Summit Financial Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1632283
Institutional-grade research for retail investors
13F Reported Value
ⓘ$782.0M
Holdings
225
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Summit Financial Wealth Advisors, LLC disclosed 225 positions worth $782.0M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 37 new positions and exited 5 and a full exit from $GPC. The portfolio is most concentrated in Other (61.4% of disclosed assets). All figures are sourced directly from Summit Financial Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1632283.
AI Fund Analysis
StableVANGUARD WHITEHALL FDS - I
8.4% weight
Held 10 quarters
SCHWAB STRATEGIC TR - US D
7.8% weight
Held 10 quarters
VANGUARD INDEX FDS - GROWT
7.5% weight
Held 10 quarters
SPDR SERIES TRUST - ST STR
4.4% weight
Held 7 quarters
PIMCO ETF TR - ULTR SH GO
4.1% weight
Held 5 quarters
VANGUARD WHITEHALL FDS - I
9 quarters accumulating
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
$BA9 quarters accumulating
VANGUARD INDEX FDS - TOTAL
8 quarters accumulating
SPDR SERIES TRUST - ST STR
6 quarters accumulating
Sector Allocation
OtherTechnologyIndustrialsHealthcareFinancialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD WHITEHALL FDS - INTL HIGH ETF
—Quality
$65.8M670,311 shSCHWAB STRATEGIC TR - US DIVIDEND EQ
—Quality
$61.0M1,925,060 shVANGUARD INDEX FDS - GROWTH ETF
—Quality
$58.5M679,485 shSPDR SERIES TRUST - ST STR CORPO ETF
—Quality
$34.5M1,189,025 shPIMCO ETF TR - ULTR SH GO AC FD
—Quality
$32.0M316,805 shPROSHARES TR - S&P 500 DV ARIST
—Quality
$28.2M501,346 shFIDELITY COVINGTON TRUST - ENH MID COR ETF
—Quality
$23.5M579,236 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$21.9M59,055 shISHARES TR - CORE S&P SCP ETF
—Quality
$20.5M138,274 sh- 58.9
Quality
$18.2M25,510 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD WHITEHALL FDS - INTL HIGH ETF | — | $65.8M | 670,311 |
| SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $61.0M | 1,925,060 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $58.5M | 679,485 |
| SPDR SERIES TRUST - ST STR CORPO ETF | — | $34.5M | 1,189,025 |
| PIMCO ETF TR - ULTR SH GO AC FD | — | $32.0M | 316,805 |
| PROSHARES TR - S&P 500 DV ARIST | — | $28.2M | 501,346 |
| FIDELITY COVINGTON TRUST - ENH MID COR ETF | — | $23.5M | 579,236 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $21.9M | 59,055 |
| ISHARES TR - CORE S&P SCP ETF | — | $20.5M | 138,274 |
 CUMMINS INC$CMI | 58.9 | $18.2M | 25,510 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Summit Financial Wealth Advisors, LLC's 225 positions.
Showing top 10 of 225 holdings.
