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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, VWO, TIPX, XLE, and represent 30.52% of Peak Retirement Planning's stock portfolio.
Added to shares of these 10 stocks: TIPX (+$18M), XLV (+$13M), SGOV (+$9.6M), VB (+$7.5M), VBK (+$5.8M), VEA (+$5.2M), VO, VOE, BND, VWO.
Started 23 new stock positions in XLV, NOSIX, XLI, COST, PM, AOS, NOC, RTX, VTEC, VRT. BNDX, MS, SPYG, SUSL, DUK, TSM, CMF, HALO, XVV, CVX, TIPX, TOST, IUSG.
Reduced shares in these 10 stocks: GLDM (-$15M), QQQ (-$11M), XLRE (-$10M), VOO, PANW, CHTR, PINS, USB, VUG, VTI.
Sold out of its positions in AMD, AVUS, CHTR, IWV, USHY, PANW, PINS, XLU, SPPP, TFC. USB, V, GLDM, MDT.
Peak Retirement Planning was a net buyer of stock by $75M.
Peak Retirement Planning has $502M in assets under management (AUM), dropping by 17.41%.
Central Index Key (CIK): 0002056697

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Portfolio Holdings for Peak Retirement Planning

Peak Retirement Planning holds 152 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)	13.4	$67M	+16%	668k	100.66	View chart
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)	5.7	$29M	+22%	448k	64.08	View chart
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)	4.7	$23M	+20%	434k	54.05	View chart
SPDR Gold MiniShares Exchange Traded Fund (TIPX)	3.5	$18M	NEW	190k	92.69	View chart
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)	3.2	$16M	+11%	263k	61.26	View chart
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)	2.6	$13M	+14%	264k	49.97	View chart
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)	2.6	$13M	+28%	116k	110.86	View chart
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)	2.5	$13M	+21%	155k	81.98	View chart
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)	2.5	$13M	NEW	85k	146.61	View chart
Invesco QQQ Exchange Traded Fund (QQQ)	2.4	$12M	-46%	21k	577.18	View chart
Vanguard Small-Cap Value Exchange Traded Fund (VBR)	2.2	$11M	+44%	50k	217.25	View chart
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)	2.2	$11M	+117%	36k	302.25	View chart
Vanguard Value Exchange Traded Fund (VTV)	2.0	$9.8M	+54%	50k	196.20	View chart
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)	1.9	$9.4M	+96%	51k	184.28	View chart
Vanguard Small-Cap Exchange Traded Fund (VB)	1.8	$9.0M	+497%	35k	261.92	View chart
Vanguard Growth Exchange Traded Fund (VUG)	1.6	$8.2M	-19%	19k	436.80	View chart
NVIDIA Corporation Common Stock (NVDA)	1.4	$6.9M	+16%	39k	174.40	View chart
Vanguard Mid-Cap Exchange Traded Fund (VO)	1.3	$6.5M	+315%	23k	287.18	View chart
Vanguard Total Bond Market Exchange Traded Fund (BND)	1.0	$5.0M	+656%	68k	73.64	View chart
Vanguard Real Estate Exchange Traded Fund (VNQ)	0.9	$4.8M	+13%	54k	88.70	View chart
Microsoft Corporation Common Stock (MSFT)	0.9	$4.7M	+25%	13k	370.17	View chart
Vanguard Mid-Cap Growth Exchange Traded Fund (VOT)	0.9	$4.7M	+8%	18k	257.35	View chart
Alphabet Common Stock (GOOGL)	0.9	$4.4M	+24%	15k	287.57	View chart
Vanguard S&P 500 Exchange Traded Fund (VOO)	0.9	$4.3M	-47%	7.2k	597.59	View chart
Hims & Hers Health Class A Common Stock (HIMS)	0.8	$4.1M	+140%	198k	20.76	View chart
Broadcom Common Stock (AVGO)	0.8	$4.0M	+30%	13k	309.51	View chart
Vanguard Total Stock Market Exchange Traded Fund (VTI)	0.8	$4.0M	-27%	13k	320.82	View chart
United Therapeutics Corporation Common Stock (UTHR)	0.8	$3.9M	+18%	6.6k	592.99	View chart
