Summit Wealth & Retirement Planning
Summit Wealth & Retirement Planning reported 113 stocks worth $472M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SCHV (13.1%), MGC (12.6%) and SCHG (10.9%). Compared with Q1 2026, the fund opened new positions in GEQ and GE, added to SCHV, MGC and SCHG, trimmed IWD, SPY and EFA and sold out of TSCO, AMGN and DVY.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SCHV Schwab US Large Cap | $61.9M | 13.1% | 1.8M | +53K (+3%) | 8 of 8 | |
| 2 |  MGC Vanguard World FD | $59.4M | 12.6% | 217K | +1,705 (+1%) | 8 of 8 | |
| 3 |  SCHG Schwab Strategic TR | $51.5M | 10.9% | 1.5M | +4,593 (+0%) | 8 of 8 | |
| 4 |  SCHF Schwab International | $32.6M | 6.9% | 1.2M | +21K (+2%) | 8 of 8 | |
| 5 |  GLTR Abrdn Precious Metals Basket | $23.4M | 5.0% | 129K | +1,001 (+1%) | 8 of 8 | |
| 6 |  SCHA Schwab US Small Cap ETF | $22.2M | 4.7% | 614K | +20K (+3%) | 8 of 8 | |
| 7 |  DBMF Litman Gregory Fds TR | $19.5M | 4.1% | 638K | +26K (+4%) | 8 of 8 | |
| 8 |  SCHE Schwab Emerging Markets | $18.4M | 3.9% | 508K | +7,330 (+1%) | 8 of 8 | |
| 9 |  BOXX EA Series Trust | $18M | 3.8% | 153K | +7,010 (+5%) | 8 of 8 | |
| 10 |  IWD Ishares TR | $14.2M | 3.0% | 59K | −549 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 27, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Summit Wealth & Retirement Planning 13F FAQ
What does Summit Wealth & Retirement Planning own?
Summit Wealth & Retirement Planning reported 113 stocks worth $472M in its 13F filing for Q2 2026, filed Jul 27, 2026. Its largest holdings are SCHV (13.1%), MGC (12.6%) and SCHG (10.9%). The table above lists every position in the filing (the top 10 without an account).
What did Summit Wealth & Retirement Planning buy and sell in Q2 2026?
Compared with Q1 2026: 8 new positions, 26 added to, 43 trimmed and 3 sold out. New positions include GEQ and GE. It sold all of TSCO, AMGN and DVY.
When will Summit Wealth & Retirement Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Summit Wealth & Retirement Planning's portfolio worth?
The Q2 2026 filing reports $472M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.