Sector Allocation
Other
$479.8M
Technology
$70.7M
Industrials
$69.9M
Healthcare
$53.9M
Financials
$39.7M
Energy
$36.2M
Communication Services
$11.6M
Consumer Discretionary
$9.5M
Full Holdings — Summit Financial Wealth Advisors, LLC (Q2 2026)
All 225 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD WHITEHALL FDS - INTL HIGH ETF | $65.8M | 8.4% | +5% | — |
| 2 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $61.0M | 7.8% | +0% | — |
| 3 | — | VANGUARD INDEX FDS - GROWTH ETF | $58.5M | 7.5% | +508% | — |
| 4 | — | SPDR SERIES TRUST - ST STR CORPO ETF | $34.5M | 4.4% | +6% | — |
| 5 | — | PIMCO ETF TR - ULTR SH GO AC FD | $32.0M | 4.1% | +5% | — |
| 6 | — | PROSHARES TR - S&P 500 DV ARIST | $28.2M | 3.6% | +96% | — |
| 7 | — | FIDELITY COVINGTON TRUST - ENH MID COR ETF | $23.5M | 3.0% | +5% | — |
| 8 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $21.9M | 2.8% | +5% | — |
| 9 | — | ISHARES TR - CORE S&P SCP ETF | $20.5M | 2.6% | +1% | — |
| 10 | $CMI | CUMMINS INC | $18.2M | 2.3% | -18% | 58.9 |
| 11 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $17.4M | 2.2% | NEW | — |
| 12 |  $UNH | UNITEDHEALTH GROUP INC | $17.3M | 2.2% | +39% | 66.8 |
| 13 |  $VLO | VALERO ENERGY CORP/TX | $16.6M | 2.1% | -1% | 51.4 |
| 14 |  $CSCO | CISCO SYSTEMS, INC. | $15.9M | 2.0% | -19% | 72.3 |
| 15 |  $MMM | 3M CO | $15.5M | 2.0% | +3% | 60.7 |
| 16 |  $RTX | RTX Corp | $15.1M | 1.9% | +1% | 70 |
| 17 |  $AAPL | Apple Inc. | $13.4M | 1.7% | +5% | 76.1 |
| 18 | — | ALPS ETF TR - ALERIAN MLP | $13.2M | 1.7% | -0% | — |
| 19 | — | FIRST TR EXCHANGE-TRADED FD - SHS | $12.8M | 1.6% | +3% | — |
| 20 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $12.0M | 1.5% | +3% | — |
| 21 |  $GRMN | GARMIN LTD | $11.1M | 1.4% | +3% | — |
| 22 |  $ETN | Eaton Corp plc | $10.7M | 1.4% | +6% | — |
| 23 |  $T | AT&T INC. | $10.3M | 1.3% | +4% | 71.9 |
| 24 | — | VANGUARD INDEX FDS - MID CAP ETF | $8.2M | 1.1% | +300% | — |
| 25 |  $LMT | LOCKHEED MARTIN CORP | $7.8M | 1.0% | +12% | 65 |
| 26 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $7.3M | 0.9% | +2% | — |
| 27 |  $XOM | EXXON MOBIL CORP | $6.8M | 0.9% | +2% | 61.8 |
| 28 |  $HWC | HANCOCK WHITNEY CORP | $6.5M | 0.8% | +1% | — |
| 29 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $6.4M | 0.8% | +13% | 66.7 |
| 30 |  $USB | US BANCORP DE | $6.3M | 0.8% | +1% | 71.4 |
| 31 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | $5.9M | 0.8% | +16% | — |
| 32 |  $MSFT | MICROSOFT CORP | $5.8M | 0.7% | +9% | 83.7 |
| 33 |  $CVX | CHEVRON CORP | $5.3M | 0.7% | -3% | 54.7 |
| 34 |  $GOOGL | Alphabet Inc. | $4.7M | 0.6% | +4% | 80.2 |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $4.5M | 0.6% | +1% | — |
| 36 | — | ISHARES TR - CORE S&P500 ETF | $4.4M | 0.6% | +5% | — |