Eli Lilly and Company Common Stock (LLY)	0.7	$3.7M	+532%	4.1k	919.68	View chart
Apple Common Stock (AAPL)	0.7	$3.7M	+5%	15k	253.79	View chart
Zoom Communications Common Stock (ZM)	0.7	$3.6M	+37%	45k	80.39	View chart
Exelixis Common Stock (EXEL)	0.7	$3.5M	+31%	82k	42.89	View chart
Flex Common Stock (FLEX)	0.7	$3.5M	+17%	54k	65.46	View chart
Monolithic Power Systems Common Stock (MPWR)	0.7	$3.5M	+3%	3.2k	1093.51	View chart
Chewy Common Stock (CHWY)	0.7	$3.4M	+46%	126k	27.00	View chart
Neurocrine Biosciences Common Stock (NBIX)	0.7	$3.4M	+30%	26k	131.74	View chart
Abbott Laboratories Common Stock (ABT)	0.6	$3.2M	+21%	32k	102.67	View chart
Elanco Animal Health Incorporated Common Stock (ELAN)	0.6	$3.2M	+10%	135k	23.93	View chart
Micron Technology Common Stock (MU)	0.6	$3.2M	-12%	9.5k	337.82	View chart
Ralph Lauren Corporation Common Stock (RL)	0.6	$3.2M	+18%	9.3k	344.01	View chart
Deckers Outdoor Corporation Common Stock (DECK)	0.6	$3.1M	+11%	31k	100.09	View chart
Merit Medical Systems Common Stock (MMSI)	0.6	$3.1M	+39%	45k	68.93	View chart
Applovin Corporation Common Stock (APP)	0.6	$3.1M	+84%	7.8k	398.01	View chart
PulteGroup Common Stock (PHM)	0.6	$3.1M	+9%	26k	117.61	View chart
Halozyme Therapeutics Common Stock (HALO)	0.6	$3.0M	NEW	47k	64.63	View chart
Toast Common Stock (TOST)	0.6	$3.0M	NEW	114k	26.51	View chart
Insulet Corporation Common Stock (PODD)	0.6	$2.9M	+42%	14k	209.84	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$2.9M	+2%	12k	244.44	View chart
CF Industries Holdings Common Stock (CF)	0.6	$2.9M	-15%	22k	129.84	View chart
Procter & Gamble Company Common Stock (PG)	0.6	$2.8M	+7%	20k	144.44	View chart
Tenet Healthcare Corporation Common Stock (THC)	0.5	$2.7M		15k	188.72	View chart
EOG Resources Common Stock (EOG)	0.5	$2.7M	-4%	19k	144.57	View chart
JP Morgan Chase & Co. Common Stock (JPM)	0.5	$2.7M	+11%	9.0k	294.14	View chart
Merck & Company Common Stock (MRK)	0.5	$2.6M	+6%	22k	120.29	View chart
Verizon Communications Common Stock (VZ)	0.5	$2.5M	-4%	50k	50.20	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.5	$2.5M	-7%	5.2k	479.21	View chart
PepsiCo Common Stock (PEP)	0.5	$2.4M	+5%	16k	155.29	View chart
Fox Corporation Common Stock (FOXA)	0.5	$2.4M	+45%	41k	58.40	View chart
Altria Group Common Stock (MO)	0.5	$2.4M		36k	65.99	View chart
T. Rowe Price Group Common Stock (TROW)	0.5	$2.3M	+30%	26k	90.14	View chart
Gilead Sciences Common Stock (GILD)	0.5	$2.3M		17k	139.37	View chart
Snap-On Incorporated Common Stock (SNA)	0.5	$2.3M	+8%	6.3k	363.21	View chart
Colgate-Palmolive Company Common Stock (CL)	0.5	$2.3M		27k	85.23	View chart
Vanguard Div Appreciation Exchange Traded Fund (VIG)	0.5	$2.3M	+14%	11k	215.07	View chart
CME Group Common Stock (CME)	0.5	$2.3M	+4%	7.7k	295.34	View chart
Illinois Tool Works Common Stock (ITW)	0.4	$2.3M	+4%	8.7k	260.29	View chart
Kraft Heinz Company Common Stock (KHC)	0.4	$2.3M	+20%	100k	22.49	View chart
Cboe Global Markets Common Stock (CBOE)	0.4	$2.2M		8.0k	281.08	View chart
Kimberly-Clark Corporation Common Stock (KMB)	0.4	$2.2M	+14%	23k	96.47	View chart
Accenture Class A Common Stock (ACN)	0.4	$2.2M	+51%	11k	198.28	View chart
Comcast Corporation Common Stock (CMCSA)	0.4	$2.2M	+12%	76k	28.71	View chart
VICI Properties Common Stock (VICI)	0.4	$2.2M	+11%	79k	27.32	View chart
Avery Dennison Corporation Common Stock (AVY)	0.4	$2.1M	+13%	12k	172.68	View chart
Exxon Mobil Corporation Common Stock (XOM)	0.4	$2.0M	+77%	12k	169.66	View chart
