Summit Financial Wealth Advisors, LLC

Q3 2025 13F Holdings

Location
Lafayette, LA
Holdings as of
9/30/2025
Value ($000)
$645,322
Num holdings
180
Date filed
10/3/2025
Form type
13F-HR
Prev filing
9/29/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type