Managing Partner

0001606587-17-000520.txt : 20170814 0001606587-17-000520.hdr.sgml : 20170814 20170814113821 ACCESSION NUMBER: 0001606587-17-000520 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171028343 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 06-30-2017 06-30-2017 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 08-14-2017 0 146 252836 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR S&P MC 400VL ETF 464287705 213 1434 SH SOLE NONE 0 0 1434 ISHARES TR SP SMCP600VL ETF 464287879 229 1640 SH SOLE NONE 0 0 1640 ISHARES TR S&P 500 VAL ETF 464287408 238 2271 SH SOLE NONE 0 0 2271 ISHARES TR CORE S&P500 ETF 464287200 352 1448 SH SOLE NONE 0 0 1448 ISHARES TR S&P 500 GRWT ETF 464287309 270 1972 SH SOLE NONE 0 0 1972 ISHARES TR RUSSELL 2000 ETF 464287655 209 1485 SH SOLE NONE 0 0 1485 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 622 1959 SH SOLE NONE 0 0 1959 SPDR S&P 500 ETF TR TR UNIT 78462F103 1042 4310 SH SOLE NONE 0 0 4310 BRISTOL MYERS SQUIBB CO COM 110122108 3046 54671 SH SOLE NONE 0 0 54671 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2862 16896 SH SOLE NONE 0 0 16896 EMERSON ELEC CO COM 291011104 1614 27070 SH SOLE NONE 0 0 27070 ONEOK INC NEW COM 682680103 353 6769 SH SOLE NONE 0 0 6769 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 275 1995 SH SOLE NONE 0 0 1995 ANADARKO PETE CORP COM 032511107 392 8640 SH SOLE NONE 0 0 8640 ALTRIA GROUP INC COM 02209S103 1540 20676 SH SOLE NONE 0 0 20676 INTEL CORP COM 458140100 4261 126303 SH SOLE NONE 0 0 126303 ILLINOIS TOOL WKS INC COM 452308109 2655 18536 SH SOLE NONE 0 0 18536 DU PONT E I DE NEMOURS & CO COM 263534109 343 4246 SH SOLE NONE 0 0 4246 QUALCOMM INC COM 747525103 6633 120128 SH SOLE NONE 0 0 120128 SYSCO CORP COM 871829107 4663 92651 SH SOLE NONE 0 0 92651 US BANCORP DEL COM NEW 902973304 227 4364 SH SOLE NONE 0 0 4364 JOHNSON & JOHNSON COM 478160104 425 3209 SH SOLE NONE 0 0 3209 PFIZER INC COM 717081103 2188 65140 SH SOLE NONE 0 0 65140 CHEVRON CORP NEW COM 166764100 2018 19343 SH SOLE NONE 0 0 19343 MICROSOFT CORP COM 594918104 1659 24062 SH SOLE NONE 0 0 24062 UNITED PARCEL SERVICE INC CL B 911312106 210 1901 SH SOLE NONE 0 0 1901 AT&T INC COM 00206R102 5382 142654 SH SOLE NONE 0 0 142654 CITIGROUP INC COM NEW 172967424 436 6520 SH SOLE NONE 0 0 6520 CISCO SYS INC COM 17275R102 312 9960 SH SOLE NONE 0 0 9960 INTERNATIONAL BUSINESS MACHS COM 459200101 271 1763 SH SOLE NONE 0 0 1763 PEPSICO INC COM 713448108 4278 37045 SH SOLE NONE 0 0 37045 VERIZON COMMUNICATIONS INC COM 92343V104 2001 44803 SH SOLE NONE 0 0 44803 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 336 13625 SH SOLE NONE 0 0 13625 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 353 6452 SH SOLE NONE 0 0 6452 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 892 9630 SH SOLE NONE 0 0 9630 DEERE & CO COM 244199105 529 4284 SH SOLE NONE 0 0 4284 BANK AMER CORP COM 060505104 459 18910 SH SOLE NONE 0 0 18910 STARBUCKS CORP COM 855244109 271 4650 SH SOLE NONE 0 0 4650 EXXON MOBIL CORP COM 30231G102 857 10611 SH SOLE NONE 0 0 10611 WAL-MART STORES INC COM 931142103 699 9241 SH SOLE NONE 0 0 9241 APPLIED MATLS INC COM 038222105 259 6269 SH SOLE NONE 0 0 6269 ANTHEM INC COM 036752103 3406 18102 SH SOLE NONE 0 0 18102 UNION PAC CORP COM 907818108 543 4988 SH SOLE NONE 0 0 4988 TEXAS INSTRS INC COM 882508104 1211 15741 SH SOLE NONE 0 0 15741 BAXTER INTL INC COM 071813109 857 14150 SH SOLE NONE 0 0 14150 TARGET CORP COM 87612E106 813 15556 SH SOLE NONE 0 0 15556 CVS HEALTH CORP