Summit Wealth & Retirement Planning, Inc. - Q42025 Holdings

Summit Wealth & Retirement Planning, Inc. holds 112 stocks with a total portfolio value of $ 424.67M as of Q42025. In Q42025, Summit Wealth & Retirement Planning, Inc. added 6 new positions, increased stakes in 48 stocks, reduced 21 holdings, and fully exited 0 positions. The largest holding is Vanguard World Fd (MGC), representing 12.67% of the total portfolio.