Summit Financial Wealth Advisors, LLC
All 13F Filings
- Location
- Lafayette, LA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 806,929
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/15/2026 | 227 | 806,929 | 13F-HR | Summit Financial Wealth Advisors, LLC |
| 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 | 363.5 K | 45.0% | 24.42 K | 0 | 24.42 K |
| ETFs | 443.5 K | 55.0% | 541 | 0 | 541 |
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Fund Snapshot
Q3 2026
Latest filed
10/15/2026
Total value ($000)
806,929
Holdings
227
QoQ value change ($000)
24,951
(3.2%)
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.