Managing Partner

0001606587-21-000395.txt : 20210423 0001606587-21-000395.hdr.sgml : 20210423 20210423113843 ACCESSION NUMBER: 0001606587-21-000395 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210423 DATE AS OF CHANGE: 20210423 EFFECTIVENESS DATE: 20210423 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: 21847902 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 03-31-2021 03-31-2021 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 04-08-2021 0 114 392882 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE BLACKROCK MUN TARGET TERM TR COM SHS BEN IN 09257P105 487 18950 SH SOLE NONE 0 0 18950 DISNEY WALT CO COM 254687106 561 3098 SH SOLE NONE 0 0 3098 KIMBERLY-CLARK CORP COM 494368103 415 3078 SH SOLE NONE 0 0 3078 ISHARES TR NATIONAL MUN ETF 464288414 741 6325 SH SOLE NONE 0 0 6325 PFIZER INC COM 717081103 5571 151338 SH SOLE NONE 0 0 151338 PIMCO ETF TR ACTIVE BD ETF 72201R775 221 1953 SH SOLE NONE 0 0 1953 MASTERCARD INCORPORATED CL A 57636Q104 497 1391 SH SOLE NONE 0 0 1391 SPDR S&P 500 ETF TR TR UNIT 78462F103 2830 7570 SH SOLE NONE 0 0 7570 GLU MOBILE INC COM 379890106 90 10000 SH SOLE NONE 0 0 10000 NUVEEN AMT FREE QLTY MUN INC COM 670657105 1115 73866 SH SOLE NONE 0 0 73866 CVS HEALTH CORP COM 126650100 1474 21585 SH SOLE NONE 0 0 21585 FOCUS FINL PARTNERS INC COM CL A 34417P100 1910 43908 SH SOLE NONE 0 0 43908 BK OF AMERICA CORP COM 060505104 399 13165 SH SOLE NONE 0 0 13165 PEPSICO INC COM 713448108 563 3798 SH SOLE NONE 0 0 3798 AMAZON COM INC COM 023135106 1199 368 SH SOLE NONE 0 0 368 UNDER ARMOUR INC CL C 904311206 179 12014 SH SOLE NONE 0 0 12014 INVESCO TR INVT GRADE MUNS COM 46131M106 560 42358 SH SOLE NONE 0 0 42358 MAINSTAY MACKAY DEFINDTRM MU COM 56064K100 1127 51750 SH SOLE NONE 0 0 51750 APPLE INC COM 037833100 6035 45478 SH SOLE NONE 0 0 45478 TARGET CORP COM 87612E106 227 1286 SH SOLE NONE 0 0 1286 QUALCOMM INC COM 747525103 9810 64396 SH SOLE NONE 0 0 64396 AT&T INC COM 00206R102 7452 259106 SH SOLE NONE 0 0 259106 SCHWAB STRATEGIC TR SCHWAB FDT US SC 808524763 242 5635 SH SOLE NONE 0 0 5635 MERCK & CO. INC COM 58933Y105 4253 51992 SH SOLE NONE 0 0 51992 TEXAS INSTRS INC COM 882508104 951 5792 SH SOLE NONE 0 0 5792 VANGUARD INDEX FDS GROWTH ETF 922908736 36213 142943 SH SOLE NONE 0 0 142943 BOEING CO COM 097023105 561 2619 SH SOLE NONE 0 0 2619 DELTA AIR LINES INC DEL COM NEW 247361702 226 5620 SH SOLE NONE 0 0 5620 PHILIP MORRIS INTL INC COM 718172109 387 4677 SH SOLE NONE 0 0 4677 US BANCORP DEL COM NEW 902973304 6940 148961 SH SOLE NONE 0 0 148961 WALMART INC COM 931142103 793 5502 SH SOLE NONE 0 0 5502 CONAGRA BRANDS INC COM 205887102 1419 39146 SH SOLE NONE 0 0 39146 INTEL CORP COM 458140100 5665 113710 SH SOLE NONE 0 0 113710 ISHARES TR CORE S&P SCP ETF 464287804 9594 104391 SH SOLE NONE 0 0 104391 BRISTOL-MYERS SQUIBB CO COM 110122108 1263 20358 SH SOLE NONE 