SUMMIT WEALTH & RETIREMENT PLANNING, INC.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. reported 113 positions worth $471.9M as of June 30, 2026 (13F filed July 27, 2026). Largest holding: SCHV (13.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SCHV | SH | $61.9M | 13.11% | 1,777,034 | — | — | |
| ▸ 2 | MGC | SH | $59.4M | 12.59% | 217,223 | — | — | |
| ▸ 3 | SCHG | SH | $51.5M | 10.91% | 1,522,032 | — | — | |
| ▸ 4 | SCHF | SH | $32.6M | 6.90% | 1,175,965 | — | — | |
| ▸ 5 | GLTR | SH | $23.4M | 4.97% | 129,390 | — | — | |
| ▸ 6 | SCHA | SH | $22.2M | 4.70% | 614,388 | — | — | |
| ▸ 7 | DBMF | SH | $19.5M | 4.14% | 638,441 | — | — | |
| ▸ 8 | SCHE | SH | $18.4M | 3.90% | 507,913 | — | — | |
| ▸ 9 | BOXX | SH | $18.0M | 3.81% | 153,499 | — | — | |
| ▸ 10 | IWD | SH | $14.2M | 3.01% | 58,572 | — | — |
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Frequently Asked Questions
What stocks does SUMMIT WEALTH & RETIREMENT PLANNING, INC. hold as of Q2 2026?
SUMMIT WEALTH & RETIREMENT PLANNING, INC. reported 113 positions worth $471.9M in its Q2 2026 13F filing. Largest positions: SCHV (13.1%), MGC (12.6%), SCHG (10.9%), SCHF (6.9%) and GLTR (5.0%).
What did SUMMIT WEALTH & RETIREMENT PLANNING, INC. buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SUMMIT WEALTH & RETIREMENT PLANNING, INC. sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.