SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 25K | $6.71M |
 | CPRT | 24K | $933.65K |
 | BAC | 15K | $841.06K |
 | AQST | 15K | $96.90K |
 | BF-B | 14K | $370.03K |
 | GOOGL | 14K | $4.23M |
 | NVDA | 11K | $2.11M |
 | MSFT | 11K | $5.36M |
 | ABL | 10K | $85.50K |
 | JPM | 8K | $2.60M |
 | ORLY | 7K | $675.87K |
 | GOOG | 7K | $2.27M |
 | TSLA | 7K | $3.06M |
 | AVGO | 6K | $2.20M |
 | XOM | 6K | $763.48K |
 | TSCO | 6K | $315.06K |
 | WFC | 6K | $575.36K |
 | CMG | 5K | $200.54K |
 | BILL | 5K | $272.70K |
 | CSCO | 5K | $381.19K |
Apple Inc.
AAPL
Shares Held
25K
Value
$6.71M
Copart, Inc.
CPRT
Shares Held
24K
Value
$933.65K
Bank of America Corporation
BAC
Shares Held
15K
Value
$841.06K
Aquestive Therapeutics, Inc.
AQST
Shares Held
15K
Value
$96.90K
Brown-Forman Corporation
BF-B
Shares Held
14K
Value
$370.03K
Alphabet Inc.
GOOGL
Shares Held
14K
Value
$4.23M
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$2.11M
Microsoft Corporation
MSFT
Shares Held
11K
Value
$5.36M
Abacus Global Management, Inc.
ABL
Shares Held
10K
Value
$85.50K
JPMorgan Chase & Co.
JPM
Shares Held
8K
Value
$2.60M
O'Reilly Automotive, Inc.
ORLY
Shares Held
7K
Value
$675.87K
Alphabet Inc.
GOOG
Shares Held
7K
Value
$2.27M
Tesla, Inc.
TSLA
Shares Held
7K
Value
$3.06M
Broadcom Inc.
AVGO
Shares Held
6K
Value
$2.20M
Exxon Mobil Corporation
XOM
Shares Held
6K
Value
$763.48K
Tractor Supply Company
TSCO
Shares Held
6K
Value
$315.06K
Wells Fargo & Company
WFC
Shares Held
6K
Value
$575.36K
Chipotle Mexican Grill, Inc.
CMG
Shares Held
5K
Value
$200.54K
Bill.com Holdings, Inc.
BILL
Shares Held
5K
Value
$272.70K
Cisco Systems, Inc.
CSCO
Shares Held
5K
Value
$381.19K