13F Insight
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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

Top 10 holdings

By portfolio weight as of Q1 2026.

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Filing history

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