Managing Partner

0001606587-17-000312.txt : 20170511 0001606587-17-000312.hdr.sgml : 20170511 20170511095707 ACCESSION NUMBER: 0001606587-17-000312 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170511 DATE AS OF CHANGE: 20170511 EFFECTIVENESS DATE: 20170511 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: 17832761 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 03-31-2017 03-31-2017 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 05-01-2017 0 139 228985 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR S&P MC 400VL ETF 464287705 230 1547 SH SOLE NONE 0 0 1547 ISHARES TR SP SMCP600VL ETF 464287879 227 1640 SH SOLE NONE 0 0 1640 ISHARES TR S&P 500 VAL ETF 464287408 236 2271 SH SOLE NONE 0 0 2271 ISHARES TR S&P 500 GRWT ETF 464287309 259 1972 SH SOLE NONE 0 0 1972 ISHARES TR RUSSELL 2000 ETF 464287655 204 1485 SH SOLE NONE 0 0 1485 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 613 1962 SH SOLE NONE 0 0 1962 SPDR S&P 500 ETF TR TR UNIT 78462F103 1431 6069 SH SOLE NONE 0 0 6069 BRISTOL MYERS SQUIBB CO COM 110122108 3066 56376 SH SOLE NONE 0 0 56376 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2876 17256 SH SOLE NONE 0 0 17256 EMERSON ELEC CO COM 291011104 909 15183 SH SOLE NONE 0 0 15183 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 344 2595 SH SOLE NONE 0 0 2595 ANADARKO PETE CORP COM 032511107 536 8640 SH SOLE NONE 0 0 8640 ALTRIA GROUP INC COM 02209S103 772 10816 SH SOLE NONE 0 0 10816 INTEL CORP COM 458140100 4173 115704 SH SOLE NONE 0 0 115704 ILLINOIS TOOL WKS INC COM 452308109 2497 18847 SH SOLE NONE 0 0 18847 DU PONT E I DE NEMOURS & CO COM 263534109 365 4539 SH SOLE NONE 0 0 4539 QUALCOMM INC COM 747525103 6674 116391 SH SOLE NONE 0 0 116391 DISNEY WALT CO COM DISNEY 254687106 208 1833 SH SOLE NONE 0 0 1833 SYSCO CORP COM 871829107 4950 95332 SH SOLE NONE 0 0 95332 US BANCORP DEL COM NEW 902973304 225 4369 SH SOLE NONE 0 0 4369 JOHNSON & JOHNSON COM 478160104 412 3307 SH SOLE NONE 0 0 3307 PFIZER INC COM 717081103 1741 50893 SH SOLE NONE 0 0 50893 CHEVRON CORP NEW COM 166764100 2221 20688 SH SOLE NONE 0 0 20688 MICROSOFT CORP COM 594918104 1695 25731 SH SOLE NONE 0 0 25731 UNITED PARCEL SERVICE INC CL B 911312106 204 1901 SH SOLE NONE 0 0 1901 AT&T INC COM 00206R102 5988 144106 SH SOLE NONE 0 0 144106 CITIGROUP INC COM NEW 172967424 396 6620 SH SOLE NONE 0 0 6620 INTERNATIONAL BUSINESS MACHS COM 459200101 417 2394 SH SOLE NONE 0 0 2394 PEPSICO INC COM 713448108 4290 38354 SH SOLE NONE 0 0 38354 JOHNSON CTLS INTL PLC SHS G51502105 2811 66727 SH SOLE NONE 0 0 66727 VERIZON COMMUNICATIONS INC COM 92343V104 2884 59149 SH SOLE NONE 0 0 59149 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 323 13625 SH SOLE NONE 0 0 13625 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 344 6452 SH SOLE NONE 0 0 6452 VANGUARD SPECIALIZED PORTFOL DIV APP ETF 921908844 1046 11632 SH SOLE NONE 0 0 11632 DEERE & CO COM 244199105 499 4587 SH SOLE NONE 0 0 4587 BANK AMER CORP COM 060505104 462 19572 SH SOLE NONE 0 0 19572 STARBUCKS CORP COM 855244109 263 4500 SH SOLE NONE 0 0 4500 EXXON MOBIL CORP COM 30231G102 1776 21655 SH SOLE NONE 0 0 21655 WAL-MART STORES INC COM 931142103 608 8433 SH SOLE NONE 0 0 8433 APPLIED MATLS INC COM 038222105 243 6250 SH SOLE NONE 0 0 6250 ANTHEM INC COM 036752103 2380 14391 SH SOLE NONE 0 0 14391 UNION PAC CORP COM 907818108 578 5459 SH SOLE NONE 0 0 5459 TEXAS INSTRS