0 0 20358 ISHARES TR SP SMCP600VL ETF 464287879 223 2740 SH SOLE NONE 0 0 2740 CISCO SYS INC COM 17275R102 381 8508 SH SOLE NONE 0 0 8508 EXXON MOBIL CORP COM 30231G102 434 10523 SH SOLE NONE 0 0 10523 JPMORGAN CHASE & CO COM 46625H100 1072 8432 SH SOLE NONE 0 0 8432 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 326 9050 SH SOLE NONE 0 0 9050 BROADCOM INC COM 11135F101 8324 19012 SH SOLE NONE 0 0 19012 ABBVIE INC COM 00287Y109 594 5545 SH SOLE NONE 0 0 5545 SYSCO CORP COM 871829107 8403 113158 SH SOLE NONE 0 0 113158 ISHARES TR PFD AND INCM SEC 464288687 25402 659633 SH SOLE NONE 0 0 659633 CHEVRON CORP NEW COM 166764100 1448 17145 SH SOLE NONE 0 0 17145 EATON CORP PLC SHS G29183103 7902 65770 SH SOLE NONE 0 0 65770 ENERGY TRANSFER LP COM UT LTD PTN 29273V100 124 20000 SH SOLE NONE 0 0 20000 ISHARES TR CORE DIV GRWTH 46434V621 33165 739961 SH SOLE NONE 0 0 739961 INVESCO ADVANTAGE MUN INCOME SH BEN INT 46132E103 307 27075 SH SOLE NONE 0 0 27075 VISA INC COM CL A 92826C839 505 2309 SH SOLE NONE 0 0 2309 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 595 4216 SH SOLE NONE 0 0 4216 VANGUARD INDEX FDS MID CAP ETF 922908629 3798 18370 SH SOLE NONE 0 0 18370 ISHARES TR GRWT ALLOCAT ETF 464289867 443 8480 SH SOLE NONE 0 0 8480 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 242 2844 SH SOLE NONE 0 0 2844 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2227 61844 SH SOLE NONE 0 0 61844 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 227 1765 SH SOLE NONE 0 0 1765 PROSHARES TR S&P 500 DV ARIST 74348A467 24165 302522 SH SOLE NONE 0 0 302522 HOME BANCORP INC COM 43689E107 467 16693 SH SOLE NONE 0 0 16693 FIRST HORIZON CORPORATION COM 320517105 1775 139118 SH SOLE NONE 0 0 139118 FIRST TR EXCHNG TRADED FD VI FT CBOE VEST US 33740F680 13193 423964 SH SOLE NONE 0 0 423964 NUVEEN MUN VALUE FD INC COM 670928100 1524 137298 SH SOLE NONE 0 0 137298 RED RIVER BANCSHARES INC COM 75686R202 661 13350 SH SOLE NONE 0 0 13350 LAMB WESTON HLDGS INC COM 513272104 1017 12922 SH SOLE NONE 0 0 12922 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3101 48340 SH SOLE NONE 0 0 48340 WESTERN ASSET INTER MUNI FD COM 958435109 662 71964 SH SOLE NONE 0 0 71964 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 534 4107 SH SOLE NONE 0 0 4107 ISHARES TR CORE S&P TTL STK 464287150 289 3348 SH SOLE NONE 0 0 3348 INVESCO MUN OPPORTUNITY TR COM 46132C107 1336 104175 SH SOLE NONE 0 0 104175 VANGUARD INDEX FDS TOTAL STK MKT 922908769 7829 40221 SH SOLE NONE 0 0 40221 HOME DEPOT INC COM 437076102 236 889 SH SOLE NONE 0 0 889 HANCOCK WHITNEY CORPORATION COM 410120109 4286 125975 SH SOLE NONE 0 0 125975 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 26483 1311674 SH SOLE NONE 0 0 1311674 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 774 1844 SH SOLE NONE 0 0 1844 ISHARES TR IBOXX HI YD ETF 464288513 254 2909 