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David Daniel

Summit Financial Wealth Advisors, Llc

Assets Managed
$781.978M
Holdings
225
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
10.86%(2Q avg: 5.92%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Summit Financial Wealth Advisors, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 225 positions.

Assets under management

The assets under management (AUM) of Summit Financial Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 781.978M in assets, with a quarterly growth rate of 10.86% and a 2-quarter average growth rate of 5.92%. The portfolio is managed by David Daniel, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VYMI
Vanguard Int High Dvd Yld In
Recent Activity
Increased 5.12%
8.42%
$65.825M
670,311 shares@ $98.2 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 0.18%
7.81%
$61.044M
1.925M shares@ $31.71 avg price
VUG
Vanguard Growth Etf
Recent Activity
Increased 507.81%
7.49%
$58.531M
679,485 shares@ $86.14 avg price
SPBO
Spdr Portfolio Corporate Bon
Recent Activity
Increased 5.53%
4.42%
$34.529M
1.189M shares@ $29.05 avg price
BILZ
Pimco Ultra Shrt Govt Active
Recent Activity
Increased 4.61%
4.09%
$31.975M
316,805 shares@ $100.93 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Increased 96.23%
3.61%
$28.156M
501,346 shares@ $56.16 avg price
FMDE
Fidelity Enhanced Md Cp Etf
Recent Activity
Increased 4.99%
3.01%
$23.505M
579,236 shares@ $40.59 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 5.24%
2.8%
$21.853M
59,055 shares@ $370.05 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Increased 0.52%
2.63%
$20.507M
138,274 shares@ $148.32 avg price
CMI
Cummins Inc
Recent Activity
Decreased -18.37%
2.33%
$18.194M
25,510 shares@ $713.22 avg price

1-10 of 225