SUMMIT WEALTH & RETIREMENT PLANNING, INC. - Portfolio overview

SUMMIT WEALTH & RETIREMENT PLANNING, INC. has 114 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SCHV - SCHWAB STRATEGIC TR, 12.56%
2. MGC - VANGUARD WORLD FD, 12.16%
3. SCHG - SCHWAB STRATEGIC TR, 10.55%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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