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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, QQQ, VEA, VWO, GLDM, and represent 32.59% of Peak Retirement Planning's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$23M), GLDM (+$15M), XLE (+$11M), XLP (+$9.7M), VWO (+$8.3M), VEA (+$6.4M), XLB (+$5.1M), SGOV, NVDA, MU.
Started 28 new stock positions in XLE, AVY, V, MTG, PYLD, AMD, MU, AVUS, XLU, UTHR.
Reduced shares in these 10 stocks: Invesco Qqq Tr (-$15M), SPDR Gold MiniShares Trust (-$13M), VOO, XLY, VOT, , JBL, WSM, , .
Sold out of its positions in Invesco Qqq Tr, CNC, CCO, DHI, FI, GD, HSY, IJR, JBL, DGX. SCHB, WSM, SPDR Gold MiniShares Trust.
Peak Retirement Planning was a net buyer of stock by $84M.
Peak Retirement Planning has $427M in assets under management (AUM), dropping by 20.28%.
Central Index Key (CIK): 0002056697

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Portfolio Holdings for Peak Retirement Planning

Peak Retirement Planning holds 143 positions in its portfolio as reported in the December 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)	13.4	$57M	+9%	572k	100.38	View chart
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)	5.7	$24M	+2089%	40k	614.31	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	5.4	$23M	+38%	367k	62.47	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	4.5	$19M	+75%	361k	53.76	View chart
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)	3.6	$15M	+2168%	178k	85.37	View chart
Vanguard Growth ETF Exchange Traded Fund (VUG)	2.7	$11M	+7%	23k	487.85	View chart
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)	2.5	$11M	-6%	90k	117.72	View chart
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)	2.5	$11M	NEW	236k	44.71	View chart
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)	2.5	$11M	+94%	231k	45.35	View chart
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)	2.4	$10M		256k	40.35	View chart
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)	2.3	$9.9M	+4577%	127k	77.68	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	2.0	$8.5M	-37%	14k	627.15	View chart
Vanguard Small-Cap Value ETF Exchange Traded Fund (VBR)	1.7	$7.4M	+9%	35k	211.79	View chart
NVIDIA Corporation - Common Stock (NVDA)	1.5	$6.3M	+134%	34k	186.50	View chart
Vanguard Value ETF Exchange Traded Fund (VTV)	1.4	$6.2M	+14%	32k	190.99	View chart
Vanguard Total Stock Market ETF Exchange Traded Fund (VTI)	1.3	$5.7M	-2%	17k	335.26	View chart
Vanguard Small-Cap Growth ETF Exchange Traded Fund (VBK)	1.2	$5.0M		16k	302.11	View chart
Microsoft Corporation - Common Stock (MSFT)	1.1	$4.9M	+33%	10k	483.62	View chart
Vanguard Mid-Cap Growth ETF Exchange Traded Fund (VOT)	1.1	$4.7M	-36%	17k	279.15	View chart
Vanguard Mid-Cap Value ETF Exchange Traded Fund (VOE)	1.1	$4.6M	+69%	26k	177.37	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	1.0	$4.2M	+59%	48k	88.49	View chart
Alphabet Inc. - Class A Class A Common Stock (GOOGL)	0.9	$3.8M	-3%	12k	313.00	View chart
Apple Inc. - Common Stock (AAPL)	0.9	$3.8M	+5%	14k	271.86	View chart
Broadcom Inc. - Common Stock (AVGO)	0.8	$3.5M	+28%	10k	346.10	View chart
Abbott Laboratories Common Stock (ABT)	0.8	$3.3M	+34%	26k	125.29	View chart
Micron Technology, Inc. - Common Stock (MU)	0.7	$3.1M	NEW	11k	285.42	View chart
