Managing Partner

0001172661-23-002492.txt : 20230712 0001172661-23-002492.hdr.sgml : 20230712 20230712155110 ACCESSION NUMBER: 0001172661-23-002492 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230712 DATE AS OF CHANGE: 20230712 EFFECTIVENESS DATE: 20230712 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: 231084191 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 X0202 13F-HR LIVE false false false 0001632283 XXXXXXXX 06-30-2023 06-30-2023 false Summit Financial Wealth Advisors, LLC

P.o. Box 53007 Lafayette LA 70505

13F HOLDINGS REPORT 028-16495 000171278 801-79686 N David Daniel Managing Partner 337-232-1141 /s/ David Daniel Layfayette LA 07-12-2023 0 122 432684098 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 3905315 39018 SH SOLE 0 0 39018 ABBVIE INC COM 00287Y109 734009 5448 SH SOLE 0 0 5448 AFLAC INC COM 001055102 314100 4500 SH SOLE 0 0 4500 ALLSTATE CORP COM 020002101 256680 2354 SH SOLE 0 0 2354 ALPHABET INC CAP STK CL C 02079K107 941268 7781 SH SOLE 0 0 7781 ALPS ETF TR ALERIAN MLP 00162Q452 11305962 288344 SH SOLE 0 0 288344 ALTRIA GROUP INC COM 02209S103 279456 6169 SH SOLE 0 0 6169 AMAZON COM INC COM 023135106 815011 6252 SH SOLE 0 0 6252 APPLE INC COM 037833100 8021974 41357 SH SOLE 0 0 41357 ARCHROCK INC COM 03957W106 102500 10000 SH SOLE 0 0 10000 AT&T INC COM 00206R102 3957487 248118 SH SOLE 0 0 248118 BANK AMERICA CORP COM 060505104 410984 14325 SH SOLE 0 0 14325 BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 429627 20675 SH SOLE 0 0 20675 BLACKSTONE STRATEGIC CRED 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