# EDGAR Filing Document

**Accession Number:** 0001632283
**File Stem:** 0001172661-23-000184
**Filing Date:** 2023-1
**Character Count:** 16207
**Document Hash:** 61ec9aaa9a2003814877532b1000b8af
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000184.hdr.sgml**: 20230117

**ACCESSION NUMBER**: 0001172661-23-000184

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230117

**DATE AS OF CHANGE**: 20230117

**EFFECTIVENESS DATE**: 20230117

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Summit Financial Wealth Advisors, LLC
- **CENTRAL INDEX KEY:** 0001632283
- **IRS NUMBER:** 463636065
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-16495
- **FILM NUMBER:** 23530546

**BUSINESS ADDRESS:**
- **STREET 1:** P.O. BOX 53007
- **CITY:** LAFAYETTE
- **STATE:** LA
- **ZIP:** 70505
- **BUSINESS PHONE:** 337.232.1141

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 53007
- **CITY:** LAFAYETTE
- **STATE:** LA
- **ZIP:** 70505

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Summit Financial Wealth Advisors LLC<br>**Address:** P.o. Box 53007<br>Lafayette, LA 70505

**Form 13F File Number:** 028-16495

**CRD Number (if applicable):** 000171278

**SEC File Number (if applicable):** 801-79686

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** David Daniel<br>**Title:** Managing Partner<br>**Phone:** 337-232-1141

**Signature, Place, and Date of Signing:**

/s/ David Daniel  Layfayette, LA  01-17-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 127

