CMICummins Inc
What Summit Financial Wealth Advisors, LLC reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 1632283 · Filed Jul 15, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
VANGUARD WHITEHALL FDSINTL HIGH ETF | 670.3K | +5.1% | $65.8M | 8.4% |
SCHWAB STRATEGIC TRUS DIVIDEND EQ | 1.9M | +0.2% | $61M | 7.8% |
VANGUARD INDEX FDSGROWTH ETF | 679.5K | +507.8% | $58.5M | 7.5% |
SPDR SERIES TRUSTST STR CORPO ETF | 1.2M |
| New |
| $34.5M |
| 4.4% |
PIMCO ETF TRULTR SH GO AC FD | 316.8K | New | $32M | 4.1% |
PROSHARES TRS&P 500 DV ARIST | 501.3K | +96.2% | $28.2M | 3.6% |
FIDELITY COVINGTON TRUSTENH MID COR ETF | 579.2K | New | $23.5M | 3% |
VANGUARD INDEX FDSTOTAL STK MKT | 59.1K | +5.2% | $21.9M | 2.8% |
ISHARES TRCORE S&P SCP ETF | 138.3K | +0.5% | $20.5M | 2.6% |
CMICummins Inc | 25.5K | −18.4% | $18.2M | 2.3% |
FIRST TR EXCHANGE-TRADED FDFIRST TR ENH NEW | 291.4K | New | $17.4M | 2.2% |
UNHUnitedHealth Group Inc | 41.7K | +39.3% | $17.3M | 2.2% |
VLOValero Energy Corp | 63.7K | −1.0% | $16.6M | 2.1% |
CSCOCisco Systems, Inc. | 135.3K | −19.2% | $15.9M | 2% |
MMM3M Co | 96K | +3.4% | $15.5M | 2% |
RTXRTX Corp | 79.6K | +1.2% | $15.1M | 1.9% |
AAPLApple Inc. | 46.3K | +5.4% | $13.4M | 1.7% |
ALPS ETF TRALERIAN MLP | 254.1K | −0.1% | $13.2M | 1.7% |
FIRST TR EXCHANGE-TRADED FDSHS | 263.7K | +2.7% | $12.8M | 1.6% |
FIRST TR EXCHANGE-TRADED FDFT VEST RIS | 406.9K | +2.8% | $12M | 1.5% |
GRMNGarmin Ltd | 46.6K | +2.8% | $11.1M | 1.4% |
ETNEaton Corp plc | 25K | +6.0% | $10.7M | 1.4% |
TAT&T Inc. | 499.4K | +3.6% | $10.3M | 1.3% |
VANGUARD INDEX FDSMID CAP ETF | 102.3K | +300.4% | $8.2M | 1.1% |
LMTLockheed Martin Corp | 15.3K | +11.7% | $7.8M | 1% |
J P MORGAN EXCHANGE TRADED FEQUITY PREMIUM | 129.1K | +2.0% | $7.3M | 0.9% |
EXXON MOBIL CORPCOM | 50K | +2.1% | $6.8M | 0.9% |
HWCHancock Whitney Corp | 87.3K | +0.6% | $6.5M | 0.8% |
IBMInternational Business Machines Corp | 22.9K | +12.9% | $6.4M | 0.8% |
USBUS Bancorp de | 103.5K | +0.6% | $6.3M | 0.8% |
FIDELITY COVINGTON TRUSTHIGH DIVID ETF | 97.8K | +16.1% | $5.9M | 0.8% |
MSFTMicrosoft Corp | 15.5K | +8.6% | $5.8M | 0.7% |
CVXChevron Corp | 32.2K | −3.3% | $5.3M | 0.7% |
GOOGAlphabet Inc. | 13.3K | +4.4% | $4.7M | 0.6% |
SPYSPDR S&P 500 ETF Trust | 6K | +1.2% | $4.5M | 0.6% |
ISHARES TRCORE S&P500 ETF | 5.8K | +4.5% | $4.4M | 0.6% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 121.7K | +10.2% | $4.1M | 0.5% |
VANGUARD INDEX FDSS&P 500 ETF SHS | 5.9K | +1.0% | $4.1M | 0.5% |
JPMJPMorgan Chase & Co | 12.1K | +4.3% | $4M | 0.5% |
ALPS ETF TREQUAL SEC ETF | 74.1K | +4.7% | $3.7M | 0.5% |
NVDANVIDIA Corp | 18.4K | +27.9% | $3.7M | 0.5% |
AVGOBroadcom Inc. | 9.4K | +13.8% | $3.5M | 0.5% |