Deckers Outdoor Corporation Common Stock (DECK)	0.7	$2.9M	+52%	28k	103.67	View chart
Merit Medical Systems, Inc. - Common Stock (MMSI)	0.7	$2.9M	+35%	33k	88.14	View chart
Tenet Healthcare Corporation Common Stock (THC)	0.7	$2.9M	+21%	14k	198.73	View chart
Palo Alto Networks, Inc. - Common Stock (PANW)	0.7	$2.9M	+33%	16k	184.20	View chart
Chewy, Inc. Class A Class A Common Stock (CHWY)	0.7	$2.8M	+63%	86k	33.05	View chart
Applovin Corporation - Class A Class A Common Stock (APP)	0.7	$2.8M	-5%	4.2k	673.74	View chart
Charter Communications, Inc. - Class A Class A Common Stock (CHTR)	0.7	$2.8M	+68%	14k	208.75	View chart
PulteGroup Common Stock (PHM)	0.7	$2.8M	+44%	24k	117.26	View chart
Zoom Communications, Inc. - Class A Class A Common Stock (ZM)	0.7	$2.8M	+23%	33k	86.29	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.7	$2.8M	-4%	5.6k	502.65	View chart
Neurocrine Biosciences, Inc. - Common Stock (NBIX)	0.7	$2.8M	+33%	20k	141.83	View chart
Ralph Lauren Corporation Common Stock (RL)	0.7	$2.8M	+14%	7.9k	353.63	View chart
Flex Ltd. - Ordinary Shares Common Stock (FLEX)	0.7	$2.8M	+13%	46k	60.42	View chart
Insulet Corporation - Common Stock (PODD)	0.6	$2.8M	+52%	9.7k	284.24	View chart
Monolithic Power Systems, Inc. - Common Stock (MPWR)	0.6	$2.8M	+18%	3.0k	906.31	View chart
Elanco Animal Health Incorporated Common Stock (ELAN)	0.6	$2.8M	NEW	122k	22.63	View chart
Pinterest, Inc. Class A Class A Common Stock (PINS)	0.6	$2.8M	+85%	106k	25.89	View chart
Exelixis, Inc. - Common Stock (EXEL)	0.6	$2.7M	+10%	63k	43.83	View chart
United Therapeutics Corporation - Common Stock (UTHR)	0.6	$2.7M	NEW	5.6k	487.22	View chart
Hims & Hers Health, Inc. Class A Class A Common Stock (HIMS)	0.6	$2.7M	+64%	83k	32.47	View chart
Procter & Gamble Company Common Stock (PG)	0.6	$2.6M	+49%	18k	143.31	View chart
JP Morgan Chase & Co Common Stock (JPM)	0.6	$2.6M	+7%	8.1k	322.20	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$2.4M		11k	206.95	View chart
PepsiCo, Inc. - Common Stock (PEP)	0.5	$2.1M	+14%	15k	143.52	View chart
Merck & Company Common Stock (MRK)	0.5	$2.1M	-8%	20k	105.26	View chart
Colgate-Palmolive Company Common Stock (CL)	0.5	$2.1M	+20%	27k	79.02	View chart
Verizon Communications Common Stock (VZ)	0.5	$2.1M	+23%	52k	40.73	View chart
Altria Group Common Stock (MO)	0.5	$2.1M	+30%	36k	57.66	View chart
Fox Corporation - Class A Class A Common Stock (FOXA)	0.5	$2.1M	-4%	28k	73.07	View chart
Illinois Tool Works Common Stock (ITW)	0.5	$2.0M	+22%	8.3k	246.31	View chart
Gilead Sciences, Inc. - Common Stock (GILD)	0.5	$2.0M	+8%	17k	122.74	View chart
Kimberly-Clark Corporation - Common Stock (KMB)	0.5	$2.0M	+42%	20k	100.89	View chart
Vanguard Div Appreciation ETF Exchange Traded Fund (VIG)	0.5	$2.0M	+29%	9.3k	219.79	View chart
EOG Resources Common Stock (EOG)	0.5	$2.0M	+35%	19k	105.01	View chart
U.S. Bancorp Common Stock (USB)	0.5	$2.0M	+4%	38k	53.36	View chart
Comcast Corporation - Class A Class A Common Stock (CMCSA)	0.5	$2.0M	+35%	68k	29.89	View chart
T. Rowe Price Group, Inc. - Common Stock (TROW)	0.5	$2.0M	+23%	20k	102.38	View chart
Kraft Heinz Company - Common Stock (KHC)	0.5	$2.0M	+30%	83k	24.25	View chart
CME Group Inc. - Class A Class A Common Stock (CME)	0.5	$2.0M	+15%	7.4k	273.06	View chart
Cboe Global Markets Common Stock (CBOE)	0.5	$2.0M	+7%	8.0k	250.99	View chart
CF Industries Holdings Common Stock (CF)	0.5	$2.0M	+28%	26k	77.34	View chart