COM 126650100 227 2825 SH SOLE NONE 0 0 2825 SCHLUMBERGER LTD COM 806857108 283 4291 SH SOLE NONE 0 0 4291 MERCK & CO INC COM 58933Y105 1052 16415 SH SOLE NONE 0 0 16415 ENTERGY CORP NEW COM 29364G103 365 4755 SH SOLE NONE 0 0 4755 PROCTER AND GAMBLE CO COM 742718109 1081 12409 SH SOLE NONE 0 0 12409 GENERAL ELECTRIC CO COM 369604103 1711 63357 SH SOLE NONE 0 0 63357 KIMBERLY CLARK CORP COM 494368103 2719 21058 SH SOLE NONE 0 0 21058 MCDONALDS CORP COM 580135101 1093 7138 SH SOLE NONE 0 0 7138 JPMORGAN CHASE & CO COM 46625H100 3135 34295 SH SOLE NONE 0 0 34295 WELLS FARGO CO NEW COM 949746101 1603 28924 SH SOLE NONE 0 0 28924 ISHARES TR IBOXX INV CP ETF 464287242 242 2009 SH SOLE NONE 0 0 2009 FORD MTR CO DEL COM PAR $0.01 345370860 299 26711 SH SOLE NONE 0 0 26711 UNITEDHEALTH GROUP INC COM 91324P102 3986 21495 SH SOLE NONE 0 0 21495 UNITED TECHNOLOGIES CORP COM 913017109 1809 14817 SH SOLE NONE 0 0 14817 3M CO COM 88579Y101 4936 23710 SH SOLE NONE 0 0 23710 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1879 15095 SH SOLE NONE 0 0 15095 WASTE MGMT INC DEL COM 94106L109 1661 22650 SH SOLE NONE 0 0 22650 APPLE INC COM 037833100 2420 16805 SH SOLE NONE 0 0 16805 ALLSTATE CORP COM 020002101 4185 47323 SH SOLE NONE 0 0 47323 CATERPILLAR INC DEL COM 149123101 332 3089 SH SOLE NONE 0 0 3089 INTL PAPER CO COM 460146103 2300 40631 SH SOLE NONE 0 0 40631 HALLIBURTON CO COM 406216101 586 13715 SH SOLE NONE 0 0 13715 OCCIDENTAL PETE CORP DEL COM 674599105 636 10625 SH SOLE NONE 0 0 10625 DOW CHEM CO COM 260543103 4876 77306 SH SOLE NONE 0 0 77306 EASTMAN CHEM CO COM 277432100 638 7597 SH SOLE NONE 0 0 7597 EATON VANCE LTD DUR INCOME F COM 27828H105 196 13883 SH SOLE NONE 0 0 13883 TWENTY FIRST CENTY FOX INC CL A 90130A101 865 30530 SH SOLE NONE 0 0 30530 SOUTHERN CO COM 842587107 725 15141 SH SOLE NONE 0 0 15141 DXC TECHNOLOGY CO COM 23355L106 222 2900 SH SOLE NONE 0 0 2900 VALERO ENERGY CORP NEW COM 91913Y100 1890 28013 SH SOLE NONE 0 0 28013 NETFLIX INC COM 64110L106 215 1438 SH SOLE NONE 0 0 1438 DEUTSCHE MUN INCOME COM 25160C106 1111 82284 SH SOLE NONE 0 0 82284 ISHARES TR SELECT DIVID ETF 464287168 361 3913 SH SOLE NONE 0 0 3913 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 217 3400 SH SOLE NONE 0 0 3400 CLOROX CO DEL COM 189054109 2355 17674 SH SOLE NONE 0 0 17674 CENTURYLINK INC COM 156700106 574 24042 SH SOLE NONE 0 0 24042 NVIDIA CORP COM 67066G104 357 2473 SH SOLE NONE 0 0 2473 EATON CORP PLC SHS G29183103 2834 36410 SH SOLE NONE 0 0 36410 CUMMINS INC COM 231021106 556 3426 SH SOLE NONE 0 0 3426 CINCINNATI FINL CORP COM 172062101 2943 40628 SH SOLE NONE 0 0 40628 METLIFE INC COM 59156R108 1123 20432 SH SOLE NONE 0 0 20432 TRANSCANADA CORP COM 89353D107 2425 50880 SH SOLE NONE 0 0 50880 SPDR GOLD TRUST GOLD SHS 78463V107 318 2692 SH SOLE NONE 0 0 2692 WEC ENERGY GROUP INC COM 92939U106 904 14736 SH SOLE NONE 0 0 14736 VANGUARD INDEX FDS MID CAP ETF 922908629 6328 44402 SH SOLE NONE 0 0 44402 VANGUARD INDEX FDS GROWTH ETF 922908736 13502 106285 SH SOLE NONE 0 0 106285 GARMIN LTD SHS H2906T109 2944 57689 SH SOLE NONE 0 0 57689 INVESCO MUN OPPORTUNITY TR COM 46132C107 1457 111325 SH SOLE NONE 0 0 111325 INVESCO TR INVT GRADE MUNS COM 46131M106 464 34553 SH SOLE NONE 0 0 34553 NUVEEN MUN VALUE FD INC COM 670928100 2002 201031 SH SOLE NONE 0 0 201031 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3115 57235 SH SOLE NONE 0 0 57235 ROYAL BK SCOTLAND GROUP PLC SPON ADR SER H 780097879 1289 48550 SH SOLE NONE 0 0 48550 SPDR SERIES TRUST S&P DIVID ETF 