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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
2025-09-30 $1.3M 24k 53.99

More positions owned by Summit Wealth & Retirement Planning

Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Ea Series Trust Alpha Arch 1-3 (BOXX)
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
Seed Wealth Management
Plan
Relyea Zuckerberg Hanson
Almanack Investment Partners
Soundwatch Capital
Apexium Financial
Frank. Day
AQR Capital Management
Wealth Enhancement Advisory Services
Revolve Wealth Partners
Quarry Hill Advisors
JPL Wealth Management
Creative Planning
Summit Wealth & Retirement Planning

View all funds holding Ea Series Trust