ConAgra Brands Common Stock (CAG)	0.5	$2.0M	+26%	116k	17.31	View chart
Snap-On Incorporated Common Stock (SNA)	0.5	$2.0M	+7%	5.8k	344.62	View chart
General Mills Common Stock (GIS)	0.5	$2.0M	+21%	43k	46.50	View chart
VICI Properties Common Stock (VICI)	0.5	$2.0M	+35%	71k	28.12	View chart
Accenture plc Class A Ordinary Shares Class A Common Stock (ACN)	0.5	$2.0M	NEW	7.3k	268.29	View chart
Avery Dennison Corporation Common Stock (AVY)	0.5	$2.0M	NEW	11k	181.88	View chart
Amazon.com, Inc. - Common Stock (AMZN)	0.4	$1.6M	+6%	6.9k	230.81	View chart
Vanguard Mid-Cap ETF Exchange Traded Fund (VO)	0.4	$1.6M	+61%	5.4k	290.21	View chart
Vanguard Small-Cap ETF Exchange Traded Fund (VB)	0.3	$1.5M	+70%	5.8k	257.94	View chart
United Parcel Service Common Stock (UPS)	0.3	$1.3M	NEW	14k	99.19	View chart
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund (RSP)	0.3	$1.3M	+36%	6.9k	191.56	View chart
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.3	$1.3M	+138%	1.9k	681.88	View chart
GE Aerospace Common Stock (GE)	0.3	$1.2M	+2%	3.8k	308.06	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.3	$1.1M	+176%	7.9k	143.52	View chart
American Electric Power Company, Inc. - Common Stock (AEP)	0.2	$960k		8.3k	115.31	View chart
Meta Platforms, Inc. - Class A Class A Common Stock (META)	0.2	$932k	+44%	1.4k	660.29	View chart
Vanguard Information Tech ETF Exchange Traded Fund (VGT)	0.2	$926k	-3%	1.2k	754.07	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.2	$830k	-2%	1.2k	685.12	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.2	$815k		6.8k	120.35	View chart
Vanguard Large-Cap ETF Exchange Traded Fund (VV)	0.2	$802k	+80%	2.5k	314.84	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.2	$788k	NEW	11k	75.44	View chart
Eli Lilly and Company Common Stock (LLY)	0.2	$691k	+15%	643.00	1074.29	View chart
GE Vernova Common Stock (GEV)	0.2	$670k	+7%	1.0k	653.31	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.2	$667k	+21%	9.0k	74.07	View chart
Wells Fargo & Company Common Stock (WFC)	0.2	$643k	-4%	6.9k	93.19	View chart
iShares Silver Trust Exchange Traded Fund (SLV)	0.1	$639k	NEW	9.9k	64.42	View chart
Home Depot Common Stock (HD)	0.1	$634k	+9%	1.8k	344.13	View chart
MGIC Investment Corporation Common Stock (MTG)	0.1	$633k	NEW	22k	29.22	View chart
Tesla, Inc. - Common Stock (TSLA)	0.1	$615k	+24%	1.4k	449.70	View chart
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)	0.1	$611k	-88%	5.1k	119.42	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.1	$585k	-24%	12k	50.29	View chart
AbbVie Common Stock (ABBV)	0.1	$526k	+13%	2.3k	228.52	View chart
Vanguard Mega Cap Growth ETF Exchange Traded Fund (MGK)	0.1	$514k	+47%	1.2k	412.73	View chart
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)	0.1	$482k		13k	38.17	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.1	$460k	NEW	8.7k	52.88	View chart
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares Exchange Traded Fund (VTIP)	0.1	$424k	+6%	8.6k	49.46	View chart
Alphabet Inc. - Class C Capital Common Stock (GOOG)	0.1	$412k	+42%	1.3k	313.82	View chart
National Fuel Gas Company Common Stock (NFG)	0.1	$405k		5.1k	80.06	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.1	$401k		4.5k	89.47	View chart
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)	0.1	$397k	+8%	3.2k	123.27	View chart
