StockDriftsStockDriftsTop 50 Summit Wealth & Retirement Planning INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHV | SCHWAB STRATEGIC TR | 13.11% | 1.78M | $61.9M | +3.07%(+52.85K) | $21.04(+68.28%) | 2026-06-30 | |
| MGC | VANGUARD WORLD FD | 12.59% | 217.2K | $59.4M | +0.79%(+1.71K) | $138.50(+105.11%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 10.91% | 1.52M | $51.5M | +0.30%(+4.59K) | $12.30(+189.56%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 6.9% | 1.18M | $32.6M | +1.83%(+21.15K) | $18.12(+58.16%) | 2026-06-30 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 4.97% | 129.4K | $23.4M | +0.78%(+1.00K) | $83.99(+133.99%) | 2026-06-30 | |
| SCHA | SCHWAB STRATEGIC TR | 4.7% | 614.4K | $22.2M | +3.44%(+20.45K) | $20.87(+71.16%) | 2026-06-30 | |
| DBMF | LITMAN GREGORY FDS TR | 4.14% | 638.4K | $19.5M | +4.22%(+25.84K) | $28.96(+8.24%) | 2026-06-30 | |
| SCHE | SCHWAB STRATEGIC TR | 3.9% | 507.9K | $18.4M | +1.46%(+7.33K) | $26.58(+39.32%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 3.81% | 153.5K | $18.0M | +4.79%(+7.01K) | $107.51(+9.65%) | 2026-06-30 | |
| IWD | ISHARES TR | 3.01% | 58.6K | $14.2M | -0.93%(-549) | $132.78(+93.80%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.59% | +58.48% | +7.19% | +41.52% |
| Top 20 Holdings Unweighted | +15.77% | +55.18% | +6.64% | +37.94% |
Summit Wealth & Retirement Planning INC reports $471.94M in US-listed equity holdings across 113 positions in its most recent 13F filing. Its largest disclosed positions are SCHV (13.1%), MGC (12.6%) and SCHG (10.9%). The top 20 holdings account for 82.61% of reported assets. Its disclosed equity book has returned +58.48% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Summit Wealth & Retirement Planning INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766995). View Summit Wealth & Retirement Planning INC’s 13F filings on SEC