Stock Taper 
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Franklin Resources, Inc. | BEN | 6.73K | $224.04K |
 Newmont Corporation | NEM | 6.76K | $631.66K |
 United Parcel Service, Inc. | UPS | 6.87K | $738.12K |
 Canadian Natural Resources Limited | CNQ | 7.03K | $277.49K |
 The Coca-Cola Company | KO | 7.04K | $572.05K |
 Netflix, Inc. | NFLX | 7.4K | $528.07K |
 Truist Financial Corporation | TFC | 7.54K | $375.59K |
 Johnson & Johnson | JNJ | 7.7K | $1.96M |
 CVS Health Corp. | CVS | 7.82K | $808.46K |
 Broadcom Inc. | AVGO | 9.36K | $3.54M |
 Regions Financial Corporation | RF | 9.9K | $298.95K |
 Archrock, Inc. | AROC | 10K | $407.1K |
 Merck & Co., Inc. | MRK | 10.61K | $1.36M |
 Hewlett Packard Enterprise Company | HPE | 10.98K | $495.17K |
 Philip Morris International Inc. | PM | 11.1K | $2.01M |
 Ford Motor Company | F | 12K | $166.8K |
 JPMorgan Chase & Co. | JPM | 12.12K | $3.97M |
 Nuveen Select Tax-Free Income Portfolio | NXP | 12.96K | $185.41K |
 Bristol-Myers Squibb Company | BMY | 12.99K | $748.47K |
 The Boeing Company | BA | 13.01K | $2.82M |