Managing Partner

0001606587-19-000615.txt : 20190716 0001606587-19-000615.hdr.sgml : 20190716 20190716140046 ACCESSION NUMBER: 0001606587-19-000615 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190716 DATE AS OF CHANGE: 20190716 EFFECTIVENESS DATE: 20190716 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: 19956845 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 06-30-2019 06-30-2019 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 07-05-2019 0 151 408554 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE ISHARES TR CORE S&P SCP ETF 464287804 5235 66875 SH SOLE NONE 0 0 66875 ISHARES TR CORE S&P500 ETF 464287200 718 2437 SH SOLE NONE 0 0 2437 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 341 962 SH SOLE NONE 0 0 962 SPDR S&P 500 ETF TR TR UNIT 78462F103 2192 7482 SH SOLE NONE 0 0 7482 AMAZON COM INC COM 023135106 670 354 SH SOLE NONE 0 0 354 BRISTOL MYERS SQUIBB CO COM 110122108 2340 51599 SH SOLE NONE 0 0 51599 EMERSON ELEC CO COM 291011104 4180 62654 SH SOLE NONE 0 0 62654 ONEOK INC NEW COM 682680103 5680 82547 SH SOLE NONE 0 0 82547 INVESCO QQQ TR UNIT SER 1 46090E103 431 2307 SH SOLE NONE 0 0 2307 AMGEN INC COM 031162100 432 2342 SH SOLE NONE 0 0 2342 CONAGRA BRANDS INC COM 205887102 1004 37850 SH SOLE NONE 0 0 37850 ALTRIA GROUP INC COM 02209S103 513 10844 SH SOLE NONE 0 0 10844 FEDEX CORP COM 31428X106 1684 10259 SH SOLE NONE 0 0 10259 INTEL CORP COM 458140100 6197 129451 SH SOLE NONE 0 0 129451 QUALCOMM INC COM 747525103 253 3324 SH SOLE NONE 0 0 3324 DISNEY WALT CO COM DISNEY 254687106 415 2969 SH SOLE NONE 0 0 2969 US BANCORP DEL COM NEW 902973304 298 5681 SH SOLE NONE 0 0 5681 JOHNSON & JOHNSON COM 478160104 301 2160 SH SOLE NONE 0 0 2160 PFIZER INC COM 717081103 6520 150499 SH SOLE NONE 0 0 150499 CHEVRON CORP NEW COM 166764100 2711 21782 SH SOLE NONE 0 0 21782 MICROSOFT CORP COM 594918104 2080 15526 SH SOLE NONE 0 0 15526 UNITED PARCEL SERVICE INC CL B 911312106 4536 43928 SH SOLE NONE 0 0 43928 AT&T INC COM 00206R102 9741 290677 SH SOLE NONE 0 0 290677 PRUDENTIAL FINL INC COM 744320102 4285 42430 SH SOLE NONE 0 0 42430 BB&T CORP COM 054937107 4905 99830 SH SOLE NONE 0 0 99830 CISCO SYS INC COM 17275R102 345 6306 SH SOLE NONE 0 0 6306 INTERNATIONAL BUSINESS MACHS COM 459200101 1093 7926 SH SOLE NONE 0 0 7926 PEPSICO INC COM 713448108 587 4477 SH SOLE NONE 0 0 4477 VERIZON COMMUNICATIONS INC COM 92343V104 737 12896 SH SOLE NONE 0 0 12896 SELECT SECTOR SPDR TR ENERGY 81369Y506 3774 59233 SH SOLE NONE 0 0 59233 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 593 7605 SH SOLE NONE 0 0 7605 VANGUARD GROUP DIV APP ETF 921908844 214 1862 SH SOLE NONE 0 0 1862 DEERE & CO COM 244199105 218 1314 SH SOLE NONE 0 0 1314 BANK AMER CORP COM 060505104 697 24028 SH SOLE NONE 0 0 24028 EXXON