Summit Wealth & Retirement Planning, Inc.: 13F-HR filed Nov 4, 2025

Name: Summit Wealth & Retirement Planning, Inc. 13F-HR (0001766995-25-000008)
Creator: Summit Wealth & Retirement Planning, Inc.
Published: 2025-11-04

Form type: 13F-HR
Filing date: Nov 4, 2025
Accession number: 0001766995-25-000008
Filer: Summit Wealth & Retirement Planning, Inc. (CIK 1766995)