Summit Wealth & Retirement Planning, Inc. - Q12026 Holdings

Summit Wealth & Retirement Planning, Inc. holds 108 stocks with a total portfolio value of $ 419.09M as of Q12026. In Q12026, Summit Wealth & Retirement Planning, Inc. added 5 new positions, increased stakes in 38 stocks, reduced 49 holdings, and fully exited 9 positions. The largest holding is Schwab Strategic Tr (SCHV), representing 12.55% of the total portfolio.