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Vertiv Holdings Llc vertiv holdings shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Vertiv Holdings Llc vertiv holdings (VRT) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Vertiv Holdings Llc vertiv holdings

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All positions including Vertiv Holdings Llc vertiv holdings held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vertiv Holdings Llc vertiv holdings by Peak Retirement Planning

Quarter filed	Position value	Share count	Share price at filing
2026-03-31	$239k	953	250.61

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)

Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)

Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)

SPDR Gold MiniShares Exchange Traded Fund (TIPX)

State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)

State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)

State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)

State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)

State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)

Invesco QQQ Exchange Traded Fund (QQQ)

Vanguard Small-Cap Value Exchange Traded Fund (VBR)

Vanguard Small-Cap Growth Exchange Traded Fund (VBK)

Vanguard Value Exchange Traded Fund (VTV)

Vanguard Mid-Cap Value Exchange Traded Fund (VOE)

Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding Vertiv Holdings Llc vertiv holdings

Vanguard Group

BlackRock

Vanguard Capital Management

Vanguard Portfolio Management

Geode Capital Management

Susquehanna International

Jane Street

State Street Corporation

Bank of America Corporation

Wellington Management Company

View all funds holding Vertiv Holdings Llc vertiv holdings

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