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Size ($ in 1000's)
At 12/31/2023: $236,682
At 09/30/2023: $248,600
Summit Wealth & Retirement Planning Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Summit Wealth & Retirement Planning Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Summit Wealth & Retirement Planning Inc. top holdings by largest position size, as per the latest 13f filing made by Summit Wealth & Retirement Planning Inc..
In the Summit Wealth & Retirement Planning Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Summit Wealth & Retirement Planning Inc. in that top holding, then the share count change between reporting periods, and finally the Summit Wealth & Retirement Planning Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SCHWAB STRATEGIC TR |
480,683 |
+28,227 |
$33,696 | | SCHV | 480,683 | +28,227 | $33,696 | | SCHWAB STRATEGIC TR |
381,058 |
-4,582 |
$31,613 | | SCHG | 381,058 | -4,582 | $31,613 | | VANGUARD WORLD FD (MGC) |
180,217 |
-3,166 |
$30,507 | | MGC | 180,217 | -3,166 | $30,507 | | SCHWAB STRATEGIC TR |
509,139 |
+10,615 |
$18,818 | | SCHF | 509,139 | +10,615 | $18,818 | | ABRDN PRECIOUS METALS BASKET |
133,097 |
+534 |
$12,114 | | GLTR | 133,097 | +534 | $12,114 | | SCHWAB STRATEGIC TR |
255,460 |
+12,278 |
$12,068 | | SCHA | 255,460 | +12,278 | $12,068 | | SCHWAB STRATEGIC TR |
459,438 |
+11,010 |
$11,389 | | SCHE | 459,438 | +11,010 | $11,389 | | ISHARES TR (IWD) |
68,284 |
-8,748 |
$11,284 | | IWD | 68,284 | -8,748 | $11,284 | | LITMAN GREGORY FDS TR |
324,406 |
-188,981 |
$8,357 | | DBMF | 324,406 | -188,981 | $8,357 | | ISHARES TR (EFA) |
110,159 |
-1,095 |
$8,300 | | EFA | 110,159 | -1,095 | $8,300 | | SPDR S&P 500 ETF TR (SPY) |
14,283 |
-281 |
$6,789 | | SPY | 14,283 | -281 | $6,789 | | KRANESHARES TR (KMLM) |
227,953 |
+188,961 |
$6,570 | | KMLM | 227,953 | +188,961 | $6,570 | | ISHARES TR (IWM) |
28,234 |
-1,122 |
$5,667 | | IWM | 28,234 | -1,122 | $5,667 | | ISHARES TR (EEM) |
113,893 |
+494 |
$4,580 | | EEM | 113,893 | +494 | $4,580 | | SCHWAB STRATEGIC TR |
78,739 |
+155 |
$4,383 | | SCHB | 78,739 | +155 | $4,383 | | ISHARES TR (IWF) |
11,618 |
-708 |
$3,522 | | IWF | 11,618 | -708 | $3,522 | | APPLE INC |
15,234 |
-21 |
$2,933 | | AAPL | 15,234 | -21 | $2,933 | | VANGUARD SCOTTSDALE FDS (VGIT) |
49,197 |
-3,421 |
$2,918 | | VGIT | 49,197 | -3,421 | $2,918 | | MICROSOFT CORP |
5,006 |
-682 |
$1,882 | | MSFT | 5,006 | -682 | $1,882 | | JPMORGAN CHASE & CO |
9,167 |
-53 |
$1,559 | | JPM | 9,167 | -53 | $1,559 | | VANGUARD BD INDEX FDS (BSV) |
18,759 |
+7,734 |
$1,445 | | BSV | 18,759 | +7,734 | $1,445 | | BILL HOLDINGS INC |
15,000 |
UNCH |
$1,224 | | BILL | 15,000 | UNCH | $1,224 | | SCHWAB STRATEGIC TR |
12,617 |
+578 |
$961 | | SCHD | 12,617 | +578 | $961 | | ALPHABET INC |
6,609 |
-1 |
$931 | | GOOG | 6,609 | -1 | $931 | | VANGUARD BD INDEX FDS (BIV) |
11,732 |
-221,157 |
$896 | | BIV | 11,732 | -221,157 | $896 | | ALPHABET INC |
6,374 |
-70 |
$890 | | GOOGL | 6,374 | -70 | $890 | | TESLA INC |
3,121 |
+40 |
$776 | | TSLA | 3,121 | +40 | $776 | | VANGUARD INDEX FDS (VBR) |
4,045 |
+1 |
$728 | | VBR | 4,045 | +1 | $728 | | COPART INC |
13,380 |
UNCH |
$656 | | CPRT | 13,380 | UNCH | $656 | | NVIDIA CORPORATION |
1,250 |
-24 |
$619 | | NVDA | 1,250 | -24 | $619 | | HOME DEPOT INC |
1,594 |
+210 |
$552 | | HD | 1,594 | +210 | $552 | | VANGUARD TAX MANAGED FDS (VEA) |
10,898 |
UNCH |
$522 | | VEA | 10,898 | UNCH | $522 | | MERCK & CO INC |
4,763 |
+1 |
$519 | | MRK | 4,763 | +1 | $519 | | ISHARES TR (HDV) |
4,991 |
-18 |
$509 | | HDV | 4,991 | -18 | $509 | | PROCTER AND GAMBLE CO |
3,167 |
+37 |
$464 | | PG | 3,167 | +37 | $464 | | VANGUARD WHITEHALL FDS (VYM) |
4,086 |
UNCH |
$456 | | VYM | 4,086 | UNCH | $456 | | VANGUARD INDEX FDS (VO) |
1,699 |
UNCH |
$395 | | VO | 1,699 | UNCH | $395 | | PALO ALTO NETWORKS INC |
1,307 |
-39 |
$385 | | PANW | 1,307 | -39 | $385 |  BERKSHIRE HATHAWAY INC DEL |
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$382 | | BRK.B | 1,071 | UNCH | $382 | | AMAZON COM INC |
2,489 |
-71 |
$378 | | AMZN | 2,489 | -71 | $378 | | CHIPOTLE MEXICAN GRILL INC |
162 |
UNCH |
$370 | | CMG | 162 | UNCH | $370 | | COSTCO WHSL CORP NEW |
554 |
-13 |
$366 | | COST | 554 | -13 | $366 | | CHEVRON CORP NEW |
2,425 |
+716 |
$362 | | CVX | 2,425 | +716 | $362 | | PIONEER NAT RES CO |
1,591 |
-226 |
$358 | | PXD | 1,591 | -226 | $358 | | VANGUARD INDEX FDS (VB) |
1,638 |
UNCH |
$349 | | VB | 1,638 | UNCH | $349 | | SIMPSON MFG INC |
1,710 |
UNCH |
$339 | | SSD | 1,710 | UNCH | $339 | | VISA INC |
1,223 |
-39 |
$318 | | V | 1,223 | -39 | $318 | | ISHARES TR (IJH) |
1,055 |
UNCH |
$292 | | IJH | 1,055 | UNCH | $292 | | DISNEY WALT CO |
2,929 |
UNCH |
$264 | | DIS | 2,929 | UNCH | $264 | | ADVANCED MICRO DEVICES INC |
1,738 |
+1,738 |
$256 | | AMD | 1,738 | +1,738 | $256 |
See Full List: All Stocks Held By Summit Wealth & Retirement Planning Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Summit Wealth & Retirement Planning Inc.
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