SUMMIT WEALTH & RETIREMENT PLANNING, INC.
All 13F Filings
- Location
- Eagle, ID
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 471,937
- Description
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- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/27/2026 | 113 | 471,937 | 13F-HR | SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| Q1 2026 | 5/8/2026 | 108 | 419,086 | 13F-HR | SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| Q4 2025 | 2/2/2026 | 112 | 424,675 | 13F-HR | SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| Q3 2025 | 11/4/2025 | 106 | 406,861 | 13F-HR | SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
| Q2 2025 | 8/6/2025 | 101 | 372,516 | 13F-HR | SUMMIT WEALTH & RETIREMENT PLANNING, INC. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 104.1 K | 22.1% | 0 | 13.46 K | -13.46 K |
| ETFs | 367.9 K | 77.9% | 66.31 K | 0 | 66.31 K |
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Fund Snapshot
Q2 2026
Latest filed
7/27/2026
Total value ($000)
471,937
Holdings
113
QoQ value change ($000)
52,851
(12.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.