Peak Retirement Planning, Inc.
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056697
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$631.6M
Holdings
194
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Peak Retirement Planning, Inc. disclosed 194 positions worth $631.6M in its Form 13F-HR for Q2 2026, followed by $QQQ. During the quarter the fund opened 48 new positions and exited 7 — including a new stake in $AMD. The portfolio is most concentrated in Other (55.9% of disclosed assets). All figures are sourced directly from Peak Retirement Planning, Inc.’s Form 13F-HR filing with the SEC under CIK 2056697.
AI Fund Analysis
DiversifyingiShares 0-3 Month Treasury
10.4% weight
Held 4 quarters
$QQQ5.5% weight
Held 4 quarters
Vanguard FTSE Developed Ma
4.5% weight
Held 4 quarters
Vanguard FTSE Emerging Mar
3.0% weight
Held 4 quarters
Vanguard Morningstar Small
2.8% weight
Held 4 quarters
Vanguard Morningstar Small
4 quarters accumulating
Vanguard Morningstar Small
4 quarters accumulating
Vanguard Morningstar Value
4 quarters accumulating
$NVDA4 quarters accumulating
$MSFT4 quarters accumulating
Sector Allocation
OtherTechnologyHealthcareFinancialsConsumer StaplesConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
iShares 0-3 Month Treasury Bond ETF - Exchange Traded Fund
—Quality
$65.8M653,810 sh- —
Quality
$34.7M47,055 sh Vanguard FTSE Developed Markets ETF - Exchange Traded Fund
—Quality
$28.7M403,062 shVanguard FTSE Emerging Markets ETF - Exchange Traded Fund
—Quality
$18.9M317,385 shState Street Health Care Select Sector SPDR ETF - Exchange Traded Fund
—Quality
$18.4M116,103 shVanguard Morningstar Small-Cap Growth ETF - Exchange Traded Fund
—Quality
$17.5M47,871 shState Street Energy Select Sector SPDR ETF - Exchange Traded Fund
—Quality
$17.5M329,503 shState Street Consumer Discretionary Select Sector SPDR ETF - Exchange Traded Fund
—Quality
$17.2M146,239 sh- 71.5
Quality
$17.0M386,766 sh State Street Communication Services Select Sector SPDR ETF - Exchange Traded Fund
—Quality
$16.7M155,779 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF - Exchange Traded Fund | — | $65.8M | 653,810 |
| INVESCO QQQ TRUST, SERIES 1$QQQ | — | $34.7M | 47,055 |
| Vanguard FTSE Developed Markets ETF - Exchange Traded Fund | — | $28.7M | 403,062 |
| Vanguard FTSE Emerging Markets ETF - Exchange Traded Fund | — | $18.9M | 317,385 |
| State Street Health Care Select Sector SPDR ETF - Exchange Traded Fund | — | $18.4M | 116,103 |
| Vanguard Morningstar Small-Cap Growth ETF - Exchange Traded Fund | — | $17.5M | 47,871 |
| State Street Energy Select Sector SPDR ETF - Exchange Traded Fund | — | $17.5M | 329,503 |
| State Street Consumer Discretionary Select Sector SPDR ETF - Exchange Traded Fund | — | $17.2M | 146,239 |
 STATE STREET CORP$STT | 71.5 | $17.0M | 386,766 |
| State Street Communication Services Select Sector SPDR ETF - Exchange Traded Fund | — | $16.7M | 155,779 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Peak Retirement Planning, Inc.'s 194 positions.
Showing top 10 of 194 holdings.
