Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SUMMIT WEALTH & RETIREMENT PLANNING, INC. (CIK 1766995) reported $419.1M across 106 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SCHV ($52.6M, 12.55%), MGC ($50.9M, 12.15%), SCHG ($44.2M, 10.55%), SCHF ($28.6M, 6.82%), GLTR ($28.1M, 6.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $52.6M | 12.55% | 1.7M | Added |
| 2 | MGC | VANGUARD WORLD FD | $50.9M | 12.15% | 215,518 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $44.2M | 10.55% | 1.5M | Trimmed |
| 4 | SCHF | SCHWAB STRATEGIC TR | $28.6M | 6.82% | 1.2M | Trimmed |
| 5 | GLTR | ABRDN PRECIOUS METALS BASKET | $28.1M | 6.70% | 128,389 | Trimmed |
| 6 | DBMF | LITMAN GREGORY FDS TR | $18.5M | 4.41% | 612,604 | Added |
| 7 | SCHA | SCHWAB STRATEGIC TR | $17.3M | 4.12% | 593,940 | Added |
| 8 | BOXX | EA SERIES TRUST | $17.0M | 4.06% | 146,489 | Added |
| 9 | SCHE | SCHWAB STRATEGIC TR | $16.5M | 3.94% | 500,583 | Added |
| 10 | IWD | ISHARES TR | $12.6M | 3.01% | 59,121 | Trimmed |
| 11 | DISV | DIMENSIONAL ETF TRUST | $9.3M | 2.23% | 236,597 | New |
| 12 | EFA | ISHARES TR | $8.7M | 2.08% | 89,928 | Trimmed |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $8.0M | 1.92% | 12,378 | Added |
| 14 | AAPL | APPLE INC | $6.2M | 1.49% | 24,552 | Trimmed |
| 15 | SCHB | SCHWAB STRATEGIC TR | $6.0M | 1.44% | 240,219 | Trimmed |
| 16 | IWM | ISHARES TR | $5.7M | 1.36% | 22,937 | Trimmed |
| 17 | EEM | ISHARES TR | $4.8M | 1.14% | 84,144 | Trimmed |
| 18 | IWF | ISHARES TR | $4.5M | 1.07% | 10,469 | Trimmed |
| 19 | VBR | VANGUARD INDEX FDS | $4.4M | 1.05% | 20,297 | Added |
| 20 | VOO | VANGUARD INDEX FDS | $4.4M | 1.04% | 7,309 | Trimmed |
| 21 | MSFT | MICROSOFT CORP | $4.3M | 1.02% | 11,603 | Added |
| 22 | GOOGL | ALPHABET INC | $3.9M | 0.92% | 13,430 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $3.2M | 0.76% | 16,164 | Added |
| 24 | VB | VANGUARD INDEX FDS | $2.5M | 0.60% | 9,634 | Added |
| 25 | TSLA | TESLA INC | $2.5M | 0.59% | 6,657 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31