Summit Wealth & Retirement Planning, Inc. has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $356 Million distributed in 101 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap ETF with a value of $48.3M, Schwab Strategic Tr Us Large C with a value of $45.6M, Schwab Strategic Tr Us Large C with a value of $45.2M, Schwab Strategic Tr Intl Eqty with a value of $28.1M, and Abrdn Precious Metals Basket ETF Trust with a value of $21M.
Examining the 13F form we can see an increase of $45M in the current position value, from $312M to 356M.
Below you can find more details about Summit Wealth & Retirement Planning, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$356 Million
ETFs: $311 Million
Technology: $17 Million
Financial Services: $7.98 Million
Consumer Cyclical: $7.31 Million
Communication Services: $4.47 Million
Healthcare: $3.76 Million
Industrials: $1.87 Million
Consumer Defensive: $953,000
Other: $1.64 Million
Stock Holdings Table Market Cap. of $200 Billions or more
