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Summit Financial Wealth Advisors, LLC
RIA/Wealth
Summit Financial Wealth Advisors, LLC is a RIA/Wealth based in Glen Allen, VA led by Alvin R Anton, managing $645.3M across 180 long positions as of Q3 2025 with 60% ETF concentration.
CEOAlvin R Anton
- Portfolio Value
- $645.3M
- Positions
- 180
- Top Holding
- SCHD at 8.58%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Summit Financial Wealth Advisors, LLC's portfolio (47% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $55.4M | 8.58% | +$262.2K Bought | — 2.0M shares | |
ETF ETF | $54.3M | 8.41% | +$159.5K Bought | — 112.6K shares | |
ETF ETF | $40.5M | 6.28% | +$1.7M Bought | — 476.3K shares | |
ETF ETF | $27.1M | 4.21% | +$3.6M Bought | — 916.9K shares | |
ETF ETF | $25.3M | 3.91% | +$106.7K Bought | — 245.3K shares | |
ETF ETF | $23.4M | 3.63% | +$712.2K Bought | — 737.7K shares | |
ETF ETF | $21.1M | 3.27% | +$14.9M Bought | — 209.4K shares | |
ETF ETF | $20.0M | 3.10% | +$20.0M Bought | — 334.2K shares | |
ETF ETF | $18.7M | 2.90% | +$250.5K Bought | — 156.9K shares | |
Aerospace & Defense Industrials | $17.2M | 2.67% | +$35.1K Bought | 0.01% 103.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Summit Financial Wealth Advisors, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-95.82% | |
-49.58% | |
-31.49% |
Analytics
Portfolio insights and performance metrics for Summit Financial Wealth Advisors, LLC
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