SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ET | 24K | $411.31K |
 | ETN | 23K | $8.42M |
 | PHAT | 22K | $272.14K |
 | HBCP | 22K | $1.19M |
 | IBM | 20K | $5.64M |
 | CLST | 18K | $242.06K |
 | GEL | 17K | $279.57K |
 | NXP | 16K | $235.56K |
 | BAC | 16K | $792.74K |
 | TALO | 15K | $148.58K |
 | SFNC | 15K | $292.60K |
 | LW | 14K | $851.15K |
 | NVDA | 14K | $2.56M |
 | OBK | 13K | $453.61K |
 | VG | 13K | $193.94K |
 | LMT | 13K | $6.57M |
 | HPE | 13K | $324.99K |
 | GOOG | 13K | $3.12M |
 | RRBI | 13K | $806.00K |
 | MSFT | 12K | $6.22M |
Energy Transfer LP
ET
Shares Held
24K
Value
$411.31K
Eaton Corporation plc
ETN
Shares Held
23K
Value
$8.42M
Phathom Pharmaceuticals, Inc.
PHAT
Shares Held
22K
Value
$272.14K
Home Bancorp, Inc.
HBCP
Shares Held
22K
Value
$1.19M
International Business Machines Corporation
IBM
Shares Held
20K
Value
$5.64M
Catalyst Bancorp, Inc.
CLST
Shares Held
18K
Value
$242.06K
Genesis Energy, L.P.
GEL
Shares Held
17K
Value
$279.57K
Nuveen Select Tax-Free Income Portfolio
NXP
Shares Held
16K
Value
$235.56K
Bank of America Corporation
BAC
Shares Held
16K
Value
$792.74K
Talos Energy Inc.
TALO
Shares Held
15K
Value
$148.58K
Simmons First National Corporation
SFNC
Shares Held
15K
Value
$292.60K
Lamb Weston Holdings, Inc.
LW
Shares Held
14K
Value
$851.15K
NVIDIA Corporation
NVDA
Shares Held
14K
Value
$2.56M
Origin Bancorp, Inc.
OBK
Shares Held
13K
Value
$453.61K
Venture Global, Inc.
VG
Shares Held
13K
Value
$193.94K
Lockheed Martin Corporation
LMT
Shares Held
13K
Value
$6.57M
Hewlett Packard Enterprise Company
HPE
Shares Held
13K
Value
$324.99K
Alphabet Inc.
GOOG
Shares Held
13K
Value
$3.12M
Red River Bancshares, Inc.
RRBI
Shares Held
13K
Value
$806.00K
Microsoft Corporation
MSFT
Shares Held
12K
Value
$6.22M