AMZNAmazon Com Inc | 13.3K | +15.1% | $3.2M | 0.4% |
SPDR SERIES TRUSTST STR P500ETF | 35.7K | New | $3.1M | 0.4% |
WMTWalmart Inc. | 25.8K | −4.1% | $2.9M | 0.4% |
BABoeing Co | 13K | +28.2% | $2.8M | 0.4% |
HBCPHome Bancorp, Inc. | 39.7K | +10.3% | $2.7M | 0.3% |
ALPS ETF TROSHARES US SMLCP | 54.1K | +6.2% | $2.6M | 0.3% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 68.4K | +0.7% | $2.5M | 0.3% |
TSLATesla, Inc. | 5.8K | +9.5% | $2.4M | 0.3% |
OKEONEOK Inc | 27.7K | +4.5% | $2.4M | 0.3% |
GLOBAL X FDSARTIFICIAL ETF | 34.9K | +0.9% | $2.3M | 0.3% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 4.4K | +3.5% | $2.2M | 0.3% |
PFEPfizer Inc | 86.7K | −0.5% | $2.1M | 0.3% |
FHNFirst Horizon Corp | 81.4K | −40.5% | $2.1M | 0.3% |
ISHARES TR20 YR TR BD ETF | 23.4K | +56.4% | $2M | 0.3% |
PMPhilip Morris International Inc. | 11.1K | +4.6% | $2M | 0.3% |
JNJJohnson & Johnson | 7.7K | −1.9% | $2M | 0.3% |
BFSTBusiness First Bancshares, Inc. | 59.5K | +0.0% | $1.8M | 0.2% |
GLDSPDR Gold Trust | 4.9K | +8.4% | $1.8M | 0.2% |
VANGUARD INDEX FDSVALUE ETF | 8.2K | −1.0% | $1.8M | 0.2% |
GOOGLAlphabet Inc. | 4.7K | +21.1% | $1.7M | 0.2% |
LLYELI LILLY & Co | 1.3K | +17.1% | $1.6M | 0.2% |
ABBVAbbVie Inc. | 6.3K | +8.2% | $1.6M | 0.2% |
FIRST TR EXCH TRADED FD IIIPFD SECS INC ETF | 86.5K | +0.5% | $1.5M | 0.2% |
FIDELITY COVINGTON TRUSTENHANCED LARGE | 34.9K | +93.2% | $1.5M | 0.2% |
ALPS ETF TRALERIAN ENERGY | 38.6K | +0.9% | $1.5M | 0.2% |
ISHARES TRCORE DIV GRWTH | 19.1K | +0.2% | $1.4M | 0.2% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 7.5K | New | $1.4M | 0.2% |
SCHWAB STRATEGIC TRUS MID-CAP ETF | 37.2K | −0.9% | $1.4M | 0.2% |
MRKMerck & Co., Inc. | 10.6K | +7.6% | $1.4M | 0.2% |
VVisa Inc. | 4K | +10.9% | $1.4M | 0.2% |
TXNTexas Instruments Inc | 4.4K | −3.3% | $1.3M | 0.2% |
INVESCO EXCH TRADED FD TR IIS&P500 HDL VOL | 24.2K | −3.9% | $1.2M | 0.2% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 4.8K | −2.6% | $1.1M | 0.1% |
T ROWE PRICE EXCHANGE-TRADEDCAP APP PREM ETF | 47.8K | New | $1.1M | 0.1% |
EMEEMCOR Group, Inc. | 1.3K | +1.4% | $1.1M | 0.1% |
ALPS ETF TRSECTR DIV DOGS | 15.2K | +3.9% | $1M | 0.1% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 4.8K | ±0% | $1M | 0.1% |
BACBank of America Corp | 17.5K | +4.2% | $997.2K | 0.1% |
METAMeta Platforms, Inc. | 1.7K | +43.6% | $983.6K | 0.1% |
ISHARES TRPFD AND INCM SEC | 32K | −95.3% | $975.2K | 0.1% |
DEDeere & Co | 1.5K | +4.3% | $960.4K | 0.1% |
COSTCostco Wholesale Corp | 996 | +9.9% | $931.8K | 0.1% |
VICTORY PORTFOLIOS IISHS FR CA FL ETF | 20K | New | $912.9K | 0.1% |
BPREBluerock Private Real Estate Fund | 69.7K | −15.5% | $907K | 0.1% |
FIDELITY COVINGTON TRUSTSML MID MLTFCT | 17K | +26.3% | $899.2K | 0.1% |
