Summit Wealth & Retirement Planning, Inc. Incresed Positions in Q2 2025

Summit Wealth & Retirement Planning, Inc.

  • $356 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGC
Vanguard Mega Cap ETF

ETFs
333
+ 0.16%
$179.23 - $224.92 $59.7K - $74.9K
215K $48.3M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
22.2K
+ 1.78%
$17.76 - $22.1 $395K - $491K
1.27M $28.1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
27.2K
+ 4.88%
$24.38 - $30.18 $662K - $820K
583K $17.6M
SCHV
Schwab Strategic Tr Us Large C

ETFs
8.63K
+ 0.53%
$23.55 - $27.67 $203K - $239K
1.65M $45.6M
MSFT
Microsoft Corp

Technology
1.67K
+ 17.95%
$354.56 - $497.45 $592K - $830K
11K $5.46M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
2.9K
+ 1.95%
$120.49 - $141.16 $349K - $409K
152K $21M
VB
Vanguard Small Cap ETF

ETFs
6.58K
+ 228.38%
$193.73 - $237.37 $1.27M - $1.56M
9.45K $2.24M
AVGO
Broadcom Inc.

Technology
3.57K
+ 126.98%
$146.29 - $275.65 $522K - $984K
6.38K $1.76M
TSLA
Tesla, Inc.

Consumer Cyclical
2.25K
+ 47.35%
$221.86 - $362.89 $500K - $817K
7.01K $2.23M
VTV
Vanguard Value ETF

ETFs
4.95K
+ 66.01%
$153.67 - $176.74 $760K - $874K
12.4K $2.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
833
+ 12.42%
$456.74 - $568.03 $380K - $473K
7.54K $4.28M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.86K
+ 92.32%
$483.48 - $539.8 $901K - $1.01M
3.88K $1.89M
NVDA
Nvidia Corp

Technology
177
+ 1.61%
$94.31 - $157.99 $16.7K - $28K
11.2K $1.76M
GOOGL
Alphabet Inc.

Communication Services
1.77K
+ 15.13%
$144.7 - $178.6 $257K - $317K
13.5K $2.38M
HD
Home Depot, Inc.

Consumer Cyclical
1.25K
+ 81.32%
$335.24 - $380.78 $417K - $474K
2.78K $1.02M
IEFA
Ishares Tr

ETFs
3.66K
+ 30.51%
$67.83 - $84.09 $248K - $308K
15.7K $1.31M
GOOG
Alphabet Inc.

Communication Services
951
+ 15.43%
$146.58 - $180.01 $139K - $171K
7.12K $1.26M
LLY
Eli Lilly & CO

Healthcare
406
+ 67.89%
$713.71 - $898.95 $290K - $365K
1K $782K
ABBV
Abb Vie Inc.

Healthcare
1.64K
+ 90.68%
$170.16 - $206.27 $280K - $339K
3.46K $641K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.83K
+ 61.22%
$39.89 - $49.46 $153K - $189K
10.1K $498K
VBR
Vanguard Small Cap Value ETF

ETFs
154
+ 0.78%
$162.76 - $195.77 $25.1K - $30.1K
19.8K $3.87M
AMZN
Amazon Com Inc

Consumer Cyclical
407
+ 10.93%
$167.32 - $223.3 $68.1K - $90.9K
4.13K $905K
SCHW
Schwab Charles Corp

Financial Services
1.24K
+ 40.38%
$69.06 - $91.24 $85.4K - $113K
4.3K $392K
META
Meta Platforms, Inc.

Communication Services
11
+ 1.69%
$484.66 - $738.09 $5.33K - $8.12K
661 $487K
STT
State Street Corp

Financial Services
272
+ 6.76%
$75.33 - $106.34 $20.5K - $28.9K
4.29K $456K
DIS
Walt Disney CO

Communication Services
103
+ 3.82%
$81.72 - $124.01 $8.42K - $12.8K
2.8K $346K
SYLD
Cambria Shareholder Yld ETF

ETFs
864
+ 5.3%
$55.35 - $65.57 $47.8K - $56.7K
17.2K $1.12M
VEA
Vanguard Ftse Developed Market

ETFs
1
+ 0.01%
$45.65 - $57.01 $45.7 - $57
11.1K $634K
QCOM
Qualcomm Inc

Technology
200
+ 8.4%
$124.66 - $159.48 $24.9K - $31.9K
2.58K $410K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
784
+ 12.85%
$29.12 - $35.84 $22.8K - $28.1K
6.89K $246K
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 2.52%
$908.13 - $1056.85 $13.6K - $15.9K
610 $603K
Ea Series Trust
4.96K
+ 3.8%
N/A
135K $0
PG
Procter & Gamble CO

Consumer Defensive
92
+ 4.36%
$157.66 - $172.39 $14.5K - $15.9K
2.2K $350K
AMGN
Amgen Inc

Healthcare
30
+ 3.66%
$262.28 - $309.85 $7.87K - $9.3K
849 $237K
JNJ
Johnson & Johnson

Healthcare
48
+ 2.35%
$146.36 - $159.82 $7.03K - $7.67K
2.09K $319K
MRK
Merck & Co., Inc.

Healthcare
279
+ 5.89%
$73.47 - $87.12 $20.5K - $24.3K
5.02K $397K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
66
+ 0.25%
$24.32 - $27.87 $1.61K - $1.84K
26.4K $699K
XOM
Exxon Mobil Corp

Energy
40
+ 0.58%
$99.93 - $119.04 $4K - $4.76K
6.9K $743K
AAPL
Apple Inc.

Technology
87
+ 0.31%
$172.42 - $223.89 $15K - $19.5K
28.3K $5.8M
Activity Summary
Buys All Purchases 64 New Holdings 24 Increased Positions 40 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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