Summit Wealth & Retirement Planning, Inc.

SEC CIK: 0001766995
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

AAPL holding history

Apple Inc. in every 13F filed by Summit Wealth & Retirement Planning, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overview All 13F holders of AAPL Full Q2 2026 holdings

Shares (Q2 2026): 22,956
Value: $6.64M
% of portfolio: 1.4%
Quarters held: 22; Since Q1 2021

Holdings of AAPL by Summit Wealth & Retirement Planning, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	22,956	$6.64M	1.4%	−1,596−6.5%	Reduced	Holders
Q1 2026	24,552	$6.23M	1.5%	−123−0.5%	Reduced	Holders
Q4 2025	24,675	$6.71M	1.6%	−2,954−10.7%	Reduced	Holders
Q3 2025	27,629	$7.04M	1.7%	−635−2.2%	Reduced	Holders
Q2 2025	28,264	$5.80M	1.6%	+87+0.3%	Added	Holders
Q1 2025	28,177	$6.26M	1.9%	−54−0.2%	Reduced	Holders
Q4 2024	28,231	$7.07M	2.2%	+169+0.6%	Added	Holders
Q3 2024	28,062	$6.54M	2.1%	+5,021+21.8%	Added	Holders
Q2 2024	23,041	$4.85M	1.7%	−220−0.9%	Reduced	Holders
Q1 2024	23,261	$3.99M	1.4%	+8,027+52.7%	Added	Holders
Q4 2023	15,234	$2.93M	1.2%	−21−0.1%	Reduced	Holders
Q3 2023	15,255	$2.61M	1.1%	+1,540+11.2%	Added	Holders
Q2 2023	13,715	$2.66M	1.0%	−4,802−25.9%	Reduced	Holders
Q1 2023	18,517	$3.05M	1.1%	−1,617−8.0%	Reduced	Holders
Q4 2022	20,134	$2.62M	1.1%	−886−4.2%	Reduced	Holders
Q3 2022	21,020	$2.90M	1.2%	+3,015+16.7%	Added	Holders
Q2 2022	18,005	$2.46M	0.9%	+129+0.7%	Added	Holders
Q1 2022	17,876	$3.12M	1.1%	−6,592−26.9%	Reduced	Holders
Q4 2021	24,468	$4.34M	1.5%	−1,569−6.0%	Reduced	Holders
Q3 2021	26,037	$3.68M	1.3%	−27−0.1%	Reduced	Holders
Q2 2021	26,064	$3.57M	1.3%	−3,611−12.2%	Reduced	Holders
Q1 2021	29,675	$3.63M	1.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.