Holdings
Summit Wealth & Retirement Planning, Inc.
As of Jun 30, 2026, Summit Wealth & Retirement Planning, Inc. reported 56 positions worth US$53.6M. Largest: Alphabet Inc (google) Class C, Apple Inc and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Alphabet Inc (google) Class C | 20,472 | US$7.32M | −224 | Jun 30, 2026 |
| Apple Inc | 22,956 | US$6.64M | −1,596 | Jun 30, 2026 |
| Microsoft Corp. | 11,583 | US$4.32M | −20 | Jun 30, 2026 |
| Tesla, Inc. | 6,560 | US$2.76M | −97 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 8,002 | US$2.62M | −100 | Jun 30, 2026 |
| Broadcom Inc. | 6,263 | US$2.37M | −40 | Jun 30, 2026 |
| Nvidia Corporation | 10,432 | US$2.09M | −297 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 3,838 | US$1.92M | −7 | Jun 30, 2026 |
| Eli Lilly And Company | 1,060 | US$1.27M | −200 | Jun 30, 2026 |
| Amazon.com, Inc. | 4,035 | US$962K | −99 | Jun 30, 2026 |