Managing Partner

0001606587-20-000742.txt : 20200716 0001606587-20-000742.hdr.sgml : 20200716 20200716122052 ACCESSION NUMBER: 0001606587-20-000742 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200716 DATE AS OF CHANGE: 20200716 EFFECTIVENESS DATE: 20200716 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: 201031172 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 06-30-2020 06-30-2020 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 07-14-2020 0 120 374979 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 6690 99510 SH SOLE NONE 0 0 99510 ISHARES TR S&P 500 VAL ETF 464287408 248 2284 SH SOLE NONE 0 0 2284 ISHARES TR CORE S&P500 ETF 464287200 810 2554 SH SOLE NONE 0 0 2554 ISHARES TR S&P 500 GRWT ETF 464287309 439 2038 SH SOLE NONE 0 0 2038 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 644 1992 SH SOLE NONE 0 0 1992 SPDR S&P 500 ETF TR TR UNIT 78462F103 2414 7635 SH SOLE NONE 0 0 7635 AMAZON COM INC COM 023135106 1189 386 SH SOLE NONE 0 0 386 BRISTOL-MYERS SQUIBB CO COM 110122108 1520 25513 SH SOLE NONE 0 0 25513 BOEING CO COM 097023105 406 2254 SH SOLE NONE 0 0 2254 INVESCO QQQ TR UNIT SER 1 46090E103 799 3075 SH SOLE NONE 0 0 3075 AMGEN INC COM 031162100 580 2304 SH SOLE NONE 0 0 2304 CONAGRA BRANDS INC COM 205887102 1398 39146 SH SOLE NONE 0 0 39146 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 217 5340 SH SOLE NONE 0 0 5340 INTEL CORP COM 458140100 6615 112857 SH SOLE NONE 0 0 112857 QUALCOMM INC COM 747525103 7117 76090 SH SOLE NONE 0 0 76090 DISNEY WALT CO COM DISNEY 254687106 489 4188 SH SOLE NONE 0 0 4188 SYSCO CORP COM 871829107 6087 114606 SH SOLE NONE 0 0 114606 US BANCORP DEL COM NEW 902973304 2714 76420 SH SOLE NONE 0 0 76420 JOHNSON & JOHNSON COM 478160104 264 1840 SH SOLE NONE 0 0 1840 PFIZER INC COM 717081103 5157 152795 SH SOLE NONE 0 0 152795 CHEVRON CORP NEW COM 166764100 1615 18706 SH SOLE NONE 0 0 18706 MICROSOFT CORP COM 594918104 2699 12682 SH SOLE NONE 0 0 12682 UNITED PARCEL SERVICE INC CL B 911312106 9315 81373 SH SOLE NONE 0 0 81373 AT&T INC COM 00206R102 8282 271896 SH SOLE NONE 0 0 271896 TRUIST FINL CORP COM 89832Q109 4065 115104 SH SOLE NONE 0 0 115104 CISCO SYS INC COM 17275R102 445 9708 SH SOLE NONE 0 0 9708 INTERNATIONAL BUSINESS MACHS COM 459200101 6051 51403 SH SOLE NONE 0 0 51403 PEPSICO INC COM 713448108 575 4287 SH SOLE NONE 0 0 4287 VERIZON COMMUNICATIONS INC COM 92343V104 5653 102075 SH SOLE NONE 0 0 102075 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 798 7407 SH SOLE NONE 0 0 7407 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 547 4605 SH SOLE NONE 0 0 4605 BK OF AMERICA CORP COM 060505104 501 21705 SH SOLE NONE 0 0 21705 EXXON MOBIL CORP COM 30231G102 1722 39916 SH SOLE NONE 0 0 39916 WALMART INC COM 931142103 1145 9203 SH SOLE NONE 0 0 9203 TEXAS INSTRS INC COM 882508104 783 6055 SH SOLE NONE 0 0 6055 TARGET CORP COM 87612E106 249 2116 SH SOLE NONE 0 0 2116 LILLY ELI & CO COM 532457108 221 1305 SH SOLE NONE 0 0 1305 CVS