MOBIL CORP COM 30231G102 3704 48337 SH SOLE NONE 0 0 48337 AFLAC INC COM 001055102 262 4778 SH SOLE NONE 0 0 4778 WALMART INC COM 931142103 1759 15923 SH SOLE NONE 0 0 15923 ANTHEM INC COM 036752103 4653 16487 SH SOLE NONE 0 0 16487 UNION PACIFIC CORP COM 907818108 293 1730 SH SOLE NONE 0 0 1730 TEXAS INSTRS INC COM 882508104 981 8545 SH SOLE NONE 0 0 8545 BAXTER INTL INC COM 071813109 1989 24283 SH SOLE NONE 0 0 24283 TARGET CORP COM 87612E106 476 5492 SH SOLE NONE 0 0 5492 CVS HEALTH CORP COM 126650100 2912 53442 SH SOLE NONE 0 0 53442 SCHLUMBERGER LTD COM 806857108 612 15406 SH SOLE NONE 0 0 15406 MERCK & CO INC COM 58933Y105 3693 44045 SH SOLE NONE 0 0 44045 NOVARTIS A G SPONSORED ADR 66987V109 265 2905 SH SOLE NONE 0 0 2905 PROCTER AND GAMBLE CO COM 742718109 227 2074 SH SOLE NONE 0 0 2074 KIMBERLY CLARK CORP COM 494368103 4779 35859 SH SOLE NONE 0 0 35859 HOME DEPOT INC COM 437076102 257 1237 SH SOLE NONE 0 0 1237 MCDONALDS CORP COM 580135101 614 2957 SH SOLE NONE 0 0 2957 JPMORGAN CHASE & CO COM 46625H100 1839 16452 SH SOLE NONE 0 0 16452 UNITEDHEALTH GROUP INC COM 91324P102 1005 4117 SH SOLE NONE 0 0 4117 UNITED TECHNOLOGIES CORP COM 913017109 465 3575 SH SOLE NONE 0 0 3575 VANGUARD INDEX FDS TOTAL STK MKT 922908769 8357 55681 SH SOLE NONE 0 0 55681 WASTE MGMT INC DEL COM 94106L109 3365 29169 SH SOLE NONE 0 0 29169 APPLE INC COM 037833100 2974 15026 SH SOLE NONE 0 0 15026 ALLSTATE CORP COM 020002101 1721 16926 SH SOLE NONE 0 0 16926 CELGENE CORP COM 151020104 987 10681 SH SOLE NONE 0 0 10681 TEMPLETON EMERG MKTS INCOME COM 880192109 127 12380 SH SOLE NONE 0 0 12380 GENERAL MLS INC COM 370334104 216 4122 SH SOLE NONE 0 0 4122 OCCIDENTAL PETE CORP COM 674599105 963 19155 SH SOLE NONE 0 0 19155 EASTMAN CHEMICAL CO COM 277432100 524 6739 SH SOLE NONE 0 0 6739 SOUTHERN CO COM 842587107 366 6624 SH SOLE NONE 0 0 6624 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 203 4765 SH SOLE NONE 0 0 4765 VALERO ENERGY CORP NEW COM 91913Y100 6681 78039 SH SOLE NONE 0 0 78039 DENBURY RES INC COM NEW 247916208 15 12250 SH SOLE NONE 0 0 12250 DWS MUN INCOME TR NEW COM 233368109 699 62050 SH SOLE NONE 0 0 62050 VENTAS INC COM 92276F100 2040 29853 SH SOLE NONE 0 0 29853 EATON CORP PLC SHS G29183103 5927 71167 SH SOLE NONE 0 0 71167 NOVO-NORDISK A S ADR 670100205 306 6000 SH SOLE NONE 0 0 6000 CUMMINS INC COM 231021106 213 1245 SH SOLE NONE 0 0 1245 MAGNA INTL INC COM 559222401 702 14117 SH SOLE NONE 0 0 14117 ENTERPRISE PRODS PARTNERS L COM 293792107 208 7196 SH SOLE NONE 0 0 7196 ISHARES TR CHINA LG-CAP ETF 464287184 1587 37106 SH SOLE NONE 0 0 37106 BLACKROCK FLOAT RATE OME STR COM 09255X100 173 13506 SH SOLE NONE 0 0 13506 SPDR GOLD TRUST GOLD SHS 78463V107 366 2749 SH SOLE NONE 0 0 2749 WEC ENERGY GROUP INC COM 92939U106 277 