Managing Partner

0001606587-16-000624.txt : 20160513 0001606587-16-000624.hdr.sgml : 20160513 20160513115020 ACCESSION NUMBER: 0001606587-16-000624 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160513 DATE AS OF CHANGE: 20160513 EFFECTIVENESS DATE: 20160513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Summit Financial Wealth Advisors, LLC CENTRAL INDEX KEY: 0001632283 IRS NUMBER: 463636065 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16495 FILM NUMBER: 161646883 BUSINESS ADDRESS: STREET 1: P.O. BOX 53007 CITY: LAFAYETTE STATE: LA ZIP: 70505 BUSINESS PHONE: 337.232.1141 MAIL ADDRESS: STREET 1: P.O. BOX 53007 CITY: LAFAYETTE STATE: LA ZIP: 70505 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001632283 XXXXXXXX 03-31-2016 03-31-2016 false Summit Financial Wealth Advisors, LLC

P.O. Box 53007 Lafayette LA 70505

13F HOLDINGS REPORT 028-16495 N David Daniel Managing Partner 337.232.1141 David Daniel Lafayette LA 05-13-2016 0 142 228569 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE LINN ENERGY LLC UNIT LTD LIAB 536020100 21 58346 SH SOLE NONE 0 0 58346 PETROQUEST ENERGY INC COM 716748108 61 100000 SH SOLE NONE 0 0 100000 STONE ENERGY CORP COM 861642106 65 82015 SH SOLE NONE 0 0 82015 STAGE STORES INC COM NEW 85254C305 100 12422 SH SOLE NONE 0 0 12422 HARTE-HANKS INC COM 416196103 126 50000 SH SOLE NONE 0 0 50000 WESTERN ASSET EMRG MKT DEBT COM 95766A101 158 10900 SH SOLE NONE 0 0 10900 BOARDWALK PIPELINE PARTNERS UT LTD PARTNER 096627104 162 11022 SH SOLE NONE 0 0 11022 INVESCO ADVANTAGE MUNICIPAL SH BEN INT 46132E103 188 15196 SH SOLE NONE 0 0 15196 HOME DEPOT INC COM 437076102 203 1522 SH SOLE NONE 0 0 1522 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 203 2564 SH SOLE NONE 0 0 2564 ISHARES TR SELECT DIVID ETF 464287168 204 2271 SH SOLE NONE 0 0 2271 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 204 3004 SH SOLE NONE 0 0 3004 TIME WARNER INC COM NEW 887317303 205 2824 SH SOLE NONE 0 0 2824 DISNEY WALT CO COM DISNEY 254687106 206 2075 SH SOLE NONE 0 0 2075 AMERICAN ELEC PWR INC COM 025537101 207 3115 SH SOLE NONE 0 0 3115 APPLIED MATLS INC COM 038222105 209 9874 SH SOLE NONE 0 0 9874 AFLAC INC COM 001055102 217 3436 SH SOLE NONE 0 0 3436 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 218 9500 SH SOLE NONE 0 0 9500 UNITED PARCEL SERVICE INC CL B 911312106 219 2074 SH SOLE NONE 0 0 2074 EMERSON ELEC CO COM 291011104 226 4154 SH SOLE NONE 0 0 4154 ISHARES TR S&P 500 GRWT ETF 464287309 229 1972 SH SOLE NONE 0 0 1972 STARBUCKS CORP COM 855244109 237 3966 SH SOLE NONE 0 0 3966 ISHARES TR RUS 2000 GRW ETF 464287648 246 2220 SH SOLE NONE 0 0 2220 MASTERCARD INC CL A 57636Q104 246 2607 SH SOLE NONE 0 0 2607 MCCORMICK & CO INC COM NON VTG 579780206 258 2596 SH SOLE NONE 0 0 2596 ALLERGAN PLC SHS G0177J108 265 989 SH SOLE NONE 0 0 989 VISA INC COM CL A 92826C839 268 3502 SH SOLE NONE 0 0 3502 CVS HEALTH CORP COM 126650100 272 2623 SH SOLE NONE 0 0 2623 OIL STS INTL INC COM 678026105 274 8700 SH SOLE NONE 0 0 8700 PROSHARES TR S&P 500 DV ARIST 74348A467 274 13417 SH SOLE NONE 0 0 13417 US BANCORP DEL COM NEW 902973304 284 7000 SH SOLE NONE 0 0 7000 SPDR SERIES TRUST S&P DIVID ETF 78464A763 285 3571 SH SOLE NONE 0 0 3571 CITIGROUP INC COM NEW 172967424 288 6896 SH SOLE NONE 0 0 6896 UNITED CONTL HLDGS INC COM 910047109 299 5000 SH