HEALTH CORP COM 126650100 1901 30113 SH SOLE NONE 0 0 30113 MERCK & CO. INC COM 58933Y105 4266 54753 SH SOLE NONE 0 0 54753 NOVARTIS AG SPONSORED ADR 66987V109 242 2745 SH SOLE NONE 0 0 2745 PROCTER AND GAMBLE CO COM 742718109 211 1720 SH SOLE NONE 0 0 1720 KIMBERLY CLARK CORP COM 494368103 752 5247 SH SOLE NONE 0 0 5247 HOME DEPOT INC COM 437076102 303 1217 SH SOLE NONE 0 0 1217 MCDONALDS CORP COM 580135101 252 1355 SH SOLE NONE 0 0 1355 JPMORGAN CHASE & CO COM 46625H100 1154 12373 SH SOLE NONE 0 0 12373 UNITEDHEALTH GROUP INC COM 91324P102 988 3310 SH SOLE NONE 0 0 3310 RAYTHEON TECHNOLOGIES CORP COM 75513E101 294 4825 SH SOLE NONE 0 0 4825 3M CO COM 88579Y101 6758 43716 SH SOLE NONE 0 0 43716 VANGUARD INDEX FDS TOTAL STK MKT 922908769 6485 40472 SH SOLE NONE 0 0 40472 WASTE MGMT INC DEL COM 94106L109 1197 11610 SH SOLE NONE 0 0 11610 APPLE INC COM 037833100 4806 12601 SH SOLE NONE 0 0 12601 ALLSTATE CORP COM 020002101 235 2667 SH SOLE NONE 0 0 2667 INTL PAPER CO COM 460146103 206 6030 SH SOLE NONE 0 0 6030 TEMPLETON EMERGING MKTS INCO COM 880192109 95 12180 SH SOLE NONE 0 0 12180 SOUTHERN CO COM 842587107 297 5600 SH SOLE NONE 0 0 5600 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 212 4890 SH SOLE NONE 0 0 4890 VALERO ENERGY CORP COM 91913Y100 6368 120190 SH SOLE NONE 0 0 120190 DENBURY RES INC COM NEW 247916208 3 11500 SH SOLE NONE 0 0 11500 DWS MUN INCOME TR COM 233368109 474 43387 SH SOLE NONE 0 0 43387 VENTAS INC COM 92276F100 487 13754 SH SOLE NONE 0 0 13754 ATMOS ENERGY CORP COM 049560105 260 2616 SH SOLE NONE 0 0 2616 EATON CORP PLC SHS G29183103 5870 67211 SH SOLE NONE 0 0 67211 NOVO-NORDISK A S ADR 670100205 395 6000 SH SOLE NONE 0 0 6000 FIRST HORIZON NATL CORP COM 320517105 711 80606 SH SOLE NONE 0 0 80606 SPDR GOLD TR GOLD SHS 78463V107 344 2022 SH SOLE NONE 0 0 2022 WEC ENERGY GROUP INC COM 92939U106 248 2799 SH SOLE NONE 0 0 2799 VANGUARD INDEX FDS MID CAP ETF 922908629 17259 103796 SH SOLE NONE 0 0 103796 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 284 3619 SH SOLE NONE 0 0 3619 VANGUARD INDEX FDS GROWTH ETF 922908736 37656 178709 SH SOLE NONE 0 0 178709 GARMIN LTD SHS H2906T109 6071 61838 SH SOLE NONE 0 0 61838 INVESCO MUN OPPORTUNITY TR COM 46132C107 1370 113775 SH SOLE NONE 0 0 113775 INVESCO TR INVT GRADE MUNS COM 46131M106 521 42358 SH SOLE NONE 0 0 42358 INVESCO ADVANTAGE MUN INCOME SH BEN INT 46132E103 289 27075 SH SOLE NONE 0 0 27075 NUVEEN MUN VALUE FD INC COM 670928100 994 95903 SH SOLE NONE 0 0 95903 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 563 18209 SH SOLE NONE 0 0 18209 HANCOCK WHITNEY CORPORATION COM 410120109 2368 124872 SH SOLE NONE 0 0 124872 WESTERN ASSET INTER MUNI FD COM 958435109 642 74064 SH SOLE NONE 0 0 74064 MASTERCARD INCORPORATED CL A 57636Q104 461 1537 SH SOLE NONE 0 0 1537 ISHARES TR CORE S&P TTL STK 464287150 389 5467 SH SOLE NONE 0 0 5467 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 869 57693 SH SOLE NONE 0 0 57693 NUVEEN AMT FREE QLTY