Summit Financial Wealth Advisors, LLC

Business address
P.O. Box 53007, Lafayette, LA, 70505
Top securities (13F)
SCHD, VUG, VYMI, SPBO, NOBL, PFF, BILZ, FTSM, IJR, RTX, VTI, AMLP, MMM, VLO, CMI, T, CSCO, AAPL, GRMN, and FDL
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Summit Financial Wealth Advisors, LLC has filed 47 SEC EDGAR filings since 11 Feb 2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Oct 2025 30 Sep 2025 028-16495
13F-HR Open Document Open Filing 29 Sep 2025 30 Jun 2025 028-16495
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-16495
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-16495
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-16495
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-16495
N-PX Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-16495
13F-HR Open Document Open Filing 12 Aug 2024 30 Jun 2024 028-16495
13F-HR Open Document Open Filing 02 May 2024 31 Mar 2024 028-16495
13F-HR Open Document Open Filing 19 Jan 2024 31 Dec 2023 028-16495
13F-HR Open Document Open Filing 13 Nov 2023 30 Sep 2023 028-16495
13F-HR Open Document Open Filing 12 Jul 2023 30 Jun 2023 028-16495
13F-HR Open Document Open Filing 10 Apr 2023 31 Mar 2023 028-16495
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-16495
13F-HR Open Document Open Filing 28 Oct 2022 30 Sep 2022 028-16495
13F-HR Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-16495
13F-HR Open Document Open Filing 06 May 2022 31 Mar 2022 028-16495
13F-HR Open Document Open Filing 12 Jan 2022 31 Dec 2021 028-16495
13F-HR Open Document Open Filing 05 Nov 2021 30 Sep 2021 028-16495
13F-HR Open Document Open Filing 09 Aug 2021 30 Jun 2021 028-16495
13F-HR Open Document Open Filing 23 Apr 2021 31 Mar 2021 028-16495
13F-HR Open Document Open Filing 11 Jan 2021 31 Dec 2020 028-16495
13F-HR Open Document Open Filing 09 Nov 2020 30 Sep 2020 028-16495
13F-HR Open Document Open Filing 16 Jul 2020 30 Jun 2020 028-16495
13F-HR Open Document Open Filing 29 Apr 2020 31 Mar 2020 028-16495
13F-HR Open Document Open Filing 28 Jan 2020 31 Dec 2019 028-16495
13F-HR Open Document Open Filing 05 Nov 2019 30 Sep 2019 028-16495
13F-HR Open Document Open Filing 16 Jul 2019 30 Jun 2019 028-16495
13F-HR Open Document Open Filing 01 May 2019 31 Mar 2019 028-16495
13F-HR Open Document Open Filing 01 Feb 2019 31 Dec 2018 028-16495
13F-HR Open Document Open Filing 22 Oct 2018 30 Sep 2018 028-16495
13F-HR Open Document Open Filing 06 Jul 2018 30 Jun 2018 028-16495
13F-HR/A Open Document Open Filing 09 Apr 2018 31 Mar 2018 028-16495
13F-HR Open Document Open Filing 06 Apr 2018 31 Mar 2018 028-16495
13F-HR Open Document Open Filing 05 Feb 2018 31 Dec 2017 028-16495
13F-HR Open Document Open Filing 06 Nov 2017 30 Sep 2017 028-16495
13F-HR Open Document Open Filing 14 Aug 2017 30 Jun 2017 028-16495
13F-HR Open Document Open Filing 11 May 2017 31 Mar 2017 028-16495
13F-HR Open Document Open Filing 14 Feb 2017 31 Dec 2016 028-16495
13F-HR Open Document Open Filing 05 Oct 2016 30 Sep 2016 028-16495
13F-HR Open Document Open Filing 06 Jul 2016 30 Jun 2016 028-16495
13F-HR Open Document Open Filing 13 May 2016 31 Mar 2016 028-16495
13F-HR Open Document Open Filing 11 Feb 2016 31 Dec 2015 028-16495
13F-HR Open Document Open Filing 19 Oct 2015 30 Sep 2015 028-16495
13F-HR Open Document Open Filing 10 Aug 2015 30 Jun 2015 028-16495
13F-HR Open Document Open Filing 14 May 2015 31 Mar 2015 028-16495
13F-HR Open Document Open Filing 11 Feb 2015 31 Dec 2014 028-16495