5%

186(18.5%)

0.5–1%

15(10.7%)

1–3%

17(32.0%)

3–5%

4(15.1%)

5%+

3(23.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 225vs 20 funds

0%Low

225

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased0Exited0

No position changes this quarter.

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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