0001606587-21-000005.txt : 20210111
0001606587-21-000005.hdr.sgml : 20210111
20210111154753
ACCESSION NUMBER: 0001606587-21-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20201231
FILED AS OF DATE: 20210111
DATE AS OF CHANGE: 20210111
EFFECTIVENESS DATE: 20210111
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: 21520732
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
12-31-2020
12-31-2020
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
01-11-2021
0
101
366778
false
INFORMATION TABLE
2
form13InfoTable.xml
DESCRIPTION FOR INFORMATION TABLE
ISHARES TR
NATIONAL MUN ETF
464288414
845
7290
SH
SOLE
NONE
0
0
7290
BLACKROCK MUN TARGET TERM TR
COM SHS BEN IN
09257P105
474
18950
SH
SOLE
NONE
0
0
18950
PFIZER INC
COM
717081103
5447
148414
SH
SOLE
NONE
0
0
148414
PIMCO ETF TR
ACTIVE BD ETF
72201R775
244
2171
SH
SOLE
NONE
0
0
2171
DISNEY WALT CO
COM
254687106
400
3223
SH
SOLE
NONE
0
0
3223
MASTERCARD INCORPORATED
CL A
57636Q104
504
1490
SH
SOLE
NONE
0
0
1490
SPDR SP 500 ETF TR
TR UNIT
78462F103
2412
7202
SH
SOLE
NONE
0
0
7202
GLU MOBILE INC
COM
379890106
77
10000
SH
SOLE
NONE
0
0
10000
NUVEEN AMT FREE QLTY MUN INC
COM
670657105
995
69366
SH
SOLE
NONE
0
0
69366
FOCUS FINL PARTNERS INC
COM CL A
34417P100
1591
48520
SH
SOLE
NONE
0
0
48520
BK OF AMERICA CORP
COM
060505104
364
15115
SH
SOLE
NONE
0
0
15115
CVS HEALTH CORP
COM
126650100
1250
21401
SH
SOLE
NONE
0
0
21401
PEPSICO INC
COM
713448108
547
3947
SH
SOLE
NONE
0
0
3947
UNDER ARMOUR INC
CL C
904311206
125
12708
SH
SOLE
NONE
0
0
12708
AMAZON COM INC
COM
023135106
1168
371
SH
SOLE
NONE
0
0
371
INVESCO TR INVT GRADE MUNS
COM
46131M106
526
42358
SH
SOLE
NONE
0
0
42358
MAINSTAY MACKAY DEFINDTRM MU
COM
56064K100
1113
53750
SH
SOLE
NONE
0
0
53750
APPLE INC
COM
037833100
5257
45394
SH
SOLE
NONE
0
0
45394
QUALCOMM INC
COM
747525103
7528
63970
SH
SOLE
NONE
0
0
63970
ATT INC
COM
00206R102
7329
257052
SH
SOLE
NONE
0
0
257052
MERCK CO. INC
COM
58933Y105
4153
50063
SH
SOLE
NONE
0
0
50063
TEXAS INSTRS INC
COM
882508104
843
5906
SH
SOLE
NONE
0
0
5906
VANGUARD INDEX FDS
GROWTH ETF
922908736
32558
143043
SH
SOLE
NONE
0
0
143043
BOEING CO
COM
097023105
411
2484
SH
SOLE
NONE
0
0
2484
FIRST HORIZON NATL CORP
COM
320517105
580
61510
SH
SOLE
NONE
0
0
61510
PHILIP MORRIS INTL INC
COM
718172109
420
5599
SH
SOLE
NONE
0
0
5599
WALMART INC
COM
931142103
831
5942
SH
SOLE
NONE
0
0
5942
US BANCORP DEL
COM NEW
902973304
2756
76878
SH
SOLE
NONE
0
0
76878
INTEL CORP
COM
458140100
5683
109753
SH
SOLE
NONE
0
0
109753
CONAGRA BRANDS INC
COM
205887102
1369
38350
SH
SOLE
NONE
0
0
38350
ISHARES TR
CORE S&P SCP ETF
