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Ea Series Trust shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Ea Series Trust shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Ea Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Ea Series Trust held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ea Series Trust by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 39k 49.33

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Eafe Etf (EFA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Summit Wealth & Retirement Planning

Top funds holding Ea Series Trust

Cache Advisors
Everest Management Corp.
Ethos Financial Group
Seed Wealth Management
Meredith Wealth Planning
Ledyard National Bank
Loring Wolcott Coolidge Fa
Summit Wealth & Retirement Planning
Quarry Hill Advisors
Family CFO
Sherman Wealth Management
Prairiewood Capital
McCarthy Grittinger Financial Group
XY Planning Network
Perigon Wealth Management

View all funds holding Ea Series Trust