SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Pension

CIK

1766995

City

EAGLE

State / Country

Stock

Top Portfolio Positions

57 positions · $83,244,581 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,081,242	128,389	-8.6%	Shares	Sole	2026-05-11
2025-12-31	$28,883,716	140,485	-7.1%	Shares	Sole	2026-02-02
2025-09-30	$25,025,967	151,260	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$20,950,447	151,650	+1.9%	Shares	Sole	2025-08-06
2025-03-31	$19,259,180	148,754	+1.7%	Shares	Sole	2025-05-05
2024-12-31	$16,062,971	146,293	+0.6%	Shares	Sole	2025-01-28
2024-09-30	$16,468,060	145,362	+4.1%	Shares	Sole	2024-11-01
2024-06-30	$14,377,758	139,617	+3.5%	Shares	Sole	2024-08-07
2024-03-31	$12,881,613	134,886	+1.3%	Shares	Sole	2024-05-09
2023-12-31	$12,114,488	133,097	+0.4%	Shares	Sole	2024-02-01
2023-09-30	$11,155,176	132,563	+4.8%	Shares	Sole	2023-10-25
2023-06-30	$10,971,929	126,463	+1.6%	Shares	Sole	2023-07-26
2023-03-31	$11,352,270	124,463	+38.7%	Shares	Sole	2023-05-11
2022-12-31	$8,004,644	89,708	-14.5%	Shares	Sole	2023-02-13
2022-09-30	$8,516,134	104,969	+0.2%	Shares	Sole	2022-11-14
2022-06-30	$8,942,413	104,798	+4.4%	Shares	Sole	2022-08-02
2022-03-31	$9,640,955	100,343	-1.3%	Shares	Sole	2022-05-12
2021-12-31	$9,090,356	101,625	+12.1%	Shares	Sole	2022-02-03
2021-09-30	$7,838,463	90,660	+9.0%	Shares	Sole	2021-11-12
2021-06-30	$8,024,832	83,202	+0.2%	Shares	Sole	2021-08-13
2021-03-31	$7,692,536	83,010	+13.8%	Shares	Sole	2021-05-10
2020-12-31	$7,216,522	72,931	+0.4%	Shares	Sole	2021-02-09
2020-09-30	$6,828,355	72,673	+0.1%	Shares	Sole	2020-11-10
2020-06-30	$6,065,530	72,615	+2.2%	Shares	Sole	2020-08-13
2020-03-31	$5,333,827	71,023	—	Shares	Sole	2020-05-11
No 13F history on record for this holder in this stock.