| 37 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $4.1M | 0.5% | +10% | — |
| 38 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $4.1M | 0.5% | +1% | — |
| 39 |  $JPM | JPMORGAN CHASE & CO | $4.0M | 0.5% | +4% | 35.6 |
| 40 |  $ALPS | Alps Group Inc | $3.7M | 0.5% | +5% | — |
| 41 |  $NVDA | NVIDIA CORP | $3.7M | 0.5% | +28% | 90.2 |
| 42 |  $AVGO | Broadcom Inc. | $3.5M | 0.5% | +14% | 86.4 |
| 43 |  $AMZN | AMAZON COM INC | $3.2M | 0.4% | +15% | 74.6 |
| 44 | — | SPDR SERIES TRUST - ST STR P500ETF | $3.1M | 0.4% | +8% | — |
| 45 |  $WMT | Walmart Inc. | $2.9M | 0.4% | -4% | 63.2 |
| 46 | $BA | BOEING CO | $2.8M | 0.4% | +28% | 51.8 |
| 47 |  $HBCP | HOME BANCORP, INC. | $2.7M | 0.3% | +10% | — |
| 48 | $ALPS | Alps Group Inc | $2.6M | 0.3% | +6% | — |
| 49 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $2.5M | 0.3% | +1% | — |
| 50 |  $TSLA | Tesla, Inc. | $2.4M | 0.3% | +9% | 50.1 |
| 51 |  $OKE | ONEOK INC /NEW/ | $2.4M | 0.3% | +4% | 72 |
| 52 | — | GLOBAL X FDS - ARTIFICIAL ETF | $2.3M | 0.3% | +1% | — |
| 53 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.2M | 0.3% | +3% | 64.5 |
| 54 |  $PFE | PFIZER INC | $2.1M | 0.3% | -0% | 69 |
| 55 |  $FHN | FIRST HORIZON CORP | $2.1M | 0.3% | -41% | 43.8 |
| 56 | — | ISHARES TR - 20 YR TR BD ETF | $2.0M | 0.3% | +56% | — |
| 57 |  $PM | Philip Morris International Inc. | $2.0M | 0.3% | +5% | 80.5 |
| 58 |  $JNJ | JOHNSON & JOHNSON | $2.0M | 0.3% | -2% | 72.8 |
| 59 |  $BFST | Business First Bancshares, Inc. | $1.8M | 0.2% | +0% | 60.9 |
| 60 |  $GLD | SPDR GOLD TRUST | $1.8M | 0.2% | +8% | — |
| 61 | — | VANGUARD INDEX FDS - VALUE ETF | $1.8M | 0.2% | -1% | — |
| 62 |  $GOOG | Alphabet Inc. | $1.7M | 0.2% | +21% | 80.2 |
| 63 |  $LLY | ELI LILLY & Co | $1.6M | 0.2% | +17% | 89.3 |
| 64 |  $ABBV | AbbVie Inc. | $1.6M | 0.2% | +8% | 59.3 |
| 65 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | $1.5M | 0.2% | +0% | — |
| 66 | — | FIDELITY COVINGTON TRUST - ENHANCED LARGE | $1.5M | 0.2% | +93% | — |
| 67 | — | ALPS ETF TR - ALERIAN ENERGY | $1.5M | 0.2% | +1% | — |
| 68 | — | ISHARES TR - CORE DIV GRWTH | $1.4M | 0.2% | +0% | — |
| 69 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $1.4M | 0.2% | +0% | — |
| 70 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.4M | 0.2% | -1% | — |
| 71 |  $MRK | Merck & Co., Inc. | $1.4M | 0.2% | +8% | 70.9 |
| 72 |  $V | VISA INC. | $1.4M | 0.2% | +11% | 83.5 |
| 73 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.2% | -3% | 70.4 |
| 74 |  $IVZ | Invesco Ltd. | $1.2M | 0.2% | -4% | — |
| 75 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $1.1M | 0.1% | -3% | — |
| 76 | — | T ROWE PRICE EXCHANGE-TRADED - CAP APP PREM ETF | $1.1M | 0.1% | +66% | — |
| 77 |  $EME | EMCOR Group, Inc. | $1.1M | 0.1% | +1% | 71.7 |
| 78 | $ALPS | Alps Group Inc | $1.0M | 0.1% | +4% | — |
