account_balance
Investment manager · 13F filer · SEC CIK 1766995
Summit Wealth & Retirement Planning, Inc.
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Reported value$493Mas of Sep 30, 2026
Positions110 7 new, 10 sold out
Top 10 weight66.4%MGC alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
MGCVanguard World Fd
12.4%
SCHVSchwab Strategic Tr
12.1%
SCHGSchwab Strategic Tr
11.1%
SCHFSchwab Strategic Tr
6.7%Added +2%
GLTRabrdn Precious Metals Basket ETF Trust
5.0%Added +3%
DBMFIm Global Partner Funds
4.3%Added +3%
SCHASchwab Strategic Tr
4.1%
BOXXEa Series Trust
3.9%Added +7%
SCHESchwab Strategic Tr
3.9%Added +3%
IWDiShares Tr
2.8%−3%
DISVDimensional ETF Trust
2.5%
AAUB2.4%
MGCVanguard World Fd
12.4%
SCHVSchwab Strategic Tr
12.1%
SCHGSchwab Strategic Tr
11.1%
SCHFSchwab Strategic Tr
6.7%+2%
GLTRabrdn Precious Metals Basket ETF Trust
5.0%
DBMFIm Global Partner Funds
4.3%
SCHASchwab Strategic Tr
4.1%
BOXXEa Series Trust
3.9%
SCHE3.9%
IWD2.8%
DISV
AAUB
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
MGC Vanguard World Fd 12.4% Held
SCHV Schwab Strategic Tr 12.1% Held
SCHG Schwab Strategic Tr 11.1% Held
SCHF Schwab Strategic Tr 6.7% Added +2%
GLTR abrdn Precious Metals Basket ETF Trust 5.0% Added +3%DBMF Im Global Partner Funds 4.3% Added +3%
SCHA Schwab Strategic Tr 4.1% Held
BOXX Ea Series Trust 3.9% Added +7%
SCHE Schwab Strategic Tr 3.9% Added +3%
IWD iShares Tr 2.8% Trimmed −3%
DISV Dimensional ETF Trust 2.5% Added +5%
AAUB Ea Series Trust 2.4% New
What changed
Biggest moves since Jun 30, 2026
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