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Ishares Bitcoin Tr shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Ishares Bitcoin Tr (IBIT) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning investment in Ishares Bitcoin Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Bitcoin Tr 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 Ishares Bitcoin Tr by Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $323k 5.0k 65.00

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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 Ishares Bitcoin Tr

Jane Street
Susquehanna International
Goldman Sachs Group
Brevan Howard Capital Management
Citadel Advisors
Millennium Management
Castle Hook Partners
Avenir Tech
Symmetry Investments
Weiss Asset Management LP[1
BlackRock
Belvedere Trading
Capula Management
Hudson Bay Capital Management
Mubadala Investment Co PJSC

View all funds holding Ishares Bitcoin Tr