Long-term investor
Summit Wealth & Retirement Planning, Inc. @summitwealthretirementpl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766995).
Record
- Tracked since 2025-06-30 (446 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +10.6% · 6 months n/a · 1 year +22.3% · all +22.3%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524409 · 13.1% · long · since 2025-06-30
- 921910873 · 12.6% · long · since 2025-06-30
- 808524300 · 10.9% · long · since 2025-06-30
- 808524805 · 6.9% · long · since 2025-06-30
- GLTR · 5.0% · long · since 2025-06-30
- 808524607 · 4.7% · long · since 2025-06-30
- 53700T827 · 4.1% · long · since 2025-06-30
- 808524706 · 3.9% · long · since 2025-06-30
- 02072L565 · 3.8% · long · since 2025-06-30
- 464287598 · 3.0% · long · since 2025-06-30
- 25434V781 · 2.3% · long · since 2026-03-31
- 78462F103 · 1.9% · long · since 2025-06-30