SW

SUMMIT WEALTH & RETIREMENT PLANNING, INC.

13F
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Last update 2025-05-06 78 Stocks (6 new)
Value $326.00 Mil Turnover 4 %
Countries:
Top Holdings: SCHV(13.34%)MGC(13.24%)SCHG(11.89%)SCHF(7.57%)GLTR(5.90%)
Summary Stock Picks Current Portfolio
SUMMIT WEALTH & RETIREMENT PLA... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SCHV
Schwab U.S. Large-Cap Value ETF
1,638,296
43,545.9
+1.52%
13.340
+0.20%
0.360
+13.40%
+8.58%
12,776.8
 
MGC
Vanguard Mega Cap 300 Index ETF
214,599
43,215.9
-4.17%
13.240
-0.61%
0.710
+17.61%
+7.18%
6,793.7
 
SCHG
Schwab U.S. Large-Cap Growth ETF
1,548,983
38,786.5
+1.08%
11.890
+0.13%
0.100
+20.60%
+5.52%
44,469.7
 
SCHF
Schwab International Equity ETF
1,249,611
24,717.3
+6.52%
7.570
+0.46%
0.060
+15.43%
+19.92%
48,818.6
 
GLTR
abrdn Physical Precious Metals Basket Shares ETF
abrdn Physical Precious Metals Basket Shares ETF
148,754
19,259.2
+1.68%
5.900
+0.10%
1.470
+10.07%
+30.11%
1,457.2
 
SCHE
Schwab Emerging Markets Equity ETF
555,973
15,328.2
+4.41%
4.700
+0.20%
0.160
+14.66%
+13.50%
10,294.8
 
BOXX
Alpha Architect 1-3 Month Box ETF
130,485
14,547.8
+2.59%
4.460
+0.11%
0.240
+1.01%
+2.29%
6,731.9
 
SCHA
Schwab U.S. Small-Cap ETF
615,552
14,422.4
+4.17%
4.420
+0.18%
0.090
+20.33%
+0.83%
17,712.8
 
DBMF
iMGP DBi Managed Futures Strategy ETF
iMGP DBi Managed Futures Strategy ETF
563,590
14,236.3
+2.08%
4.360
+0.09%
-
+3.48%
-0.21%
1,203.2
 
IWD
iShares Russell 1000 Value ETF
61,519
11,575.3
-4.62%
3.550
-0.17%
0.020
+11.95%
+6.96%
64,258.0
 

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Historical Top Holdings Breakdowns

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.93%
●
507.05 ($540.58) 563.67
$573.22
6.04%
Add 722.82%
6,706
5,891
MGC
Vanguard Mega Cap 300 Index ETF
2025-03-31
Reduce
Reduce
-0.61%
●
199.2 ($212.96) 222.69
$226.70
6.45%
Reduce -4.17%
214,599
-9,336
SCHF
Schwab International Equity ETF
2025-03-31
Add
Add
+0.46%
●
18.36 ($19.62) 20.51
$22.04
12.33%
Add 6.52%
1,249,611
76,441
VUG
Vanguard Growth ETF
2025-03-31
Add
Add
+0.31%
●
369.1 ($404.54) 427.61
$441.63
9.17%
Add 264.34%
3,760
2,728
SCHE
Schwab Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.20%
●
25.81 ($27.37) 28.52
$30.19
10.30%
Add 4.41%
555,973
23,497
SCHV
Schwab U.S. Large-Cap Value ETF
2025-03-31
Add
Add
+0.20%
●
25.77 ($26.84) 27.6
$28.01
4.36%
Add 1.52%
1,638,296
24,467
SCHA
Schwab U.S. Small-Cap ETF
2025-03-31
Add
Add
+0.18%
●
23.16 ($25.49) 27.04
$25.93
1.73%
Add 4.17%
615,552
24,649
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.17%
●
182.82 ($190.45) 196.21
$196.30
3.07%
Reduce -4.62%
61,519
-2,977
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.17%
●
167.73 ($174.39) 179.21
$178.26
2.22%
Add 77.31%
7,493
3,267
TSLA
Tesla Inc
2025-03-31
Add
Add
+0.15%
●
222.15 ($333.26) 428.22
$313.51
-5.93%
Add 68.18%
4,756
1,928

SUMMIT WEALTH & RETIREMENT PLANNING, INC. Total Holding History ($B)

To

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Asset Allocation

To

SUMMIT WEALTH & RETIREMENT PLANNING, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Hypothetical Growth since 2025-03-31

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holdings Heat Map

Size field:

SUMMIT WEALTH & RETIREMENT PLANNING, INC.'s Holdings Bubble Chart

SUMMIT WEALTH & RETIREMENT PLANNING, INC. News

  • 1

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