INC COM 882508104 1306 16216 SH SOLE NONE 0 0 16216 BAXTER INTL INC COM 071813109 677 13055 SH SOLE NONE 0 0 13055 TARGET CORP COM 87612E106 1124 20364 SH SOLE NONE 0 0 20364 CVS HEALTH CORP COM 126650100 227 2890 SH SOLE NONE 0 0 2890 SCHLUMBERGER LTD COM 806857108 582 7454 SH SOLE NONE 0 0 7454 MERCK & CO INC COM 58933Y105 747 11752 SH SOLE NONE 0 0 11752 ENTERGY CORP NEW COM 29364G103 361 4755 SH SOLE NONE 0 0 4755 PROCTER AND GAMBLE CO COM 742718109 909 10112 SH SOLE NONE 0 0 10112 GENERAL ELECTRIC CO COM 369604103 2759 92570 SH SOLE NONE 0 0 92570 KIMBERLY CLARK CORP COM 494368103 2664 20235 SH SOLE NONE 0 0 20235 MCDONALDS CORP COM 580135101 1029 7937 SH SOLE NONE 0 0 7937 JPMORGAN CHASE & CO COM 46625H100 2749 31299 SH SOLE NONE 0 0 31299 WELLS FARGO & CO NEW COM 949746101 1173 21073 SH SOLE NONE 0 0 21073 FORD MTR CO DEL COM PAR $0.01 345370860 2712 233028 SH SOLE NONE 0 0 233028 UNITEDHEALTH GROUP INC COM 91324P102 3532 21537 SH SOLE NONE 0 0 21537 UNITED TECHNOLOGIES CORP COM 913017109 1297 11555 SH SOLE NONE 0 0 11555 3M CO COM 88579Y101 4653 24321 SH SOLE NONE 0 0 24321 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3590 29595 SH SOLE NONE 0 0 29595 APPLE INC COM 037833100 2418 16831 SH SOLE NONE 0 0 16831 ALLSTATE CORP COM 020002101 4124 50613 SH SOLE NONE 0 0 50613 CATERPILLAR INC DEL COM 149123101 349 3761 SH SOLE NONE 0 0 3761 INTL PAPER CO COM 460146103 1586 31231 SH SOLE NONE 0 0 31231 HALLIBURTON CO COM 406216101 669 13600 SH SOLE NONE 0 0 13600 OCCIDENTAL PETE CORP DEL COM 674599105 641 10112 SH SOLE NONE 0 0 10112 DOW CHEM CO COM 260543103 4416 69495 SH SOLE NONE 0 0 69495 EASTMAN CHEM CO COM 277432100 652 8073 SH SOLE NONE 0 0 8073 EATON VANCE LTD DUR INCOME F COM 27828H105 192 13883 SH SOLE NONE 0 0 13883 TWENTY FIRST CENTY FOX INC CL A 90130A101 845 26093 SH SOLE NONE 0 0 26093 SOUTHERN CO COM 842587107 765 15366 SH SOLE NONE 0 0 15366 VALERO ENERGY CORP NEW COM 91913Y100 548 8267 SH SOLE NONE 0 0 8267 NETFLIX INC COM 64110L106 220 1491 SH SOLE NONE 0 0 1491 ONEOK PARTNERS LP UNIT LTD PARTN 68268N103 337 6250 SH SOLE NONE 0 0 6250 DEUTSCHE MUN INCOME COM 25160C106 1117 84284 SH SOLE NONE 0 0 84284 ISHARES TR SELECT DIVID ETF 464287168 396 4350 SH SOLE NONE 0 0 4350 BUCKEYE PARTNERS L P UNIT LTD PARTN 118230101 850 12400 SH SOLE NONE 0 0 12400 CLOROX CO DEL COM 189054109 2638 19564 SH SOLE NONE 0 0 19564 CENTURYLINK INC COM 156700106 264 11204 SH SOLE NONE 0 0 11204 NVIDIA CORP COM 67066G104 210 1925 SH SOLE NONE 0 0 1925 EATON CORP PLC SHS G29183103 1689 22782 SH SOLE NONE 0 0 22782 CUMMINS INC COM 231021106 575 3801 SH SOLE NONE 0 0 3801 CINCINNATI FINL CORP COM 172062101 2809 38867 SH SOLE NONE 0 0 38867 METLIFE INC COM 59156R108 826 15644 SH SOLE NONE 0 0 15644 TRANSCANADA CORP COM 89353D107 2250 48760 SH SOLE NONE 0 0 48760 SPDR GOLD TRUST GOLD SHS 78463V107 320 2692 SH SOLE NONE 0 0 2692 WEC ENERGY GROUP INC COM 92939U106 937 15449 SH SOLE NONE 0 0 15449 VANGUARD INDEX FDS MID CAP ETF 922908629 2542 18256 SH SOLE NONE 0 0 18256 VANGUARD INDEX FDS GROWTH ETF 922908736 9652 79334 SH SOLE NONE 0 0 79334 GARMIN LTD SHS H2906T109 2851 55785 SH SOLE NONE 0 0 55785 INVESCO MUN OPPORTUNITY TR COM 46132C107 1445 111325 SH SOLE NONE 0 0 111325 INVESCO TR INVT GRADE MUNS COM 46131M106 449 34553 SH SOLE NONE 0 0 34553 NUVEEN MUN VALUE FD INC COM 670928100 2015 206031 SH SOLE NONE 0 0 206031 WINDTREE THERAPEUTICS