Stock Taper 
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Oracle Corporation | ORCL | 2.54K | $372.09K |
 The Charles Schwab Corporation | SCHW | 2.58K | $238.12K |
 Constellation Energy Corporation | CEG | 2.71K | $673.83K |
 Wells Fargo & Company | WFC | 2.8K | $231.64K |
 Salesforce, Inc. | CRM | 2.85K | $445.82K |
 Emerson Electric Co. | EMR | 2.86K | $409.41K |
 Space Exploration Technologies Corp. | SPCX | 2.95K | $504.21K |
 Aflac Incorporated | AFL | 2.97K | $347.88K |
 EOG Resources, Inc. | EOG | 2.97K | $385.04K |
 ConocoPhillips | COP | 3.01K | $312.71K |
 Corning Inc | GLW | 3.01K | $769.61K |
 Union Pacific Corporation | UNP | 3.08K | $836.41K |
 Rio Tinto Group | RIO | 3.09K | $293.33K |
 Sysco Corporation | SYY | 3.15K | $263.44K |
 Novartis AG | NVS | 3.17K | $497.27K |
 Cheniere Energy, Inc. | LNG | 3.22K | $769.13K |
 The Procter & Gamble Company | PG | 3.22K | $472.62K |
 The Timken Company | TKR | 3.31K | $480.72K |
 Intel Corp. | INTC | 3.32K | $463.83K |
 Abbott Laboratories | ABT | 3.79K | $344K |