3321 SH SOLE NONE 0 0 3321 VANGUARD INDEX FDS MID CAP ETF 922908629 13400 80163 SH SOLE NONE 0 0 80163 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 236 2700 SH SOLE NONE 0 0 2700 ROYAL DUTCH SHELL PLC SPONS ADR A 780259206 296 4548 SH SOLE NONE 0 0 4548 VANGUARD INDEX FDS GROWTH ETF 922908736 21233 129951 SH SOLE NONE 0 0 129951 GARMIN LTD SHS H2906T109 5668 71033 SH SOLE NONE 0 0 71033 INVESCO MUN OPPORTUNITY TR COM 46132C107 1221 99290 SH SOLE NONE 0 0 99290 INVESCO TR INVT GRADE MUNS COM 46131M106 625 49358 SH SOLE NONE 0 0 49358 INVESCO ADVANTAGE MUNICIPAL SH BEN INT 46132E103 178 16221 SH SOLE NONE 0 0 16221 NUVEEN MUN VALUE FD INC COM 670928100 805 79036 SH SOLE NONE 0 0 79036 ROYAL DUTCH SHELL PLC SPON ADR B 780259107 6459 98244 SH SOLE NONE 0 0 98244 ISHARES GOLD TRUST ISHARES 464285105 872 64567 SH SOLE NONE 0 0 64567 LOGITECH INTL S A SHS H50430232 935 23500 SH SOLE NONE 0 0 23500 WESTERN ASSET INTM MUNI FD I COM 958435109 842 94197 SH SOLE NONE 0 0 94197 SPDR SER TR NUVEEN BLMBRG SR 78468R739 574 11731 SH SOLE NONE 0 0 11731 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 2990 116963 SH SOLE NONE 0 0 116963 MASTERCARD INC CL A 57636Q104 666 2518 SH SOLE NONE 0 0 2518 ISHARES TR CORE S&P TTL STK 464287150 3186 47813 SH SOLE NONE 0 0 47813 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 795 50468 SH SOLE NONE 0 0 50468 NUVEEN AMT FREE QLTY MUN INC COM 670657105 1058 76616 SH SOLE NONE 0 0 76616 NUVEEN SR INCOME FD COM 67067Y104 98 16450 SH SOLE NONE 0 0 16450 VICTORY PORTFOLIOS II VCSHS US 500 ENH 92647N782 1311 26808 SH SOLE NONE 0 0 26808 IBERIABANK CORP COM 450828108 1942 25607 SH SOLE NONE 0 0 25607 DELTA AIR LINES INC DEL COM NEW 247361702 2512 44269 SH SOLE NONE 0 0 44269 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 359 13157 SH SOLE NONE 0 0 13157 ISHARES TR PFD AND INCM SEC 464288687 16406 445204 SH SOLE NONE 0 0 445204 BANK NEW YORK MELLON CORP COM 064058100 357 8086 SH SOLE NONE 0 0 8086 VMWARE INC CL A COM 928563402 298 1780 SH SOLE NONE 0 0 1780 ISHARES TR NATIONAL MUN ETF 464288414 363 3206 SH SOLE NONE 0 0 3206 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 203 3310 SH SOLE NONE 0 0 3310 VISA INC COM CL A 92826C839 395 2275 SH SOLE NONE 0 0 2275 PHILIP MORRIS INTL INC COM 718172109 3460 44064 SH SOLE NONE 0 0 44064 GLU MOBILE INC COM 379890106 178 24768 SH SOLE NONE 0 0 24768 HOME BANCORP INC COM 43689E107 689 17900 SH SOLE NONE 0 0 17900 ISHARES TR MODERT ALLOC ETF 464289875 265 6800 SH SOLE NONE 0 0 6800 ISHARES TR GRWT ALLOCAT ETF 464289867 4246 92267 SH SOLE NONE 0 0 92267 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1543 17173 SH SOLE NONE 0 0 17173 BROADCOM INC COM 11135F101 5881 20429 SH SOLE NONE 0 0 20429 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1249 