Summit Financial Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2025 - Oct 3, 2025
Value $
$645M
Signature - Title
David Daniel - Managing Partner
Location
Lafayette, LA
Summary
This page shows a list of all the recent 13F filings made by Summit Financial Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Summit Financial Wealth Advisors, LLC reported 180 stock holdings with total value $645M as of Q3 2025. Top holdings included SCHD, VUG, VYMI, SPBO, and NOBL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 180 $645M +$61.2M -$9.2M +$52M SCHD, VUG, VYMI, SPBO, NOBL 13F-HR 10/3/2025, 02:54 PM
Q2 2025 168 $558M +$56.7M -$22M +$34.7M SCHD, VUG, VYMI, NOBL, SPBO 13F-HR 9/29/2025, 11:54 AM
Q1 2025 151 $504M +$16.1M -$11.5M +$4.56M SCHD, VUG, VYMI, NOBL, PFF 13F-HR 5/14/2025, 02:57 PM
Q4 2024 150 $511M +$77.5M -$73.5M +$3.96M SCHD, VUG, VYMI, NOBL, PFF 13F-HR 2/13/2025, 11:53 AM
Q3 2024 151 $533M +$45.5M -$32.8M +$12.7M SCHD, VUG, VYMI, GFEB, SPLG 13F-HR 11/13/2024, 10:51 AM
Q2 2024 141 $494M +$13.7M -$14.3M -$626K GFEB, SCHD, VUG, VYMI, NOBL 13F-HR 8/12/2024, 02:09 PM
Q1 2024 133 $494M +$113M -$96.9M +$16.3M GFEB, SCHD, VUG, VYMI, NOBL 13F-HR 5/2/2024, 02:05 PM
Q4 2023 128 $441M +$9.1M -$8.72M +$385K GJUN, VUG, FDL, VYMI, NOBL 13F-HR 1/19/2024, 02:05 PM
Q3 2023 130 $407M +$14.5M -$26.3M -$11.8M GJUN, VUG, FDL, VYMI, NOBL 13F-HR 11/13/2023, 10:02 AM
Q2 2023 122 $433M +$68.8M -$51.9M +$16.9M GJUN, VUG, FDL, VYMI, NOBL 13F-HR 7/12/2023, 03:51 PM
Q1 2023 125 $422M +$68.7M -$67.6M +$1.07M DAUG, VUG, FDL, VYMI, NOBL 13F-HR 4/10/2023, 04:54 PM
Q4 2022 127 $414M +$84.4M -$7.36M +$77M DSEP, VUG, VYMI, NOBL, DGRO 13F-HR 1/17/2023, 08:52 AM
Q3 2022 117 $330M +$40.3M -$47.2M -$6.86M VUG, VYMI, NOBL, DGRO, PFF 13F-HR 10/28/2022, 03:26 PM
Q2 2022 131 $410M +$20.3M -$38.9M -$18.5M DGRO, VUG, NOBL, FPE, PFF 13F-HR 7/26/2022, 11:02 AM
Q1 2022 129 $486M +$59.6M -$62.7M -$3.13M DGRO, VUG, PFF, FPE, NOBL 13F-HR 5/6/2022, 09:59 AM
Q4 2021 140 $517M +$54M -$7.22M +$46.8M DGRO, VUG, FTSM, PFF, FPE 13F-HR 1/12/2022, 12:28 PM
Q3 2021 129 $441M +$9.18M -$5.09M +$4.1M VUG, DGRO, PFF, FPE, NOBL 13F-HR 11/5/2021, 10:48 AM
Q2 2021 125 $443M +$69.3M -$56.1M +$13.2M VUG, DGRO, PFF, FPE, NOBL 13F-HR 8/9/2021, 09:43 AM
Q1 2021 114 $393M +$8.83M -$22.2M -$13.4M VUG, DGRO, FPE, FTSM, PFF 13F-HR 4/23/2021, 11:38 AM
