StockDriftsStockDriftsTop 50 Summit Wealth & Retirement Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 12.55% | 1.72M | $52.6M | +0.98%(+16.82K) | $20.70(+66.34%) | 2026-03-31 | |
| MGC | VANGUARD WORLD FD | 12.15% | 215.5K | $50.9M | +0.59%(+1.26K) | $137.60(+98.22%) | 2026-03-31 | |
| SCHG | SCHWAB STRATEGIC TR | 10.55% | 1.52M | $44.2M | -0.72%(-11.05K) | $12.24(+178.65%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 6.82% | 1.15M | $28.6M | -22.03%(-326.24K) | $17.98(+52.81%) | 2026-03-31 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 6.7% | 128.4K | $28.1M | -8.61%(-12.10K) | $83.13(+124.07%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 4.41% | 612.6K | $18.5M | +2.22%(+13.32K) | $28.90(+4.94%) | 2026-03-31 | |
| SCHA | SCHWAB STRATEGIC TR | 4.12% | 593.9K | $17.3M | +2.32%(+13.48K) | $20.48(+70.49%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 4.06% | 146.5K | $17.0M | +0.79%(+1.14K) | $107.07(+9.48%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 3.94% | 500.6K | $16.5M | +0.31%(+1.54K) | $26.47(+35.45%) | 2026-03-31 | |
| IWD | ISHARES TR | 3.01% | 59.1K | $12.6M | -0.65%(-387) | $132.78(+85.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.20% | +48.93% |
| Top 20 Holdings Unweighted | +12.71% | +43.19% |
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