SUMMIT WEALTH & RETIREMENT PLANNING, INC. Q4 2025 Filing
Filed February 2, 2026
Portfolio Value
$424.7B
Holdings
112
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (112 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | BIVVANGUARD BD INDEX FDS | 3,053 | $237.0M | 0.06% | |
| 102 | TDTORONTO DOMINION BK ONT | 2,465 | $232.0M | 0.05% | |
| 103 | JQUAJ P MORGAN EXCHANGE TRADED F | 3,642 | $230.0M | 0.05% | |
| 104 | JAVAJ P MORGAN EXCHANGE TRADED F | 3,178 | $227.0M | 0.05% | |
| 105 | FTCSFIRST TR EXCHANGE-TRADED FD | 2,433 | $225.0M | 0.05% | |
| 106 | JVALJ P MORGAN EXCHANGE TRADED F | 4,580 | $224.0M | 0.05% | |
| 107 | IBMINTERNATIONAL BUSINESS MACHS | 734 | $217.0M | 0.05% | |
| 108 | AQLTISHARES TR | 1,459 | $205.0M | 0.05% | |
| 109 | CMGCHIPOTLE MEXICAN GRILL INC | 5,420 | $200.0M | 0.05% | |
| 110 | AQSTAQUESTIVE THERAPEUTICS INC | 15,000 | $96.0M | 0.02% | |
| 111 | ABXABACUS GLOBAL MGMT INC | 10,000 | $85.0M | 0.02% | |
| 112 | DAICWCID HOLDCO INC | 18,456 | $1.0M | 0.00% |
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