13F Insight
DOSSIER · 13F-HR · Q2 2026

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

$472M in tracked AUM across 113 positions as of Q2 2026.

SW
CIK 0001766995 · last filed Jun 30, 2026
Total AUM
$472M
as of Q2 2026
Holdings
113
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SUMMIT WEALTH & RETIREMENT PLANNING, INC. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$62M1.8M13.1%02
MGC
VANGUARD WORLD FD
$59M217K12.6%03
SCHG
SCHWAB STRATEGIC TR
$52M1.5M10.9%04
SCHF
SCHWAB STRATEGIC TR
$33M1.2M6.9%05
GLTR
ABRDN PRECIOUS METALS BASKET
$23M129K5.0%06
SCHA
SCHWAB STRATEGIC TR
$22M614K4.7%07
DBMF
LITMAN GREGORY FDS TR
$20M638K4.1%08
SCHE
SCHWAB STRATEGIC TR
$18M508K3.9%09
BOXX
EA SERIES TRUST
$18M153K3.8%10
IWD
ISHARES TR
$14M59K3.0%

Filing history

2026Q2Jun 30
$472M▲ 12.6%
113 positionsView →2026Q1Mar 31
$419M▼ 1.3%
108 positionsView →2025Q4Dec 31
$425M▲ 4.4%
112 positionsView →2025Q3Sep 30
$407M▲ 9.2%
106 positionsView →2025Q2Jun 30
$373M▲ 14.2%
101 positionsLocked2025Q1Mar 31
$326M▲ 1.0%
78 positionsLocked2024Q4Dec 31
$323M▲ 3.1%
75 positionsLocked2024Q3Sep 30
$313M▲ 6.7%
68 positionsLocked2024Q2Jun 30
$294M▲ 4.7%
64 positionsLocked2024Q1Mar 31
$280M▲ 18.5%
63 positionsLocked2023Q4Dec 31
$237M▼ 4.8%
54 positionsLocked2023Q3Sep 30
$249M▼ 2.2%
57 positionsLocked
Showing 12 of 31