Q4 2020 87 $335M +$2.41M -$8.41M -$6M VUG, DGRO, FPE, FTSM, NOBL 13F-HR 1/11/2021, 02:47 PM
Q3 2020 116 $371M +$21.2M -$28.8M -$7.63M VUG, DGRO, FTSM, FPE, PFF 13F-HR 11/9/2020, 01:19 PM
Q2 2020 120 $375M +$34.8M -$16.3M +$18.5M VUG, DGRO, FTSM, FPE, NOBL 13F-HR 7/16/2020, 12:20 PM
Q1 2020 116 $315M +$46.8M -$24M +$22.8M NOBL, VUG, FTSM, DGRO, FPE 13F-HR 4/29/2020, 04:46 PM
Q4 2019 135 $394M +$14.2M -$17.2M -$2.99M NOBL, DGRO, VUG, FTSM, FPE 13F-HR 1/28/2020, 11:54 AM
Q3 2019 144 $392M +$20.4M -$16.2M +$4.25M NOBL, DGRO, FTSM, VUG, FPE 13F-HR 11/5/2019, 09:24 AM
Q2 2019 151 $409M +$64.8M -$30.2M +$34.6M NOBL, FTSM, DGRO, VUG, FPE 13F-HR 7/16/2019, 02:00 PM
Q1 2019 134 $376M +$43M -$2.13M +$40.8M NOBL, FTSM, VUG, DGRO, FPE 13F-HR 5/1/2019, 02:30 PM
Q4 2018 124 $308M +$44.4M -$30.3M +$14.2M NOBL, FTSM, VUG, FPE, DGRO 13F-HR 2/1/2019, 09:19 AM
Q3 2018 144 $335M +$77.1M -$12.1M +$65M NOBL, FTSM, VUG, FPE, PFF 13F-HR 10/22/2018, 09:27 AM
Q2 2018 130 $287M +$11.6M -$2.82M +$8.75M NOBL, VUG, RFEU, VO, FPE 13F-HR 7/6/2018, 03:05 PM
Q1 2018 145 $293M +$52.7M -$12.3M +$40.4M NOBL, VUG, RFEU, VO, PFF Restatement 4/9/2018, 03:40 PM
Q4 2017 142 $280M +$18.3M -$17.6M +$720K NOBL, VUG, RFEU, PFF, VO 13F-HR 2/5/2018, 08:40 AM
Q3 2017 138 $275M +$59.3M -$22.9M +$36.4M NOBL, PFF, VUG, RFEU, VO 13F-HR 11/6/2017, 08:47 AM
Q2 2017 146 $253M +$38.6M -$12.9M +$25.7M NOBL, PFF, VUG, QCOM, VO 13F-HR 8/14/2017, 11:38 AM
Q1 2017 139 $229M +$17.8M -$14.7M +$3.08M NOBL, PFF, VUG, QCOM, T 13F-HR 5/11/2017, 09:57 AM
Q4 2016 138 $227M +$11.5M -$13.7M -$2.22M NOBL, PFF, VUG, QCOM, T 13F-HR 2/14/2017, 08:50 AM
Q3 2016 147 $231M +$34.1M -$32.4M +$1.69M NOBL, PFF, QCOM, VUG, T 13F-HR 10/5/2016, 03:50 PM
Q2 2016 143 $239M +$28.1M -$20.9M +$7.23M NOBL, FEX, T, QCOM, VTI 13F-HR 7/6/2016, 11:13 AM
Q1 2016 136 $210M +$16.2M -$3.3M +$12.9M FEX, VTI, SPY, T, QCOM 13F-HR 5/13/2016, 11:50 AM
Q4 2015 119 $217M +$73.9M -$8.48M +$65.5M NOBL, SDOG, FEX, VTI, QCOM 13F-HR 2/11/2016, 11:26 AM
Q3 2015 213 $155M +$24.5M -$7.71M +$16.8M SDOG, FEX, VTI, UNH, JCI 13F-HR 10/19/2015, 01:49 PM
Q2 2015 260 $161M +$20.9M -$1.27M +$19.6M SDOG, JCI, UNH, MMM, VTI 13F-HR 8/10/2015, 10:45 AM
Q1 2015 213 $147M +$15.8M -$11.4M +$4.39M SDOG, JCI, UNH, MMM, VTI 13F-HR 5/14/2015, 02:37 PM
Q4 2014 237 $144M SDOG, JCI, MMM, INTC, VTI 13F-HR 2/11/2015, 04:11 PM