Stock Taper 
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Energy Transfer LP | ET | 28.09K | $537.03K |
 Aurora Innovation, Inc. | AUR | 28.15K | $192.01K |
 Chevron Corporation | CVX | 32.16K | $5.33M |
 Home Bancorp, Inc. | HBCP | 39.72K | $2.72M |
 UnitedHealth Group Incorporated | UNH | 41.67K | $17.32M |
 Apple Inc. | AAPL | 46.28K | $13.39M |
 Garmin Ltd. | GRMN | 46.55K | $11.06M |
 Conagra Brands, Inc. | CAG | 47.04K | $633.11K |
 Exxon Mobil Corporation | XOM | 50K | $6.84M |
 Business First Bancshares, Inc. | BFST | 59.47K | $1.83M |
 Valero Energy Corporation | VLO | 63.7K | $16.59M |
 RTX Corporation | RTX | 79.61K | $15.11M |
 First Horizon Corporation | FHN | 81.45K | $2.09M |
 Pfizer Inc. | PFE | 86.75K | $2.09M |
 Hancock Whitney Corporation | HWC | 87.32K | $6.52M |
 3M Company | MMM | 95.97K | $15.54M |
 Altimmune, Inc. | ALT | 103.29K | $314K |
 U.S. Bancorp | USB | 103.53K | $6.25M |
 Cisco Systems, Inc. | CSCO | 135.27K | $15.89M |
 AT&T Inc. | T | 499.38K | $10.34M |