Notify me when SUMMIT WEALTH & RETIREMENT PLANNING, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 106 | $406,860,650 | +$8,267,562 | -$5,782,651 | +$2,484,911 | MGC, SCHG, SCHV, SCHF, GLTR | 13F-HR | 03 Nov 2025, 20:01 |
| Q2 2025 | 101 | $372,515,978 | +$20,779,659 | -$3,340,368 | +$17,439,291 | MGC, SCHV, SCHG, SCHF, GLTR | 13F-HR | 06 Aug 2025, 17:20 |
| Q1 2025 | 78 | $326,309,956 | +$13,118,849 | -$3,562,220 | +$9,556,629 | SCHV, MGC, SCHG, SCHF, GLTR | 13F-HR | 05 May 2025, 17:14 |
| Q4 2024 | 75 | $323,106,425 | +$99,095,754 | -$3,804,793 | +$95,290,961 | MGC, SCHG, SCHV, SCHF, GLTR | 13F-HR | 28 Jan 2025, 14:44 |
| Q3 2024 | 68 | $313,280,795 | +$8,946,259 | -$4,724,638 | +$4,221,621 | SCHV, SCHG, MGC, SCHF, DBMF | 13F-HR | 01 Nov 2024, 12:04 |
| Q2 2024 | 64 | $293,699,870 | +$8,732,779 | -$1,822,216 | +$6,910,563 | SCHG, SCHV, MGC, SCHF, DBMF | 13F-HR | 06 Aug 2024, 17:31 |
| Q1 2024 | 63 | $280,486,278 | +$37,157,243 | -$11,184,350 | +$25,972,893 | SCHV, SCHG, MGC, SCHF, DBMF | 13F-HR | 09 May 2024, 11:46 |
| Q4 2023 | 54 | $236,685,928 | +$10,060,794 | -$41,171,501 | -$31,110,707 | SCHV, SCHG, MGC, SCHF, GLTR | 13F-HR | 01 Feb 2024, 10:10 |
| Q3 2023 | 57 | $248,603,176 | +$7,727,730 | -$4,867,897 | +$2,859,833 | SCHV, SCHG, MGC, SCHF, BIV | 13F-HR | 25 Oct 2023, 14:21 |
| Q2 2023 | 59 | $254,229,105 | +$10,023,845 | -$35,659,741 | -$25,635,896 | SCHG, SCHV, MGC, BIV, SCHF | 13F-HR | 26 Jul 2023, 14:11 |
| Q1 2023 | 104 | $267,429,679 | +$29,479,380 | -$19,913,799 | +$9,565,581 | SCHV, MGC, SCHG, BIV, SCHF | 13F-HR | 11 May 2023, 17:01 |
| Q4 2022 | 103 | $245,942,416 | +$32,168,119 | -$47,477,096 | -$15,308,977 | SCHV, MGC, BIV, SCHG, SCHF | Restatement | 13 Feb 2023, 11:25 |
| Q3 2022 | 107 | $251,259,000 | +$39,133,125 | -$32,872,181 | +$6,260,944 | SCHG, MGC, BIV, SCHV, DBMF | 13F-HR | 10 Nov 2022, 20:42 |
| Q2 2022 | 112 | $260,525,000 | +$23,019,457 | -$7,650,284 | +$15,369,173 | SCHG, MGC, BIV, SCHV, SCHF | 13F-HR | 02 Aug 2022, 13:33 |
| Q1 2022 | 102 | $283,085,000 | +$49,327,560 | -$18,579,005 | +$30,748,555 | SCHG, MGC, BIV, SCHV, SCHF | 13F-HR | 12 May 2022, 11:31 |
| Q4 2021 | 90 | $292,534,000 | +$20,179,337 | -$12,025,153 | +$8,154,184 | SCHG, MGC, BIV, SCHV, SCHF | 13F-HR | 03 Feb 2022, 14:58 |
| Q3 2021 | 86 | $273,215,000 | +$17,691,623 | -$10,863,736 | +$6,827,887 | SCHG, MGC, BIV, SCHV, SCHF | 13F-HR | 12 Nov 2021, 11:11 |
| Q2 2021 | 78 | $270,295,000 | +$6,468,732 | -$18,377,234 | -$11,908,502 | SCHG, MGC, BIV, SCHV, SCHF | 13F-HR | 12 Aug 2021, 20:23 |
| Q1 2021 | 99 | $269,070,000 | +$37,557,259 | -$36,198,887 | +$1,358,372 | SCHG, MGC, BIV, SCHV, MUB | 13F-HR | 10 May 2021, 15:27 |
| Q4 2020 | 111 | $263,633,000 | +$15,310,111 | -$7,502,222 | +$7,807,889 | SCHG, MGC, BIV, SCHV, MUB | 13F-HR | 09 Feb 2021, 11:37 |
| Q3 2020 | 104 | $232,903,000 | +$33,213,470 | -$22,201,850 | +$11,011,620 | SCHG, BIV, MGC, MUB, SCHV | 13F-HR | 10 Nov 2020, 16:39 |
| Q2 2020 | 110 | $213,173,000 | +$9,831,099 | -$10,647,247 | -$816,148 | SCHG, BIV, SCHV, VGIT, SCHF | 13F-HR | 12 Aug 2020, 19:49 |
| Q1 2020 | 112 | $187,095,000 | +$21,371,724 | -$26,092,516 | -$4,720,792 | BIV, SCHG, SCHV, VGIT, MUB | 13F-HR | 11 May 2020, 15:13 |
| Q4 2019 | 124 | $224,570,000 | +$54,691,331 | -$6,600,442 | +$48,090,889 | SCHG, BIV, SCHV, SCHF, SCHM | 13F-HR | 10 Feb 2020, 16:43 |
| Q3 2019 | 118 | $165,498,000 | +$5,325,842 | -$10,692,285 | -$5,366,443 | SCHG, SCHV, SCHF, SCHM, SCHA | 13F-HR | 12 Nov 2019, 10:32 |
| Q2 2019 | 131 | $170,974,000 | +$10,096,384 | -$10,711,100 | -$614,716 | SCHG, SCHV, SCHF, SCHM, SCHA | 13F-HR | 05 Aug 2019, 19:00 |
| Q1 2019 | 130 | $168,367,000 | +$26,939,188 | -$5,252,895 | +$21,686,293 | SCHG, SCHV, SCHF, SCHM, SCHA | 13F-HR | 08 May 2019, 17:02 |
| Q4 2018 | 105 | $131,873,000 | $0 | $0 | $0 | SCHG, SCHV, SCHF, SCHM, SCHA | 13F-HR | 07 Feb 2019, 20:02 |