A.O. Smith Corporation Common Stock (AOS)	0.4	$2.0M	NEW	31k	65.94	View chart
General Mills Common Stock (GIS)	0.4	$2.0M	+25%	54k	37.22	View chart
ConAgra Brands Common Stock (CAG)	0.4	$2.0M	+9%	127k	15.72	View chart
Amazon.com Common Stock (AMZN)	0.3	$1.6M	+13%	7.8k	208.26	View chart
State Street SPDR S&P 500 Exchange Traded Fund (SPY)	0.3	$1.6M	+31%	2.5k	650.32	View chart
Invesco S&P 500 Equal Weight Exchange Traded Fund (RSP)	0.3	$1.5M	+16%	8.0k	191.93	View chart
American Electric Power Company Common Stock (AEP)	0.3	$1.4M	+28%	11k	131.07	View chart
United Parcel Service Common Stock (UPS)	0.3	$1.3M		14k	98.38	View chart
GE Aerospace Common Stock (GE)	0.2	$1.1M	+4%	4.0k	283.75	View chart
Vanguard High Dividend Yield Exchange Traded Fund (VYM)	0.2	$1.1M	-4%	7.5k	148.09	View chart
Vanguard Tax-Exempt Bond Exchange Traded Fund (VTEB)	0.2	$978k	+68%	20k	49.89	View chart
GE Vernova Common Stock (GEV)	0.2	$935k	+4%	1.1k	873.18	View chart
iShares Core S&P 500 Exchange Traded Fund (IVV)	0.2	$912k	+15%	1.4k	653.38	View chart
Vanguard Total International Exchange Traded Fund (VXUS)	0.2	$859k	+6%	11k	77.11	View chart
Vanguard Information Tech Exchange Traded Fund (VGT)	0.2	$815k	-4%	1.2k	697.72	View chart
Tesla Common Stock (TSLA)	0.2	$796k	+56%	2.1k	371.74	View chart
iShares Silver Exchange Traded Fund (SLV)	0.2	$762k	+12%	11k	68.14	View chart
Meta Platforms Common Stock (META)	0.1	$738k	-8%	1.3k	572.19	View chart
Home Depot Common Stock (HD)	0.1	$646k	+6%	2.0k	328.84	View chart
MGIC Investment Corporation Common Stock (MTG)	0.1	$564k		22k	26.25	View chart
AbbVie Common Stock (ABBV)	0.1	$524k	+4%	2.4k	217.52	View chart
iShares Core MSCI EAFE Exchange Traded Fund (IEFA)	0.1	$511k	+25%	5.6k	90.52	View chart
Vanguard Intermediate-Term Treasury Exchange Traded Fund (VGIT)	0.1	$496k	+33%	8.3k	59.55	View chart
Vanguard Large-Cap Exchange Traded Fund (VV)	0.1	$495k	-35%	1.7k	298.88	View chart
National Fuel Gas Company Common Stock (NFG)	0.1	$476k		5.1k	93.96	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$472k	-13%	5.9k	79.60	View chart
Fidelity Enhanced Large Cap Core Exchange Traded Fund (FELC)	0.1	$459k		13k	36.27	View chart
Alphabet Common Stock (GOOG)	0.1	$454k	+20%	1.6k	286.80	View chart
State Street Real Estate Select Sector SPDR Exchange Traded Fund (XLRE)	0.1	$447k	-95%	11k	40.83	View chart
Caterpillar Common Stock (CAT)	0.1	$421k	+18%	594.00	708.14	View chart
State Street Industrial Select Sector SPDR Exchange Traded Fund (XLI)	0.1	$410k	NEW	2.5k	161.74	View chart
Vanguard Mega Cap Growth Exchange Traded Fund (MGK)	0.1	$407k	-10%	1.1k	367.40	View chart
NextEra Energy Common Stock (NEE)	0.1	$396k	+11%	4.3k	92.88	View chart
iShares Core S&P U.S. Value Exchange Traded Fund (IUSV)	0.1	$391k		3.8k	102.24	View chart
iShares S&P 500 Growth Exchange Traded Fund (IVW)	0.1	$385k	+5%	3.4k	113.11	View chart
Vanguard Short-Term Inflation-Protected Securities Index Fund Exchange Traded Fund (VTIP)	0.1	$384k	-10%	7.7k	49.95	View chart
iShares California Muni Bond Exchange Traded Fund (CMF)	0.1	$361k	NEW	6.3k	56.86	View chart
iShares 1-5 Year Investment Grade Corporate Bond Exchange Traded Fund (IGSB)	0.1	$360k	-21%	6.9k	52.56	View chart
Southern Company Common Stock (SO)	0.1	$359k		3.7k	96.52	View chart
Invesco Bulletshares 2026 Corporate Bond Exchange Traded Fund (BSCQ)	0.1	$350k		18k	19.53	View chart
Palantir Technologies Common Stock (PLTR)	0.1	$350k	+97%	2.4k	146.30	View chart