CCitigroup Inc | 6.4K | +12.9% | $898.7K | 0.1% |
AMGNAmgen Inc | 2.3K | +2.9% | $848.8K | 0.1% |
BNYBank of New York Mellon Corp | 5.9K | +3.3% | $848.7K | 0.1% |
UNPUnion Pacific Corp | 3.1K | +18.8% | $836.4K | 0.1% |
CVSCVS HEALTH Corp | 7.8K | +4.4% | $808.5K | 0.1% |
QQQInvesco QQQ Trust, Series 1 | 1.1K | +7.1% | $795.1K | 0.1% |
GLWCorning Inc | 3K | −11.7% | $769.6K | 0.1% |
LNGCheniere Energy, Inc. | 3.2K | +3.1% | $769.1K | 0.1% |
ISHARES TRNATIONAL MUN ETF | 7K | ±0% | $751.4K | 0.1% |
BMYBristol Myers Squibb Co | 13K | −0.5% | $748.5K | 0.1% |
NVONovo Nordisk a S | 15.6K | +3.5% | $747.9K | 0.1% |
VZVerizon Communications Inc | 17.6K | +8.5% | $747.1K | 0.1% |
QCOMQualcomm Inc | 4K | +5.1% | $739.4K | 0.1% |
UPSUnited Parcel Service Inc | 6.9K | +5.4% | $738.1K | 0.1% |
OBKOrigin Bancorp, Inc. | 13.7K | −1.6% | $700.5K | 0.1% |
STXSeagate Technology Holdings plc | 709 | −49.0% | $684.2K | 0.1% |
FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | 8.4K | +21.8% | $678.8K | 0.1% |
CEGConstellation Energy Corp | 2.7K | New | $673.8K | 0.1% |
MAMastercard Inc | 1.3K | +9.0% | $654.3K | 0.1% |
CAGConagra Brands Inc. | 47K | +8.6% | $633.1K | 0.1% |
NEMNEWMONT Corp | 6.8K | −3.9% | $631.7K | 0.1% |
PEPPepsiCo Inc | 4.6K | −6.7% | $623.1K | 0.1% |
T ROWE PRICE EXCHANGE-TRADEDCAP APPRECIATION | 14.6K | New | $599.6K | 0.1% |
TGTTarget Corp | 4.6K | +3.0% | $597K | 0.1% |
KMBKimberly Clark Corp | 5.4K | +120.7% | $596.3K | 0.1% |
LWLamb Weston Holdings, Inc. | 13.7K | ±0% | $592.7K | 0.1% |
ISHARES TRCORE 60 BALA ETF | 8.5K | New | $589.4K | 0.1% |
SOSouthern Co | 6K | +7.8% | $573.3K | 0.1% |
KOCoca Cola Co | 7K | +14.7% | $572.1K | 0.1% |
CATCaterpillar Inc | 536 | +19.6% | $570.6K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE PACIFIC ETF | 4.9K | ±0% | $569.9K | 0.1% |
SFNCSimmons First National Corp | 25.1K | ±0% | $568.3K | 0.1% |
AMDAdvanced Micro Devices Inc | 968 | New | $562.3K | 0.1% |
MUMicron Technology Inc | 468 | New | $540.5K | 0.1% |
ETEnergy Transfer LP | 28.1K | −0.5% | $537K | 0.1% |
EPDEnterprise Products Partners L.P. | 14.6K | +0.0% | $537K | 0.1% |
ISHARES TRSP SMCP600VL ETF | 3.9K | ±0% | $535K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF | 8.9K | +18.7% | $529.7K | 0.1% |
NFLXNetflix Inc | 7.4K | +221.8% | $528.1K | 0.1% |
AMATApplied Materials Inc | 713 | +15.6% | $515.5K | 0.1% |
SPCXSpace Exploration Technologies Corp | 3K | New | $504.2K | 0.1% |
NVSNovartis AG | 3.2K | +0.2% | $497.3K | 0.1% |
HPEHewlett Packard Enterprise Co | 11K | −2.2% | $495.2K | 0.1% |
SELECT SECTOR SPDR TRST STR ENERG ETF | 9.3K | New | $494.2K | 0.1% |
VANGUARD INTL EQUITY INDEX FFTSE EUROPE ETF | 5.5K | ±0% | $488.1K | 0.1% |
TTTrane Technologies plc | 991 | New | $486.7K | 0.1% |
