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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, XLV, and represent 26.37% of Peak Retirement Planning's stock portfolio.
Added to shares of these 10 stocks: QQQ (+$19M), XLY (+$17M), XLRE (+$17M), VUG (+$12M), VOO (+$6.3M), AMD (+$5.9M), V (+$5.1M), XLV, UHS, VBK.
Started 49 new stock positions in PGR, RSPT, KO, MRAM, IJH, UHS, MGV, PH, TXN, NKX.
Reduced shares in these 10 stocks: TIPX (-$18M), XLB (-$12M), XLP (-$12M), VWO (-$6.9M), HIMS (-$6.6M), MU, FLEX, BND, VEA, PHM.
Sold out of its positions in CAG, FOXA, CMF, PYLD, PHM, TIPX, VTEC.
Peak Retirement Planning was a net buyer of stock by $101M.
Peak Retirement Planning has $632M in assets under management (AUM), dropping by 25.95%.
Central Index Key (CIK): 0002056697

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Portfolio Holdings for Peak Retirement Planning

Peak Retirement Planning holds 194 positions in its portfolio as reported in the June 2026 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)	10.4	$66M	-2%	654k	100.67	View chart
Invesco QQQ Trust, Series 1 Exchange Traded Fund (QQQ)	5.5	$35M	+123%	47k	736.40	View chart
Vanguard FTSE Developed Markets ETF Exchange Traded Fund (VEA)	4.5	$29M	-9%	403k	71.25	View chart
Vanguard FTSE Emerging Markets ETF Exchange Traded Fund (VWO)	3.0	$19M	-26%	317k	59.69	View chart
State Street Health Care Select Sector SPDR ETF Exchange Traded Fund (XLV)	2.9	$18M	+36%	116k	158.66	View chart
Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund (VBK)	2.8	$18M	+33%	48k	365.70	View chart
State Street Energy Select Sector SPDR ETF Exchange Traded Fund (XLE)	2.8	$18M	+25%	330k	53.11	View chart
State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund (XLY)	2.7	$17M	+4532%	146k	117.28	View chart
State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund (XLRE)	2.7	$17M	+3433%	387k	44.03	View chart
State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund (XLC)	2.6	$17M	+34%	156k	107.13	View chart
Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund (VBR)	2.2	$14M	+12%	57k	242.99	View chart
Vanguard Morningstar Value ETF Exchange Traded Fund (VTV)	2.2	$14M	+25%	63k	217.93	View chart
Vanguard Morningstar Growth ETF Exchange Traded Fund (VUG)	2.1	$14M	+733%	156k	86.14	View chart
Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund (VOE)	1.8	$11M	+12%	58k	197.60	View chart
Vanguard S&P 500 ETF Exchange Traded Fund (VOO)	1.8	$11M	+128%	16k	686.83	View chart
NVIDIA Corporation - Common Stock (NVDA)	1.7	$11M	+38%	54k	200.09	View chart
Vanguard Morningstar Small-Cap ETF Exchange Traded Fund (VB)	1.7	$11M	+2%	35k	303.12	View chart
Alphabet Inc. - Class A Common Stock (GOOGL)	1.1	$7.0M	+28%	20k	357.37	View chart
Vanguard Real Estate ETF Exchange Traded Fund (VNQ)	1.1	$6.9M	+33%	72k	96.43	View chart
Micron Technology, Inc. - Common Stock (MU)	1.1	$6.9M	-37%	5.9k	1154.22	View chart
Microsoft Corporation - Common Stock (MSFT)	1.0	$6.2M	+31%	17k	373.01	View chart
Eli Lilly and Company Common Stock (LLY)	1.0	$6.1M	+24%	5.1k	1199.43	View chart
