Managing Partner

0001606587-18-000266.txt : 20180406 0001606587-18-000266.hdr.sgml : 20180406 20180406112828 ACCESSION NUMBER: 0001606587-18-000266 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180406 DATE AS OF CHANGE: 20180406 EFFECTIVENESS DATE: 20180406 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: 18742401 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 03-31-2018 03-31-2018 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 04-04-2018 0 81 134324 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 2203 28612 SH SOLE NONE 0 0 28612 EMERSON ELEC CO COM 291011104 2101 30765 SH SOLE NONE 0 0 30765 ONEOK INC NEW COM 682680103 279 4893 SH SOLE NONE 0 0 4893 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 228 1425 SH SOLE NONE 0 0 1425 ALTRIA GROUP INC COM 02209S103 452 7245 SH SOLE NONE 0 0 7245 FEDEX CORP COM 31428X106 993 4135 SH SOLE NONE 0 0 4135 INTEL CORP COM 458140100 3742 71859 SH SOLE NONE 0 0 71859 DISNEY WALT CO COM DISNEY 254687106 201 2000 SH SOLE NONE 0 0 2000 PFIZER INC COM 717081103 1494 42085 SH SOLE NONE 0 0 42085 CHEVRON CORP NEW COM 166764100 1118 9803 SH SOLE NONE 0 0 9803 MICROSOFT CORP COM 594918104 434 4750 SH SOLE NONE 0 0 4750 UNITED PARCEL SERVICE INC CL B 911312106 2441 23325 SH SOLE NONE 0 0 23325 AT&T INC COM 00206R102 2466 69165 SH SOLE NONE 0 0 69165 INTERNATIONAL BUSINESS MACHS COM 459200101 215 1400 SH SOLE NONE 0 0 1400 PEPSICO INC COM 713448108 273 2500 SH SOLE NONE 0 0 2500 SELECT SECTOR SPDR TR ENERGY 81369Y506 515 7637 SH SOLE NONE 0 0 7637 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 210 7605 SH SOLE NONE 0 0 7605 EXXON MOBIL CORP COM 30231G102 722 9677 SH SOLE NONE 0 0 9677 WAL-MART STORES INC COM 931142103 561 6308 SH SOLE NONE 0 0 6308 ANTHEM INC COM 036752103 2221 10111 SH SOLE NONE 0 0 10111 BAXTER INTL INC COM 071813109 1083 16651 SH SOLE NONE 0 0 16651 CVS HEALTH CORP COM 126650100 1389 22328 SH SOLE NONE 0 0 22328 SCHLUMBERGER LTD COM 806857108 3652 56375 SH SOLE NONE 0 0 56375 MERCK & CO INC COM 58933Y105 256 4700 SH SOLE NONE 0 0 4700 KIMBERLY CLARK CORP COM 494368103 1698 15418 SH SOLE NONE 0 0 15418 JPMORGAN CHASE & CO COM 46625H100 1577 14339 SH SOLE NONE 0 0 14339 FORD MTR CO DEL COM PAR $0.01 345370860 132 11950 SH SOLE NONE 0 0 11950 UNITEDHEALTH GROUP INC COM 91324P102 2851 13324 SH SOLE NONE 0 0 13324 UNITED TECHNOLOGIES CORP COM 913017109 1915 15218 SH SOLE NONE 0 0 15218 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2519 18559 SH SOLE NONE 0 0 18559 WASTE MGMT INC DEL COM 94106L109 1694 20135 SH SOLE NONE 0 0 20135 APPLE INC COM 037833100 754 4491 SH SOLE NONE 0 0 4491 INTL PAPER CO COM 460146103 1855 34725 SH SOLE NONE 0 0 34725 HALLIBURTON CO COM 406216101 597 12720 SH SOLE NONE 0 0 12720 OCCIDENTAL PETE CORP DEL COM 674599105 1041 16030 SH SOLE NONE 0 0 16030 EASTMAN CHEM CO COM 277432100 1548 14665 SH SOLE NONE 0 0 14665 VALERO ENERGY CORP NEW COM 91913Y100 3098 33390 SH SOLE NONE 0 0 33390 DEUTSCHE MUN INCOME COM 25160C106 552 49250 SH SOLE NONE 0 0 49250 VENTAS INC COM 92276F100 985 19879 SH SOLE NONE 0 0 19879 EATON CORP PLC