Managing Partner

0001606587-17-000160.txt : 20170214 0001606587-17-000160.hdr.sgml : 20170214 20170214095051 ACCESSION NUMBER: 0001606587-17-000160 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170214 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170214 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: 17603308 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 12-31-2016 12-31-2016 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 01-09-2017 0 139 227445 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR S&P MC 400VL ETF 464287705 221 1522 SH SOLE NONE 0 0 1522 ISHARES TR SP SMCP600VL ETF 464287879 230 1640 SH SOLE NONE 0 0 1640 ISHARES TR S&P 500 VAL ETF 464287408 230 2271 SH SOLE NONE 0 0 2271 ISHARES TR S&P 500 GRWT ETF 464287309 240 1972 SH SOLE NONE 0 0 1972 ISHARES TR RUSSELL 2000 ETF 464287655 200 1485 SH SOLE NONE 0 0 1485 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 592 1962 SH SOLE NONE 0 0 1962 SPDR S&P 500 ETF TR TR UNIT 78462F103 1360 6085 SH SOLE NONE 0 0 6085 BRISTOL MYERS SQUIBB CO COM 110122108 3090 52876 SH SOLE NONE 0 0 52876 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2911 17862 SH SOLE NONE 0 0 17862 EMERSON ELEC CO COM 291011104 637 11435 SH SOLE NONE 0 0 11435 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 333 2812 SH SOLE NONE 0 0 2812 AMGEN INC COM 031162100 270 1845 SH SOLE NONE 0 0 1845 ANADARKO PETE CORP COM 032511107 623 8940 SH SOLE NONE 0 0 8940 ALTRIA GROUP INC COM 02209S103 738 10919 SH SOLE NONE 0 0 10919 INTEL CORP COM 458140100 3409 93999 SH SOLE NONE 0 0 93999 ILLINOIS TOOL WKS INC COM 452308109 4709 38454 SH SOLE NONE 0 0 38454 DU PONT E I DE NEMOURS & CO COM 263534109 330 4501 SH SOLE NONE 0 0 4501 QUALCOMM INC COM 747525103 7177 110077 SH SOLE NONE 0 0 110077 DISNEY WALT CO COM DISNEY 254687106 239 2298 SH SOLE NONE 0 0 2298 SYSCO CORP COM 871829107 4972 89800 SH SOLE NONE 0 0 89800 US BANCORP DEL COM NEW 902973304 262 5103 SH SOLE NONE 0 0 5103 JOHNSON & JOHNSON COM 478160104 569 4943 SH SOLE NONE 0 0 4943 PFIZER INC COM 717081103 1703 52440 SH SOLE NONE 0 0 52440 CHEVRON CORP NEW COM 166764100 3156 26811 SH SOLE NONE 0 0 26811 MICROSOFT CORP COM 594918104 1622 26096 SH SOLE NONE 0 0 26096 UNITED PARCEL SERVICE INC CL B 911312106 219 1912 SH SOLE NONE 0 0 1912 AT&T INC COM 00206R102 6410 150728 SH SOLE NONE 0 0 150728 CITIGROUP INC COM NEW 172967424 395 6653 SH SOLE NONE 0 0 6653 CISCO SYS INC COM 17275R102 3526 116690 SH SOLE NONE 0 0 116690 INTERNATIONAL BUSINESS MACHS COM 459200101 1151 6935 SH SOLE NONE 0 0 6935 PEPSICO INC COM 713448108 4396 42012 SH SOLE NONE 0 0 42012 JOHNSON CTLS INTL PLC SHS G51502105 3379 82027 SH SOLE NONE 0 0 82027 VERIZON COMMUNICATIONS INC COM 92343V104 3442 64484 SH SOLE NONE 0 0 64484 SELECT SECTOR SPDR TR SBI INT-ENERGY 81369Y506 210 2788 SH SOLE NONE 0 0 2788 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 319 13725 SH SOLE NONE 0 0 13725 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 353 7302 SH SOLE NONE 0 0 7302 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1006 11805 SH SOLE NONE 0 0 11805 DEERE & CO COM 244199105 499 4844 SH SOLE NONE 0 0 4844 BANK AMER CORP COM 060505104 423 19132 SH SOLE NONE 0 0 19132 STARBUCKS CORP COM 855244109 239 4312 SH SOLE NONE 0 0 4312 EXXON MOBIL CORP COM 30231G102 3736 41397 SH SOLE NONE 0 0 41397 AFLAC INC COM 001055102 875 12565 SH SOLE NONE 0 0 12565 WAL-MART