13F Insight
DOSSIER · 13F-HR · Q1 2026

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

SUMMIT WEALTH & RETIREMENT PLANNING's asset manager based in San Francisco, CA — $419M in tracked AUM across 108 positions as of Q1 2026.

SW
SUMMIT WEALTH & RETIREMENT PLANNING·San Francisco, CA·Asset Manager
CIK 0001766995 · last filed Mar 31, 2026
Total AUM
$419M
▲ 17.2%
vs prior
Holdings
108
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
23% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

SUMMIT WEALTH & RETIREMENT PLANNING, INC. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHV
SCHWAB STRATEGIC TR
$53M1.7M12.5%
02
MGC
VANGUARD WORLD FD
$51M216K12.2%
03
SCHG
SCHWAB STRATEGIC TR
$44M1.5M10.5%
04
SCHF
SCHWAB STRATEGIC TR
$29M1.2M6.8%
05
GLTR
ABRDN PRECIOUS METALS BASKET
$28M128K6.7%
06
DBMF
LITMAN GREGORY FDS TR
$18M613K4.4%
07
SCHA
SCHWAB STRATEGIC TR
$17M594K4.1%
08
BOXX
EA SERIES TRUST
$17M146K4.1%
09
SCHE
SCHWAB STRATEGIC TR
$16M501K3.9%
10
IWD
ISHARES TR
$13M59K3.0%

Filing history

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