Institutions / Summit Wealth & Retirement Planning, Inc.
Summit Wealth & Retirement Planning, Inc.
CIK 1766995 · Institution · as of Dec 31, 2025
Portfolio value
$424.67M
Positions
112
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 112 →
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard World Fd | $53.81M | 12.7% |
| Schwab Strategic Tr | $50.56M | 11.9% |
| Schwab Strategic Tr | $49.86M | 11.7% |
| Schwab Strategic Tr | $35.60M | 8.4% |
| Abrdn Precious Metals Basket | $28.88M | 6.8% |
| Litman Gregory Fds Tr | $16.82M | 4.0% |
| Ea Series Trust | $16.73M | 3.9% |
| Schwab Strategic Tr | $16.53M | 3.9% |
| Schwab Strategic Tr | $16.34M | 3.8% |
| iShares Tr | $12.52M | 2.9% |
| iShares Tr | $9.40M | 2.2% |
| SPDR S&P 500 ETF Tr | $8.37M | 2.0% |
| Apple Inc. | $6.71M | 1.6% |
| Schwab Strategic Tr | $6.31M | 1.5% |
| iShares Tr | $5.76M | 1.4% |
| Microsoft Corp | $5.36M | 1.3% |
| iShares Tr | $5.00M | 1.2% |
| Vanguard Index Fds | $4.76M | 1.1% |
| iShares Tr | $4.68M | 1.1% |
| Vanguard Index Fds | $4.28M | 1.0% |
| Alphabet Inc. | $4.23M | 1.0% |
| Tesla Inc | $3.06M | 0.7% |
| Vanguard Index Fds | $2.77M | 0.7% |
| JPMorgan Chase & Co | $2.60M | 0.6% |
| Vanguard Index Fds | $2.32M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.