Summit Wealth & Retirement Planning Activity Analysis for Q2 2026
Summit Wealth & Retirement Planning Inc. has released its portfolio holdings data as of June 30, 2026. This report details observable changes in their investment strategy during the quarter.
As part of our ongoing coverage of institutional investors' activities, we've analyzed the latest filing from Summit Wealth & Retirement Planning Inc., dated Summit Wealth. The report provides insights into their portfolio changes as of June 30, 2026.
The firm's holdings show active management during the quarter. Changes in share counts and total value indicate buying or selling pressure on specific assets within their Summit Wealth portfolio.
Prominent Purchases Observed by Summit Wealth & Retirement Planning Inc.
This period saw significant inflows into several ETFs, most notably those tracking the Technology sector. The firm increased its position in SCHWAB STRATEGIC TR (SCHV) (SCHV) by 52,850 shares, representing a nearly 3% increase and boosting its portfolio allocation to 13.11%. This was followed closely by SCHWAB STRATEGIC TR (SCHA) (SCHA), where Summit added 20,448 shares (+3.44%) and now holds a position worth 4.7% of the total portfolio.
Further notable additions include LITMAN GREGORY FDS TR (DBMF) (DBMF), with a net increase of 25,837 shares (+4.22%) and an allocation now at 4.14%. Dimensional ETF Trust (DISV) (DISV) also saw a significant boost with 29,555 shares (+12.49%) added to the portfolio.
In addition, Summit Wealth & Retirement Planning Inc. invested in several other funds during this quarter:
- SCHWAB STRATEGIC TR (SCHF) (SCHF): Increased by 21,152 shares (+1.83%)
- VANGUARD INDEX FDS (VUG) (VUG): Added a substantial 18,123 shares (+522.73%)
- ISHARES TR (HDV) (HDV): Purchased 23,641 shares (+560.21%)
- VANGUARD INDEX FDS (VO) (VO): Acquired 5,097 shares (+300%)
- ISHARES TR (IWF) (IWF): Added a large number of shares, increasing the position by over 299%.
No Observable Large-Scale Sales or Exits This Quarter
Unlike some periods where Summit Wealth & Retirement Planning Inc. has sold significant positions (as indicated in their significant_sell_symbols category), this quarter appears to be focused on buying activities.
However, there were minor reductions observed:
- SCHWAB STRATEGIC TR (SCHB) (SCHB): Sold approximately 12,718 shares (-5.29%)
- ISHARES TR (EEM) (EEM): Decreased by about 8,287 shares (-9.85%)
No other holdings were exited during this quarter according to the available data.