464287804
7180
102231
SH
SOLE
NONE
0
0
102231
BRISTOL-MYERS SQUIBB CO
COM
110122108
1131
18764
SH
SOLE
NONE
0
0
18764
EXXON MOBIL CORP
COM
30231G102
355
10338
SH
SOLE
NONE
0
0
10338
BLACKSTONE GSO STRATEGIC CR
COM SHS BEN IN
09257R101
410
33575
SH
SOLE
NONE
0
0
33575
JPMORGAN CHASE CO
COM
46625H100
1008
10473
SH
SOLE
NONE
0
0
10473
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
394
10050
SH
SOLE
NONE
0
0
10050
BROADCOM INC
COM
11135F101
7040
19325
SH
SOLE
NONE
0
0
19325
ABBVIE INC
COM
00287Y109
536
6116
SH
SOLE
NONE
0
0
6116
SYSCO CORP
COM
871829107
7098
114087
SH
SOLE
NONE
0
0
114087
ISHARES TR
PFD AND INCM SEC
464288687
23326
639940
SH
SOLE
NONE
0
0
639940
CHEVRON CORP NEW
COM
166764100
1132
15720
SH
SOLE
NONE
0
0
15720
EATON CORP PLC
SHS
G29183103
6689
65562
SH
SOLE
NONE
0
0
65562
ENERGY TRANSFER LP
COM UT LTD PTN
29273V100
108
20000
SH
SOLE
NONE
0
0
20000
ISHARES TR
CORE DIV GRWTH
46434V621
29538
742354
SH
SOLE
NONE
0
0
742354
INVESCO ADVANTAGE MUN INCOME
SH BEN INT
46132E103
293
27075
SH
SOLE
NONE
0
0
27075
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
631
4905
SH
SOLE
NONE
0
0
4905
VISA INC
COM CL A
92826C839
462
2309
SH
SOLE
NONE
0
0
2309
VANGUARD INDEX FDS
MID CAP ETF
922908629
17905
101581
SH
SOLE
NONE
0
0
101581
ISHARES TR
GRWT ALLOCAT ETF
464289867
411
8480
SH
SOLE
NONE
0
0
8480
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
227
2881
SH
SOLE
NONE
0
0
2881
PROSHARES TR
S&P 500 DV ARIST
74348A467
23397
324279
SH
SOLE
NONE
0
0
324279
KIMBERLY CLARK CORP
COM
494368103
710
4809
SH
SOLE
NONE
0
0
4809
SCHWAB STRATEGIC TR
INTL EQTY ETF
808524805
2016
64215
SH
SOLE
NONE
0
0
64215
HOME BANCORP INC
COM
43689E107
389
16092
SH
SOLE
NONE
0
0
16092
FACEBOOK INC
CL A
30303M102
210
803
SH
SOLE
NONE
0
0
803
FIRST TR EXCHNG TRADED FD VI
FT CBOE VEST US
33740F680
12815
427972
SH
SOLE
NONE
0
0
427972
NUVEEN MUN VALUE FD INC
COM
670928100
1149
107798
SH
SOLE
NONE
0
0
107798
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2466
44587
SH
SOLE
NONE
0
0
44587
LAMB WESTON HLDGS INC
COM
513272104
853
12876
SH
SOLE
NONE
0
0
12876
WESTERN ASSET INTER MUNI FD
COM
958435109
657
72564
SH
SOLE
NONE
0
0
72564
ISHARES TR
CORE S&P TTL STK
464287150
318
4217
SH
SOLE
NONE
0
0
4217
RED RIVER BANCSHARES INC
COM
75686R202
574
13350
SH
SOLE
NONE
0
0
13350
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
476
4080
SH
SOLE
NONE
0
0
4080
INVESCO MUN OPPORTUNITY TR
COM
46132C107
1283
105025
SH
SOLE
NONE
0
0
105025
HOME DEPOT INC
COM
437076102
206
743
SH
SOLE
NONE
0
0
743
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
