Managers / Q4 2024 · view latest →
Summit Financial Wealth Advisors, LLC
CIK 0001632283 · P.O. BOX 53007, LAFAYETTE, LA, 70505 · 337.232.1141
Reported Value
$511M
Q4 2024
Positions
150
Filings on Record
30
2019–present window
Filed
Feb 13, 2025
original filing
Summary
Summit Financial Wealth Advisors, Llc reported $511M in U.S.-listed holdings across 150 positions for Q4 2024.
Its largest position, SCHD, represents 10.0% of the portfolio.
Compared with Q3 2024, the fund opened 11 new positions and exited 12.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2024
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $705M | 193 | May 26, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $699M | 195 | Jan 27, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $645M | 180 | Oct 3, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $504M | 151 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $511M | 150 | Feb 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $533M | 151 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $494M | 141 | Aug 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $494M | 133 | May 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $441M | 128 | Jan 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $407M | 121 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $433M | 122 | Jul 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $422M | 125 | Apr 10, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $414.3B | 127 | Jan 17, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $348M | 124 | Oct 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $418M | 135 | Jul 26, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $495M | 131 | May 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $517M | 140 | Jan 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $441M | 129 | Nov 5, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $443M | 125 | Aug 9, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $393M | 114 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $367M | 101 | Jan 11, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $375M | 119 | Nov 9, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $375M | 120 | Jul 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $318M | 121 | Apr 29, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $412M | 138 | Jan 28, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $408M | 146 | Nov 5, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $409M | 151 | Jul 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $379M | 135 | May 1, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $308M | 124 | Feb 1, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.