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

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

$419M in tracked AUM across 108 positions as of Q1 2026.

SW
CIK 0001766995 · last filed Mar 31, 2026
Total AUM
$419M
as of Q1 2026
Holdings
108
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · 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

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 positionsLocked2023Q2Jun 30
$254M▼ 4.9%
59 positionsLocked
Showing 12 of 30