| 79 | $IVZ | Invesco Ltd. | $1.0M | 0.1% | +0% | — |
| 80 |  $BAC | BANK OF AMERICA CORP /DE/ | $997,220 | 0.1% | +4% | 68.4 |
| 81 |  $META | Meta Platforms, Inc. | $983,551 | 0.1% | +44% | 80.9 |
| 82 | — | ISHARES TR - PFD AND INCM SEC | $975,172 | 0.1% | -95% | — |
| 83 |  $DE | DEERE & CO | $960,443 | 0.1% | +4% | 57.4 |
| 84 |  $COST | COSTCO WHOLESALE CORP /NEW | $931,849 | 0.1% | +10% | 67 |
| 85 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $912,896 | 0.1% | +1% | — |
| 86 |  $BPRE | Bluerock Private Real Estate Fund | $906,951 | 0.1% | -15% | — |
| 87 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $899,243 | 0.1% | +26% | — |
| 88 |  $C | CITIGROUP INC | $898,686 | 0.1% | +13% | 54.8 |
| 89 |  $AMGN | AMGEN INC | $848,809 | 0.1% | +3% | 79.5 |
| 90 |  $__PARK_1390777 | Bank of New York Mellon Corp | $848,716 | 0.1% | +3% | 36.7 |
| 91 |  $UNP | UNION PACIFIC CORP | $836,412 | 0.1% | +19% | 74 |
| 92 |  $CVS | CVS HEALTH Corp | $808,462 | 0.1% | +4% | 51.3 |
| 93 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $795,089 | 0.1% | +7% | — |
| 94 |  $GLW | CORNING INC /NY | $769,611 | 0.1% | -12% | 72.7 |
| 95 |  $LNG | Cheniere Energy, Inc. | $769,134 | 0.1% | +3% | 48.4 |
| 96 | — | ISHARES TR - NATIONAL MUN ETF | $751,403 | 0.1% | +0% | — |
| 97 |  $BMY | BRISTOL MYERS SQUIBB CO | $748,468 | 0.1% | -0% | 70.1 |
| 98 |  $NVO | NOVO NORDISK A S | $747,864 | 0.1% | +4% | — |
| 99 |  $VZ | VERIZON COMMUNICATIONS INC | $747,099 | 0.1% | +9% | 71.6 |
| 100 |  $QCOM | QUALCOMM INC/DE | $739,365 | 0.1% | +5% | 81.9 |
| 101 |  $UPS | UNITED PARCEL SERVICE INC | $738,117 | 0.1% | +5% | 58.2 |
| 102 |  $OBK | Origin Bancorp, Inc. | $700,492 | 0.1% | -2% | — |
| 103 |  $STX | Seagate Technology Holdings plc | $684,185 | 0.1% | -49% | — |
| 104 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $678,796 | 0.1% | +22% | — |
| 105 |  $CEG | Constellation Energy Corp | $673,828 | 0.1% | NEW | 62.5 |
| 106 |  $MA | Mastercard Inc | $654,326 | 0.1% | +9% | 81.7 |
| 107 |  $CAG | CONAGRA BRANDS INC. | $633,105 | 0.1% | +9% | 48.2 |
| 108 |  $NEM | NEWMONT Corp /DE/ | $631,664 | 0.1% | -4% | 88.3 |
| 109 |  $PEP | PEPSICO INC | $623,111 | 0.1% | -7% | 62.7 |
| 110 |  $BAH | Booz Allen Hamilton Holding Corp | $599,649 | 0.1% | NEW | 65.5 |
| 111 |  $TGT | TARGET CORP | $597,018 | 0.1% | +3% | 53.1 |
| 112 |  $KMB | KIMBERLY CLARK CORP | $596,271 | 0.1% | +121% | 61.7 |
| 113 |  $LW | Lamb Weston Holdings, Inc. | $592,689 | 0.1% | +0% | 54.2 |
| 114 | — | ISHARES TR - CORE 60 BALA ETF | $589,360 | 0.1% | +0% | — |
| 115 |  $SO | SOUTHERN CO | $573,303 | 0.1% | +8% | 65.1 |
| 116 |  $KO | COCA COLA CO | $572,055 | 0.1% | +15% | 74 |
| 117 |  $CAT | CATERPILLAR INC | $570,639 | 0.1% | +20% | 67.8 |
