Stock Taper 
SUMMIT FINANCIAL WEALTH ADVISORS, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 GSK plc | GSK | 6.58K | $345.19K |
 Citigroup Inc. | C | 6.42K | $898.69K |
 AbbVie Inc. | ABBV | 6.34K | $1.6M |
 Enbridge Inc. | ENB | 6.33K | $342.99K |
 The Southern Company | SO | 5.99K | $573.3K |
 Lincoln National Corporation | LNC | 5.79K | $204.75K |
 Tesla, Inc. | TSLA | 5.76K | $2.42M |
 Kimberly-Clark Corporation | KMB | 5.43K | $596.27K |
 Western Midstream Partners, LP | WES | 5.21K | $228.12K |
 Altria Group, Inc. | MO | 5.2K | $374K |
 Realty Income Corporation | O | 5.08K | $314.76K |
 Red River Bancshares, Inc. | RRBI | 5K | $456.4K |
 Alphabet Inc. | GOOGL | 4.69K | $1.68M |
 PepsiCo, Inc. | PEP | 4.6K | $623.11K |
 Target Corporation | TGT | 4.57K | $597.02K |
 Berkshire Hathaway Inc. | BRK-B | 4.39K | $2.2M |
 Texas Instruments Incorporated | TXN | 4.38K | $1.3M |
 QUALCOMM Incorporated | QCOM | 4K | $739.37K |
 Visa Inc. | V | 3.95K | $1.36M |
 Accenture plc | ACN | 3.91K | $486.19K |