Summit Financial Wealth Advisors, LLC
Q2 2025 13F Holdings
Location
Lafayette, LA
Holdings as of
6/30/2025
Value ($000)
$557,538
Num holdings
168
Date filed
9/29/2025
Form type
13F-HR
Prev filing
5/14/2025
Next filing
10/3/2025
SEC
View on sec.gov
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type