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 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