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 $471.9M across 113 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SCHV ($61.9M, 13.11%), MGC ($59.4M, 12.59%), SCHG ($51.5M, 10.91%), SCHF ($32.6M, 6.90%), GLTR ($23.4M, 4.97%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SCHV | SCHWAB STRATEGIC TR | $61.9M | 13.11% | 1.8M | Added |
| 2 | MGC | VANGUARD WORLD FD | $59.4M | 12.59% | 217,223 | Added |
| 3 | SCHG | SCHWAB STRATEGIC TR | $51.5M | 10.91% | 1.5M | Added |
| 4 | SCHF | SCHWAB STRATEGIC TR | $32.6M | 6.90% | 1.2M | Added |
| 5 | GLTR | ABRDN PRECIOUS METALS BASKET | $23.4M | 4.97% | 129,390 | Added |
| 6 | SCHA | SCHWAB STRATEGIC TR | $22.2M | 4.70% | 614,388 | Added |
| 7 | DBMF | LITMAN GREGORY FDS TR | $19.5M | 4.14% | 638,441 | Added |
| 8 | SCHE | SCHWAB STRATEGIC TR | $18.4M | 3.90% | 507,913 | Added |
| 9 | BOXX | EA SERIES TRUST | $18.0M | 3.81% | 153,499 | Added |
| 10 | IWD | ISHARES TR | $14.2M | 3.01% | 58,572 | Trimmed |
| 11 | DISV | DIMENSIONAL ETF TRUST | $10.7M | 2.26% | 266,152 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $9.2M | 1.94% | 12,286 | Trimmed |
| 13 | EFA | ISHARES TR | $8.9M | 1.89% | 86,031 | Trimmed |
| 14 | IWM | ISHARES TR | $6.8M | 1.43% | 22,489 | Trimmed |
| 15 | AAPL | APPLE INC | $6.6M | 1.41% | 22,956 | Trimmed |
| 16 | SCHB | SCHWAB STRATEGIC TR | $6.6M | 1.40% | 227,501 | Trimmed |
| 17 | EEM | ISHARES TR | $5.2M | 1.10% | 75,857 | Trimmed |
| 18 | IWF | ISHARES TR | $5.2M | 1.10% | 41,871 | Added |
| 19 | GOOGL | ALPHABET INC | $4.8M | 1.02% | 13,430 | Hold |
| 20 | VBR | VANGUARD INDEX FDS | $4.8M | 1.02% | 19,775 | Trimmed |
| 21 | VOO | VANGUARD INDEX FDS | $4.6M | 0.97% | 6,673 | Trimmed |
| 22 | MSFT | MICROSOFT CORP | $4.3M | 0.92% | 11,583 | Trimmed |
| 23 | VTV | VANGUARD INDEX FDS | $3.4M | 0.72% | 15,498 | Trimmed |
| 24 | GEQ | EA SERIES TRUST | $3.2M | 0.68% | 62,800 | New |
| 25 | VB | VANGUARD INDEX FDS | $3.0M | 0.63% | 9,754 | Added |
Source: SEC Form 13F filings · as of 2026-06-30