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Value $
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$323M
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Signature - Title
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D. Ryan McCloskey - Chief Compliance Officer
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Location
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San Ramon, CA
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Summary
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This page shows a list of all the recent 13F filings made by SUMMIT WEALTH & RETIREMENT PLANNING, INC.. Form 13F is
required to be filed within 45 days of the end of a calendar quarter. SUMMIT WEALTH & RETIREMENT PLANNING, INC. reported 75 stock holdings with total value $323M as of Q4 2024. Top holdings included MGC, SCHG, SCHV, SCHF, and GLTR.