SH SOLE NONE 0 0 2909 DWS MUN INCOME TR COM 233368109 305 26187 SH SOLE NONE 0 0 26187 INTERNATIONAL BUSINESS MACHS COM 459200101 5729 45512 SH SOLE NONE 0 0 45512 ISHARES TR S&P 500 GRWT ETF 464287309 520 8152 SH SOLE NONE 0 0 8152 WASTE MGMT INC DEL COM 94106L109 375 3184 SH SOLE NONE 0 0 3184 UNITEDHEALTH GROUP INC COM 91324P102 1057 3014 SH SOLE NONE 0 0 3014 VERIZON COMMUNICATIONS INC COM 92343V104 5833 99279 SH SOLE NONE 0 0 99279 INTERNATIONAL PAPER CO COM 460146103 289 5822 SH SOLE NONE 0 0 5822 VENTAS INC COM 92276F100 714 14561 SH SOLE NONE 0 0 14561 BLACKSTONE STRATEGIC CREDIT COM SHS BEN IN 09257R101 387 30975 SH SOLE NONE 0 0 30975 SPROTT PHYSICAL GOLD TR UNIT 85207H104 174 11500 SH SOLE NONE 0 0 11500 3M CO COM 88579Y101 7503 42923 SH SOLE NONE 0 0 42923 SOUTHERN CO COM 842587107 326 5300 SH SOLE NONE 0 0 5300 TESLA INC COM 88160R101 227 321 SH SOLE NONE 0 0 321 INVESCO QQQ TR UNIT SER 1 46090E103 795 2535 SH SOLE NONE 0 0 2535 FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 33739Q408 25776 429316 SH SOLE NONE 0 0 429316 MICROSOFT CORP COM 594918104 2498 11229 SH SOLE NONE 0 0 11229 WEC ENERGY GROUP INC COM 92939U106 226 2461 SH SOLE NONE 0 0 2461 ISHARES TR S&P 500 VAL ETF 464287408 291 2272 SH SOLE NONE 0 0 2272 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 920 57097 SH SOLE NONE 0 0 57097 RAYTHEON TECHNOLOGIES CORP COM 75513E101 311 4350 SH SOLE NONE 0 0 4350 INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 46138E362 1591 42334 SH SOLE NONE 0 0 42334 SPDR GOLD TR GOLD SHS 78463V107 629 3527 SH SOLE NONE 0 0 3527 MCDONALDS CORP COM 580135101 251 1172 SH SOLE NONE 0 0 1172 TELUS CORPORATION COM 87971M103 5339 269661 SH SOLE NONE 0 0 269661 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 273 5314 SH SOLE NONE 0 0 5314 VALERO ENERGY CORP COM 91913Y100 253 4467 SH SOLE NONE 0 0 4467 ALPHABET INC CAP STK CL C 02079K107 599 342 SH SOLE NONE 0 0 342 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 224 4475 SH SOLE NONE 0 0 4475 GARMIN LTD SHS H2906T109 6240 52147 SH SOLE NONE 0 0 52147 VIKING THERAPEUTICS INC COM 92686J106 101 17879 SH SOLE NONE 0 0 17879 ISHARES TR CORE S&P500 ETF 464287200 641 1708 SH SOLE NONE 0 0 1708 UNITED PARCEL SERVICE INC CL B 911312106 7446 44215 SH SOLE NONE 0 0 44215 ISHARES TR MODERT ALLOC ETF 464289875 226 5233 SH SOLE NONE 0 0 5233 AFLAC INC COM 001055102 213 4788 SH SOLE NONE 0 0 4788 GENESIS ENERGY L P UNIT LTD PARTN 371927104 72 11613 SH SOLE NONE 0 0 11613 FIRST TR LRGE CP CORE ALPHA COM SHS 33734K109 232 3160 SH SOLE NONE 0 0 3160 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 3400 35003 SH SOLE NONE 0 0 35003 ATMOS ENERGY CORP COM 049560105 210 2200 SH SOLE NONE 0 0 2200 ISHARES INC MSCI GBL MIN VOL 464286525 13120 135378 SH SOLE NONE 0 0 135378 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 868 12728 SH SOLE NONE 0 0 12728