SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Institutional manager (13F) · CIK 1766995

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $398M

#	Issuer	Value	Shares
1	SCHWAB STRATEGIC TR	$53M	1,724,184
2	VANGUARD WORLD FD	$51M	215,518
3	SCHWAB STRATEGIC TR	$44M	1,517,439
4	SCHWAB STRATEGIC TR	$29M	1,154,813
5	ABRDN PRECIOUS METALS BASKET	$28M	128,389
6	LITMAN GREGORY FDS TR	$18M	612,604
7	SCHWAB STRATEGIC TR	$17M	593,940
8	EA SERIES TRUST	$17M	146,489
9	SCHWAB STRATEGIC TR	$16M	500,583
10	ISHARES TR	$13M	59,121
11	DIMENSIONAL ETF TRUST	$9M	236,597
12	ISHARES TR	$9M	89,928
13	STATE STR SPDR S&P 500 ETF T	$8M	12,378
14	APPLE INC	$6M	24,552
15	SCHWAB STRATEGIC TR	$6M	240,219
16	ISHARES TR	$6M	22,937
17	ISHARES TR	$5M	84,144
18	ISHARES TR	$4M	10,469
19	VANGUARD INDEX FDS	$4M	20,297
20	VANGUARD INDEX FDS	$4M	7,309
21	MICROSOFT CORP	$4M	11,603
22	ALPHABET INC	$4M	13,430
23	VANGUARD INDEX FDS	$3M	16,164
24	VANGUARD INDEX FDS	$3M	9,634
25	TESLA INC	$2M	6,657
26	JPMORGAN CHASE & CO	$2M	8,102
27	ALPHABET INC	$2M	7,284
28	EA SERIES TRUST	$2M	40,458
29	VANGUARD SCOTTSDALE FDS	$2M	33,101
30	BROADCOM INC	$2M	6,303
31	AMERICAN CENTY ETF TR	$2M	19,370
32	NVIDIA CORPORATION	$2M	10,729
33	BERKSHIRE HATHAWAY INC DEL	$2M	3,845
34	EA SERIES TRUST	$2M	39,418
35	CAMBRIA ETF TR	$2M	21,791
36	VANGUARD INDEX FDS	$2M	3,467
37	ISHARES TR	$1M	15,253
38	EA SERIES TRUST	$1M	24,284
39	ELI LILLY & CO	$1M	1,260
40	EXXON MOBIL CORP	$989k	5,831
41	AMAZON COM INC	$861k	4,134
42	HOME DEPOT INC	$845k	2,568
43	ABBVIE INC	$827k	3,802
44	COPART INC	$782k	23,540
45	BANK AMERICA CORP	$753k	15,444
46	VANGUARD INTL EQUITY INDEX F	$722k	13,357
47	RTX CORPORATION	$714k	3,702
48	VANGUARD TAX-MANAGED FDS	$713k	11,128
49	SCHWAB STRATEGIC TR	$679k	22,124
50	OREILLY AUTOMOTIVE INC	$667k	7,230

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.