INC COM 97382D105 15 13000 SH SOLE NONE 0 0 13000 ROYAL BK SCOTLAND GROUP PLC SPON ADR SER H 780097879 1317 51200 SH SOLE NONE 0 0 51200 SPDR SERIES TRUST S&P DIVID ETF 78464A763 230 2604 SH SOLE NONE 0 0 2604 ROYAL BK SCOTLAND GROUP PLC SP ADR L RP PF 780097788 415 16550 SH SOLE NONE 0 0 16550 WESTERN ASSET INTM MUNI FD I COM 958435109 929 97340 SH SOLE NONE 0 0 97340 INVESCO LTD SHS G491BT108 430 14022 SH SOLE NONE 0 0 14022 MASTERCARD INCORPORATED CL A 57636Q104 200 1779 SH SOLE NONE 0 0 1779 WYNDHAM WORLDWIDE CORP COM 98310W108 910 10798 SH SOLE NONE 0 0 10798 WISDOMTREE TR TOTAL DIVID FD 97717W109 325 3868 SH SOLE NONE 0 0 3868 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 1002 69606 SH SOLE NONE 0 0 69606 NUVEEN AMT FREE QLTY MUN INC COM 670657105 930 69639 SH SOLE NONE 0 0 69639 SEADRILL LIMITED SHS G7945E105 22 13500 SH SOLE NONE 0 0 13500 OWENS CORNING NEW COM 690742101 279 4550 SH SOLE NONE 0 0 4550 IBERIABANK CORP COM 450828108 732 9257 SH SOLE NONE 0 0 9257 PROSHARES TR SHORT S&P 500 NE 74347B425 227 6589 SH SOLE NONE 0 0 6589 DELTA AIR LINES INC DEL COM NEW 247361702 1312 28540 SH SOLE NONE 0 0 28540 ROYAL BK SCOTLAND GROUP PLC SP ADR PREF S 780097739 761 30025 SH SOLE NONE 0 0 30025 ISHARES TR U.S. PFD STK ETF 464288687 14108 364550 SH SOLE NONE 0 0 364550 BANK NEW YORK MELLON CORP COM 064058100 3529 74712 SH SOLE NONE 0 0 74712 VMWARE INC CL A COM 928563402 667 7240 SH SOLE NONE 0 0 7240 VANGUARD WHITEHALL FDS INC HIGH DIV YLD 921946406 497 6405 SH SOLE NONE 0 0 6405 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 2965 57431 SH SOLE NONE 0 0 57431 VISA INC COM CL A 92826C839 306 3442 SH SOLE NONE 0 0 3442 PHILIP MORRIS INTL INC COM 718172109 3915 34680 SH SOLE NONE 0 0 34680 HOME BANCORP INC COM 43689E107 555 16442 SH SOLE NONE 0 0 16442 ISHARES MODERT ALLOC ETF 464289875 626 17225 SH SOLE NONE 0 0 17225 ISHARES GRWT ALLOCAT ETF 464289867 520 12262 SH SOLE NONE 0 0 12262 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 418 5242 SH SOLE NONE 0 0 5242 GOVERNMENT PPTYS INCOME TR COM SHS BEN INT 38376A103 3772 180222 SH SOLE NONE 0 0 180222 ALPS ETF TR ALERIAN MLP 00162Q866 573 45066 SH SOLE NONE 0 0 45066 GENERAL MTRS CO COM 37045V100 1386 39205 SH SOLE NONE 0 0 39205 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 1416 29907 SH SOLE NONE 0 0 29907 POWERSHARES ETF TRUST II SENIOR LN PORT 73936Q769 316 13565 SH SOLE NONE 0 0 13565 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3561 79872 SH SOLE NONE 0 0 79872 POWERSHARES ETF TR II PWRSHS SP500 LOW 73937B654 4091 100990 SH SOLE NONE 0 0 100990 FACEBOOK INC CL A 30303M102 327 2303 SH SOLE NONE 0 0 2303 PIMCO DYNAMIC INCOME FD SHS 72201Y101 263 9100 SH SOLE NONE 0 0 9100 MAINSTAY DEFINEDTERM MN OPP COM 56064K100 478 24850 SH SOLE NONE 0 0 24850 FIRST TR EXCHANGE TRADED FD MULTI ASSET DI 33738R100 1555 79598 SH SOLE NONE 0 0 79598 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 251 11100 SH SOLE NONE 0 0 11100 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 166 10500 SH SOLE NONE 0 0 10500 ABBVIE INC COM 00287Y109 3840 58938 SH SOLE NONE 0 0 58938 PROSHARES TR S&P 500 DV ARIST 74348A467 19455 346117 SH SOLE NONE 0 0 346117 PROSHARES TR RUSS 2000 DIVD 74347B698 1588 29891 SH SOLE NONE 0 0 29891 HEWLETT PACKARD ENTERPRISE C COM 42824C109 808 34076 SH SOLE NONE 0 0 34076 PROSHARES TR MDCP 400 DIVID 74347B680 933 18050 SH SOLE NONE 0 0 18050