Advanced Micro Devices, Inc. - Common Stock (AMD)	0.9	$5.9M	NEW	10k	580.92	View chart
Apple Inc. - Common Stock (AAPL)	0.8	$5.3M	+25%	18k	289.36	View chart
Halozyme Therapeutics, Inc. - Common Stock (HALO)	0.8	$5.3M	+44%	68k	78.27	View chart
Tenet Healthcare Corporation Common Stock (THC)	0.8	$5.2M	+92%	28k	187.08	View chart
Exelixis, Inc. - Common Stock (EXEL)	0.8	$5.1M	+14%	94k	54.41	View chart
Merit Medical Systems, Inc. - Common Stock (MMSI)	0.8	$5.1M	+63%	74k	69.34	View chart
Visa Common Stock (V)	0.8	$5.1M	NEW	15k	343.08	View chart
Broadcom Inc. - Common Stock (AVGO)	0.8	$5.1M	+2%	13k	377.75	View chart
Flex Ltd. - Ordinary Shares Common Stock (FLEX)	0.8	$5.1M	-42%	31k	162.07	View chart
Neurocrine Biosciences, Inc. - Common Stock (NBIX)	0.8	$5.0M	+16%	30k	168.53	View chart
Ralph Lauren Corporation Common Stock (RL)	0.8	$5.0M	+33%	12k	401.40	View chart
Meta Platforms, Inc. - Class A Common Stock (META)	0.8	$4.8M	+566%	8.6k	563.29	View chart
Toast, Inc. Class A Common Stock (TOST)	0.8	$4.8M	+53%	174k	27.82	View chart
Insulet Corporation - Common Stock (PODD)	0.8	$4.8M	+125%	31k	152.25	View chart
Elanco Animal Health Incorporated Common Stock (ELAN)	0.7	$4.7M	+42%	192k	24.61	View chart
Universal Health Services Common Stock (UHS)	0.7	$4.7M	NEW	31k	148.69	View chart
United Therapeutics Corporation - Common Stock (UTHR)	0.7	$4.5M	+27%	8.4k	541.86	View chart
Vanguard Morningstar Total Stock Market ETF Exchange Traded Fund (VTI)	0.7	$4.3M	-7%	12k	370.04	View chart
Applovin Corporation - Class A Common Stock (APP)	0.7	$4.3M	+6%	8.3k	515.24	View chart
Chewy, Inc. Class A Common Stock (CHWY)	0.7	$4.2M	+70%	214k	19.65	View chart
Vanguard Morningstar Mid-Cap Growth ETF Exchange Traded Fund (VOT)	0.6	$4.1M	-26%	13k	306.31	View chart
Monolithic Power Systems, Inc. - Common Stock (MPWR)	0.6	$4.1M	-7%	2.9k	1382.51	View chart
Johnson & Johnson Common Stock (JNJ)	0.6	$4.0M	+35%	16k	253.97	View chart
Procter & Gamble Company Common Stock (PG)	0.6	$4.0M	+38%	27k	146.64	View chart
Merck & Company Common Stock (MRK)	0.6	$3.8M	+35%	29k	128.50	View chart
Zoom Communications, Inc. - Class A Common Stock (ZM)	0.6	$3.7M	-4%	43k	86.31	View chart
Kimberly-Clark Corporation - Common Stock (KMB)	0.6	$3.6M	+42%	33k	109.77	View chart
Colgate-Palmolive Company Common Stock (CL)	0.6	$3.5M	+43%	38k	91.68	View chart
T. Rowe Price Group, Inc. - Common Stock (TROW)	0.6	$3.5M	+20%	31k	113.69	View chart
Illinois Tool Works Common Stock (ITW)	0.6	$3.5M	+50%	13k	270.47	View chart
Snap-On Incorporated Common Stock (SNA)	0.5	$3.5M	+36%	8.6k	402.41	View chart
Progressive Corporation Common Stock (PGR)	0.5	$3.4M	NEW	16k	218.45	View chart
A.O. Smith Corporation Common Stock (AOS)	0.5	$3.4M	+77%	55k	62.72	View chart
Altria Group Common Stock (MO)	0.5	$3.4M	+31%	48k	71.95	View chart
JP Morgan Chase & Co Common Stock (JPM)	0.5	$3.4M	+14%	10k	327.34	View chart
General Mills Common Stock (GIS)	0.5	$3.3M	+77%	96k	34.80	View chart
Kraft Heinz Company - Common Stock (KHC)	0.5	$3.3M	+39%	139k	23.62	View chart
