Summit Financial Wealth Advisors, LLC
All 13F Filings
- Location
- Lafayette, LA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 781,978
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/15/2026 | 225 | 781,978 | 13F-HR | Summit Financial Wealth Advisors, LLC |
| Q1 2026 | 5/26/2026 | 193 | 705,415 | 13F-HR | Summit Financial Wealth Advisors, LLC |
| Q4 2025 | 1/27/2026 | 195 | 698,619 | 13F-HR | Summit Financial Wealth Advisors, LLC |
| Q3 2025 | 10/3/2025 | 180 | 645,322 | 13F-HR | Summit Financial Wealth Advisors, LLC |
| Q2 2025 | 9/29/2025 | 168 | 557,538 | 13F-HR | Summit Financial Wealth Advisors, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 339 K | 43.4% | 30.88 K | 0 | 30.88 K |
| ETFs | 442.9 K | 56.6% | 45.68 K | 0 | 45.68 K |
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Fund Snapshot
Q2 2026
Latest filed
7/15/2026
Total value ($000)
781,978
Holdings
225
QoQ value change ($000)
76,563
(10.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.