ACNAccenture plc | 3.9K | New | $486.2K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 15.6K | −1.0% | $485.5K | 0.1% |
WMWaste Management Inc | 2.2K | −0.2% | $484.3K | 0.1% |
TKRTimken Co | 3.3K | +23.6% | $480.7K | 0.1% |
PGPROCTER & GAMBLE Co | 3.2K | +31.2% | $472.6K | 0.1% |
ISHARES TRS&P 500 GRWT ETF | 3.4K | ±0% | $470.6K | 0.1% |
INTCIntel Corp | 3.3K | New | $463.8K | 0.1% |
RRBIRed River Bancshares Inc | 5K | −51.5% | $456.4K | 0.1% |
DIMENSIONAL ETF TRUSTUS CORE EQT MKT | 8.7K | +49.8% | $449K | 0.1% |
CRMSalesforce, Inc. | 2.8K | New | $445.8K | 0.1% |
PDIPIMCO Dynamic Income Fund | 26.1K | −8.3% | $436.2K | 0.1% |
AMERICAN CENTY ETF TRINTL SMCP VLU | 4K | ±0% | $412K | 0.1% |
LINLinde PLC | 791 | +19.7% | $410.5K | 0.1% |
EMREmerson Electric Co | 2.9K | +18.4% | $409.4K | 0.1% |
AROCArchrock, Inc. | 10K | ±0% | $407.1K | 0.1% |
NUVNuveen Municipal Value Fund Inc | 43.6K | −8.3% | $402.2K | 0.1% |
MCDMcDonald's Corp | 1.4K | +7.4% | $386.6K | 0.1% |
EOGEOG Resources Inc | 3K | +24.6% | $385K | 0.1% |
GDGeneral Dynamics Corp | 1.1K | +16.6% | $384K | 0.1% |
NTAPNetApp, Inc. | 2.4K | +4.1% | $376.8K | 0.1% |
TFCTruist Financial Corp | 7.5K | +14.7% | $375.6K | 0.1% |
MOAltria Group, Inc. | 5.2K | −10.9% | $374K | 0.1% |
ORCLOracle Corp | 2.5K | +3.3% | $372.1K | 0.1% |
WISDOMTREE TRUS QTLY DIV GRT | 3.8K | ±0% | $363K | 0.1% |
APHAmphenol Corp | 2K | New | $360.4K | 0.1% |
FANGDiamondback Energy, Inc. | 2K | +7.0% | $352.3K | 0.1% |
AFLAflac Inc | 3K | +6.2% | $347.9K | 0.1% |
GSKGSK plc | 6.6K | −0.2% | $345.2K | 0.1% |
ABTAbbott Laboratories | 3.8K | New | $344K | 0.1% |
ENBEnbridge Inc | 6.3K | +0.3% | $343K | 0.1% |
ISHARES TRRUS 2000 VAL ETF | 1.5K | ±0% | $328.3K | 0.1% |
PANWPalo Alto Networks Inc | 956 | New | $326K | 0.1% |
ISHARES TRS&P 500 VAL ETF | 1.4K | ±0% | $324.9K | 0.1% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 10.9K | +6.8% | $320.6K | 0.1% |
ISHARES TR0-3 MTH TREASURY | 3.2K | New | $319.5K | 0.1% |
SBIWestern Asset Intermediate Muni Fund Inc. | 40.6K | −4.7% | $319.2K | 0.1% |
ALLAllstate Corp | 1.3K | +5.0% | $317.9K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST U.S EQT | 7.7K | −5.1% | $317.7K | 0.1% |
ORealty Income Corp | 5.1K | ±0% | $314.8K | 0.1% |
ALTAltimmune, Inc. | 103.3K | ±0% | $314K | 0.1% |
COPConocoPhillips | 3K | −29.3% | $312.7K | 0.1% |
FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | 6.8K | −2.9% | $305.8K | 0.1% |
RFRegions Financial Corp | 9.9K | +2.2% | $299K | 0.1% |
RIORio Tinto PLC | 3.1K | +0.1% | $293.3K | 0.1% |
ISHARES TRCORE S&P TTL STK | 1.8K | ±0% | $289.3K | 0.1% |
AMERICAN CENTY ETF TRAVAN US SMAL ETF | 3.9K | New | $285.8K | 0.1% |