State Street Consumer Discretionary Select Sector SPDR Exchange Traded Fund (XLY)	0.1	$344k	-38%	3.2k	108.98	View chart
State Street Financial Select Sector SPDR Exchange Traded Fund (XLF)	0.1	$344k		7.0k	49.37	View chart
Schwab US Dividend Equity Exchange Traded Fund (SCHD)	0.1	$333k		11k	30.68	View chart
SPDR Gold Exchange Traded Fund (GLD)	0.1	$325k	+8%	756.00	430.24	View chart
Dimensional U.S. Core Equity 2 Exchange Traded Fund (DFAC)	0.1	$320k		8.2k	38.86	View chart
Park National Corporation Common Stock (PRK)	0.1	$319k		2.0k	163.48	View chart
Walmart Common Stock (WMT)	0.1	$318k	+12%	2.6k	124.30	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$307k	+17%	1.3k	242.36	View chart
Chevron Corporation Common Stock (CVX)	0.1	$306k	NEW	1.5k	206.87	View chart
Vanguard Intermediate-Term Corporate Bond Exchange Traded Fund (VCIT)	0.1	$300k	+44%	3.6k	82.75	View chart
Lowe's Companies Common Stock (LOW)	0.1	$298k	-23%	1.3k	236.33	View chart
American Express Company Common Stock (AXP)	0.1	$290k	+8%	958.00	302.62	View chart
iShares ESG MSCI USA Leaders Exchange Traded Fund (SUSL)	0.1	$290k	NEW	2.5k	113.60	View chart
Paccar Common Stock (PCAR)	0.1	$282k	+3%	2.4k	115.49	View chart
State Street SPDR Portfolio S&P 500 Exchange Traded Fund (SPYM)	0.1	$281k		3.7k	76.54	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$278k	+15%	1.9k	147.12	View chart
FedEx Corporation Common Stock (FDX)	0.1	$264k	+2%	741.00	356.29	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.0	$250k	+2%	925.00	270.46	View chart
McDonald's Corporation Common Stock (MCD)	0.0	$249k	+11%	799.00	310.96	View chart
iShares ESG Select Screened S&P 500 Exchange Traded Fund (XVV)	0.0	$242k	NEW	4.9k	49.22	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.0	$241k	NEW	354.00	681.49	View chart
Vertiv Holdings Common Stock (VRT)	0.0	$239k	NEW	953.00	250.61	View chart
iShares Core S&P U.S. Growth Exchange Traded Fund (IUSG)	0.0	$239k	NEW	1.5k	155.08	View chart
Pimco Multisector Bond Exchange Traded Fund (PYLD)	0.0	$238k	-5%	9.1k	26.20	View chart
Vanguard California Tax-Exempt Bond Exchange Traded Fund (VTEC)	0.0	$232k	NEW	2.3k	99.10	View chart
iShares 0-5 Year High Yield Corporate Bond Exchange Traded Fund (SHYG)	0.0	$231k		5.5k	42.31	View chart
iShares Core Dividend Growth Exchange Traded Fund (DGRO)	0.0	$226k	-23%	3.2k	70.18	View chart
Taiwan Semiconductor Manufacturing Company Common Stock (TSM)	0.0	$221k	NEW	654.00	337.95	View chart
Duke Energy Corporation Common Stock (DUK)	0.0	$220k	NEW	1.7k	130.94	View chart
Northern Stock Index Exchange Traded Fund (NOSIX)	0.0	$216k	NEW	3.3k	65.00	View chart
Morgan Stanley Common Stock (MS)	0.0	$214k	NEW	1.3k	164.52	View chart
Philip Morris International Common Stock (PM)	0.0	$212k	NEW	1.3k	165.33	View chart
Vanguard Total International Bond Exchange Traded Fund (BNDX)	0.0	$207k	NEW	4.3k	48.05	View chart
RTX Corporation Common Stock (RTX)	0.0	$203k	NEW	1.1k	192.84	View chart
iShares Preferred and Income Securities Exchange Traded Fund (PFF)	0.0	$203k		6.7k	30.32	View chart
Costco Wholesale Corporation Common Stock (COST)	0.0	$201k	NEW	202.00	995.70	View chart
State Street SPDR Portfolio S&P 500 Growth Exchange Traded Fund (SPYG)	0.0	$200k	NEW	2.0k	97.90	View chart

Past Filings by Peak Retirement Planning

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

Peak Retirement Planning 2026 Q1 filed May 11, 2026
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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