Stock Taper 
SUMMIT WEALTH & RETIREMENT PLANNING, INC.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Sempra | SRE | 3.99K | $369.82K |
 Abbott Laboratories | ABT | 3.93K | $356.79K |
 Simpson Manufacturing Co., Inc. | SSD | 3.86K | $807.46K |
 Berkshire Hathaway Inc. | BRK-B | 3.84K | $1.92M |
 AbbVie Inc. | ABBV | 3.8K | $956.74K |
 RTX Corporation | RTX | 3.7K | $702.38K |
 Morgan Stanley | MS | 2.93K | $612.49K |
 QUALCOMM Incorporated | QCOM | 2.76K | $509.4K |
 Palo Alto Networks, Inc. | PANW | 2.53K | $862.78K |
 The Toronto-Dominion Bank | TD | 2.46K | $299.32K |
 The Walt Disney Company | DIS | 2.36K | $227.05K |
 The Home Depot, Inc. | HD | 2.25K | $792.47K |
 ConocoPhillips | COP | 2.21K | $229.75K |
 Johnson & Johnson | JNJ | 2.1K | $534.61K |
 The Procter & Gamble Company | PG | 2.02K | $296.65K |
 CME Group Inc. | CME | 1.64K | $361.5K |
 Advanced Micro Devices, Inc. | AMD | 1.55K | $903.32K |
 Chevron Corporation | CVX | 1.51K | $250.56K |
 Marriott International, Inc. | MAR | 1.41K | $522.53K |
 Stryker Corporation | SYK | 1.17K | $368.99K |