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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 $372,515,978
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 214,932 $48,342,403 12.98%
2.
Schwab Strategic Trust
 FNDF 1,646,926 $45,570,454 12.23%
3.
Schwab Strategic Trust
 FNDF 1,547,821 $45,211,851 12.14%
4.
Schwab Strategic Trust
 FNDF 1,271,836 $28,107,586 7.55%
5.
Abrdn Precious Metals Basket
 151,650 $20,950,447 5.62%
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)