Managing Partner

0001606587-18-000480.txt : 20180706 0001606587-18-000480.hdr.sgml : 20180706 20180706150536 ACCESSION NUMBER: 0001606587-18-000480 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180706 DATE AS OF CHANGE: 20180706 EFFECTIVENESS DATE: 20180706 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: 18942407 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 06-30-2018 06-30-2018 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 07-06-2018 0 138 299056 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE AARONS INC COM PAR $0.50 002535300 3097 66467 SH SOLE NONE 0 0 66467 ABBVIE INC COM 00287Y109 6978 73726 SH SOLE NONE 0 0 73726 ALPHABET INC CAP STK CL C 02079K107 2356 2283 SH SOLE NONE 0 0 2283 ALPHABET INC CAP STK CL A 02079K305 266 256 SH SOLE NONE 0 0 256 ALPS ETF TR ALERIAN MLP 00162Q866 847 90415 SH SOLE NONE 0 0 90415 ALTRIA GROUP INC COM 02209S103 1188 19058 SH SOLE NONE 0 0 19058 AMAZON COM INC COM 023135106 485 335 SH SOLE NONE 0 0 335 ANADARKO PETE CORP COM 032511107 522 8640 SH SOLE NONE 0 0 8640 ANTHEM INC COM 036752103 4125 18775 SH SOLE NONE 0 0 18775 APPLE INC COM 037833100 2464 14683 SH SOLE NONE 0 0 14683 AT&T INC COM 00206R102 4560 127924 SH SOLE NONE 0 0 127924 AUTOMATIC DATA PROCESSING IN COM 053015103 203 1786 SH SOLE NONE 0 0 1786 BANK AMER CORP COM 060505104 583 19430 SH SOLE NONE 0 0 19430 BANK NEW YORK MELLON CORP COM 064058100 3639 70613 SH SOLE NONE 0 0 70613 BAXTER INTL INC COM 071813109 1934 29743 SH SOLE NONE 0 0 29743 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2580 12936 SH SOLE NONE 0 0 12936 BLACKROCK FLOAT RATE OME STR COM 09255X100 198 13600 SH SOLE NONE 0 0 13600 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 298 14000 SH SOLE NONE 0 0 14000 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 738 46475 SH SOLE NONE 0 0 46475 BRISTOL MYERS SQUIBB CO COM 110122108 217 3429 SH SOLE NONE 0 0 3429 CENTURYLINK INC COM 156700106 1065 64795 SH SOLE NONE 0 0 64795 CHESAPEAKE ENERGY CORP COM 165167107 30 10000 SH SOLE NONE 0 0 10000 CHEVRON CORP NEW COM 166764100 1717 15056 SH SOLE NONE 0 0 15056 CITIGROUP INC COM NEW 172967424 375 5554 SH SOLE NONE 0 0 5554 COCA COLA EUROPEAN PARTNERS SHS G25839104 1501 36026 SH SOLE NONE 0 0 36026 CVS HEALTH CORP COM 126650100 2400 38577 SH SOLE NONE 0 0 38577 DEERE & CO COM 244199105 282 1818 SH SOLE NONE 0 0 1818 DELTA AIR LINES INC DEL COM NEW 247361702 2931 53483 SH SOLE NONE 0 0 53483 DEUTSCHE MUN INCOME COM 25160C106 968 86384 SH SOLE NONE 0 0 86384 DISNEY WALT CO COM DISNEY 254687106 223 2223 SH SOLE NONE 0 0 2223 DOWDUPONT INC COM 26078J100 6253 98150 SH SOLE NONE 0 0 98150 EASTMAN CHEM CO COM 277432100 3144 29780 SH SOLE NONE 0 0 29780 EATON CORP PLC SHS G29183103 4696 58770 SH SOLE NONE 0 0 58770 EATON VANCE LTD DUR INCOME F COM 27828H105 166 12750 SH SOLE NONE 0 0 12750 EMERSON ELEC CO COM 291011104 3438 50344 SH SOLE NONE 0 0 50344 ENTERGY CORP NEW COM 29364G103 355 4500 SH SOLE NONE 0 0 4500 EXXON MOBIL CORP COM 30231G102 950 12731 SH SOLE NONE 0 0 12731 FACEBOOK INC CL A 30303M102 390 2440 SH SOLE NONE 0 0 2440 FEDEX CORP COM 31428X106 1846 7689 SH SOLE NONE 0 0 7689 FIRST TR EXCH TRADED FD III RIVRFRNT DYN EUR 33739P806 14687 225844 SH SOLE NONE 0 0 225844 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 11569 594516 SH SOLE NONE 0 0 594516 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 255 4362 SH SOLE NONE 0 0 