Summit Financial Wealth Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$494M
Signature - Title
David Daniel - Managing Partner
Location
P.O. Box 53007, Lafayette, LA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
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 +$84.4M -$23.5M +$60.9M DSEP, VUG, VYMI, NOBL, DGRO 13F-HR 1/17/2023, 09:52 AM
Q3 2022 124 $348M +$40.3M -$98.1M -$57.8M VUG, VYMI, NOBL, DGRO, PFF 13F-HR 10/28/2022, 03:26 PM
Q2 2022 132 $410M +$20.4M -$58.3M -$38M DGRO, VUG, NOBL, FPE, PFF 13F-HR 7/26/2022, 11:02 AM
Q1 2022 129 $486M +$59.6M -$69M -$9.39M 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 +$69.3M -$56.1M +$13.2M VUG, DGRO, PFF, FPE, NOBL 13F-HR 8/9/2021, 09:43 AM
Q1 2021 113 $393M +$13.5M -$26.1M -$12.6M VUG, DGRO, FPE, FTSM, PFF 13F-HR 4/23/2021, 11:38 AM
Q4 2020 98 $364M +$4.97M -$14.3M -$9.32M VUG, DGRO, FPE, FTSM, NOBL 13F-HR 1/11/2021, 03:47 PM
Q3 2020 117 $374M +$21.2M -$34.7M -$13.6M VUG, DGRO, FTSM, FPE, PFF 13F-HR 11/9/2020, 02:19 PM
Q2 2020 120 $375M +$34.8M -$21.4M +$13.5M VUG, DGRO, FTSM, FPE, NOBL 13F-HR 7/16/2020, 12:20 PM
Q1 2020 118 $315M +$47.1M -$54.2M -$7.05M NOBL, VUG, FTSM, DGRO, FPE 13F-HR 4/29/2020, 04:46 PM
Q4 2019 137 $412M +$15.8M -$33.9M -$18.2M NOBL, DGRO, VUG, FTSM, FPE 13F-HR 1/28/2020, 12:54 PM
Q3 2019 145 $408M +$22.1M -$27.1M -$4.95M NOBL, DGRO, FTSM, VUG, FPE 13F-HR 11/5/2019, 10:24 AM
Q2 2019 151 $409M +$64.8M -$34M +$30.7M 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