STTState Street Corp | 1.7K | New | $284.8K | 0.1% |
LRCXLAM Research Corp | 645 | New | $279.5K | 0.1% |
MDYSPDR S&P Midcap 400 ETF Trust | 395 | +0.3% | $278K | 0.1% |
CNQCANADIAN NATURAL RESOURCES Ltd | 7K | −0.3% | $277.5K | 0.1% |
GSGoldman Sachs Group Inc | 273 | New | $276.1K | 0.1% |
HDHome Depot, Inc. | 763 | New | $269.1K | 0.1% |
SYYSysco Corp | 3.2K | +11.8% | $263.4K | 0.1% |
SHWSherwin Williams Co | 743 | New | $255.8K | 0.1% |
J P MORGAN EXCHANGE TRADED FBETA EURO ET NE | 3.3K | New | $255.8K | 0.1% |
ETREntergy Corp | 2.2K | New | $249K | 0.1% |
VANGUARD ADMIRAL FDS INC500 GRTH IDX F | 3K | New | $243.9K | 0.1% |
ADIAnalog Devices Inc | 612 | New | $243.1K | 0.1% |
PHYSSprott Physical Gold Trust | 8K | ±0% | $241.4K | 0.1% |
PHATPhathom Pharmaceuticals, Inc. | 22.1K | ±0% | $240.3K | 0.1% |
SCHWSchwab Charles Corp | 2.6K | +1.9% | $238.1K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 498 | New | $237.8K | 0.1% |
GELGenesis Energy LP | 16.6K | ±0% | $235.4K | 0.1% |
DELLDell Technologies Inc. | 543 | New | $234.3K | 0.1% |
WFCWells Fargo & Company | 2.8K | New | $231.6K | 0.1% |
PSXPhillips 66 | 1.4K | −37.8% | $231.1K | 0.1% |
BTTBlackRock Municipal 2030 Target Term Trust | 10.2K | ±0% | $230.9K | 0.1% |
FIRST TR EXCHANGE-TRADED FDFT VEST S&P 500 | 4.5K | −15.0% | $228.5K | 0.1% |
WESWestern Midstream Partners, LP | 5.2K | ±0% | $228.1K | 0.1% |
CLSTCatalyst Bancorp, Inc. | 13.6K | −25.3% | $224.5K | 0.1% |
BENFranklin Templeton Inc | 6.7K | New | $224K | 0.1% |
SBUXStarbucks Corp | 2.2K | New | $221.4K | 0.1% |
TJXTJX Companies Inc | 1.5K | New | $221K | 0.1% |
ISHARES TRU.S. ENERGY ETF | 3.9K | ±0% | $218.6K | 0.1% |
SPDR SERIES TRUSTST PORT HIGH ETF | 9.3K | New | $218K | 0.1% |
ATOAtmos Energy Corp | 1.3K | New | $217.4K | 0.1% |
CICigna Group | 788 | New | $217.2K | 0.1% |
LOWLowe's Companies Inc | 977 | +4.0% | $215.4K | 0.1% |
GEGeneral Electric Co | 575 | New | $214.9K | 0.1% |
KTFDWS Municipal Income Trust | 22.5K | ±0% | $207K | 0.1% |
VANGUARD WORLD FDINF TECH ETF | 1.7K | New | $206.5K | 0.1% |
ADPAutomatic Data Processing Inc | 918 | New | $205.6K | 0.1% |
DIREXION SHARES ETF TRUSTDAI ENE BEA ETF | 15.7K | New | $205.2K | 0.1% |
LNCLincoln National Corp | 5.8K | ±0% | $204.7K | 0.1% |
SJMJ M SMUCKER Co | 1.8K | New | $202.5K | 0.1% |
ISHARES TR7-10 YR TRSY BD | 2.1K | New | $200.1K | 0.1% |
AURAurora Innovation, Inc. | 28.2K | +131.6% | $192K | 0.1% |
NXPNuveen Select Tax Free Income Portfolio | 13K | ±0% | $185.4K | 0.1% |
NEANuveen AMT-Free Quality Municipal Income Fund | 14.3K | ±0% | $167.3K | 0.1% |
FFord Motor Co | 12K | +2.3% | $166.8K | 0.1% |
VGVenture Global, Inc. | 14.2K | −2.1% | $158K | 0.1% |
FLOFlowers Foods Inc | 14.8K | New | $116.7K | 0.1% |
