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Peak Retirement Planning

Latest statistics and disclosures from Peak Retirement Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are SGOV, VEA, Invesco Qqq Tr, VOO, SPDR Gold MiniShares Trust, and represent 30.96% of Peak Retirement Planning's stock portfolio.
Added to shares of these 10 stocks: Invesco Qqq Tr (+$15M), SPDR Gold MiniShares Trust (+$13M), XLB (+$10M), VEA (+$7.6M), VOO, VWO, XLRE, HIMS, XLY, XLC.
Started 22 new stock positions in GD, GEV, SPDR Gold MiniShares Trust, RL, PLTR, GE, WMT, CMCSA, IVW, GLD. IJR, Invesco Qqq Tr, ITW, PINS, EXEL, NFG, KHC, VGIT, GOOG, CAT, MCD, HIMS.
Reduced shares in these 10 stocks: , BND (-$5.6M), LAD, LNTH, OPCH, , GAP, , LMT, VNQ.
Sold out of its positions in CSCO, COP, FTEC, GAP, GOVT, LNTH, LAD, LMT, MTG, OPCH. SCHF, XLV.
Peak Retirement Planning was a net buyer of stock by $95M.
Peak Retirement Planning has $355M in assets under management (AUM), dropping by 43.35%.
Central Index Key (CIK): 0002056697

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Portfolio Holdings for Peak Retirement Planning