| 118 | — | VANGUARD INTL EQUITY INDEX F - FTSE PACIFIC ETF | $569,889 | 0.1% | +0% | — |
| 119 |  $SFNC | SIMMONS FIRST NATIONAL CORP | $568,289 | 0.1% | +0% | — |
| 120 |  $AMD | ADVANCED MICRO DEVICES INC | $562,321 | 0.1% | NEW | 78.8 |
| 121 |  $MU | MICRON TECHNOLOGY INC | $540,541 | 0.1% | NEW | 88.4 |
| 122 |  $ET | Energy Transfer LP | $537,028 | 0.1% | -1% | 64.5 |
| 123 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $537,003 | 0.1% | +0% | 66.4 |
| 124 | — | ISHARES TR - SP SMCP600VL ETF | $534,955 | 0.1% | +0% | — |
| 125 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $529,749 | 0.1% | +19% | — |
| 126 |  $NFLX | NETFLIX INC | $528,074 | 0.1% | +222% | 86.7 |
| 127 |  $AMAT | APPLIED MATERIALS INC /DE | $515,499 | 0.1% | +16% | 74.8 |
| 128 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $504,208 | 0.1% | NEW | — |
| 129 |  $NVS | NOVARTIS AG | $497,273 | 0.1% | +0% | — |
| 130 |  $HPE | Hewlett Packard Enterprise Co | $495,172 | 0.1% | -2% | 52.5 |
| 131 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $494,242 | 0.1% | -25% | — |
| 132 | — | VANGUARD INTL EQUITY INDEX F - FTSE EUROPE ETF | $488,121 | 0.1% | +0% | — |
| 133 |  $TT | Trane Technologies plc | $486,740 | 0.1% | NEW | — |
| 134 |  $ACN | Accenture plc | $486,187 | 0.1% | NEW | — |
| 135 | — | SCHWAB STRATEGIC TR - FUNDAMENTAL US L | $485,533 | 0.1% | -1% | — |
| 136 |  $WM | WASTE MANAGEMENT INC | $484,318 | 0.1% | -0% | 70.7 |
| 137 |  $TKR | TIMKEN CO | $480,719 | 0.1% | +24% | 50.7 |
| 138 |  $PG | PROCTER & GAMBLE Co | $472,621 | 0.1% | +31% | 72.9 |
| 139 | — | ISHARES TR - S&P 500 GRWT ETF | $470,628 | 0.1% | +0% | — |
| 140 |  $INTC | INTEL CORP | $463,828 | 0.1% | NEW | 41.5 |
| 141 |  $RRBI | RED RIVER BANCSHARES INC | $456,400 | 0.1% | -51% | — |
| 142 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $448,979 | 0.1% | +50% | — |
| 143 |  $CRM | Salesforce, Inc. | $445,817 | 0.1% | NEW | 75.2 |
| 144 |  $PDI | PIMCO Dynamic Income Fund | $436,187 | 0.1% | -8% | — |
| 145 | — | AMERICAN CENTY ETF TR - INTL SMCP VLU | $411,994 | 0.1% | +0% | — |
| 146 |  $LIN | LINDE PLC | $410,482 | 0.1% | +20% | — |
| 147 |  $EMR | EMERSON ELECTRIC CO | $409,409 | 0.1% | +18% | 65.9 |
| 148 |  $AROC | Archrock, Inc. | $407,100 | 0.1% | +0% | 72.3 |
| 149 |  $NUV | NUVEEN MUNICIPAL VALUE FUND INC | $402,186 | 0.1% | -8% | — |
| 150 |  $MCD | MCDONALDS CORP | $386,560 | 0.1% | +7% | 73.9 |
| 151 |  $EOG | EOG RESOURCES INC | $385,039 | 0.1% | +25% | 71.1 |
| 152 |  $GD | GENERAL DYNAMICS CORP | $383,996 | 0.1% | +17% | 73 |
| 153 |  $NTAP | NetApp, Inc. | $376,841 | 0.1% | +4% | 75 |
| 154 |  $TFC | TRUIST FINANCIAL CORP | $375,593 | 0.1% | +15% | — |
| 155 |  $MO | ALTRIA GROUP, INC. | $373,996 | 0.1% | -11% | 72.1 |
| 156 |  $ORCL | ORACLE CORP | $372,090 | 0.1% | +3% | 67.2 |
