Stock Taper 
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Wells Fargo & Company | WFC | 4.35K | $359.48K |
 Merck & Co., Inc. | MRK | 4.5K | $578.62K |
 The Charles Schwab Corporation | SCHW | 4.54K | $419.29K |
 Exxon Mobil Corporation | XOM | 5.21K | $712.45K |
 Cisco Systems, Inc. | CSCO | 5.43K | $637.64K |
 Broadcom Inc. | AVGO | 6.26K | $2.37M |
 Tesla, Inc. | TSLA | 6.56K | $2.76M |
 Alphabet Inc. | GOOG | 7.12K | $2.52M |
 O'Reilly Automotive, Inc. | ORLY | 7.23K | $665.81K |
 JPMorgan Chase & Co. | JPM | 8K | $2.62M |
 Brown-Forman Corporation | BF-B | 8.68K | $231.24K |
 NVIDIA Corporation | NVDA | 10.43K | $2.09M |
 Microsoft Corporation | MSFT | 11.58K | $4.32M |
 Alphabet Inc. | GOOGL | 13.43K | $4.8M |
 Bank of America Corporation | BAC | 14.67K | $836.07K |
 Apple Inc. | AAPL | 22.96K | $6.64M |
 Copart, Inc. | CPRT | 23.54K | $663.59K |
 Aquestive Therapeutics, Inc. | AQST | 35K | $145.6K |