SUMMIT WEALTH & RETIREMENT PLANNING, INC.

**SUMMIT WEALTH & RETIREMENT PLANNING, INC.** manages $425M across a diversified portfolio of 112 positions. The strategy exhibits a notable tilt toward core, dividend-focused equity exposure, evidenced by top holdings including MGC ($53.8M), SCHV ($50.6M), and SCHG ($49.9M). Significant allocations are also maintained in sector-specific ETFs such as SCHF ($35.6M) and GLTR ($28.9M). This concentration suggests a disciplined approach balancing broad market exposure with targeted income and growth mandates.

📌 Top Holdings