Summit Wealth & Retirement Planning, Inc.: 13F-HR filed May 11, 2026

Name: Summit Wealth & Retirement Planning, Inc. 13F-HR (0001766995-26-000003)
Creator: Summit Wealth & Retirement Planning, Inc.
Published: 2026-05-11

Form type: 13F-HR
Filing date: May 11, 2026
Accession number: 0001766995-26-000003
Filer: Summit Wealth & Retirement Planning, Inc. (CIK 1766995)