SUMMIT WEALTH & RETIREMENT PLANNING, INC.

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$323M
Signature - Title
D. Ryan McCloskey - Chief Compliance Officer
Location
San Ramon, CA
Summary
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.
Holdings Value