Lowe's Companies Common Stock (LOW)	0.1	$397k		1.6k	241.13	View chart
iShares Core S&P U.S. Value ETF Exchange Traded Fund (IUSV)	0.1	$393k	-17%	3.8k	102.55	View chart
State Street Financial Select Sector SPDR ETF Exchange Traded Fund (XLF)	0.1	$380k	+4%	6.9k	54.77	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.1	$375k	+83%	6.3k	59.93	View chart
State Street Utilities Select Sector SPDR ETF Exchange Traded Fund (XLU)	0.1	$355k	NEW	8.3k	42.69	View chart
Invsc Bulletsha 2026 Crpbnd Etf Iv Exchange Traded Fund (BSCQ)	0.1	$351k	NEW	18k	19.57	View chart
American Express Company Common Stock (AXP)	0.1	$327k	+15%	884.00	369.89	View chart
Dimensional ETF U.S. Core Equity 2 ETF Exchange Traded Fund (DFAC)	0.1	$325k		8.2k	39.59	View chart
Southern Company Common Stock (SO)	0.1	$321k	-2%	3.7k	87.19	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$319k	+11%	1.6k	194.88	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$319k	-7%	1.1k	296.31	View chart
NextEra Energy Common Stock (NEE)	0.1	$308k	+14%	3.8k	80.28	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.1	$299k	+15%	906.00	330.16	View chart
State Street SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)	0.1	$296k	NEW	3.7k	80.21	View chart
Park National Corporation Common Stock (PRK)	0.1	$295k	NEW	1.9k	152.17	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$295k	-26%	11k	27.43	View chart
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)	0.1	$291k	NEW	4.2k	69.43	View chart
Caterpillar Common Stock (CAT)	0.1	$288k		503.00	572.99	View chart
iShares Broad USD High Yield Corporate Bond ETF Exchange Traded Fund (USHY)	0.1	$278k	NEW	7.4k	37.40	View chart
SPDR Gold Shares Exchange Traded Fund (GLD)	0.1	$276k	-20%	697.00	396.25	View chart
PACCAR Inc. - Common Stock (PCAR)	0.1	$260k		2.4k	109.49	View chart
PIMCO Multisector Bond Active Exchange-Traded Fund Exchange Traded Fund (PYLD)	0.1	$256k	NEW	9.6k	26.68	View chart
Walmart Inc. - Common Stock (WMT)	0.1	$253k	-12%	2.3k	111.40	View chart
Truist Financial Corporation Common Stock (TFC)	0.1	$248k	NEW	5.0k	49.21	View chart
iShares 0-5 Year High Yield Corporate Bond ETF Exchange Traded Fund (SHYG)	0.1	$237k	NEW	5.5k	42.87	View chart
Sprott Physical Platinum and Palladium Trust Exchange Traded Fund (SPPP)	0.1	$235k	NEW	14k	16.84	View chart
Advanced Micro Devices, Inc. - Common Stock (AMD)	0.1	$221k	NEW	1.0k	214.15	View chart
McDonald's Corporation Common Stock (MCD)	0.1	$220k	-17%	719.00	305.53	View chart
Visa Common Stock (V)	0.1	$218k	NEW	620.00	350.76	View chart
Palantir Technologies Inc. - Class A Class A Common Stock (PLTR)	0.1	$215k		1.2k	177.73	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.0	$211k	-6%	2.5k	83.75	View chart
Medtronic plc. Ordinary Shares Common Stock (MDT)	0.0	$210k	NEW	2.2k	96.06	View chart
Avantis U.S. Equity ETF Exchange Traded Fund (AVUS)	0.0	$208k	NEW	1.9k	111.75	View chart
FedEx Corporation Common Stock (FDX)	0.0	$208k	NEW	720.00	288.72	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.0	$206k	NEW	6.7k	30.96	View chart
iShares Russell 3000 Fund Exchange Traded Fund (IWV)	0.0	$203k	NEW	524.00	386.88	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 Q4 filed Feb. 10, 2026
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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