Avery Dennison Corporation Common Stock (AVY)	0.5	$3.3M	+63%	20k	162.35	View chart
Gilead Sciences, Inc. - Common Stock (GILD)	0.5	$3.2M	+52%	25k	126.34	View chart
PepsiCo, Inc. - Common Stock (PEP)	0.5	$3.2M	+50%	24k	135.40	View chart
Comcast Corporation - Class A Common Stock (CMCSA)	0.5	$3.2M	+69%	129k	24.55	View chart
CF Industries Holdings Common Stock (CF)	0.5	$3.1M	+29%	28k	108.26	View chart
VICI Properties Common Stock (VICI)	0.5	$3.1M	+47%	116k	26.55	View chart
Paychex, Inc. - Common Stock (PAYX)	0.5	$3.0M	NEW	31k	98.33	View chart
EOG Resources Common Stock (EOG)	0.5	$3.0M	+25%	23k	129.73	View chart
Verizon Communications Common Stock (VZ)	0.5	$3.0M	+40%	70k	42.34	View chart
Vanguard Div Appreciation ETF Exchange Traded Fund (VIG)	0.5	$2.9M	+14%	12k	236.63	View chart
CME Group Inc. - Class A Common Stock (CME)	0.4	$2.8M	+67%	13k	220.84	View chart
Cboe Global Markets Common Stock (CBOE)	0.4	$2.8M	+45%	12k	242.67	View chart
Amazon.com, Inc. - Common Stock (AMZN)	0.4	$2.7M	+43%	11k	238.34	View chart
Berkshire Hathaway Common Stock (BRK.B)	0.4	$2.6M	+2%	5.3k	500.39	View chart
SPDR Gold MiniShares Trust Exchange Traded Fund (GLDM)	0.4	$2.5M	NEW	32k	79.42	View chart
Accenture plc Class A Ordinary Shares Common Stock (ACN)	0.3	$2.2M	+57%	18k	124.44	View chart
Invesco S&P 500 Equal Weight ETF Exchange Traded Fund (RSP)	0.3	$2.2M	+26%	10k	212.77	View chart
Vanguard Morningstar Mid-Cap ETF Exchange Traded Fund (VO)	0.3	$2.0M	+8%	24k	80.57	View chart
Exxon Mobil Corp Com Do Not Use Common Stock (XOM)	0.3	$1.8M	+7%	13k	136.72	View chart
Vanguard Total Bond Market ETF Exchange Traded Fund (BND)	0.3	$1.6M	-67%	22k	73.41	View chart
American Electric Power Company, Inc. - Common Stock (AEP)	0.2	$1.5M	+3%	11k	136.81	View chart
GE Aerospace Common Stock (GE)	0.2	$1.5M		3.9k	373.75	View chart
Alphabet Inc. - Class C Capital Common Stock (GOOG)	0.2	$1.4M	+153%	4.0k	353.35	View chart
GE Vernova Common Stock (GEV)	0.2	$1.3M		1.1k	1174.35	View chart
Tesla, Inc. - Common Stock (TSLA)	0.2	$1.2M	+38%	3.0k	420.55	View chart
Vanguard Information Tech ETF Exchange Traded Fund (VGT)	0.2	$1.1M	+723%	9.6k	119.53	View chart
iShares Core S&P 500 ETF Exchange Traded Fund (IVV)	0.2	$1.1M	+4%	1.5k	749.00	View chart
Vanguard High Dividend Yield ETF Exchange Traded Fund (VYM)	0.2	$1.0M	-12%	6.6k	158.02	View chart
State Street Materials Select Sector SPDR ETF Exchange Traded Fund (XLB)	0.2	$984k	-92%	19k	50.83	View chart
State Street SPDR S&P 500 ETF Trust Exchange Traded Fund (SPY)	0.1	$903k	-51%	1.2k	746.80	View chart
Vanguard Tax-Exempt Bond ETF Exchange Traded Fund (VTEB)	0.1	$882k	-11%	17k	50.58	View chart
Home Depot Common Stock (HD)	0.1	$794k	+14%	2.3k	352.61	View chart
State Street Consumer Staples Select Sector SPDR ETF Exchange Traded Fund (XLP)	0.1	$690k	-94%	8.3k	83.07	View chart
Caterpillar Common Stock (CAT)	0.1	$654k	+3%	614.00	1065.30	View chart
Lam Research Corporation - Common Stock (LRCX)	0.1	$582k	NEW	1.3k	433.30	View chart
Vanguard Intermediate-Term Treasury ETF Exchange Traded Fund (VGIT)	0.1	$579k	+17%	9.8k	58.98	View chart