| 157 |  $WT | WisdomTree, Inc. | $362,974 | 0.1% | +0% | 62.9 |
| 158 |  $APH | AMPHENOL CORP /DE/ | $360,398 | 0.1% | NEW | 80.5 |
| 159 |  $FANG | Diamondback Energy, Inc. | $352,263 | 0.1% | +7% | 81.4 |
| 160 |  $AFL | AFLAC INC | $347,881 | 0.0% | +6% | 60.3 |
| 161 |  $GSK | GSK plc | $345,186 | 0.0% | -0% | — |
| 162 |  $ABT | ABBOTT LABORATORIES | $343,995 | 0.0% | NEW | 67 |
| 163 |  $ENB | ENBRIDGE INC | $342,987 | 0.0% | +0% | — |
| 164 | — | ISHARES TR - RUS 2000 VAL ETF | $328,261 | 0.0% | +0% | — |
| 165 |  $PANW | Palo Alto Networks Inc | $326,015 | 0.0% | NEW | 66.5 |
| 166 | — | ISHARES TR - S&P 500 VAL ETF | $324,923 | 0.0% | +0% | — |
| 167 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $320,594 | 0.0% | +7% | — |
| 168 | — | ISHARES TR - 0-3 MTH TREASURY | $319,527 | 0.0% | +0% | — |
| 169 |  $SBI | WESTERN ASSET INTERMEDIATE MUNI FUND INC. | $319,176 | 0.0% | -5% | — |
| 170 |  $ALL | ALLSTATE CORP | $317,888 | 0.0% | +5% | 76.6 |
| 171 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $317,740 | 0.0% | -5% | — |
| 172 |  $O | REALTY INCOME CORP | $314,757 | 0.0% | +0% | 74.6 |
| 173 |  $ALT | Altimmune, Inc. | $313,996 | 0.0% | +0% | 7.3 |
| 174 |  $COP | CONOCOPHILLIPS | $312,712 | 0.0% | -29% | 74.8 |
| 175 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $305,802 | 0.0% | -3% | — |
| 176 |  $RF | REGIONS FINANCIAL CORP | $298,950 | 0.0% | +2% | — |
| 177 |  $RIO | RIO TINTO PLC | $293,334 | 0.0% | +0% | — |
| 178 | — | ISHARES TR - CORE S&P TTL STK | $289,279 | 0.0% | +0% | — |
| 179 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $285,806 | 0.0% | +1% | — |
| 180 |  $STT | STATE STREET CORP | $284,758 | 0.0% | NEW | 61.5 |
| 181 |  $LRCX | LAM RESEARCH CORP | $279,498 | 0.0% | NEW | 82.4 |
| 182 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $277,961 | 0.0% | +0% | — |
| 183 |  $CNQ | CANADIAN NATURAL RESOURCES Ltd | $277,488 | 0.0% | -0% | — |
| 184 |  $GS | GOLDMAN SACHS GROUP INC | $276,104 | 0.0% | NEW | — |
| 185 |  $HD | HOME DEPOT, INC. | $269,095 | 0.0% | NEW | 69.2 |
| 186 |  $SYY | SYSCO CORP | $263,444 | 0.0% | +12% | 58.4 |
| 187 |  $SHW | SHERWIN WILLIAMS CO | $255,830 | 0.0% | NEW | 65.3 |
| 188 | — | J P MORGAN EXCHANGE TRADED F - BETA EURO ET NE | $255,786 | 0.0% | NEW | — |
| 189 |  $ETR | ENTERGY CORP /DE/ | $249,024 | 0.0% | NEW | 65.1 |
| 190 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $243,894 | 0.0% | NEW | — |
| 191 |  $ADI | ANALOG DEVICES INC | $243,068 | 0.0% | NEW | 76.2 |
| 192 |  $PHYS | Sprott Physical Gold Trust | $241,360 | 0.0% | +0% | — |
| 193 |  $PHAT | Phathom Pharmaceuticals, Inc. | $240,252 | 0.0% | +0% | 32.5 |
| 194 |  $SCHW | SCHWAB CHARLES CORP | $238,120 | 0.0% | +2% | 77.2 |
| 195 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $237,830 | 0.0% | NEW | — |
