SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Q1 2026 13F Holdings
Location
Eagle, ID
Holdings as of
3/31/2026
Value ($000)
$419,086
Num holdings
108
Date filed
5/11/2026
Form type
13F-HR
Prev filing
2/2/2026
Next filing
SEC
View on sec.gov
Compare Q1 2026 to
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Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type