Peak Retirement Planning holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)	14.9	$53M		525k	100.70	View chart
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)	4.5	$16M	+92%	264k	59.92	View chart
Invesco QQQ Trust, Series 1 Exchange Traded Fund	4.3	$15M	NEW	26k	600.38	View chart
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)	3.7	$13M	+51%	21k	612.37	View chart
SPDR Gold MiniShares Trust Exchange Traded Fund	3.6	$13M	NEW	166k	76.45	View chart
Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC)	3.2	$12M	+29%	97k	118.37	View chart
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)	3.1	$11M	+57%	206k	54.18	View chart
Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY)	3.1	$11M	+33%	46k	239.64	View chart
Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE)	3.0	$11M	+39%	255k	42.13	View chart
Materials Select Sector SPDR Exchange Traded Fund (XLB)	3.0	$11M	+4346%	119k	89.62	View chart
Vanguard Growth Etf Exchange Traded Fund (VUG)	2.9	$10M	+26%	22k	479.62	View chart
Vanguard Mid Cap Growth Etf Exchange Traded Fund (VOT)	2.2	$7.8M	+37%	27k	293.79	View chart
Vanguard Small Cap Valueetf Exchange Traded Fund (VBR)	1.9	$6.6M	+32%	32k	208.71	View chart
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)	1.6	$5.7M	+28%	18k	328.18	View chart
Vanguard Value Etf Exchange Traded Fund (VTV)	1.5	$5.3M	+9%	28k	186.49	View chart
Vanguard Small Cap Growth Etf Exchange Traded Fund (VBK)	1.4	$4.8M	+98%	16k	297.62	View chart
Microsoft Corp Common Stock (MSFT)	1.1	$3.9M	+21%	7.6k	517.97	View chart
Apple Common Stock (AAPL)	0.9	$3.3M	+4%	13k	254.63	View chart
Applovin Corp Class A Class A Common Stock (APP)	0.9	$3.2M	+14%	4.4k	718.49	View chart
Alphabet Inc Class Class A Class A Common Stock (GOOGL)	0.9	$3.1M	+16%	13k	243.10	View chart
Berkshire Hathaway Class B Common Stock (BRK.B)	0.8	$2.9M	+10%	5.9k	502.78	View chart
Hims & Hers Health Inc Class A Class A Common Stock (HIMS)	0.8	$2.8M	NEW	50k	56.72	View chart
Vanguard Real Estate Etf Exchange Traded Fund (VNQ)	0.8	$2.7M	-30%	30k	91.42	View chart
Nvidia Corp Common Stock (NVDA)	0.8	$2.7M	+8%	14k	186.59	View chart
Vanguard Mid Cap Value Etf Exchange Traded Fund (VOE)	0.8	$2.7M	+4%	15k	174.58	View chart
Abbott Labs Common Stock (ABT)	0.7	$2.6M	+46%	19k	133.94	View chart
Broadcom Common Stock (AVGO)	0.7	$2.6M	+17%	7.8k	329.89	View chart
Centene Corp Del Common Stock (CNC)	0.7	$2.6M	+181%	72k	35.68	View chart
Tenet Healthcare Corp Common Stock (THC)	0.7	$2.4M	+32%	12k	203.04	View chart
Monolithic Pwr Sys Common Stock (MPWR)	0.7	$2.4M	+16%	2.6k	920.61	View chart
Palo Alto Networks Common Stock (PANW)	0.7	$2.4M	+42%	12k	203.62	View chart
JP Morgan Chase & Co Common Stock (JPM)	0.7	$2.4M	+38%	7.5k	315.41	View chart
Flex Ltd F Ordinary Shares (FLEX)	0.7	$2.3M	+16%	40k	57.97	View chart
Exelixis Common Stock (EXEL)	0.7	$2.3M	NEW	57k	41.30	View chart
Jabil Common Stock (JBL)	0.6	$2.3M	+21%	11k	217.17	View chart
Williams Sonoma Common Stock (WSM)	0.6	$2.3M	+24%	12k	195.45	View chart
D R Horton Common Stock (DHI)	0.6	$2.2M	+7%	13k	169.47	View chart
Charter Communications Iclass A Class A Common Stock (CHTR)	0.6	$2.2M	+115%	8.0k	275.10	View chart
Pultegroup Common Stock (PHM)	0.6	$2.2M	+12%	17k	132.13	View chart
Zoom Communications Inc Class A Class A Common Stock (ZM)	0.6	$2.2M	+44%	26k	82.50	View chart
Ralph Lauren Corp Class A Class A Common Stock (RL)	0.6	$2.1M	NEW	6.9k	313.57	View chart
Chewy Inc Class A Class A Common Stock (CHWY)	0.6	$2.1M	+71%	53k	40.45	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$2.1M	+25%	11k	185.41	View chart