| 196 |  $GEL | GENESIS ENERGY LP | $235,406 | 0.0% | +0% | 41.2 |
| 197 |  $DELL | Dell Technologies Inc. | $234,283 | 0.0% | NEW | 76 |
| 198 |  $WFC | WELLS FARGO & COMPANY/MN | $231,640 | 0.0% | NEW | — |
| 199 |  $PSX | Phillips 66 | $231,143 | 0.0% | -38% | 47.6 |
| 200 |  $BTT | BlackRock Municipal 2030 Target Term Trust | $230,913 | 0.0% | +0% | — |
| 201 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | $228,513 | 0.0% | -15% | — |
| 202 |  $WES | Western Midstream Partners, LP | $228,121 | 0.0% | +0% | 78.1 |
| 203 |  $CLST | Catalyst Bancorp, Inc. | $224,536 | 0.0% | -25% | — |
| 204 |  $BEN | FRANKLIN RESOURCES INC | $224,040 | 0.0% | NEW | 59.9 |
| 205 |  $SBUX | STARBUCKS CORP | $221,392 | 0.0% | NEW | 54.6 |
| 206 |  $TJX | TJX COMPANIES INC /DE/ | $221,039 | 0.0% | NEW | 70.7 |
| 207 | — | ISHARES TR - U.S. ENERGY ETF | $218,551 | 0.0% | +0% | — |
| 208 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | $217,992 | 0.0% | +0% | — |
| 209 |  $ATO | ATMOS ENERGY CORP | $217,405 | 0.0% | NEW | 72 |
| 210 |  $CI | Cigna Group | $217,236 | 0.0% | NEW | 66.8 |
| 211 |  $LOW | LOWES COMPANIES INC | $215,419 | 0.0% | +4% | 63.5 |
| 212 |  $GE | GENERAL ELECTRIC CO | $214,895 | 0.0% | NEW | 74.8 |
| 213 |  $KTF | DWS MUNICIPAL INCOME TRUST | $207,000 | 0.0% | +0% | — |
| 214 | — | VANGUARD WORLD FD - INF TECH ETF | $206,531 | 0.0% | NEW | — |
| 215 |  $ADP | AUTOMATIC DATA PROCESSING INC | $205,586 | 0.0% | NEW | 77.9 |
| 216 | — | DIREXION SHARES ETF TRUST - DAI ENE BEA ETF | $205,238 | 0.0% | NEW | — |
| 217 |  $LNC | LINCOLN NATIONAL CORP | $204,747 | 0.0% | +0% | 50.8 |
| 218 |  $SJM | J M SMUCKER Co | $202,500 | 0.0% | NEW | 46.4 |
| 219 | — | ISHARES TR - 7-10 YR TRSY BD | $200,110 | 0.0% | NEW | — |
| 220 |  $AUR | Aurora Innovation, Inc. | $192,010 | 0.0% | +132% | 9.8 |
| 221 |  $NXP | NUVEEN SELECT TAX FREE INCOME PORTFOLIO | $185,415 | 0.0% | +0% | — |
| 222 | — | NUVEEN AMT FREE QLTY MUN INC - COM | $167,295 | 0.0% | +0% | — |
| 223 |  $F | FORD MOTOR CO | $166,800 | 0.0% | +2% | 58.5 |
| 224 |  $VG | Venture Global, Inc. | $157,968 | 0.0% | -2% | 69 |
| 225 |  $FLO | FLOWERS FOODS INC | $116,746 | 0.0% | NEW | 57.2 |
New Positions (37)
FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW$17.4M
$CEG Constellation Energy Corp$673,828$BAH Booz Allen Hamilton Holding Corp$599,649$AMD ADVANCED MICRO DEVICES INC$562,321$MU MICRON TECHNOLOGY INC$540,541$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$504,208$TT Trane Technologies plc$486,740$ACN Accenture plc$486,187$INTC INTEL CORP$463,828$CRM Salesforce, Inc.$445,817$APH AMPHENOL CORP /DE/$360,398$ABT ABBOTT LABORATORIES$343,995$PANW Palo Alto Networks Inc$326,015$STT STATE STREET CORP$284,758$LRCX LAM RESEARCH CORP$279,498
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