SUMMIT WEALTH & RETIREMENT PLANNING, INC.: 13F holdings
CIK 17669952026Q2
| Positions | 113 |
|---|---|
| Reported value | $471.9m |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHV SCHWAB STRATEGIC TR | 1,777,034 | $61.9m | 13.1% |
| MGC VANGUARD WORLD FD | 217,223 | $59.4m | 12.6% |
| SCHG SCHWAB STRATEGIC TR | 1,522,032 | $51.5m | 10.9% |
| SCHF SCHWAB STRATEGIC TR | 1,175,965 | $32.6m | 6.9% |
| ABRDN PRECIOUS METALS BASKET | 129,390 | $23.4m | 5.0% |
| SCHA SCHWAB STRATEGIC TR | 614,388 | $22.2m | 4.7% |
| LITMAN GREGORY FDS TR | 638,441 | $19.5m | 4.1% |
| SCHE SCHWAB STRATEGIC TR | 507,913 | $18.4m | 3.9% |
| EA SERIES TRUST | 153,499 | $18.0m | 3.8% |
| IWD ISHARES TR | 58,572 | $14.2m | 3.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766995")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.