Vanguard Morningstar Large-Cap ETF Exchange Traded Fund (VV)	0.1	$569k		1.7k	343.94	View chart
AbbVie Common Stock (ABBV)	0.1	$567k	-6%	2.3k	251.63	View chart
iShares Core MSCI EAFE ETF Exchange Traded Fund (IEFA)	0.1	$565k	+3%	5.8k	96.59	View chart
MGIC Investment Corporation Common Stock (MTG)	0.1	$558k	-7%	20k	28.20	View chart
State Street Industrial Select Sector SPDR ETF Exchange Traded Fund (XLI)	0.1	$554k	+17%	3.0k	185.23	View chart
Fidelity Enhanced Large Cap Core ETF Exchange Traded Fund (FELC)	0.1	$530k		13k	41.91	View chart
Wells Fargo & Company Common Stock (WFC)	0.1	$522k	+6%	6.3k	82.64	View chart
Vanguard Total International Stock ETF Exchange Traded Fund (VXUS)	0.1	$509k	-46%	6.0k	85.49	View chart
Vanguard Morningstar Mega Cap Growth ETF Exchange Traded Fund (MGK)	0.1	$491k	+403%	5.6k	87.92	View chart
iShares ESG MSCI USA Leaders ETF Exchange Traded Fund (SUSL)	0.1	$491k	+45%	3.7k	132.77	View chart
UnitedHealth Group Incorporated Common Stock (UNH)	0.1	$486k	+26%	1.2k	415.53	View chart
iShares S&P 500 Growth ETF Exchange Traded Fund (IVW)	0.1	$473k		3.4k	137.52	View chart
State Street Financial Select Sector SPDR ETF Exchange Traded Fund (XLF)	0.1	$413k	+10%	7.7k	53.61	View chart
iShares Core S&P U.S. Value ETF Exchange Traded Fund (IUSV)	0.1	$411k	-2%	3.7k	110.16	View chart
Abbott Laboratories Common Stock (ABT)	0.1	$407k	-85%	4.5k	90.73	View chart
Palo Alto Networks, Inc. - Common Stock (PANW)	0.1	$402k	NEW	1.2k	340.88	View chart
Oracle Corporation Common Stock (ORCL)	0.1	$397k	+43%	2.7k	146.53	View chart
International Business Machines Corporation Common Stock (IBM)	0.1	$396k	+11%	1.4k	281.14	View chart
iShares Silver Trust Exchange Traded Fund (SLV)	0.1	$395k	-33%	7.4k	53.47	View chart
Axsome Therapeutics, Inc. - Common Stock (AXSM)	0.1	$394k	NEW	1.6k	244.77	View chart
iShares ESG Select Screened S&P 500 ETF Exchange Traded Fund (XVV)	0.1	$391k	+40%	6.9k	56.79	View chart
National Fuel Gas Company Common Stock (NFG)	0.1	$391k		5.1k	77.20	View chart
Intel Corporation - Common Stock (INTC)	0.1	$388k	NEW	2.8k	139.62	View chart
SPDR Gold Shares Exchange Traded Fund (GLD)	0.1	$377k	+35%	1.0k	368.35	View chart
American Express Company Common Stock (AXP)	0.1	$372k	+14%	1.1k	338.32	View chart
iShares Ultra Short Duration Bond Active ETF Exchange Traded Fund (ICSH)	0.1	$370k	NEW	7.3k	50.58	View chart
iShares 0-5 Year High Yield Corporate Bond ETF Exchange Traded Fund (SHYG)	0.1	$368k	+58%	8.7k	42.41	View chart
Dimensional ETF U.S. Core Equity 2 ETF Exchange Traded Fund (DFAC)	0.1	$365k		8.2k	44.36	View chart
Southern Company Common Stock (SO)	0.1	$362k		3.8k	95.72	View chart
Park National Corporation Common Stock (PRK)	0.1	$360k		2.0k	182.95	View chart
Schwab US Dividend Equity ETF Exchange Traded Fund (SCHD)	0.1	$359k	+4%	11k	31.71	View chart
Walmart Inc. - Common Stock (WMT)	0.1	$355k	+22%	3.1k	113.25	View chart
Invesco Bulletshares 2026 Corporate Bond Etf Exchange Traded Fund (BSCQ)	0.1	$350k		18k	19.52	View chart
Chevron Corporation Common Stock (CVX)	0.1	$342k	+39%	2.1k	165.76	View chart
