SUMMIT WEALTH & RETIREMENT PLANNING, INC.

Q3 2025 13F Holdings

Location
Eagle, ID
Holdings as of
9/30/2025
Value
$407M
Num holdings
106
Date filed
11/3/2025
Form type
13F-HR
Prev filing
8/6/2025
Next filing
2/2/2026
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type