Stock Taper 
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 NetApp, Inc. | NTAP | 2.44K | $376.84K |
 Amgen Inc. | AMGN | 2.34K | $848.81K |
 Waste Management, Inc. | WM | 2.17K | $484.32K |
 Entergy Corporation | ETR | 2.17K | $249.02K |
 Starbucks Corporation | SBUX | 2.17K | $221.39K |
 Amphenol Corporation | APH | 2.04K | $360.4K |
 Diamondback Energy, Inc. | FANG | 2K | $352.26K |
 The J. M. Smucker Company | SJM | 1.8K | $202.5K |
 Meta Platforms, Inc. | META | 1.75K | $983.55K |
 State Street Corporation | STT | 1.68K | $284.76K |
 Deere & Company | DE | 1.51K | $960.44K |
 The TJX Companies, Inc. | TJX | 1.46K | $221.04K |
 McDonald's Corporation | MCD | 1.43K | $386.56K |
 Phillips 66 | PSX | 1.37K | $231.14K |
 The Allstate Corporation | ALL | 1.34K | $317.89K |
 Eli Lilly and Company | LLY | 1.33K | $1.6M |
 EMCOR Group, Inc. | EME | 1.28K | $1.06M |
 Mastercard Incorporated | MA | 1.27K | $654.33K |
 Atmos Energy Corporation | ATO | 1.26K | $217.41K |
 General Dynamics Corporation | GD | 1.08K | $384K |