Summit Wealth & Retirement Planning, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD BD INDEX FDS | $237.8K | 0.1% |
| TORONTO DOMINION BK ONT | $232.2K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $230.1K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $227.9K | 0.1% |
| FIRST TR EXCHANGE-TRADED FD | $225.1K | 0.1% |
| J P MORGAN EXCHANGE TRADED F | $224.8K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $217.6K | 0.1% |
| ISHARES TR | $205.9K | 0.0% |
| Chipotle Mexican Grill Inc | $200.5K | 0.0% |
| Aquestive Therapeutics, Inc.AQST | $96.9K | 0.0% |
| Abacus Global Management, Inc.ABX | $85.5K | 0.0% |
| CID HOLDCO INC | $1.5K | 0.0% |