Sector Allocation
Other
$353.1M
Technology
$88.4M
Healthcare
$63.6M
Financials
$49.8M
Consumer Staples
$21.3M
Consumer Discretionary
$14.0M
Industrials
$13.9M
Materials
$10.0M
Top Holdings — Peak Retirement Planning, Inc. (Q2 2026)
Top 150 of 194 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | iShares 0-3 Month Treasury Bond ETF - Exchange Traded Fund | $65.8M | 10.4% | -2% | — |
| 2 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | $34.7M | 5.5% | +124% | — |
| 3 | — | Vanguard FTSE Developed Markets ETF - Exchange Traded Fund | $28.7M | 4.5% | -10% | — |
| 4 | — | Vanguard FTSE Emerging Markets ETF - Exchange Traded Fund | $18.9M | 3.0% | -27% | — |
| 5 | — | State Street Health Care Select Sector SPDR ETF - Exchange Traded Fund | $18.4M | 2.9% | +36% | — |
| 6 | — | Vanguard Morningstar Small-Cap Growth ETF - Exchange Traded Fund | $17.5M | 2.8% | +34% | — |
| 7 | — | State Street Energy Select Sector SPDR ETF - Exchange Traded Fund | $17.5M | 2.8% | +25% | — |
| 8 | — | State Street Consumer Discretionary Select Sector SPDR ETF - Exchange Traded Fund | $17.2M | 2.7% | +4532% | — |
| 9 | $STT | STATE STREET CORP | $17.0M | 2.7% | +3433% | 71.5 |
| 10 | — | State Street Communication Services Select Sector SPDR ETF - Exchange Traded Fund | $16.7M | 2.6% | +35% | — |
| 11 | — | Vanguard Morningstar Small-Cap Value ETF - Exchange Traded Fund | $13.7M | 2.2% | +13% | — |
| 12 | — | Vanguard Morningstar Value ETF - Exchange Traded Fund | $13.6M | 2.2% | +25% | — |
| 13 | — | Vanguard Morningstar Growth ETF - Exchange Traded Fund | $13.5M | 2.1% | +734% | — |
| 14 | — | Vanguard Morningstar Mid-Cap Value ETF - Exchange Traded Fund | $11.4M | 1.8% | +13% | — |
| 15 | — | Vanguard S&P 500 ETF - Exchange Traded Fund | $11.2M | 1.8% | +129% | — |
| 16 | $NVDA | NVIDIA CORP | $10.9M | 1.7% | +38% | 85.9 |
| 17 | — | Vanguard Morningstar Small-Cap ETF - Exchange Traded Fund | $10.7M | 1.7% | +2% | — |
| 18 |  $GOOG | Alphabet Inc. | $7.0M | 1.1% | +29% | 78.2 |
| 19 | — | Vanguard Real Estate ETF - Exchange Traded Fund | $6.9M | 1.1% | +33% | — |
| 20 |  $MU | MICRON TECHNOLOGY INC | $6.9M | 1.1% | -37% | 86.2 |
| 21 | $MSFT | MICROSOFT CORP | $6.2M | 1.0% | +32% | 79.8 |
| 22 |  $LLY | ELI LILLY & Co | $6.1M | 1.0% | +24% | 87.5 |
| 23 |  $AMD | ADVANCED MICRO DEVICES INC | $5.9M | 0.9% | NEW | 79.8 |
| 24 |  $AAPL | Apple Inc. | $5.3M | 0.8% | +25% | 76.4 |
| 25 |  $HALO | HALOZYME THERAPEUTICS, INC. | $5.3M | 0.8% | +45% | 77.2 |
| 26 |  $THC | TENET HEALTHCARE CORP | $5.2M | 0.8% | +92% | 66.2 |
| 27 |  $EXEL | EXELIXIS, INC. | $5.1M | 0.8% | +15% | 76.2 |
| 28 |  $MMSI | MERIT MEDICAL SYSTEMS INC | $5.1M | 0.8% | +64% | 64 |
| 29 |  $V | VISA INC. | $5.1M | 0.8% | NEW | 82.9 |
| 30 |  $AVGO | Broadcom Inc. | $5.1M | 0.8% | +2% | 84.5 |
| 31 |  $FLEX | FLEX LTD. | $5.1M | 0.8% | -42% | — |
| 32 |  $NBIX | NEUROCRINE BIOSCIENCES INC | $5.0M | 0.8% | +16% | 76.5 |
| 33 |  $RL | RALPH LAUREN CORP | $5.0M | 0.8% | +34% | 66.3 |
| 34 |  $META | Meta Platforms, Inc. | $4.8M | 0.8% | +566% | 79.6 |
| 35 |  $TOST | Toast, Inc. | $4.8M | 0.8% | +53% | 69.5 |
| 36 |  $PODD | INSULET CORP | $4.8M | 0.8% | +125% | 71.3 |
| 37 |  $ELAN | Elanco Animal Health Inc | $4.7M | 0.8% | +43% | 48.7 |
| 38 |  $UHS | UNIVERSAL HEALTH SERVICES INC | $4.7M | 0.7% | NEW | 66.7 |
| 39 |  $UTHR | UNITED THERAPEUTICS Corp | $4.5M | 0.7% | +27% | 71.3 |
| 40 | — | Vanguard Morningstar Total Stock Market ETF - Exchange Traded Fund | $4.3M | 0.7% | -8% | — |