38924 SH SOLE NONE 0 0 38924 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 272 3879 SH SOLE NONE 0 0 3879 TELUS CORP COM 87971M103 4844 131238 SH SOLE NONE 0 0 131238 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 3390 39360 SH SOLE NONE 0 0 39360 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 328 6490 SH SOLE NONE 0 0 6490 ALPS ETF TR ALERIAN MLP 00162Q866 754 76503 SH SOLE NONE 0 0 76503 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 824 14429 SH SOLE NONE 0 0 14429 INVESCO EXCHNG TRADED FD TR SR LN ETF 46138G508 391 17250 SH SOLE NONE 0 0 17250 ISHARES TR CORE HIGH DV ETF 46429B663 2086 22078 SH SOLE NONE 0 0 22078 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 2406 45345 SH SOLE NONE 0 0 45345 ISHARES TR MIN VOL USA ETF 46429B697 612 9914 SH SOLE NONE 0 0 9914 ISHARES INC MIN VOL GBL ETF 464286525 3583 38891 SH SOLE NONE 0 0 38891 ISHARES INC MIN VOL EMRG MKT 464286533 1294 21987 SH SOLE NONE 0 0 21987 INVESCO EXCHNG TRADED FD TR S&P500 HDL VOL 46138E362 14123 335381 SH SOLE NONE 0 0 335381 ISHARES INC MSCI GBL GOLD MN 46434G855 844 41334 SH SOLE NONE 0 0 41334 PIMCO ETF TR ACTIVE BD ETF 72201R775 265 2467 SH SOLE NONE 0 0 2467 FACEBOOK INC CL A 30303M102 433 2246 SH SOLE NONE 0 0 2246 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 1138 54500 SH SOLE NONE 0 0 54500 BLACKROCK MUN 2030 TAR TERM COM SHS BEN IN 09257P105 400 17200 SH SOLE NONE 0 0 17200 BLACKSTONE GSO STRATEGIC CR COM SHS BEN IN 09257R101 1325 90325 SH SOLE NONE 0 0 90325 ABBVIE INC COM 00287Y109 1776 24420 SH SOLE NONE 0 0 24420 FIRST TR EXCHANGE-TRADED FD PFD SECS INC ETF 33739E108 17307 892593 SH SOLE NONE 0 0 892593 ISHARES TR USA MOMENTUM FCT 46432F396 2321 19566 SH SOLE NONE 0 0 19566 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 214 5685 SH SOLE NONE 0 0 5685 ISHARES TR USA QUALITY FCTR 46432F339 576 6296 SH SOLE NONE 0 0 6296 PROSHARES TR S&P 500 DV ARIST 74348A467 32896 474214 SH SOLE NONE 0 0 474214 ALPHABET INC CAP STK CL C 02079K107 412 381 SH SOLE NONE 0 0 381 ISHARES TR CORE DIV GRWTH 46434V621 24007 628466 SH SOLE NONE 0 0 628466 VICTORY PORTFOLIOS II VCSHS US EQ INCM 92647N824 2269 49830 SH SOLE NONE 0 0 49830 FIRST TR EXCHANGE TRADED FD FIRST TR ENH NEW 33739Q408 27687 461074 SH SOLE NONE 0 0 461074 LEGG MASON ETF INVESTMENT TR LOW DIVI ETF 52468L406 241 7500 SH SOLE NONE 0 0 7500 UNDER ARMOUR INC CL C 904311206 217 9784 SH SOLE NONE 0 0 9784 LAMB WESTON HLDGS INC COM 513272104 805 12706 SH SOLE NONE 0 0 12706 BUSINESS FIRST BANCSHARES IN COM 12326C105 1714 67334 SH SOLE NONE 0 0 67334 ORIGIN BANCORP INC COM 68621T102 605 18326 SH SOLE NONE 0 0 18326 FOCUS FINL PARTNERS INC COM CL A 34417P100 1952 71460 SH SOLE NONE 0 0 71460 DOW INC COM 260557103 4747 96260 SH SOLE NONE 0 0 96260