**Form 13F Information Table Value Total:** $414287445

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 3195868 | 26650 | SH |  | SOLE |  | 0 | 0 | 26650 |
| ABBVIE INC | COM | 00287Y109 |  | 933136 | 5774 | SH |  | SOLE |  | 0 | 0 | 5774 |
| AFLAC INC | COM | 001055102 |  | 345672 | 4805 | SH |  | SOLE |  | 0 | 0 | 4805 |
| ALLSTATE CORP | COM | 020002101 |  | 319202 | 2354 | SH |  | SOLE |  | 0 | 0 | 2354 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 684374 | 7713 | SH |  | SOLE |  | 0 | 0 | 7713 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 |  | 10686034 | 280694 | SH |  | SOLE |  | 0 | 0 | 280694 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 306943 | 6715 | SH |  | SOLE |  | 0 | 0 | 6715 |
| AMAZON COM INC | COM | 023135106 |  | 568848 | 6772 | SH |  | SOLE |  | 0 | 0 | 6772 |
| APPLE INC | COM | 037833100 |  | 5404479 | 41595 | SH |  | SOLE |  | 0 | 0 | 41595 |
| ARCHROCK INC | COM | 03957W106 |  | 89800 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| AT INC | COM | 00206R102 |  | 4575523 | 248535 | SH |  | SOLE |  | 0 | 0 | 248535 |
| BANK AMERICA CORP | COM | 060505104 |  | 472424 | 14264 | SH |  | SOLE |  | 0 | 0 | 14264 |
| BLACKROCK MUN TARGET TERM TR | COM SHS BEN IN | 09257P105 |  | 434848 | 20425 | SH |  | SOLE |  | 0 | 0 | 20425 |
| BLACKSTONE STRATEGIC CREDIT | COM SHS BEN IN | 09257R101 |  | 283015 | 26750 | SH |  | SOLE |  | 0 | 0 | 26750 |
| BOEING CO | COM | 097023105 |  | 525562 | 2759 | SH |  | SOLE |  | 0 | 0 | 2759 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 1190125 | 16541 | SH |  | SOLE |  | 0 | 0 | 16541 |
| BROADCOM INC | COM | 11135F101 |  | 568635 | 1017 | SH |  | SOLE |  | 0 | 0 | 1017 |
| CATALYST BANCORP INC | COMMON STOCK | 14888L101 |  | 340360 | 26800 | SH |  | SOLE |  | 0 | 0 | 26800 |
| CHEVRON CORP NEW | COM | 166764100 |  | 4664048 | 25985 | SH |  | SOLE |  | 0 | 0 | 25985 |
| CISCO SYS INC | COM | 17275R102 |  | 511797 | 10743 | SH |  | SOLE |  | 0 | 0 | 10743 |
| COCA COLA CO | COM | 191216100 |  | 244638 | 3846 | SH |  | SOLE |  | 0 | 0 | 3846 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 1503495 | 38850 | SH |  | SOLE |  | 0 | 0 | 38850 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 449816 | 3812 | SH |  | SOLE |  | 0 | 0 | 3812 |
| CUMMINS INC | COM | 231021106 |  | 9211168 | 38017 | SH |  | SOLE |  | 0 | 0 | 38017 |
| CVS HEALTH CORP | COM | 126650100 |  | 1796517 | 19278 | SH |  | SOLE |  | 0 | 0 | 19278 |
| DWS MUN INCOME TR | COM | 233368109 |  | 310279 | 36037 | SH |  | SOLE |  | 0 | 0 | 36037 |
| EATON CORP PLC | SHS | G29183103 |  | 6649030 | 42364 | SH |  | SOLE |  | 0 | 0 | 42364 |
| EMERSON ELEC CO | COM | 291011104 |  | 206913 | 2154 | SH |  | SOLE |  | 0 | 0 | 2154 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 237400 | 20000 | SH |  | SOLE |  | 0 | 0 | 20000 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2074203 | 18805 | SH |  | SOLE |  | 0 | 0 | 18805 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 3298607 | 134637 | SH |  | SOLE |  | 0 | 0 | 134637 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 738542 | 12425 | SH |  | SOLE |  | 0 | 0 | 12425 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 33740F680 |  | 45171725 | 1473792 | SH |  | SOLE |  | 0 | 0 | 1473792 |
| FIRST TR EXCHNG TRADED FD VI | CBOE EQT DEP NOV | 33740F839 |  | 1588677 | 48628 | SH |  | SOLE |  | 0 | 0 | 48628 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE DEEP BFR | 33740U406 |  | 1092777 | 35700 | SH |  | SOLE |  | 0 | 0 | 35700 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST MAR | 33740F599 |  | 717956 | 22894 | SH |  | SOLE |  | 0 | 0 | 22894 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 33740U885 |  | 332391 | 11365 | SH |  | SOLE |  | 0 | 0 | 11365 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 33740F615 |  | 311100 | 10315 | SH |  | SOLE |  | 0 | 0 | 10315 |
| FIRST TR EXCHNG TRADED FD VI | US EQT BUFFER | 33740F763 |  | 271781 | 7640 | SH |  | SOLE |  | 0 | 0 | 7640 |
| FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 |  | 15315971 | 418927 | SH |  | SOLE |  | 0 | 0 | 418927 |
| FOCUS FINL PARTNERS INC | COM CL A | 34417P100 |  | 1169831 | 31388 | SH |  | SOLE |  | 0 | 0 | 31388 |
| FORD MTR CO DEL | COM | 345370860 |  | 298519 | 25668 | SH |  | SOLE |  | 0 | 0 | 25668 |