Neurocrine Biosciences, Inc. - Common Stock (NBIX)	0.6	$2.1M	+23%	15k	140.38	View chart
Merit Med Sys Common Stock (MMSI)	0.6	$2.0M	+55%	24k	83.23	View chart
Insulet Corp Common Stock (PODD)	0.6	$2.0M	+39%	6.4k	308.75	View chart
Snap On Common Stock (SNA)	0.5	$1.9M	+35%	5.4k	346.54	View chart
Fox Corp Class A Class A Common Stock (FOXA)	0.5	$1.9M	+27%	30k	63.06	View chart
Procter & Gamble Common Stock (PG)	0.5	$1.9M	+52%	12k	153.65	View chart
Quest Diagnostics Common Stock (DGX)	0.5	$1.9M	+33%	9.8k	190.58	View chart
Merck & Co Common Stock (MRK)	0.5	$1.9M	+28%	22k	83.93	View chart
Deckers Outdoor Corp Common Stock (DECK)	0.5	$1.9M	+34%	18k	101.37	View chart
Verizon Communications I Common Stock (VZ)	0.5	$1.9M	+32%	42k	43.95	View chart
Pinterest Inc Class A Class A Common Stock (PINS)	0.5	$1.8M	NEW	58k	32.17	View chart
Altria Group Common Stock (MO)	0.5	$1.8M	+23%	28k	66.06	View chart
Cboe Global Mkts Common Stock (CBOE)	0.5	$1.8M	+33%	7.5k	245.27	View chart
Pepsico Common Stock (PEP)	0.5	$1.8M	+28%	13k	140.44	View chart
Cf Inds Hldgs Common Stock (CF)	0.5	$1.8M	+44%	20k	89.70	View chart
Colgate Palmolive Common Stock (CL)	0.5	$1.8M	+42%	22k	79.94	View chart
General Mills Common Stock (GIS)	0.5	$1.8M	+51%	36k	50.42	View chart
Illinois Tool Wks Common Stock (ITW)	0.5	$1.8M	NEW	6.8k	260.75	View chart
U.S. Bancorp Common Stock (USB)	0.5	$1.8M	+26%	36k	48.33	View chart
Kimberly Clark Corp Common Stock (KMB)	0.5	$1.8M	+49%	14k	124.34	View chart
Hershey Company Common Stock (HSY)	0.5	$1.7M	+18%	9.3k	187.05	View chart
CME Group Inc. - Class A Class A Common Stock (CME)	0.5	$1.7M	+39%	6.4k	270.21	View chart
Vici Pptys Inc Reit Reit (VICI)	0.5	$1.7M	+31%	52k	32.61	View chart
Gilead Sciences, Inc. - Common Stock (GILD)	0.5	$1.7M	+29%	15k	111.00	View chart
Conagra Brands Common Stock (CAG)	0.5	$1.7M	+67%	91k	18.31	View chart
Kraft Heinz Common Stock (KHC)	0.5	$1.7M	NEW	64k	26.04	View chart
T. Rowe Price Group, Inc. - Common Stock (TROW)	0.5	$1.6M	+16%	16k	102.64	View chart
Eog Res Common Stock (EOG)	0.5	$1.6M	+25%	14k	112.12	View chart
Comcast Corp New Class A Class A Common Stock (CMCSA)	0.4	$1.6M	NEW	50k	31.42	View chart
Vanguard Dividend Appreciation Etf Exchange Traded Fund (VIG)	0.4	$1.5M	+67%	7.2k	215.78	View chart
Amazon.com Common Stock (AMZN)	0.4	$1.4M	+47%	6.5k	219.57	View chart
GE Aerospace Common Stock (GE)	0.3	$1.1M	NEW	3.7k	300.78	View chart
Invsc Qqq Trust Srs 1 Etf Exchange Traded Fund (QQQ)	0.3	$1.1M	+67%	1.8k	600.37	View chart
Vanguard Mid Cap Etf Exchange Traded Fund (VO)	0.3	$986k	+15%	3.4k	293.71	View chart
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund (RSP)	0.3	$962k	+65%	5.1k	189.71	View chart
American Electric Power Company, Inc. - Common Stock (AEP)	0.3	$953k	+2%	8.5k	112.50	View chart
Vanguard Information Tech ETF Exchange Traded Fund (VGT)	0.3	$947k	+21%	1.3k	746.87	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.2	$864k	+28%	3.4k	254.28	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.2	$829k	+9%	1.2k	669.37	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.2	$770k	+3%	15k	50.07	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.2	$757k	+8%	6.7k	112.75	View chart
Meta Platforms Inc Class A Class A Common Stock (META)	0.2	$719k	+78%	979.00	734.29	View chart
Home Depot Common Stock (HD)	0.2	$684k	+121%	1.7k	405.21	View chart
Wells Fargo & Company Common Stock (WFC)	0.2	$603k	+6%	7.2k	83.82	View chart
Spdr Gold Minishares Etv Exchange Traded Fund (GLDM)	0.2	$600k	+87%	7.9k	76.45	View chart
GE Vernova Common Stock (GEV)	0.2	$586k	NEW	952.00	615.10	View chart
