SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AQST | 35K | $145.25K |
 | AAPL | 25K | $6.23M |
 | CPRT | 24K | $781.53K |
 | BAC | 15K | $752.89K |
 | GOOGL | 13K | $3.86M |
 | MSFT | 12K | $4.30M |
 | NVDA | 11K | $1.87M |
 | BF-B | 9K | $229.42K |
 | JPM | 8K | $2.38M |
 | GOOG | 7K | $2.09M |
 | ORLY | 7K | $667.40K |
 | TSLA | 7K | $2.47M |
 | AVGO | 6K | $1.95M |
 | TSCO | 6K | $285.39K |
 | XOM | 6K | $989.35K |
 | CSCO | 5K | $421.20K |
 | WFC | 5K | $424.83K |
 | MRK | 5K | $568.48K |
 | SCHW | 5K | $443.03K |
 | STT | 4K | $526.36K |
Aquestive Therapeutics, Inc.
AQST
Shares Held
35K
Value
$145.25K
Apple Inc.
AAPL
Shares Held
25K
Value
$6.23M
Copart, Inc.
CPRT
Shares Held
24K
Value
$781.53K
Bank of America Corporation
BAC
Shares Held
15K
Value
$752.89K
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.86M
Microsoft Corporation
MSFT
Shares Held
12K
Value
$4.30M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.87M
Brown-Forman Corporation
BF-B
Shares Held
9K
Value
$229.42K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.38M
Alphabet Inc.
GOOG
Shares Held
7K
Value
$2.09M
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$667.40K
Tesla, Inc.
TSLA
Shares Held
7K
Value
$2.47M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$1.95M
Tractor Supply Company
TSCO
Shares Held
6K
Value
$285.39K
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$989.35K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$421.20K
Wells Fargo & Company
WFC
Shares Held
5K
Value
$424.83K
Merck & Co., Inc.
MRK
Shares Held
5K
Value
$568.48K
The Charles Schwab Corporation
SCHW
Shares Held
5K
Value
$443.03K
State Street Corporation
STT
Shares Held
4K
Value
$526.36K