NextEra Energy Common Stock (NEE)	0.1	$340k	-8%	3.9k	87.78	View chart
iShares Preferred and Income Securities ETF Exchange Traded Fund (PFF)	0.1	$335k	+64%	11k	30.49	View chart
Vertiv Holdings, LLC Class A Common Stock (VRT)	0.1	$335k	+4%	1.0k	334.68	View chart
United Parcel Service Common Stock (UPS)	0.1	$334k	-77%	3.1k	107.51	View chart
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares Exchange Traded Fund (VTIP)	0.1	$332k	-13%	6.6k	50.23	View chart
Coca-Cola Company Common Stock (KO)	0.1	$328k	NEW	4.0k	81.27	View chart
iShares 1-5 Year Investment Grade Corporate Bond ETF Exchange Traded Fund (IGSB)	0.1	$328k	-8%	6.3k	52.41	View chart
iShares Broad USD High Yield Corporate Bond ETF Exchange Traded Fund (USHY)	0.1	$325k	NEW	8.8k	37.02	View chart
State Street SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPYM)	0.1	$323k		3.7k	87.88	View chart
iShares Floating Rate Bond ETF Exchange Traded Fund (FLOT)	0.1	$321k	NEW	6.3k	51.05	View chart
Cisco Systems, Inc. - Common Stock (CSCO)	0.1	$318k	NEW	2.7k	117.46	View chart
Vanguard Intermediate-Term Corporate Bond ETF Exchange Traded Fund (VCIT)	0.1	$317k	+5%	3.8k	82.64	View chart
Taiwan Semiconductor Manufacturing Company Common Stock (TSM)	0.0	$313k		656.00	477.57	View chart
Morgan Stanley Common Stock (MS)	0.0	$311k	+14%	1.5k	208.99	View chart
PACCAR Inc. - Common Stock (PCAR)	0.0	$295k		2.5k	120.12	View chart
CSX Corporation - Common Stock (CSX)	0.0	$294k	NEW	6.2k	47.53	View chart
iShares Core S&P U.S. Growth ETF Exchange Traded Fund (IUSG)	0.0	$290k		1.5k	188.05	View chart
iShares ESG Select Screened S&P Mid-Cap ETF Exchange Traded Fund (XJH)	0.0	$281k	NEW	5.4k	52.15	View chart
ProShares Ultra Semiconductors Exchange Traded Fund (USD)	0.0	$281k	NEW	2.7k	104.27	View chart
Palantir Technologies Inc. - Class A Common Stock (PLTR)	0.0	$277k		2.4k	116.65	View chart
iShares Core MSCI Emerging Markets ETF Exchange Traded Fund (IEMG)	0.0	$274k	NEW	3.3k	82.83	View chart
Goldman Sachs Group Common Stock (GS)	0.0	$267k	NEW	264.00	1011.95	View chart
FedEx Corporation Common Stock (FDX)	0.0	$267k	+14%	852.00	312.98	View chart
Avantis U.S. Equity ETF Exchange Traded Fund (AVUS)	0.0	$265k	NEW	2.1k	128.09	View chart
Hims & Hers Health, Inc. Class A Common Stock (HIMS)	0.0	$264k	-96%	7.6k	34.67	View chart
Nuveen California AMT-Free Quality Municipal Income Fund Exchange Traded Fund (NKX)	0.0	$260k	NEW	21k	12.53	View chart
Vanguard Energy ETF Exchange Traded Fund (VDE)	0.0	$260k	NEW	1.7k	150.17	View chart
McDonald's Corporation Common Stock (MCD)	0.0	$259k	+20%	959.00	270.33	View chart
Applied Materials, Inc. - Common Stock (AMAT)	0.0	$259k	NEW	358.00	722.10	View chart
Waste Management Common Stock (WM)	0.0	$257k	NEW	1.2k	222.81	View chart
Lowe's Companies Common Stock (LOW)	0.0	$257k	-7%	1.2k	220.47	View chart
Bank of America Corporation Common Stock (BAC)	0.0	$257k	NEW	4.5k	56.98	View chart
iShares Core Dividend Growth ETF Exchange Traded Fund (DGRO)	0.0	$250k	+2%	3.3k	75.79	View chart
Northern Stock Index Exchange Traded Fund (NOSIX)	0.0	$249k		3.3k	74.65	View chart
