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Manager record

Summit Financial Wealth Advisors, LLC

Lafayette, LA · CIK 1632283 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$806.93MReported 13F valueQ3 2026 · as filed
227Holdings listed
+3.2%vs prior quartervalue change includes market moves
6Quarters on record
Oct 15Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $557.5M$557.5MQ2 2025168 holdingsQ3 2025: $645.3M$645.3MQ3 2025180 holdingsQ4 2025: $698.6M$698.6MQ4 2025195 holdingsQ1 2026: $705.4M$705.4MQ1 2026193 holdingsQ2 2026: $782.0M$782.0MQ2 2026225 holdingsQ3 2026: $806.9M$806.9MQ3 2026227 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 15 2026 13F-HR · period Q3 2026

$806.93M · 227 holdings listed · View original SEC filing ↗
Jul 15 2026 13F-HR · period Q2 2026

$781.98M · 225 holdings listed · View original SEC filing ↗
May 26 2026 13F-HR · period Q1 2026

$705.41M · 193 holdings listed · View original SEC filing ↗
Jan 27 2026 13F-HR · period Q4 2025

$698.62M · 195 holdings listed · View original SEC filing ↗
Oct 03 2025 13F-HR · period Q3 2025

$645.32M · 180 holdings listed · View original SEC filing ↗
Sep 29 2025 13F-HR · period Q2 2025

$557.54M · 168 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 15, 2026 · Change methodology