SUMMIT WEALTH & RETIREMENT PLANNING, INC. - Portfolio Stock Holdings
SUMMIT WEALTH & RETIREMENT PLANNING, INC. disclosed 116 stock positions in a recent SEC 13F filing. $471,937,446 of stock holdings were filed, with the largest holdings including SCHV, MGC, and SCHG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $978,085,825 and has 12 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
116Est. Stock Holding Value:
$471,937,446Top Stock Holdings By Sector
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Portfolio Stock Holdings - SUMMIT WEALTH & RETIREMENT PLANNING, INC.
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