SOLE NONE 0 0 5000 AMGEN INC S&P DIVID ETF 78464A763 320 2134 SH SOLE NONE 0 0 2134 MPLX LP COM UNIT REP LTD 55336V100 327 11000 SH SOLE NONE 0 0 11000 CONOCOPHILLIPS COM 20825C104 328 8152 SH SOLE NONE 0 0 8152 NOVO-NORDISK A S ADR 670100205 330 6097 SH SOLE NONE 0 0 6097 VANGUARD INDEX FDS TOTAL STK MKT 922908769 350 3284 SH SOLE NONE 0 0 3284 WISDOMTREE TR TOTAL DIVID FD 97717W109 354 4773 SH SOLE NONE 0 0 4773 ISHARES TR IBOXX INV CP ETF 464287242 360 3030 SH SOLE NONE 0 0 3030 ISHARES TR SELECT DIVID ETF 464287168 377 4615 SH SOLE NONE 0 0 4615 CATERPILLAR INC DEL COM 149123101 392 5123 SH SOLE NONE 0 0 5123 SIMMONS 1ST NATL CORP CL A $1 PAR 828730200 406 9000 SH SOLE NONE 0 0 9000 MERCK & CO INC NEW COM 58933Y105 411 7775 SH SOLE NONE 0 0 7775 CENTURYLINK INC COM 156700106 428 13394 SH SOLE NONE 0 0 13394 BANK AMER CORP COM 060505104 429 31725 SH SOLE NONE 0 0 31725 GENERAL MTRS CO COM 37045V100 437 13894 SH SOLE NONE 0 0 13894 MAINSTAY DEFINEDTERM MN OPP COM 56064K100 438 22300 SH SOLE NONE 0 0 22300 BECTON DICKINSON & CO COM 075887109 440 2900 SH SOLE NONE 0 0 2900 WALGREENS BOOTS ALLIANCE INC COM 931427108 443 5257 SH SOLE NONE 0 0 5257 PIMCO DYNAMIC INCOME FD SHS 72201Y101 444 17050 SH SOLE NONE 0 0 17050 CUMMINS INC COM 231021106 445 4047 SH SOLE NONE 0 0 4047 INVESCO TR INVT GRADE MUNS COM 46133G107 450 32200 SH SOLE NONE 0 0 32200 FORD MTR CO DEL COM PAR $0.01 345370860 456 33767 SH SOLE NONE 0 0 33767 ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 459 18950 SH SOLE NONE 0 0 18950 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 473 4327 SH SOLE NONE 0 0 4327 ISHARES GRWT ALLOCAT ETF 464289867 476 12055 SH SOLE NONE 0 0 12055 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 478 21265 SH SOLE NONE 0 0 21265 INTL PAPER CO COM 460146103 479 11677 SH SOLE NONE 0 0 11677 DOW CHEM CO COM 260543103 486 9560 SH SOLE NONE 0 0 9560 UNION PAC CORP COM 907818108 509 6402 SH SOLE NONE 0 0 6402 DEERE & CO COM 244199105 514 6680 SH SOLE NONE 0 0 6680 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 515 1962 SH SOLE NONE 0 0 1962 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 518 7506 SH SOLE NONE 0 0 7506 IBERIABANK CORP COM 450828108 528 10297 SH SOLE NONE 0 0 10297 EATON VANCE LTD DUR INCOME F COM 27828H105 530 40250 SH SOLE NONE 0 0 40250 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 549 17481 SH SOLE NONE 0 0 17481 INVESCO LTD SHS G491BT108 598 19445 SH SOLE NONE 0 0 19445 ISHARES MODERT ALLOC ETF 464289875 599 17225 SH SOLE NONE 0 0 17225 NUVEEN AMT-FREE MUN INCOME F COM 670657105 630 44300 SH SOLE NONE 0 0 44300 CISCO SYS INC COM 17275R102 632 22189 SH SOLE NONE 0 0 22189 OCCIDENTAL PETE CORP DEL COM 674599105 638 9317 SH SOLE NONE 0 0 9317 HALLIBURTON CO COM 406216101 642 17975 SH SOLE NONE 0 0 17975 EATON CORP PLC SHS G29183103 672 10749 SH SOLE NONE 0 0 10749 JOHNSON & JOHNSON COM 478160104 699 6464 SH SOLE NONE 0 0 6464 EASTMAN CHEM CO COM 277432100 700 9692 SH SOLE NONE 0 0 9692 PFIZER INC COM 717081103 718 24213 SH SOLE NONE 0 0 24213 SCHLUMBERGER LTD COM 806857108 745 10097 SH SOLE NONE 0 0 10097 ENERGY TRANSFER PRTNRS L P UNIT LTD PARTN 29273R109 754 23305 SH SOLE NONE 0 0 23305 ALTRIA GROUP INC COM 02209S103 783 12495 SH SOLE NONE 0 0 12495 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 785 31525 SH SOLE NONE 0 0 31525 