SUMMIT WEALTH & RETIREMENT PLANNING, INC. Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$372.5B

Holdings

101

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (101 positions)

#StockSharesValue% PortfolioType
101
AQSTAQUESTIVE THERAPEUTICS INC
10,000$33.1M0.01%
PreviousPage 2 of 2