Long-term investor
Summit Financial Wealth Advisors, LLC @summitfinancialwealthadv
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001632283).
Record
- Tracked since 2025-06-30 (479 days), 73 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +4.7% · 1 year +4.6% · all +4.6%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921946794 · 8.7% · long · since 2025-09-30
- 808524797 · 7.9% · long · since 2025-09-30
- 922908736 · 7.6% · long · since 2025-09-30
- 72201R577 · 4.1% · long · since 2025-09-30
- 78464A144 · 3.9% · long · since 2025-09-30
- 33739Q408 · 3.1% · long · since 2025-09-30
- 31609A503 · 3.1% · long · since 2025-12-31
- 922908769 · 2.8% · long · since 2025-09-30
- 464287804 · 2.4% · long · since 2025-09-30
- 316092840 · 2.2% · long · since 2025-09-30
- VLO · 2.2% · long · since 2025-09-30
- 33738D879 · 2.1% · long · since 2025-09-30