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)	0.2	$552k	-91%	7.4k	74.37	View chart
SPDR S&P 500 Exchange Traded Fund (SPY)	0.1	$526k	+31%	789.00	666.16	View chart
Tesla, Inc. - Common Stock (TSLA)	0.1	$487k	+40%	1.1k	444.73	View chart
AbbVie Common Stock (ABBV)	0.1	$469k	+13%	2.0k	231.55	View chart
iShares Core S&P U.S. Value ETF Exchange Traded Fund (IUSV)	0.1	$467k	+22%	4.7k	99.94	View chart
National Fuel Gas Company Common Stock (NFG)	0.1	$465k	NEW	5.0k	92.38	View chart
Fidelity Covington Trust Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)	0.1	$464k	+2%	13k	37.27	View chart
Vanguard Large-Cap ETF Exchange Traded Fund (VV)	0.1	$433k		1.4k	307.80	View chart
Eli Lilly And Common Stock (LLY)	0.1	$425k		557.00	763.43	View chart
Lowes Cos Common Stock (LOW)	0.1	$419k	+7%	1.7k	251.31	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$413k		1.5k	281.27	View chart
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares Exchange Traded Fund (VTIP)	0.1	$407k	+38%	8.0k	50.63	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.1	$404k	+10%	2.9k	140.95	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$397k	+67%	15k	27.30	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.1	$384k		4.4k	87.30	View chart
Southern Company Common Stock (SO)	0.1	$359k	+26%	3.8k	94.76	View chart
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)	0.1	$359k	NEW	3.0k	120.74	View chart
SPDR Select Sector Fund - Financial Exchange Traded Fund (XLF)	0.1	$357k	-2%	6.6k	53.87	View chart
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)	0.1	$341k		846.00	402.58	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$330k	+20%	1.2k	282.27	View chart
Dimensional ETF U.S. Core Equity 2 ETF Exchange Traded Fund (DFAC)	0.1	$316k		8.2k	38.57	View chart
Spdr Gold Shares Etf Exchange Traded Fund (GLD)	0.1	$311k	NEW	874.00	355.43	View chart
Schwab U.S. Broad Market ETF Exchange Traded Fund (SCHB)	0.1	$285k		11k	25.71	View chart
Unitedhealth Group Common Stock (UNH)	0.1	$270k	-2%	783.00	345.32	View chart
Walmart Common Stock (WMT)	0.1	$267k	NEW	2.6k	103.07	View chart
Mcdonalds Corp Common Stock (MCD)	0.1	$264k	NEW	869.00	304.05	View chart
American Express Company Common Stock (AXP)	0.1	$255k	+5%	766.00	332.25	View chart
NextEra Energy Common Stock (NEE)	0.1	$254k	-8%	3.4k	75.49	View chart
Caterpillar Common Stock (CAT)	0.1	$241k	NEW	505.00	476.72	View chart
PACCAR Inc. - Common Stock (PCAR)	0.1	$233k		2.4k	98.30	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.1	$227k	-4%	2.7k	84.11	View chart
Alphabet Inc. - Class C Capital Class C Common Stock (GOOG)	0.1	$224k	NEW	921.00	243.64	View chart
Palantir Technologies Inc. - Class A Class A Common Stock (PLTR)	0.1	$219k	NEW	1.2k	182.47	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.1	$216k	NEW	1.8k	118.81	View chart
SPDR Select Sector Fund - Consumer Staples Exchange Traded Fund (XLP)	0.1	$213k	-37%	2.7k	78.36	View chart
General Dynamics Corp Common Stock (GD)	0.1	$209k	NEW	612.00	340.86	View chart
Fiserv Common Stock (FI)	0.1	$207k		1.6k	128.91	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.1	$204k	NEW	3.4k	60.02	View chart
Clear Channel Outdoor Holdings Common Stock (CCO)	0.0	$20k		13k	1.58	View chart

Past Filings by Peak Retirement Planning

SEC 13F filings are viewable for Peak Retirement Planning going back to 2024

Peak Retirement Planning 2025 Q1 filed Nov. 4, 2025
Peak Retirement Planning 2025 Q2 filed Nov. 4, 2025
Peak Retirement Planning 2025 Q3 filed Nov. 4, 2025
Peak Retirement Planning 2024 Q4 filed Feb. 20, 2025

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