TEMPLETON EMERG MKTS INCOME COM 880192109 813 79070 SH SOLE NONE 0 0 79070 NUVEEN PREM INCOME MUN FD 4 COM 6706K4105 818 58331 SH SOLE NONE 0 0 58331 DEUTSCHE MUN INCOME COM 25160C106 849 60700 SH SOLE NONE 0 0 60700 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 876 12900 SH SOLE NONE 0 0 12900 WESTERN ASSET INTM MUNI FD I SHS BEN INT 957664105 985 94956 SH SOLE NONE 0 0 94956 WYNDHAM WORLDWIDE CORP COM 98310W108 1025 13405 SH SOLE NONE 0 0 13405 JPMORGAN CHASE & CO COM 46625H100 1029 17375 SH SOLE NONE 0 0 17375 PROCTER & GAMBLE CO COM 742718109 1057 12842 SH SOLE NONE 0 0 12842 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1079 13281 SH SOLE NONE 0 0 13281 HOME BANCORP INC SPON ADR NEW 404280406 1083 40393 SH SOLE NONE 0 0 40393 WELLS FARGO & CO NEW COM 949746101 1159 23974 SH SOLE NONE 0 0 23974 WEC ENERGY GROUP INC COM 92939U106 1162 19351 SH SOLE NONE 0 0 19351 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1167 26302 SH SOLE NONE 0 0 26302 TEXAS INSTRS INC COM 882508104 1193 20772 SH SOLE NONE 0 0 20772 WAL-MART STORES INC COM 931142103 1276 18629 SH SOLE NONE 0 0 18629 MCDONALDS CORP COM 580135101 1297 10322 SH SOLE NONE 0 0 10322 FLOWERS FOODS INC COM 343498101 1366 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CINCINNATI FINL CORP COM 172062101 2617 40035 SH SOLE NONE 0 0 40035 APPLE INC COM 037833100 2800 25688 SH SOLE NONE 0 0 25688 PHILIP MORRIS INTL INC COM 718172109 2875 29301 SH SOLE NONE 0 0 29301 KIMBERLY CLARK CORP COM 494368103 2891 21496 SH SOLE NONE 0 0 21496 BRISTOL MYERS SQUIBB CO COM 110122108 2912 45585 SH SOLE NONE 0 0 45585 CHEVRON CORP NEW COM 166764100 3061 32089 SH SOLE NONE 0 0 32089 ABBVIE INC COM 00287Y109 3228 56521 SH SOLE NONE 0 0 56521 GENERAL ELECTRIC CO COM 369604103 3328 104686 SH SOLE NONE 0 0 104686 FIRST TR EXCHANGE TRADED FD MULTI ASSET DI 33738R100 3340 180065 SH SOLE NONE 0 0 180065 UNITEDHEALTH GROUP INC COM 91324P102 3550 27543 SH SOLE NONE 0 0 27543 EXXON MOBIL CORP COM 30231G102 3882 46442 SH SOLE NONE 0 0 46442 BANK NEW YORK MELLON CORP COM 064058100 4117 111783 SH SOLE NONE 0 0 111783 ISHARES TR U.S. PFD STK ETF 464288687 4133 105885 SH SOLE NONE 0 0 105885 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 4251 29964 SH SOLE NONE 0 0 29964 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 4337 108181 SH SOLE NONE 0 0 108181 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 4506 252423 SH SOLE NONE 0 0 252423 ILLINOIS TOOL WKS INC COM 452308109 4823 47085 SH SOLE NONE 0 0 47085 VERIZON COMMUNICATIONS INC COM 92343V104 4984 92154 SH SOLE NONE 0 0 92154 ALLSTATE CORP COM 020002101 5255 78007 SH SOLE NONE 0 0 78007 JOHNSON CTLS INC COM 478366107 5314 136359 SH SOLE NONE 0 0 136359 SYSCO CORP COM 871829107 5823 124615 SH SOLE NONE 0 0 124615 3M CO COM 88579Y101 6187 37133 SH SOLE NONE 0 0 37133 PEPSICO INC COM 713448108 6206 60559 SH SOLE NONE 0 0 60559 QUALCOMM INC COM 747525103 6638 129795 SH SOLE NONE 0 0 129795 AT&T INC COM 00206R102 6973 178027 SH SOLE NONE 0 0 178027 SPDR S&P 500 ETF TR TR UNIT 78462F103 7107 34583 SH SOLE NONE 0 0 34583 VANGUARD INDEX FDS TOTAL STK MKT 922908769 9101 86829 SH SOLE NONE 0 0 86829 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 10863 243514 SH SOLE NONE 0 0 243514 PROSHARES TR S&P 500 DV ARIST 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