Parker-Hannifin Corporation Common Stock (PH)	0.0	$248k	NEW	254.00	977.95	View chart
Texas Instruments Incorporated - Common Stock (TXN)	0.0	$248k	NEW	831.00	298.02	View chart
State Street SPDR Portfolio S&P 500 Growth ETF Exchange Traded Fund (SPYG)	0.0	$245k		2.1k	118.97	View chart
Everspin Technologies, Inc. - Common Stock (MRAM)	0.0	$242k	NEW	10k	24.18	View chart
RTX Corporation Common Stock (RTX)	0.0	$241k	+20%	1.3k	189.74	View chart
Costco Wholesale Corporation - Common Stock (COST)	0.0	$240k	+27%	257.00	934.07	View chart
Mastercard Incorporated Common Stock (MA)	0.0	$228k	NEW	445.00	513.36	View chart
iShares Russell 3000 Fund Exchange Traded Fund (IWV)	0.0	$224k	NEW	525.00	426.47	View chart
Vanguard Total International Bond ETF Exchange Traded Fund (BNDX)	0.0	$224k	+7%	4.6k	48.43	View chart
Vanguard Morningstar Mega Cap Value ETF Exchange Traded Fund (MGV)	0.0	$223k	NEW	1.4k	163.46	View chart
Vanguard Long-Term Treasury ETF Exchange Traded Fund (VGLT)	0.0	$213k	NEW	3.9k	55.18	View chart
Deere & Company Common Stock (DE)	0.0	$213k	NEW	336.00	634.32	View chart
iShares Core S&P Mid-Cap ETF Exchange Traded Fund (IJH)	0.0	$212k	NEW	2.7k	77.10	View chart
State Street Technology Select Sector SPDR ETF Exchange Traded Fund (XLK)	0.0	$212k	NEW	1.1k	190.59	View chart
United Bankshares, Inc. - Common Stock (UBSI)	0.0	$209k	NEW	4.6k	45.83	View chart
iShares Core S&P Small-Cap ETF Exchange Traded Fund (IJR)	0.0	$209k	NEW	1.4k	148.35	View chart
Invesco S&p 500 Equal Weight Technology Etf Exchange Traded Fund (RSPT)	0.0	$204k	NEW	3.2k	64.51	View chart
CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD)	0.0	$202k	NEW	265.00	762.48	View chart
Philip Morris International Common Stock (PM)	0.0	$201k	-13%	1.1k	180.94	View chart
Duke Energy Corporation Common Stock (DUK)	0.0	$200k	-5%	1.6k	126.55	View chart
Northrop Grumman Corporation Common Stock (NOC)	0.0	$199k	+10%	391.00	509.68	View chart
VanEck Semiconductor ETF Exchange Traded Fund (SMH)	0.0	$199k	NEW	303.00	656.28	View chart
Dimensional Us Core Equity Market Etf Exchange Traded Fund (DFAU)	0.0	$198k	NEW	3.8k	51.69	View chart
Deckers Outdoor Corporation Common Stock (DECK)	0.0	$194k	-93%	2.0k	99.30	View chart
KLA Corporation - Common Stock (KLAC)	0.0	$194k	NEW	641.00	301.81	View chart
Fidelity MSCI Information Technology Index ETF Exchange Traded Fund (FTEC)	0.0	$193k	NEW	676.00	285.62	View chart
State Street SPDR Portfolio S&P 500 Value ETF Exchange Traded Fund (SPYV)	0.0	$192k	NEW	3.2k	60.79	View chart
Valero Energy Corporation Common Stock (VLO)	0.0	$191k	NEW	732.00	260.53	View chart
Schwab Fundamental International Equity ETF Exchange Traded Fund (FNDF)	0.0	$191k	NEW	3.6k	52.76	View chart
Schwab Fundamental Emerging Markets Equity ETF Exchange Traded Fund (FNDE)	0.0	$190k	NEW	4.8k	39.68	View chart
Firy Inc. Class A Common Stock	0.0	$119k	NEW	12k	10.18	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 Q2 filed Aug. 10, 2026
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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