Summit Wealth & Retirement Planning, Inc. - Q22026 Holdings

Summit Wealth & Retirement Planning, Inc. holds 112 stocks with a total portfolio value of $ 471.94M as of Q22026. In Q22026, Summit Wealth & Retirement Planning, Inc. added 7 new positions, increased stakes in 27 stocks, reduced 43 holdings, and fully exited 3 positions. The largest holding is Schwab Strategic Tr (SCHV), representing 13.11% of the total portfolio.