6829
40100
SH
SOLE
NONE
0
0
40100
HANCOCK WHITNEY CORPORATION
COM
410120109
2361
125537
SH
SOLE
NONE
0
0
125537
FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
33739E108
25383
1324125
SH
SOLE
NONE
0
0
1324125
ISHARES TR
IBOXX HI YD ETF
464288513
290
3453
SH
SOLE
NONE
0
0
3453
INTERNATIONAL BUSINESS MACHS
COM
459200101
5587
45922
SH
SOLE
NONE
0
0
45922
WASTE MGMT INC DEL
COM
94106L109
382
3375
SH
SOLE
NONE
0
0
3375
DWS MUN INCOME TR
COM
233368109
290
26187
SH
SOLE
NONE
0
0
26187
UNITEDHEALTH GROUP INC
COM
91324P102
965
3095
SH
SOLE
NONE
0
0
3095
VERIZON COMMUNICATIONS INC
COM
92343V104
5820
97835
SH
SOLE
NONE
0
0
97835
VENTAS INC
COM
92276F100
527
12561
SH
SOLE
NONE
0
0
12561
3M CO
COM
88579Y101
6898
43065
SH
SOLE
NONE
0
0
43065
SOUTHERN CO
COM
842587107
287
5300
SH
SOLE
NONE
0
0
5300
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
33739Q408
25136
418789
SH
SOLE
NONE
0
0
418789
INVESCO QQQ TR
UNIT SER 1
46090E103
765
2755
SH
SOLE
NONE
0
0
2755
MICROSOFT CORP
COM
594918104
2445
11626
SH
SOLE
NONE
0
0
11626
WEC ENERGY GROUP INC
COM
92939U106
250
2575
SH
SOLE
NONE
0
0
2575
NUVEEN MUNICIPAL CREDIT INC
COM SH BEN INT
67070X101
839
57097
SH
SOLE
NONE
0
0
57097
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
266
4625
SH
SOLE
NONE
0
0
4625
INVESCO EXCH TRADED FD TR II
S&P500 HDL VOL
46138E362
1571
47614
SH
SOLE
NONE
0
0
47614
SPDR GOLD TR
GOLD SHS
78463V107
469
2647
SH
SOLE
NONE
0
0
2647
MCDONALDS CORP
COM
580135101
281
1280
SH
SOLE
NONE
0
0
1280
TELUS CORPORATION
COM
87971M103
4813
273338
SH
SOLE
NONE
0
0
273338
VALERO ENERGY CORP
COM
91913Y100
2652
61209
SH
SOLE
NONE
0
0
61209
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
288
5601
SH
SOLE
NONE
0
0
5601
ALPHABET INC
CAP STK CL C
02079K107
554
377
SH
SOLE
NONE
0
0
377
GARMIN LTD
SHS
H2906T109
5058
53320
SH
SOLE
NONE
0
0
53320
VIKING THERAPEUTICS INC
COM
92686J106
85
14679
SH
SOLE
NONE
0
0
14679
UNITED PARCEL SERVICE INC
CL B
911312106
7302
43821
SH
SOLE
NONE
0
0
43821
ISHARES TR
CORE S&P500 ETF
464287200
663
1974
SH
SOLE
NONE
0
0
1974
ISHARES TR
MODERT ALLOC ETF
464289875
215
5233
SH
SOLE
NONE
0
0
5233
GENESIS ENERGY L P
UNIT LTD PARTN
371927104
52
11613
SH
SOLE
NONE
0
0
11613
FIRST TR LRGE CP CORE ALPHA
COM SHS
33734K109
200
3160
SH
SOLE
NONE
0
0
3160
ATMOS ENERGY CORP
COM
049560105
250
2616
SH
SOLE
NONE
0
0
2616
ISHARES INC
MSCI GBL MIN VOL
464286525
12797
139239
SH
SOLE
NONE
0
0
139239
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2278
23776
SH
SOLE
NONE
0
0
23776
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
737
13282
SH
SOLE
NONE
0
0
13282