4362 FORD MTR CO DEL COM PAR $0.01 345370860 144 13026 SH SOLE NONE 0 0 13026 GARMIN LTD SHS H2906T109 4303 73021 SH SOLE NONE 0 0 73021 GENERAL ELECTRIC CO COM 369604103 192 14233 SH SOLE NONE 0 0 14233 HALLIBURTON CO COM 406216101 624 13290 SH SOLE NONE 0 0 13290 HEWLETT PACKARD ENTERPRISE C COM 42824C109 1967 112137 SH SOLE NONE 0 0 112137 HOME BANCORP INC COM 43689E107 602 13942 SH SOLE NONE 0 0 13942 IBERIABANK CORP COM 450828108 734 9414 SH SOLE NONE 0 0 9414 INTEL CORP COM 458140100 5868 112676 SH SOLE NONE 0 0 112676 INTERNATIONAL BUSINESS MACHS COM 459200101 292 1900 SH SOLE NONE 0 0 1900 INTL PAPER CO COM 460146103 3382 63299 SH SOLE NONE 0 0 63299 INVESCO MUN OPPORTUNITY TR COM 46132C107 1422 121325 SH SOLE NONE 0 0 121325 INVESCO TR INVT GRADE MUNS COM 46131M106 615 50358 SH SOLE NONE 0 0 50358 ISHARES GOLD TRUST ISHARES 464285105 244 19136 SH SOLE NONE 0 0 19136 ISHARES TR S&P US PFD STK 464288687 11364 302558 SH SOLE NONE 0 0 302558 ISHARES TR CORE S&P SCP ETF 464287804 5451 70787 SH SOLE NONE 0 0 70787 ISHARES TR CORE S&P500 ETF 464287200 757 2851 SH SOLE NONE 0 0 2851 ISHARES TR NATIONAL MUN ETF 464288414 450 4132 SH SOLE NONE 0 0 4132 ISHARES TR IBOXX HI YD ETF 464288513 436 5092 SH SOLE NONE 0 0 5092 ISHARES TR IBOXX INV CP ETF 464287242 394 3354 SH SOLE NONE 0 0 3354 ISHARES TR MODERT ALLOC ETF 464289875 311 8225 SH SOLE NONE 0 0 8225 ISHARES TR CORE US AGGBD ET 464287226 309 2877 SH SOLE NONE 0 0 2877 ISHARES TR SELECT DIVID ETF 464287168 240 2524 SH SOLE NONE 0 0 2524 JOHNSON & JOHNSON COM 478160104 213 1660 SH SOLE NONE 0 0 1660 JPMORGAN CHASE & CO COM 46625H100 3939 35821 SH SOLE NONE 0 0 35821 KIMBERLY CLARK CORP COM 494368103 2770 25149 SH SOLE NONE 0 0 25149 LAZARD LTD SHS A G54050102 3224 61340 SH SOLE NONE 0 0 61340 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3668 34708 SH SOLE NONE 0 0 34708 MAGNA INTL INC COM 559222401 2200 39047 SH SOLE NONE 0 0 39047 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 690 36650 SH SOLE NONE 0 0 36650 MASTERCARD INCORPORATED CL A 57636Q104 317 1811 SH SOLE NONE 0 0 1811 MCDONALDS CORP COM 580135101 733 4689 SH SOLE NONE 0 0 4689 MERCK & CO INC COM 58933Y105 1234 22657 SH SOLE NONE 0 0 22657 MICROSOFT CORP COM 594918104 1539 16861 SH SOLE NONE 0 0 16861 NETFLIX INC COM 64110L106 390 1322 SH SOLE NONE 0 0 1322 NORBORD INC COM NEW 65548P403 3905 107475 SH SOLE NONE 0 0 107475 NUVEEN AMT FREE QLTY MUN INC COM 670657105 949 73018 SH SOLE NONE 0 0 73018 NUVEEN MUN VALUE FD INC COM 670928100 2107 222471 SH SOLE NONE 0 0 222471 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 978 69137 SH SOLE NONE 0 0 69137 NUVEEN SR INCOME FD COM 67067Y104 131 20000 SH SOLE NONE 0 0 20000 NVIDIA CORP COM 67066G104 575 2482 SH SOLE NONE 0 0 2482 OCCIDENTAL PETE CORP DEL COM 674599105 2343 36065 SH SOLE NONE 0 0 36065 ONEOK INC NEW COM 682680103 454 7968 SH SOLE NONE 0 0 7968 OWENS CORNING NEW COM 690742101 2577 32050 SH SOLE NONE 0 0 32050 PEPSICO INC COM 713448108 671 6148 SH SOLE NONE 0 0 6148 PFIZER INC COM 717081103 3424 96491 SH SOLE NONE 0 0 96491 PHILIP MORRIS INTL INC COM 718172109 4120 41448 SH SOLE NONE 0 0 41448 PIMCO DYNAMIC INCOME FD SHS 72201Y101 241 7800 SH SOLE NONE 0 0 7800 PROSHARES TR S&P 500 DV ARIST 74348A467 27617 443649 SH SOLE NONE 0 0 443649 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 685 26765 SH SOLE NONE 0 0 26765 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 