78464A763 228 2564 SH SOLE NONE 0 0 2564 ISHARES GOLD TRUST ISHARES 464285105 135 11295 SH SOLE NONE 0 0 11295 ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 404 15950 SH SOLE NONE 0 0 15950 WESTERN ASSET INTM MUNI FD I COM 958435109 913 92740 SH SOLE NONE 0 0 92740 INVESCO LTD SHS G491BT108 461 13092 SH SOLE NONE 0 0 13092 MASTERCARD INCORPORATED CL A 57636Q104 227 1869 SH SOLE NONE 0 0 1869 WYNDHAM WORLDWIDE CORP COM 98310W108 1021 10165 SH SOLE NONE 0 0 10165 WISDOMTREE TR US TOTAL DIVIDND 97717W109 311 3661 SH SOLE NONE 0 0 3661 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 1052 70524 SH SOLE NONE 0 0 70524 NUVEEN AMT FREE QLTY MUN INC COM 670657105 953 69639 SH SOLE NONE 0 0 69639 NUVEEN SR INCOME FD COM 67067Y104 100 14600 SH SOLE NONE 0 0 14600 SEADRILL LIMITED SHS G7945E105 5 13500 SH SOLE NONE 0 0 13500 OWENS CORNING NEW COM 690742101 1120 16735 SH SOLE NONE 0 0 16735 IBERIABANK CORP COM 450828108 759 9309 SH SOLE NONE 0 0 9309 ISHARES TR IBOXX HI YD ETF 464288513 231 2618 SH SOLE NONE 0 0 2618 DELTA AIR LINES INC DEL COM NEW 247361702 2052 38191 SH SOLE NONE 0 0 38191 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 751 29025 SH SOLE NONE 0 0 29025 ISHARES TR U.S. PFD STK ETF 464288687 17860 455960 SH SOLE NONE 0 0 455960 BANK NEW YORK MELLON CORP COM 064058100 3934 77106 SH SOLE NONE 0 0 77106 VMWARE INC CL A COM 928563402 615 7030 SH SOLE NONE 0 0 7030 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 493 6303 SH SOLE NONE 0 0 6303 ISHARES TR NATIONAL MUN ETF 464288414 475 4315 SH SOLE NONE 0 0 4315 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 2397 45099 SH SOLE NONE 0 0 45099 VISA INC COM CL A 92826C839 314 3347 SH SOLE NONE 0 0 3347 PHILIP MORRIS INTL INC COM 718172109 4338 36931 SH SOLE NONE 0 0 36931 SILVERCORP METALS INC COM 82835P103 275 85540 SH SOLE NONE 0 0 85540 HOME BANCORP INC COM 43689E107 699 16442 SH SOLE NONE 0 0 16442 ISHARES MODERT ALLOC ETF 464289875 516 13850 SH SOLE NONE 0 0 13850 ISHARES GRWT ALLOCAT ETF 464289867 266 6109 SH SOLE NONE 0 0 6109 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 422 5267 SH SOLE NONE 0 0 5267 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 3529 192744 SH SOLE NONE 0 0 192744 ALPS ETF TR ALERIAN MLP 00162Q866 808 67524 SH SOLE NONE 0 0 67524 GENERAL MTRS CO COM 37045V100 2030 58105 SH SOLE NONE 0 0 58105 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1644 34135 SH SOLE NONE 0 0 34135 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 275 11900 SH SOLE NONE 0 0 11900 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3596 79731 SH SOLE NONE 0 0 79731 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 3035 75450 SH SOLE NONE 0 0 75450 FACEBOOK INC CL A 30303M102 354 2346 SH SOLE NONE 0 0 2346 PIMCO DYNAMIC INCOME FD SHS 72201Y101 275 9100 SH SOLE NONE 0 0 9100 MAINSTAY DEFINEDTERM MN OPP COM 56064K100 587 29850 SH SOLE NONE 0 0 29850 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 224 9700 SH SOLE NONE 0 0 9700 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 232 14600 SH SOLE NONE 0 0 14600 ABBVIE INC COM 00287Y109 4722 65125 SH SOLE NONE 0 0 65125 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 231 6832 SH SOLE NONE 0 0 6832 PROSHARES TR S&P 500 DV ARIST 74348A467 23464 406166 SH SOLE NONE 0 0 406166 PROSHARES TR RUSS 2000 DIVD 74347B698 3973 72932 SH SOLE NONE 0 0 72932 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1120 67516 SH SOLE NONE 0 0 67516 PROSHARES TR MDCP 400 DIVID 74347B680 1360 26425 SH SOLE NONE 0 0 26425