Summit Financial Wealth Advisors, LLC

**Summit Financial Wealth Advisors, LLC** manages $699M across a diversified portfolio of 195 positions. The strategy exhibits a notable tilt toward income and quality, evidenced by top holdings including SCHD ($54.4M) and VYMI ($53.8M). Significant allocations are also maintained in growth and broad market exposure, with VUG ($53.7M) and VTI ($18.5M) rounding out the core structure. This positioning suggests a balanced approach targeting both dividend yield and capital appreciation.

📌 Top Holdings