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Home > Institutional Investor > Summit Wealth & Retirement Planning, Inc. > Profile

Instuitional Investor - Summit Wealth & Retirement Planning, Inc.

Fund Profile
Filing Period:
Fund Name: Summit Wealth & Retirement Planning, Inc.
Portfolio Value $326,309,956
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,638,296 $43,545,898 13.34%
2.
Vanguard World Fd
 214,599 $43,215,855 13.24%
3.
Schwab Strategic Trust
 FNDF 1,548,983 $38,786,533 11.89%
4.
Schwab Strategic Trust
 FNDF 1,249,611 $24,717,302 7.57%
5.
Abrdn Precious Metals Basket
 148,754 $19,259,180 5.9%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)