Summit Financial Wealth Advisors, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lafayette, LA
CIK
0001632283
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 128 440,725 GJUN, VUG, FDL, VYMI 13F-HR 1/19/2024 000117266124000284
Q3 2023 121 407,169 GJUN, VUG, FDL, VYMI 13F-HR 11/13/2023 000117266123003751
Q2 2023 122 432,684 GJUN, VUG, FDL, VYMI 13F-HR 7/12/2023 000117266123002492
Q1 2023 125 421,660 DAUG, VUG, FDL, VYMI 13F-HR 4/10/2023 000117266123001653
Q4 2022 127 414,287 DSEP, VUG, VYMI, NOBL 13F-HR 1/17/2023 000117266123000184
Q3 2022 124 348,177 VUG, VYMI, NOBL, DGRO 13F-HR 10/28/2022 000160658722002043
Q2 2022 135 418,331 DGRO, VUG, NOBL, FPE 13F-HR 7/26/2022 000160658722001459
Q1 2022 131 494,734 DGRO, VUG, PFF, FPE 13F-HR 5/6/2022 000160658722000968
Q4 2021 140 516,591 DGRO, VUG, FTSM, PFF 13F-HR 1/12/2022 000160658722000006
Q3 2021 129 441,155 VUG, DGRO, PFF, FPE 13F-HR 11/5/2021 000160658721001522
Q2 2021 125 442,908 VUG, DGRO, PFF, FPE 13F-HR 8/9/2021 000160658721001069
Q1 2021 114 392,882 VUG, DGRO, FPE, FTSM 13F-HR 4/23/2021 000160658721000395
Q4 2020 101 366,778 VUG, DGRO, FPE, FTSM 13F-HR 1/11/2021 000160658721000005
Q3 2020 119 374,846 VUG, DGRO, FTSM, FPE 13F-HR 11/9/2020 000160658720001227
Q2 2020 120 374,979 VUG, DGRO, FTSM, FPE 13F-HR 7/16/2020 000160658720000742
Q1 2020 120 317,532 NOBL, VUG, FTSM, DGRO 13F-HR 4/29/2020 000160658720000525
Q4 2019 137 411,571 NOBL, DGRO, VUG, FTSM 13F-HR 1/28/2020 000160658720000125
Q3 2019 145 407,546 NOBL, DGRO, FTSM, VUG 13F-HR 11/5/2019 000160658719000962
Q2 2019 151 408,554 NOBL, FTSM, DGRO, VUG 13F-HR 7/16/2019 000160658719000615
Q1 2019 135 378,637 NOBL, FTSM, VUG, DGRO 13F-HR 5/1/2019 000160658719000457
Q4 2018 124 308,157 NOBL, FTSM, VUG, FPE 13F-HR 2/1/2019 000160658719000120
Q3 2018 144 334,547 NOBL, FTSM, VUG, FPE 13F-HR 10/22/2018 000160658718000766
Q2 2018 138 299,056 NOBL, VUG, RFEU, VO 13F-HR 7/6/2018 000160658718000480
Q1 2018 146 304,236 NOBL, VUG, RFEU, VO RESTATEMENT 4/9/2018 000160658718000274
Q4 2017 143 290,987 NOBL, VUG, RFEU, FVD 13F-HR 2/5/2018 000160658718000108
Q3 2017 138 274,982 NOBL, PFF, VUG, RFEU 13F-HR 11/6/2017 000160658717000629
Q2 2017 146 252,836 NOBL, PFF, VUG, QCOM 13F-HR 8/14/2017 000160658717000520
Q1 2017 139 228,985 NOBL, PFF, VUG, QCOM 13F-HR 5/11/2017 000160658717000312
Q4 2016 139 227,445 NOBL, PFF, VUG, QCOM 13F-HR 2/14/2017 000160658717000160
Q3 2016 147 230,878 NOBL, PFF, QCOM, VUG 13F-HR 10/5/2016 000160658716000769
Q2 2016 143 239,370 NOBL, FEX, T, QCOM 13F-HR 7/6/2016 000160658716000645
Q1 2016 139 228,569 NOBL, FEX, VTI, SPY 13F-HR 5/13/2016 000160658716000624
Q4 2015 122 218,509 NOBL, SDOG, FEX, VTI 13F-HR 2/11/2016 000160658716000434
Q3 2015 218 154,700 SDOG, FEX, VTI, UNH 13F-HR 10/19/2015 000160658715000270
Q2 2015 272 161,589 SDOG, JCI, UNH, MMM 13F-HR 8/10/2015 000160658715000230
Q1 2015 231 147,686 SDOG, JCI, UNH, MMM 13F-HR 5/14/2015 000160658715000174
Q4 2014 244 144,075 SDOG, JCI, MMM, INTC 13F-HR 2/11/2015 000160658715000047
Additional filings from Summit Financial Wealth Advisors, LLC that have since been restated