SEC Form 13F

SUMMIT WEALTH & RETIREMENT PLANNING, INC. 13F Holdings

Report period2026-06-30
Publicly available2026-07-28
Reported value$471,936,908
Positions113

Largest disclosed positions

IssuerTickerClassReported valueReported amount
SCHWAB STRATEGIC TRSCHVUS LCAP VA ETF$61,858,5671,777,034
VANGUARD WORLD FDMGCMEGA CAP INDEX$59,438,823217,223
SCHWAB STRATEGIC TRSCHGUS LCAP GR ETF$51,505,5631,522,032
SCHWAB STRATEGIC TRSCHFINTL EQTY ETF$32,574,2341,175,965
ABRDN PRECIOUS METALS BASKETGLTRPHYSCL PRECS MET$23,438,998129,390
SCHWAB STRATEGIC TRSCHAUS SML CAP ETF$22,197,845614,388
LITMAN GREGORY FDS TRDBMFIMGP DBI MAN ETF$19,542,690638,441
SCHWAB STRATEGIC TRSCHEEMRG MKTEQ ETF$18,416,935507,913
EA SERIES TRUSTBOXXALPHA ARCH 1-3$17,973,169153,499
ISHARES TRIWDRUS 1000 VAL ETF$14,199,49358,572

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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