SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionTop Portfolio Positions
57 positions ·
$83,244,581 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
128,389 | $28,081,242 | 33.73% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,378 | $8,049,908 | 9.67% | |
| AAPL |
Apple Inc.
Technology
|
24,552 | $6,231,052 | 7.49% | |
| MSFT |
Microsoft Corp
Technology
|
11,603 | $4,295,082 | 5.16% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
13,430 | $3,861,930 | 4.64% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
6,657 | $2,474,739 | 2.97% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
8,102 | $2,383,284 | 2.86% | |
| AVGO |
Broadcom Inc.
Technology
|
6,303 | $1,950,841 | 2.34% | |
| NVDA |
Nvidia Corp
Technology
|
10,729 | $1,871,137 | 2.25% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
3,845 | $1,842,524 | 2.21% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AQST
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,250 | 35,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $96,900 | 15,000 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $83,850 | 15,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $33,100 | 10,000 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $29,000 | 10,000 | Shares | Sole | 2025-05-05 | |
| No 13F history on record for this holder in this stock. | ||||||