Summit Wealth & Retirement Planning, Inc. has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $389 Million distributed in 106 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $52.7M, Schwab Strategic Tr Us Large C with a value of $49.6M, Schwab Strategic Tr Us Large C with a value of $48.5M, Schwab Strategic Tr Intl Eqty with a value of $33.3M, and Abrdn Precious Metals Basket ETF Trust with a value of $25M.
Examining the 13F form we can see an increase of $32.1M in the current position value, from $356M to 389M.
Below you can find more details about Summit Wealth & Retirement Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$389 Million
ETFs: $339 Million
Technology: $19.1 Million
Financial Services: $8.43 Million
Consumer Cyclical: $7.94 Million
Communication Services: $5.8 Million
Healthcare: $4.01 Million
Industrials: $2.03 Million
Consumer Defensive: $900,000
Other: $1.72 Million
Stock Holdings Table Market Cap. of $200 Billions or more