5235 79885 SH SOLE NONE 0 0 79885 SCHLUMBERGER LTD COM 806857108 6397 98751 SH SOLE NONE 0 0 98751 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3301 67321 SH SOLE NONE 0 0 67321 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1942 36727 SH SOLE NONE 0 0 36727 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 701 20790 SH SOLE NONE 0 0 20790 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 528 14517 SH SOLE NONE 0 0 14517 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 291 7819 SH SOLE NONE 0 0 7819 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 215 3410 SH SOLE NONE 0 0 3410 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 210 7008 SH SOLE NONE 0 0 7008 SEADRILL LIMITED SHS G7945E105 6 28500 SH SOLE NONE 0 0 28500 SELECT SECTOR SPDR TR ENERGY 81369Y506 1455 21582 SH SOLE NONE 0 0 21582 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 309 4730 SH SOLE NONE 0 0 4730 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 244 8855 SH SOLE NONE 0 0 8855 SILVERCORP METALS INC COM 82835P103 230 85540 SH SOLE NONE 0 0 85540 SOUTHERN CO COM 842587107 210 4701 SH SOLE NONE 0 0 4701 SPDR GOLD TRUST GOLD SHS 78463V107 283 2246 SH SOLE NONE 0 0 2246 SPDR S&P 500 ETF TR TR UNIT 78462F103 1110 4218 SH SOLE NONE 0 0 4218 SPDR SER TR NUVEEN BLMBRG SR 78468R739 332 6944 SH SOLE NONE 0 0 6944 SUPERIOR ENERGY SVCS INC COM 868157108 84 10000 SH SOLE NONE 0 0 10000 TELUS CORP COM 87971M103 2541 72262 SH SOLE NONE 0 0 72262 TEXAS INSTRS INC COM 882508104 1088 10472 SH SOLE NONE 0 0 10472 TYSON FOODS INC CL A 902494103 424 5787 SH SOLE NONE 0 0 5787 UNDER ARMOUR INC CL C 904311206 181 12609 SH SOLE NONE 0 0 12609 UNITED PARCEL SERVICE INC CL B 911312106 3957 37808 SH SOLE NONE 0 0 37808 UNITED TECHNOLOGIES CORP COM 913017109 3177 25250 SH SOLE NONE 0 0 25250 UNITEDHEALTH GROUP INC COM 91324P102 4290 20046 SH SOLE NONE 0 0 20046 US BANCORP DEL COM NEW 902973304 221 4386 SH SOLE NONE 0 0 4386 VALERO ENERGY CORP NEW COM 91913Y100 4883 52634 SH SOLE NONE 0 0 52634 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 281 5136 SH SOLE NONE 0 0 5136 VANGUARD GROUP DIV APP ETF 921908844 446 4418 SH SOLE NONE 0 0 4418 VANGUARD INDEX FDS GROWTH ETF 922908736 16908 119169 SH SOLE NONE 0 0 119169 VANGUARD INDEX FDS MID CAP ETF 922908629 12760 82745 SH SOLE NONE 0 0 82745 VANGUARD INDEX FDS TOTAL STK MKT 922908769 5533 40769 SH SOLE NONE 0 0 40769 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 295 3903 SH SOLE NONE 0 0 3903 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 364 4290 SH SOLE NONE 0 0 4290 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 201 3901 SH SOLE NONE 0 0 3901 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 210 2546 SH SOLE NONE 0 0 2546 VENTAS INC COM 92276F100 1930 38961 SH SOLE NONE 0 0 38961 VERIZON COMMUNICATIONS INC COM 92343V104 524 10948 SH SOLE NONE 0 0 10948 VISA INC COM CL A 92826C839 403 3366 SH SOLE NONE 0 0 3366 VMWARE INC CL A COM 928563402 330 2720 SH SOLE NONE 0 0 2720 WALMART INC COM 931142103 1272 14294 SH SOLE NONE 0 0 14294 WASTE MGMT INC DEL COM 94106L109 2936 34900 SH SOLE NONE 0 0 34900 WEC ENERGY GROUP INC COM 92939U106 452 7204 SH SOLE NONE 0 0 7204 WESTERN ASSET INTM MUNI FD I COM 958435109 1020 118040 SH SOLE NONE 0 0 118040 WISDOMTREE TR US TOTAL DIVIDND 97717W109 211 2367 SH SOLE NONE 0 0 2367 WYNDHAM WORLDWIDE CORP COM 98310W108 821 7174 SH SOLE NONE 0 0 7174