| GARMIN LTD | SHS | H2906T109 |  | 7723935 | 83692 | SH |  | SOLE |  | 0 | 0 | 83692 |
| GENERAL MLS INC | COM | 370334104 |  | 251550 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| GENESIS ENERGY L P | UNIT LTD PARTN | 371927104 |  | 169619 | 16613 | SH |  | SOLE |  | 0 | 0 | 16613 |
| GENUINE PARTS CO | COM | 372460105 |  | 13277332 | 76522 | SH |  | SOLE |  | 0 | 0 | 76522 |
| HANCOCK WHITNEY CORPORATION | COM | 410120109 |  | 5951596 | 122992 | SH |  | SOLE |  | 0 | 0 | 122992 |
| HOME BANCORP INC | COM | 43689E107 |  | 846554 | 21148 | SH |  | SOLE |  | 0 | 0 | 21148 |
| HOME DEPOT INC | COM | 437076102 |  | 400195 | 1267 | SH |  | SOLE |  | 0 | 0 | 1267 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 1861439 | 13212 | SH |  | SOLE |  | 0 | 0 | 13212 |
| INTERNATIONAL PAPER CO | COM | 460146103 |  | 4650311 | 134286 | SH |  | SOLE |  | 0 | 0 | 134286 |
| INVESCO ADVANTAGE MUN INCOME | SH BEN INT | 46132E103 |  | 172444 | 20075 | SH |  | SOLE |  | 0 | 0 | 20075 |
| INVESCO EXCH TRADED FD TR II | S HDL VOL | 46138E362 |  | 1480240 | 33772 | SH |  | SOLE |  | 0 | 0 | 33772 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3104958 | 21982 | SH |  | SOLE |  | 0 | 0 | 21982 |
| INVESCO MUN OPPORTUNITY TR | COM | 46132C107 |  | 828228 | 83575 | SH |  | SOLE |  | 0 | 0 | 83575 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 301429 | 1132 | SH |  | SOLE |  | 0 | 0 | 1132 |
| ISHARES INC | MSCI GBL MIN VOL | 464286525 |  | 381220 | 4012 | SH |  | SOLE |  | 0 | 0 | 4012 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 244422 | 11100 | SH |  | SOLE |  | 0 | 0 | 11100 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 17674560 | 353491 | SH |  | SOLE |  | 0 | 0 | 353491 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 15728843 | 515193 | SH |  | SOLE |  | 0 | 0 | 515193 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 10876895 | 114929 | SH |  | SOLE |  | 0 | 0 | 114929 |
| ISHARES TR | S 500 VAL ETF | 464287408 |  | 2659553 | 18333 | SH |  | SOLE |  | 0 | 0 | 18333 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 2279581 | 18902 | SH |  | SOLE |  | 0 | 0 | 18902 |
| ISHARES TR | CORE S ETF | 464287200 |  | 2238704 | 5827 | SH |  | SOLE |  | 0 | 0 | 5827 |
| ISHARES TR | U.S. ENERGY ETF | 464287796 |  | 1543422 | 33199 | SH |  | SOLE |  | 0 | 0 | 33199 |
| ISHARES TR | U.S. FINLS ETF | 464287788 |  | 933111 | 12364 | SH |  | SOLE |  | 0 | 0 | 12364 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 912951 | 15606 | SH |  | SOLE |  | 0 | 0 | 15606 |
| ISHARES TR | US REGNL BKS ETF | 464288778 |  | 837892 | 17588 | SH |  | SOLE |  | 0 | 0 | 17588 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 |  | 736741 | 6982 | SH |  | SOLE |  | 0 | 0 | 6982 |
| ISHARES TR | GRWT ALLOCAT ETF | 464289867 |  | 399917 | 8480 | SH |  | SOLE |  | 0 | 0 | 8480 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 285667 | 2834 | SH |  | SOLE |  | 0 | 0 | 2834 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 250189 | 2740 | SH |  | SOLE |  | 0 | 0 | 2740 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 232825 | 1318 | SH |  | SOLE |  | 0 | 0 | 1318 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1173808 | 8753 | SH |  | SOLE |  | 0 | 0 | 8753 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 456256 | 3361 | SH |  | SOLE |  | 0 | 0 | 3361 |
| LAMB WESTON HLDGS INC | COM | 513272104 |  | 1180982 | 13216 | SH |  | SOLE |  | 0 | 0 | 13216 |
| MAINSTAY MACKAY DEFINEDTERM | COM | 56064K100 |  | 1019328 | 63470 | SH |  | SOLE |  | 0 | 0 | 63470 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 343557 | 988 | SH |  | SOLE |  | 0 | 0 | 988 |
| MCDONALDS CORP | COM | 580135101 |  | 308594 | 1171 | SH |  | SOLE |  | 0 | 0 | 1171 |
| MERCK  CO INC | COM | 58933Y105 |  | 8565229 | 77199 | SH |  | SOLE |  | 0 | 0 | 77199 |
| MICROSOFT CORP | COM | 594918104 |  | 1947578 | 8121 | SH |  | SOLE |  | 0 | 0 | 8121 |
| NOW INC | COM | 67011P100 |  | 151130 | 11900 | SH |  | SOLE |  | 0 | 0 | 11900 |
| NUVEEN AMT FREE QLTY MUN INC | COM | 670657105 |  | 680779 | 59875 | SH |  | SOLE |  | 0 | 0 | 59875 |
| NUVEEN MUN VALUE FD INC | COM | 670928100 |  | 1992663 | 231705 | SH |  | SOLE |  | 0 | 0 | 231705 |
| NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 67070X101 |  | 358510 | 29678 | SH |  | SOLE |  | 0 | 0 | 29678 |
| ORIGIN BANCORP INC | COM | 68621T102 |  | 511671 | 13942 | SH |  | SOLE |  | 0 | 0 | 13942 |
| PEPSICO INC | COM | 713448108 |  | 697528 | 3861 | SH |  | SOLE |  | 0 | 0 | 3861 |
| PFIZER INC | COM | 717081103 |  | 379278 | 7402 | SH |  | SOLE |  | 0 | 0 | 7402 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 437247 | 4320 | SH |  | SOLE |  | 0 | 0 | 4320 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 19891120 | 221037 | SH |  | SOLE |  | 0 | 0 | 221037 |
| QUALCOMM INC | COM | 747525103 |  | 5654891 | 51436 | SH |  | SOLE |  | 0 | 0 | 51436 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 11889702 | 117813 | SH |  | SOLE |  | 0 | 0 | 117813 |
| RED RIVER BANCSHARES INC | COM | 75686R202 |  | 681651 | 13350 | SH |  | SOLE |  | 0 | 0 | 13350 |
| SCHLUMBERGER LTD | COM STK | 806857108 |  | 203950 | 3815 | SH |  | SOLE |  | 0 | 0 | 3815 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 5922283 | 78399 | SH |  | SOLE |  | 0 | 0 | 78399 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 808524508 |  | 774533 | 11805 | SH |  | SOLE |  | 0 | 0 | 11805 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 403421 | 7261 | SH |  | SOLE |  | 0 | 0 | 7261 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 476232 | 3827 | SH |  | SOLE |  | 0 | 0 | 3827 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 220249 | 2518 | SH |  | SOLE |  | 0 | 0 | 2518 |
| SHELL PLC | SPON ADS | 780259305 |  | 367328 | 6450 | SH |  | SOLE |  | 0 | 0 | 6450 |
| SOUTHERN CO | COM | 842587107 |  | 382044 | 5350 | SH |  | SOLE |  | 0 | 0 | 5350 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 620034 | 3655 | SH |  | SOLE |  | 0 | 0 | 3655 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2010435 | 5257 | SH |  | SOLE |  | 0 | 0 | 5257 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 820490 | 1853 | SH |  | SOLE |  | 0 | 0 | 1853 |
| SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 |  | 162150 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| SYSCO CORP | COM | 871829107 |  | 8164413 | 106794 | SH |  | SOLE |  | 0 | 0 | 106794 |
| TARGET CORP | COM | 87612E106 |  | 364552 | 2446 | SH |  | SOLE |  | 0 | 0 | 2446 |
| TELUS CORPORATION | COM | 87971M103 |  | 6477952 | 335641 | SH |  | SOLE |  | 0 | 0 | 335641 |
| TESLA INC | COM | 88160R101 |  | 393930 | 3198 | SH |  | SOLE |  | 0 | 0 | 3198 |
| TEXAS INSTRS INC | COM | 882508104 |  | 755221 | 4571 | SH |  | SOLE |  | 0 | 0 | 4571 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 7619322 | 177070 | SH |  | SOLE |  | 0 | 0 | 177070 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 8666058 | 49851 | SH |  | SOLE |  | 0 | 0 | 49851 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 1479202 | 2790 | SH |  | SOLE |  | 0 | 0 | 2790 |
| VALERO ENERGY CORP | COM | 91913Y100 |  | 12785743 | 100786 | SH |  | SOLE |  | 0 | 0 | 100786 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 375016 | 13085 | SH |  | SOLE |  | 0 | 0 | 13085 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 27352242 | 128348 | SH |  | SOLE |  | 0 | 0 | 128348 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 6694326 | 35014 | SH |  | SOLE |  | 0 | 0 | 35014 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 2768351 | 13583 | SH |  | SOLE |  | 0 | 0 | 13583 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 649766 | 4279 | SH |  | SOLE |  | 0 | 0 | 4279 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 921946794 |  | 21531994 | 361457 | SH |  | SOLE |  | 0 | 0 | 361457 |
| VENTAS INC | COM | 92276F100 |  | 680525 | 15106 | SH |  | SOLE |  | 0 | 0 | 15106 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 5394439 | 136915 | SH |  | SOLE |  | 0 | 0 | 136915 |
| VIKING THERAPEUTICS INC | COM | 92686J106 |  | 305726 | 32524 | SH |  | SOLE |  | 0 | 0 | 32524 |
| VISA INC | COM CL A | 92826C839 |  | 633252 | 3048 | SH |  | SOLE |  | 0 | 0 | 3048 |
| WALMART INC | COM | 931142103 |  | 1098873 | 7750 | SH |  | SOLE |  | 0 | 0 | 7750 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 563199 | 3590 | SH |  | SOLE |  | 0 | 0 | 3590 |
| WESTERN ASSET INTER MUNI FD | COM | 958435109 |  | 520340 | 68556 | SH |  | SOLE |  | 0 | 0 | 68556 |

---