Summit Financial Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$533M
Signature - Title
David Daniel - Managing Partner
Location
Lafayette, LA
Summary
This page shows a list of all the recent 13F filings made by Summit Financial Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Financial Wealth Advisors, LLC reported 151 stock holdings with total value $533M as of Q3 2024. Top holdings included SCHD, VUG, VYMI, GFEB, and SPLG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 151 $533M +$45.5M -$32.8M +$12.7M SCHD, VUG, VYMI, GFEB, SPLG 13F-HR 11/13/2024, 10:51 AM
Q2 2024 141 $494M +$13.7M -$14.3M -$626K GFEB, SCHD, VUG, VYMI, NOBL 13F-HR 8/12/2024, 02:09 PM
Q1 2024 133 $494M +$113M -$96.9M +$16.3M GFEB, SCHD, VUG, VYMI, NOBL 13F-HR 5/2/2024, 02:05 PM
Q4 2023 128 $441M +$9.1M -$8.72M +$385K GJUN, VUG, FDL, VYMI, NOBL 13F-HR 1/19/2024, 02:05 PM
Q3 2023 121 $407M +$14.5M -$26.3M -$11.8M GJUN, VUG, FDL, VYMI, NOBL 13F-HR 11/13/2023, 10:02 AM
Q2 2023 122 $433M +$68.8M -$64.5M +$4.35M GJUN, VUG, FDL, VYMI, NOBL 13F-HR 7/12/2023, 03:51 PM
Q1 2023 125 $422M +$68.7M -$72.3M -$3.66M DAUG, VUG, FDL, VYMI, NOBL 13F-HR 4/10/2023, 04:54 PM
Q4 2022 127 $414M +$82.3M -$23.6M +$58.7M DSEP, VUG, VYMI, NOBL, DGRO 13F-HR 1/17/2023, 09:52 AM
Q3 2022 124 $330M +$40.6M -$98M -$57.4M VUG, VYMI, NOBL, DGRO, PFF 13F-HR 10/28/2022, 03:26 PM
Q2 2022 135 $417M +$20.5M -$58.3M -$37.8M DGRO, VUG, NOBL, FPE, PFF 13F-HR 7/26/2022, 11:02 AM
Q1 2022 131 $494M +$67.2M -$69M -$1.79M DGRO, VUG, PFF, FPE, NOBL 13F-HR 5/6/2022, 09:59 AM
Q4 2021 140 $517M +$54M -$8.08M +$45.9M DGRO, VUG, FTSM, PFF, FPE 13F-HR 1/12/2022, 01:28 PM
Q3 2021 129 $441M +$9.18M -$5.09M +$4.1M VUG, DGRO, PFF, FPE, NOBL 13F-HR 11/5/2021, 10:48 AM
Q2 2021 125 $443M +$68.6M -$55.5M +$13M VUG, DGRO, PFF, FPE, NOBL 13F-HR 8/9/2021, 09:43 AM
Q1 2021 114 $384M +$8.62M -$22.4M -$13.8M VUG, DGRO, FPE, FTSM, PFF 13F-HR 4/23/2021, 11:38 AM
Q4 2020 101 $336M +$2.43M -$13.5M -$11.1M VUG, DGRO, FPE, FTSM, NOBL 13F-HR 1/11/2021, 03:47 PM
Q3 2020 119 $371M +$21.2M -$34.7M -$13.6M VUG, DGRO, FTSM, FPE, PFF 13F-HR 11/9/2020, 02:19 PM
Q2 2020 120 $375M +$34.9M -$21M +$13.9M VUG, DGRO, FTSM, FPE, NOBL 13F-HR 7/16/2020, 12:20 PM
Q1 2020 121 $316M +$46.8M -$64.4M -$17.6M NOBL, VUG, FTSM, DGRO, FPE 13F-HR 4/29/2020, 04:46 PM
Q4 2019 138 $411M +$15.9M -$33.9M -$18M NOBL, DGRO, VUG, FTSM, FPE 13F-HR 1/28/2020, 12:54 PM
Q3 2019 146 $407M +$21.4M -$27.1M -$5.69M NOBL, DGRO, FTSM, VUG, FPE 13F-HR 11/5/2019, 10:24 AM
Q2 2019 151 $409M +$64.8M -$31.6M +$33.1M NOBL, FTSM, DGRO, VUG, FPE 13F-HR 7/16/2019, 02:00 PM
Q1 2019 135 $376M +$43M -$5.24M +$37.7M NOBL, FTSM, VUG, DGRO, FPE 13F-HR 5/1/2019, 02:30 PM
Q4 2018 124 $308M +$44.4M -$45.3M -$842K NOBL, FTSM, VUG, FPE, DGRO 13F-HR 2/1/2019, 10:19 AM
Q3 2018 144 $335M +$76.5M -$38.8M +$37.8M NOBL, FTSM, VUG, FPE, PFF 13F-HR 10/22/2018, 09:27 AM
Q2 2018 138 $289M +$11.6M -$5.12M +$6.45M NOBL, VUG, RFEU, VO, FPE 13F-HR 7/6/2018, 03:05 PM
Q1 2018 146 $293M +$52.7M -$35M +$17.7M NOBL, VUG, RFEU, VO, PFF Restatement 4/9/2018, 03:40 PM
Q4 2017 143 $280M +$18.3M -$28.1M -$9.82M NOBL, VUG, RFEU, PFF, VO 13F-HR 2/5/2018, 09:40 AM
Q3 2017 138 $275M +$59.3M -$44.6M +$14.7M NOBL, PFF, VUG, RFEU, VO 13F-HR 11/6/2017, 09:47 AM
Q2 2017 146 $253M +$38.6M -$18M +$20.5M NOBL, PFF, VUG, QCOM, VO 13F-HR 8/14/2017, 11:38 AM
Q1 2017 139 $229M +$17.8M -$22.4M -$4.58M NOBL, PFF, VUG, QCOM, T 13F-HR 5/11/2017, 09:57 AM
Q4 2016 139 $227M +$11.5M -$19.4M -$7.87M NOBL, PFF, VUG, QCOM, T 13F-HR 2/14/2017, 09:50 AM
Q3 2016 147 $231M +$34.1M -$45.1M -$11M NOBL, PFF, QCOM, VUG, T 13F-HR 10/5/2016, 03:50 PM
Q2 2016 142 $239M +$28.8M -$27.8M +$1.02M NOBL, FEX, T, QCOM, VTI 13F-HR 7/6/2016, 11:13 AM
Q1 2016 140 $228M +$17.3M -$15.9M +$1.39M NOBL, FEX, VTI, SPY, T 13F-HR 5/13/2016, 11:50 AM
Q4 2015 122 $217M +$74.2M -$19.3M +$54.9M NOBL, SDOG, FEX, VTI, QCOM 13F-HR 2/11/2016, 12:26 PM
Q3 2015 217 $155M +$24.5M -$18.1M +$6.42M SDOG, FEX, VTI, UNH, JCI 13F-HR 10/19/2015, 01:49 PM
Q2 2015 270 $162M +$21M -$2.26M +$18.8M SDOG, JCI, UNH, MMM, VTI 13F-HR 8/10/2015, 10:45 AM
Q1 2015 228 $147M +$15.8M -$12.4M +$3.42M SDOG, JCI, UNH, MMM, VTI 13F-HR 5/14/2015, 02:37 PM
Q4 2014 238 $144M $0 $0 SDOG, JCI, MMM, INTC, VTI 13F-HR 2/11/2015, 05:11 PM