STORES INC COM 931142103 661 9562 SH SOLE NONE 0 0 9562 APPLIED MATLS INC COM 038222105 202 6250 SH SOLE NONE 0 0 6250 ANTHEM INC COM 036752103 1779 12376 SH SOLE NONE 0 0 12376 UNION PAC CORP COM 907818108 569 5485 SH SOLE NONE 0 0 5485 TEXAS INSTRS INC COM 882508104 1203 16483 SH SOLE NONE 0 0 16483 BAXTER INTL INC COM 071813109 595 13425 SH SOLE NONE 0 0 13425 TARGET CORP COM 87612E106 1450 20072 SH SOLE NONE 0 0 20072 SCHLUMBERGER LTD COM 806857108 778 9271 SH SOLE NONE 0 0 9271 MERCK & CO INC COM 58933Y105 717 12175 SH SOLE NONE 0 0 12175 ENTERGY CORP NEW COM 29364G103 349 4755 SH SOLE NONE 0 0 4755 FLOWERS FOODS INC COM 343498101 1458 73000 SH SOLE NONE 0 0 73000 PROCTER AND GAMBLE CO COM 742718109 868 10318 SH SOLE NONE 0 0 10318 GENERAL ELECTRIC CO COM 369604103 2664 84314 SH SOLE NONE 0 0 84314 KIMBERLY CLARK CORP COM 494368103 1853 16239 SH SOLE NONE 0 0 16239 MCDONALDS CORP COM 580135101 1045 8588 SH SOLE NONE 0 0 8588 JPMORGAN CHASE & CO COM 46625H100 2904 33655 SH SOLE NONE 0 0 33655 WELLS FARGO & CO NEW COM 949746101 1134 20583 SH SOLE NONE 0 0 20583 FORD MTR CO DEL COM PAR $0.01 345370860 2654 218776 SH SOLE NONE 0 0 218776 UNITEDHEALTH GROUP INC COM 91324P102 3585 22400 SH SOLE NONE 0 0 22400 UNITED TECHNOLOGIES CORP COM 913017109 811 7400 SH SOLE NONE 0 0 7400 3M CO COM 88579Y101 4830 27047 SH SOLE NONE 0 0 27047 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3432 29765 SH SOLE NONE 0 0 29765 APPLE INC COM 037833100 1803 15568 SH SOLE NONE 0 0 15568 ALLSTATE CORP COM 020002101 4105 55377 SH SOLE NONE 0 0 55377 CATERPILLAR INC DEL COM 149123101 367 3960 SH SOLE NONE 0 0 3960 INTL PAPER CO COM 460146103 1271 23950 SH SOLE NONE 0 0 23950 TEMPLETON EMERG MKTS INCOME COM 880192109 411 37661 SH SOLE NONE 0 0 37661 HALLIBURTON CO COM 406216101 762 14080 SH SOLE NONE 0 0 14080 OCCIDENTAL PETE CORP DEL COM 674599105 571 8015 SH SOLE NONE 0 0 8015 DOW CHEM CO COM 260543103 3546 61965 SH SOLE NONE 0 0 61965 EASTMAN CHEM CO COM 277432100 629 8366 SH SOLE NONE 0 0 8366 EATON VANCE LTD DUR INCOME F COM 27828H105 255 18600 SH SOLE NONE 0 0 18600 TWENTY FIRST CENTY FOX INC CL A 90130A101 621 22158 SH SOLE NONE 0 0 22158 SOUTHERN CO COM 842587107 1216 24718 SH SOLE NONE 0 0 24718 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 269 6250 SH SOLE NONE 0 0 6250 DEUTSCHE MUN INCOME COM 25160C106 1220 92950 SH SOLE NONE 0 0 92950 ISHARES TR SELECT DIVID ETF 464287168 385 4350 SH SOLE NONE 0 0 4350 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 820 12400 SH SOLE NONE 0 0 12400 CLOROX CO DEL COM 189054109 1937 16139 SH SOLE NONE 0 0 16139 CENTURYLINK INC COM 156700106 266 11204 SH SOLE NONE 0 0 11204 EATON CORP PLC SHS G29183103 1159 17271 SH SOLE NONE 0 0 17271 NOVO-NORDISK A S ADR 670100205 215 6000 SH SOLE NONE 0 0 6000 CUMMINS INC COM 231021106 501 3667 SH SOLE NONE 0 0 3667 CINCINNATI FINL CORP COM 172062101 2365 31215 SH SOLE NONE 0 0 31215 METLIFE INC COM 59156R108 828 15365 SH SOLE NONE 0 0 15365 OIL STS INTL INC COM 678026105 339 8700 SH SOLE NONE 0 0 8700 TRANSCANADA CORP COM 89353D107 2094 46380 SH SOLE NONE 0 0 46380 SPDR GOLD TRUST GOLD SHS 78463V107 295 2692 SH SOLE NONE 0 0 2692 WEC ENERGY GROUP INC COM 92939U106 932 15897 SH SOLE NONE 0 0 15897 VANGUARD INDEX FDS MID CAP ETF 922908629 1512 11489 SH SOLE NONE 0 0 11489 VANGUARD INDEX FDS GROWTH ETF 922908736 7821 70152 SH SOLE NONE 0 0 70152 GARMIN LTD SHS H2906T109 