Summit Financial Wealth Advisors, LLC
Source: SEC Form 13F · as of Mar 2026Summit Financial Wealth Advisors, LLC holds 14 biotech & pharma companies tracked by BioSniper, totaling $21.3M in value as of Mar 2026 (SEC Form 13F).
Companies held
14
Total value held
$21.3M
| Company | Shares | Value |
|---|---|---|
| UNHUnitedHealth Group Incorporated Common Stock (DE) | 29,906 | $8.1M |
| PFEPFIZER INC | 87,161 | $2.4M |
| JNJJOHNSON & JOHNSON | 7,853 | $1.9M |
| PMPhilip Morris International Inc | 10,618 | $1.8M |
| ABBVAbbVie Inc. | 5,860 | $1.3M |
| MRKMerck & Co., Inc. | 9,857 | $1.2M |
| LLYELI LILLY & Co | 1,140 | $1.0M |
| AMGNAMGEN INC | 2,279 | $802K |
| BMYBRISTOL MYERS SQUIBB CO | 13,050 | $791K |
| NVONovo Nordisk A/S | 15,066 | $554K |
| NVSNovartis AG | 3,167 | $484K |
| GSKGSK plc American Depositary Shares (Each representing two Ordinary Shares) | 6,597 | $364K |
| ALTAltimmune, Inc. | 103,288 | $318K |
| PHATPhathom Pharmaceuticals, Inc. | 22,143 | $246K |
13F holdings reflect long positions in U.S.-listed securities as reported to the SEC. Values are point-in-time for the most recent reported quarter.