SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q3 2025 13F Holdings
Location
Eagle, ID
Holdings as of
9/30/2025
Value ($000)
$406,861
Num holdings
106
Date filed
11/3/2025
Form type
13F-HR
Prev filing
8/6/2025
Next filing
SEC
View on sec.gov
Compare Q3 2025 to
2025 Q2
2025 Q1
2024 Q4
2024 Q3
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2024 Q1
2023 Q4
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2022 Q4 - RESTATEMENT
2022 Q3
2022 Q2
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2021 Q4
2021 Q3
2021 Q2
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2020 Q4
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2020 Q2
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2019 Q4
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2019 Q1
2018 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type