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Home > Institutional Investor > Summit Financial Wealth Advisors, Llc > Profile

Instuitional Investor - Summit Financial Wealth Advisors, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Summit Financial Wealth Advisors, Llc
Portfolio Value	$806,929,368

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Vanguard Whitehall Funds	VYM	690,818	$69,862,404	8.66%
2.	Schwab Strategic Trust	SCHD	1,961,363	$63,803,124	7.91%
3.	Vanguard Index Fds - MRNGSTR GRWT ETF		682,616	$61,510,541	7.62%
4.	Pimco Etf Trust	MINT	325,677	$32,864,104	4.07%
5.	Spdr Series Trust	KRE	1,142,910	$31,418,601	3.89%