Summit Wealth & Retirement Planning, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CID HOLDCO INC | $1.5K | 0.0% |
| Abacus Global Management, Inc.ABX | $85.5K | 0.0% |
| Aquestive Therapeutics, Inc.AQST | $96.9K | 0.0% |
| Chipotle Mexican Grill Inc | $200.5K | 0.0% |
| ISHARES TR | $205.9K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $217.6K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $224.8K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $225.1K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $227.9K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $230.1K | 0.1% |
| TORONTO DOMINION BK ONT | $232.2K | 0.1% |
| VANGUARD BD INDEX FDS | $237.8K | 0.1% |
| ISHARES TR | $240.5K | 0.1% |
| CATERPILLAR INC | $244.6K | 0.1% |
| MCDONALD'S CORP | $254.6K | 0.1% |
| ISHARES TR | $261.0K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $263.1K | 0.1% |
| DEERE & CO | $265.4K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $266.4K | 0.1% |
| AMGEN INC | $267.1K | 0.1% |
| Trane Technologies plc | $271.7K | 0.1% |
| DIMENSIONAL ETF TRUST | $272.6K | 0.1% |
| BILL Holdings Inc | $272.7K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $275.3K | 0.1% |
| VANGUARD INDEX FDS | $277.9K | 0.1% |
| ISHARES TR | $281.5K | 0.1% |
| ORACLE CORP | $288.9K | 0.1% |
| GENERAL ELECTRIC CO | $298.9K | 0.1% |
| PROCTER & GAMBLE Co | $313.8K | 0.1% |
| TRACTOR SUPPLY CO /DE | $315.1K | 0.1% |
| UNITEDHEALTH GROUP INC | $315.3K | 0.1% |
| Walt Disney Co | $315.6K | 0.1% |
| VANGUARD INDEX FDS | $316.7K | 0.1% |
| HUNTINGTON INGALLS INDUSTRIES, INC. | $324.1K | 0.1% |
| SELECT SECTOR SPDR TR | $325.4K | 0.1% |
| NORFOLK SOUTHERN CORP | $329.7K | 0.1% |
| ADVANCED MICRO DEVICES INC | $338.2K | 0.1% |
| ISHARES BITCOIN TRUST ETF | $348.9K | 0.1% |
| Marriott International Inc/MD | $352.1K | 0.1% |
| Sempra | $352.2K | 0.1% |
| BROWN FORMAN CORP | $370.0K | 0.1% |
| CISCO SYSTEMS, INC. | $381.2K | 0.1% |
| Visa Inc | $393.8K | 0.1% |
| SCHWAB CHARLES CORP | $433.2K | 0.1% |
| JOHNSON & JOHNSON | $436.0K | 0.1% |
| QUALCOMM INC/DE | $441.3K | 0.1% |
| CME Group Inc | $447.0K | 0.1% |
| STRYKER CORP | $452.5K | 0.1% |
| Merck & Co., Inc. | $469.6K | 0.1% |
| Palo Alto Networks Inc | $473.0K | 0.1% |