SHS G29183103 2840 35536 SH SOLE NONE 0 0 35536 MAGNA INTL INC COM 559222401 1273 22585 SH SOLE NONE 0 0 22585 VANGUARD INDEX FDS MID CAP ETF 922908629 4486 29092 SH SOLE NONE 0 0 29092 VANGUARD INDEX FDS GROWTH ETF 922908736 6110 43062 SH SOLE NONE 0 0 43062 GARMIN LTD SHS H2906T109 2611 44300 SH SOLE NONE 0 0 44300 INVESCO MUN OPPORTUNITY TR COM 46132C107 840 71670 SH SOLE NONE 0 0 71670 SUPERIOR ENERGY SVCS INC COM 868157108 84 10000 SH SOLE NONE 0 0 10000 INVESCO TR INVT GRADE MUNS COM 46131M106 306 25000 SH SOLE NONE 0 0 25000 NUVEEN MUN VALUE FD INC COM 670928100 957 101055 SH SOLE NONE 0 0 101055 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 3306 50455 SH SOLE NONE 0 0 50455 WESTERN ASSET INTM MUNI FD I COM 958435109 377 43600 SH SOLE NONE 0 0 43600 AARONS INC COM PAR $0.50 002535300 1900 40765 SH SOLE NONE 0 0 40765 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 444 31414 SH SOLE NONE 0 0 31414 NUVEEN AMT FREE QLTY MUN INC COM 670657105 378 29102 SH SOLE NONE 0 0 29102 LAZARD LTD SHS A G54050102 1848 35160 SH SOLE NONE 0 0 35160 SEADRILL LIMITED SHS G7945E105 6 28500 SH SOLE NONE 0 0 28500 OWENS CORNING NEW COM 690742101 1415 17601 SH SOLE NONE 0 0 17601 DELTA AIR LINES INC DEL COM NEW 247361702 1770 32302 SH SOLE NONE 0 0 32302 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 372 14540 SH SOLE NONE 0 0 14540 ISHARES TR S&P US PFD STK 464288687 4454 118596 SH SOLE NONE 0 0 118596 BANK NEW YORK MELLON CORP COM 064058100 2131 41361 SH SOLE NONE 0 0 41361 VISA INC COM CL A 92826C839 392 3275 SH SOLE NONE 0 0 3275 PHILIP MORRIS INTL INC COM 718172109 2404 24188 SH SOLE NONE 0 0 24188 HOME BANCORP INC COM 43689E107 337 7817 SH SOLE NONE 0 0 7817 NORBORD INC COM NEW 65548P403 2274 62600 SH SOLE NONE 0 0 62600 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 255 7554 SH SOLE NONE 0 0 7554 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 214 3400 SH SOLE NONE 0 0 3400 TELUS CORP COM 87971M103 1208 34365 SH SOLE NONE 0 0 34365 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 2175 20585 SH SOLE NONE 0 0 20585 ALPS ETF TR ALERIAN MLP 00162Q866 362 38626 SH SOLE NONE 0 0 38626 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 208 9000 SH SOLE NONE 0 0 9000 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 214 5415 SH SOLE NONE 0 0 5415 MAINSTAY DEFINEDTERM MN OPP COM 56064K100 294 15600 SH SOLE NONE 0 0 15600 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 226 10600 SH SOLE NONE 0 0 10600 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 400 25200 SH SOLE NONE 0 0 25200 ABBVIE INC COM 00287Y109 4162 43972 SH SOLE NONE 0 0 43972 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 4551 233859 SH SOLE NONE 0 0 233859 PROSHARES TR S&P 500 DV ARIST 74348A467 11173 179488 SH SOLE NONE 0 0 179488 ALPHABET INC CAP STK CL C 02079K107 1198 1161 SH SOLE NONE 0 0 1161 FIRST TR EXCH TRADED FD III RIVRFRNT DYN EUR 33739P806 7699 118399 SH SOLE NONE 0 0 118399 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1081 61641 SH SOLE NONE 0 0 61641 DOWDUPONT INC COM 26078J100 3524 55309 SH SOLE NONE 0 0 55309