MUN INC COM 670657105 1161 81816 SH SOLE NONE 0 0 81816 IBERIABANK CORP COM 450828108 426 9887 SH SOLE NONE 0 0 9887 ISHARES TR IBOXX HI YD ETF 464288513 345 4192 SH SOLE NONE 0 0 4192 DELTA AIR LINES INC DEL COM NEW 247361702 293 10845 SH SOLE NONE 0 0 10845 ISHARES TR PFD AND INCM SEC 464288687 21989 631863 SH SOLE NONE 0 0 631863 ISHARES TR NATIONAL MUN ETF 464288414 841 7290 SH SOLE NONE 0 0 7290 VISA INC COM CL A 92826C839 450 2309 SH SOLE NONE 0 0 2309 PHILIP MORRIS INTL INC COM 718172109 405 5599 SH SOLE NONE 0 0 5599 GENESIS ENERGY L P UNIT LTD PARTN 371927104 73 11613 SH SOLE NONE 0 0 11613 GLU MOBILE INC COM 379890106 107 11000 SH SOLE NONE 0 0 11000 HOME BANCORP INC COM 43689E107 425 17010 SH SOLE NONE 0 0 17010 ISHARES TR GRWT ALLOCAT ETF 464289867 911 19383 SH SOLE NONE 0 0 19383 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1987 20839 SH SOLE NONE 0 0 20839 BROADCOM INC COM 11135F101 6242 19534 SH SOLE NONE 0 0 19534 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1943 63822 SH SOLE NONE 0 0 63822 TELUS CORPORATION COM 87971M103 4503 270960 SH SOLE NONE 0 0 270960 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 403 7805 SH SOLE NONE 0 0 7805 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 690 13082 SH SOLE NONE 0 0 13082 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2298 44639 SH SOLE NONE 0 0 44639 ISHARES INC MIN VOL GBL ETF 464286525 12317 138444 SH SOLE NONE 0 0 138444 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 1696 52105 SH SOLE NONE 0 0 52105 PIMCO ETF TR ACTIVE BD ETF 72201R775 289 2585 SH SOLE NONE 0 0 2585 FACEBOOK INC CL A 30303M102 418 1716 SH SOLE NONE 0 0 1716 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 1265 61121 SH SOLE NONE 0 0 61121 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 456 18950 SH SOLE NONE 0 0 18950 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 409 36275 SH SOLE NONE 0 0 36275 ABBVIE INC COM 00287Y109 695 7005 SH SOLE NONE 0 0 7005 ACTINIUM PHARMACEUTICALS INC COM 00507W107 5 14000 SH SOLE NONE 0 0 14000 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 24616 1323433 SH SOLE NONE 0 0 1323433 INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 46138E198 219 5343 SH SOLE NONE 0 0 5343 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 241 7701 SH SOLE NONE 0 0 7701 PROSHARES TR S&P 500 DV ARIST 74348A467 23264 343326 SH SOLE NONE 0 0 343326 ALPHABET INC CAP STK CL C 02079K107 568 380 SH SOLE NONE 0 0 380 ISHARES TR CORE DIV GRWTH 46434V621 28236 746193 SH SOLE NONE 0 0 746193 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 25250 420699 SH SOLE NONE 0 0 420699 UNDER ARMOUR INC CL C 904311206 105 12124 SH SOLE NONE 0 0 12124 LAMB WESTON HLDGS INC COM 513272104 799 12922 SH SOLE NONE 0 0 12922 ORIGIN BANCORP INC COM 68621T102 280 14467 SH SOLE NONE 0 0 14467 FOCUS FINL PARTNERS INC COM CL A 34417P100 1812 51770 SH SOLE NONE 0 0 51770 RED RIVER BANCSHARES INC COM 75686R202 534 13350 SH SOLE NONE 0 0 13350