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 (434 days), 61 trades recorded
  • Returns: week n/a · month n/a · 90 days +4.7% · 6 months +8.4% · 1 year +15.3% · all +15.3%
  • Max drawdown 0.0% · Sharpe 1.67 · win rate 41% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921946794 · 8.4% · long · since 2025-06-30
  • 808524797 · 7.8% · long · since 2025-06-30
  • 922908736 · 7.5% · long · since 2025-06-30
  • 78464A144 · 4.4% · long · since 2025-06-30
  • 72201R577 · 4.1% · long · since 2025-06-30
  • 74348A467 · 3.6% · long · since 2025-06-30
  • 31609A503 · 3.0% · long · since 2025-12-31
  • 922908769 · 2.8% · long · since 2025-06-30
  • 464287804 · 2.6% · long · since 2025-06-30
  • CMI · 2.3% · long · since 2025-06-30
  • 33739Q408 · 2.2% · long · since 2025-09-30
  • UNH · 2.2% · long · since 2025-06-30

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