Managing Partner

0001172661-23-003751.txt : 20231113 0001172661-23-003751.hdr.sgml : 20231113 20231113100255 ACCESSION NUMBER: 0001172661-23-003751 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231113 DATE AS OF CHANGE: 20231113 EFFECTIVENESS DATE: 20231113 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: 231396039 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 09-30-2023 09-30-2023 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 11-13-2023 0 121 407169446 INFORMATION TABLE 2 infotable.xml 3M CO COM 88579Y101 7301649 78386 SH SOLE 0 0 78386 ABBVIE INC COM 00287Y109 745914 5247 SH SOLE 0 0 5247 AFLAC INC COM 001055102 274522 3390 SH SOLE 0 0 3390 ALLSTATE CORP COM 020002101 305220 2354 SH SOLE 0 0 2354 ALPHABET INC CAP STK CL C 02079K107 1129372 8530 SH SOLE 0 0 8530 ALPS ETF TR ALERIAN MLP 00162Q452 12492352 290317 SH SOLE 0 0 290317 ALTRIA GROUP INC COM 02209S103 277453 6849 SH SOLE 0 0 6849 AMAZON COM INC COM 023135106 996259 6981 SH SOLE 0 0 6981 APPLE INC COM 037833100 7098363 39041 SH SOLE 0 0 39041 ARCHROCK INC COM 03957W106 137200 10000 SH SOLE 0 0 10000 AT&T INC COM 00206R102 4021027 253853 SH SOLE 0 0 253853 BANK AMERICA CORP COM 060505104 403392 14325 SH SOLE 0 0 14325 BANK NEW YORK MELLON CORP COM 064058100 250150 5610 SH SOLE 0 0 5610 BLACKROCK MUN TARGET TERM TR COM SHS BEN 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