2316 47760 SH SOLE NONE 0 0 47760 INVESCO MUN OPPORTUNITY TR COM 46132C107 1468 115225 SH SOLE NONE 0 0 115225 INVESCO TR INVT GRADE MUNS COM 46131M106 538 42200 SH SOLE NONE 0 0 42200 INVESCO ADVANTAGE MUNICIPAL SH BEN INT 46132E103 139 12391 SH SOLE NONE 0 0 12391 NUVEEN MUN VALUE FD INC COM 670928100 2270 237431 SH SOLE NONE 0 0 237431 WINDTREE THERAPEUTICS INC COM 97382D105 16 13000 SH SOLE NONE 0 0 13000 ROYAL BK SCOTLAND GROUP PLC SPON ADR SER H 780097879 1371 54200 SH SOLE NONE 0 0 54200 SPDR SERIES TRUST S&P DIVID ETF 78464A763 223 2604 SH SOLE NONE 0 0 2604 ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 401 16850 SH SOLE NONE 0 0 16850 WESTERN ASSET INTM MUNI FD I COM 958435109 985 103590 SH SOLE NONE 0 0 103590 INVESCO LTD SHS G491BT108 444 14627 SH SOLE NONE 0 0 14627 WYNDHAM WORLDWIDE CORP COM 98310W108 845 11067 SH SOLE NONE 0 0 11067 WISDOMTREE TR TOTAL DIVID FD 97717W109 305 3751 SH SOLE NONE 0 0 3751 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 902 63787 SH SOLE NONE 0 0 63787 NUVEEN AMT FREE QLTY MUN INC COM 670657105 1061 79521 SH SOLE NONE 0 0 79521 IBERIABANK CORP COM 450828108 733 8756 SH SOLE NONE 0 0 8756 PROSHARES TR SHORT S&P 500 NE 74347B425 250 6839 SH SOLE NONE 0 0 6839 DELTA AIR LINES INC DEL COM NEW 247361702 866 17605 SH SOLE NONE 0 0 17605 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 940 37525 SH SOLE NONE 0 0 37525 ISHARES TR U.S. PFD STK ETF 464288687 12766 343079 SH SOLE NONE 0 0 343079 BANK NEW YORK MELLON CORP COM 064058100 3738 78892 SH SOLE NONE 0 0 78892 VMWARE INC CL A COM 928563402 580 7370 SH SOLE NONE 0 0 7370 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 485 6405 SH SOLE NONE 0 0 6405 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 4808 98589 SH SOLE NONE 0 0 98589 VISA INC COM CL A 92826C839 269 3442 SH SOLE NONE 0 0 3442 PHILIP MORRIS INTL INC COM 718172109 2551 27881 SH SOLE NONE 0 0 27881 HOME BANCORP INC COM 43689E107 847 21943 SH SOLE NONE 0 0 21943 ISHARES MODERT ALLOC ETF 464289875 607 17225 SH SOLE NONE 0 0 17225 ISHARES GRWT ALLOCAT ETF 464289867 498 12262 SH SOLE NONE 0 0 12262 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 416 5242 SH SOLE NONE 0 0 5242 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 3377 177071 SH SOLE NONE 0 0 177071 ALPS ETF TR ALERIAN MLP 00162Q866 535 42441 SH SOLE NONE 0 0 42441 GENERAL MTRS CO COM 37045V100 943 27054 SH SOLE NONE 0 0 27054 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1576 34897 SH SOLE NONE 0 0 34897 ISHARES TR CORE HIGH DV ETF 46429B663 212 2572 SH SOLE NONE 0 0 2572 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3564 81798 SH SOLE NONE 0 0 81798 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 3383 86350 SH SOLE NONE 0 0 86350 FACEBOOK INC CL A 30303M102 231 2004 SH SOLE NONE 0 0 2004 PIMCO DYNAMIC INCOME FD SHS 72201Y101 274 9900 SH SOLE NONE 0 0 9900 MAINSTAY DEFINEDTERM MN OPP COM 56064K100 436 23850 SH SOLE NONE 0 0 23850 FIRST TR EXCHANGE TRADED FD MULTI ASSET DI 33738R100 1760 92075 SH SOLE NONE 0 0 92075 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 242 11100 SH SOLE NONE 0 0 11100 ABBVIE INC COM 00287Y109 2920 46625 SH SOLE NONE 0 0 46625 PROSHARES TR S&P 500 DV ARIST 74348A467 18970 351891 SH SOLE NONE 0 0 351891 PROSHARES TR RUSS 2000 DIVD 74347B698 212 3950 SH SOLE NONE 0 0 3950 HEWLETT PACKARD ENTERPRISE C COM 42824C109 715 30899 SH SOLE NONE 0 0 30899