SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | T | 482K | $13.98M |
 | CSCO | 167K | $12.99M |
 | FHN | 137K | $3.12M |
 | ALT | 103K | $318.13K |
 | USB | 103K | $5.35M |
 | MMM | 93K | $13.48M |
 | PFE | 87K | $2.45M |
 | HWC | 87K | $5.52M |
 | RTX | 79K | $15.17M |
 | GPC | 66K | $6.99M |
 | VLO | 64K | $15.90M |
 | BFST | 59K | $1.61M |
 | XOM | 49K | $8.31M |
 | GRMN | 45K | $10.51M |
 | AAPL | 44K | $11.15M |
 | CAG | 43K | $680.79K |
 | HBCP | 36K | $2.18M |
 | CVX | 33K | $6.88M |
 | CMI | 31K | $16.81M |
 | UNH | 30K | $8.09M |
AT&T Inc.
T
Shares Held
482K
Value
$13.98M
Cisco Systems, Inc.
CSCO
Shares Held
167K
Value
$12.99M
First Horizon Corporation
FHN
Shares Held
137K
Value
$3.12M
Altimmune, Inc.
ALT
Shares Held
103K
Value
$318.13K
U.S. Bancorp
USB
Shares Held
103K
Value
$5.35M
3M Company
MMM
Shares Held
93K
Value
$13.48M
Pfizer Inc.
PFE
Shares Held
87K
Value
$2.45M
Hancock Whitney Corporation
HWC
Shares Held
87K
Value
$5.52M
RTX Corporation
RTX
Shares Held
79K
Value
$15.17M
Genuine Parts Company
GPC
Shares Held
66K
Value
$6.99M
Valero Energy Corporation
VLO
Shares Held
64K
Value
$15.90M
Business First Bancshares, Inc.
BFST
Shares Held
59K
Value
$1.61M
Exxon Mobil Corporation
XOM
Shares Held
49K
Value
$8.31M
Garmin Ltd.
GRMN
Shares Held
45K
Value
$10.51M
Apple Inc.
AAPL
Shares Held
44K
Value
$11.15M
Conagra Brands, Inc.
CAG
Shares Held
43K
Value
$680.79K
Home Bancorp, Inc.
HBCP
Shares Held
36K
Value
$2.18M
Chevron Corporation
CVX
Shares Held
33K
Value
$6.88M
Cummins Inc.
CMI
Shares Held
31K
Value
$16.81M
UnitedHealth Group Incorporated
UNH
Shares Held
30K
Value
$8.09M