Summit Financial Wealth Advisors, LLC
Summit Financial Wealth Advisors, LLC is a registered investment adviser based in Lafayette, Louisiana, with over 20 employees. The firm serves individuals (including high-net-worth clients), businesses, pension/profit-sharing plans, and charitable organizations with customized wealth management, investment planning, and comprehensive advisory services. Founded over 20 years ago, it is part of the Focus Financial Partners network and offers a broad array of investment solutions to address clients' financial goals, empowering them with objective advice and holistic planning.
Investment Strategy
Summit Financial Wealth Advisors, LLC provides customized portfolio management and financial planning for a range of clients, with a focus on both high-net-worth and mass affluent individuals. The firm employs a disciplined, diversified investment approach across equities, ETFs, mutual funds, fixed income, and other asset classes. They emphasize long-term goals, risk-managed strategies, and comprehensive client solutions, including tax efficiency, retirement planning, and wealth preservation. The team’s investment philosophy centers on delivering objective, client-focused advice that aligns with each client’s specific financial situation and objectives.
Latest 13F Filing Activity
Summit Financial Wealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 180 equity positions with a total 13F market value of $645M. The fund increased holdings in First TR Exchange-traded FD, PIMCO Etf TR, Vanguard Index FDS among other positions. Summit Financial Wealth Advisors, LLC reduced exposure to United Parcel Service Inc., Berkshire Hathaway Inc. Del, AT&T Inc. among others.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHD | SCHWAB STRATEGIC TR | 8.58% | $55.4M | 2,011,405 | $25.49 | $27.30 | +$2.3M |
V VUG | VANGUARD INDEX FDS | 8.41% | $54.3M | 112,590 | $179.97 | $479.61 | +$5.0M |
V VYMI | VANGUARD WHITEHALL FDS | 6.28% | $40.5M | 476,284 | $57.51 | $84.68 | +$3.9M |
S SPBO | SPDR SERIES TRUST | 4.21% | $27.1M | 916,928 | $28.93 | $29.63 | +$3.9M |
N NOBL | PROSHARES TR | 3.91% | $25.3M | 245,326 | $63.65 | $103.07 | +$663.6K |
Industry Allocation
Investment Team (6)
| Name | Role | Location | |
|---|---|---|---|
 | Managing Partner | Lafayette, LA , United States | |
 | Partner | Lafayette, LA , United States | |
 | Portfolio Manager | Lafayette, LA , United States | |
M Michael Pharr | Partner | Lafayette, LA , United States | |
 | Partner | Lafayette, LA , United States | |
 | Partner | Monroe, LA , United States |
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