SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 28K | $7.04M |
 | CPRT | 24K | $1.07M |
 | BAC | 16K | $801.86K |
 | AQST | 15K | $83.85K |
 | GOOGL | 13K | $3.26M |
 | NVDA | 11K | $2.07M |
 | MSFT | 11K | $5.68M |
 | ABL | 10K | $57.30K |
 | JPM | 8K | $2.59M |
 | ORLY | 7K | $779.47K |
 | GOOG | 7K | $1.73M |
 | TSLA | 7K | $2.95M |
 | AVGO | 6K | $2.10M |
 | XOM | 6K | $715.33K |
 | TSCO | 6K | $358.28K |
 | CMG | 5K | $212.41K |
 | BILL | 5K | $264.85K |
 | CSCO | 5K | $338.58K |
 | MRK | 4K | $374.40K |
 | SCHW | 4K | $410.82K |
Apple Inc.
AAPL
Shares Held
28K
Value
$7.04M
Copart, Inc.
CPRT
Shares Held
24K
Value
$1.07M
Bank of America Corporation
BAC
Shares Held
16K
Value
$801.86K
Aquestive Therapeutics, Inc.
AQST
Shares Held
15K
Value
$83.85K
Alphabet Inc.
GOOGL
Shares Held
13K
Value
$3.26M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.07M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.68M
Abacus Global Management, Inc.
ABL
Shares Held
10K
Value
$57.30K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.59M
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$779.47K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$1.73M
Tesla, Inc.
TSLA
Shares Held
7K
Value
$2.95M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$2.10M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$715.33K
Tractor Supply Company
TSCO
Shares Held
6K
Value
$358.28K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
5K
Value
$212.41K
Bill.com Holdings, Inc.
BILL
Shares Held
5K
Value
$264.85K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$338.58K
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$374.40K
The Charles Schwab Corporation
SCHW
Shares Held
4K
Value
$410.82K