| 41 |  $APP | AppLovin Corp | $4.3M | 0.7% | +6% | 84.4 |
| 42 |  $CHWY | Chewy, Inc. | $4.2M | 0.7% | +70% | 56.3 |
| 43 | — | Vanguard Morningstar Mid-Cap Growth ETF - Exchange Traded Fund | $4.1M | 0.6% | -27% | — |
| 44 |  $MPWR | MONOLITHIC POWER SYSTEMS, INC. | $4.1M | 0.6% | -7% | 73.3 |
| 45 |  $JNJ | JOHNSON & JOHNSON | $4.0M | 0.6% | +36% | 69 |
| 46 |  $PG | PROCTER & GAMBLE Co | $4.0M | 0.6% | +38% | 64.6 |
| 47 |  $MRK | Merck & Co., Inc. | $3.8M | 0.6% | +35% | 59.9 |
| 48 |  $ZM | Zoom Communications, Inc. | $3.7M | 0.6% | -4% | 70.5 |
| 49 |  $KMB | KIMBERLY CLARK CORP | $3.6M | 0.6% | +43% | 58.7 |
| 50 |  $CL | COLGATE PALMOLIVE CO | $3.5M | 0.6% | +44% | 61.3 |
| 51 |  $TROW | PRICE T ROWE GROUP INC | $3.5M | 0.6% | +20% | 69 |
| 52 |  $ITW | ILLINOIS TOOL WORKS INC | $3.5M | 0.6% | +50% | 63.6 |
| 53 |  $SNA | Snap-on Inc | $3.5M | 0.6% | +37% | 63 |
| 54 |  $PGR | PROGRESSIVE CORP/OH/ | $3.4M | 0.5% | NEW | 80.1 |
| 55 |  $AOS | SMITH A O CORP | $3.4M | 0.5% | +78% | 60 |
| 56 |  $MO | ALTRIA GROUP, INC. | $3.4M | 0.5% | +31% | 67.4 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $3.4M | 0.5% | +14% | 70.7 |
| 58 |  $GIS | GENERAL MILLS INC | $3.3M | 0.5% | +78% | 50.7 |
| 59 |  $KHC | Kraft Heinz Co | $3.3M | 0.5% | +39% | 47 |
| 60 |  $AVY | Avery Dennison Corp | $3.3M | 0.5% | +64% | 63.2 |
| 61 |  $GILD | GILEAD SCIENCES, INC. | $3.2M | 0.5% | +53% | 57.4 |
| 62 |  $PEP | PEPSICO INC | $3.2M | 0.5% | +50% | 63.4 |
| 63 |  $CCZ | COMCAST CORP | $3.2M | 0.5% | +69% | 59.5 |
| 64 |  $CF | CF Industries Holdings, Inc. | $3.1M | 0.5% | +29% | 77.4 |
| 65 |  $VICI | VICI PROPERTIES INC. | $3.1M | 0.5% | +47% | 65.8 |
| 66 |  $PAYX | PAYCHEX INC | $3.0M | 0.5% | NEW | 74.6 |
| 67 |  $EOG | EOG RESOURCES INC | $3.0M | 0.5% | +25% | 71.9 |
| 68 |  $VZ | VERIZON COMMUNICATIONS INC | $3.0M | 0.5% | +40% | 65.8 |
| 69 | — | Vanguard Div Appreciation ETF - Exchange Traded Fund | $2.9M | 0.5% | +14% | — |
| 70 |  $CME | CME GROUP INC. | $2.8M | 0.5% | +67% | 69.5 |
| 71 |  $CBOE | Cboe Global Markets, Inc. | $2.8M | 0.5% | +46% | 79.2 |
| 72 |  $AMZN | AMAZON COM INC | $2.7M | 0.4% | +43% | 68.7 |
| 73 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.6M | 0.4% | +3% | 73.8 |
| 74 |  $GLDM | World Gold Trust | $2.5M | 0.4% | NEW | — |
| 75 |  $ACN | Accenture plc | $2.2M | 0.3% | +58% | — |
| 76 |  $IVZ | Invesco Ltd. | $2.2M | 0.3% | +26% | — |
| 77 | — | Vanguard Morningstar Mid-Cap ETF - Exchange Traded Fund | $2.0M | 0.3% | +8% | — |
| 78 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 0.3% | +8% | 57.9 |
| 79 | — | Vanguard Total Bond Market ETF - Exchange Traded Fund | $1.6M | 0.3% | -67% | — |
| 80 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $1.5M | 0.2% | +4% | 66.8 |
| 81 |  $GE | GENERAL ELECTRIC CO | $1.5M | 0.2% | -1% | 73.8 |
| 82 |  $GOOGL | Alphabet Inc. | $1.4M | 0.2% | +153% | 78.2 |
| 83 |  $GEV | GE Vernova Inc. | $1.3M | 0.2% | +1% | 81.1 |
| 84 |  $TSLA | Tesla, Inc. | $1.2M | 0.2% | +38% | 53.9 |
| 85 | — | Vanguard Information Tech ETF - Exchange Traded Fund | $1.1M | 0.2% | +723% | — |
| 86 | — | iShares Core S&P 500 ETF - Exchange Traded Fund | $1.1M | 0.2% | +4% | — |
| 87 | — | Vanguard High Dividend Yield ETF - Exchange Traded Fund | $1.0M | 0.2% | -12% | — |
| 88 | — | State Street Materials Select Sector SPDR ETF - Exchange Traded Fund | $984,327 | 0.2% | -93% | — |
| 89 |  $SPY | SPDR S&P 500 ETF TRUST | $902,876 | 0.1% | -51% | — |
| 90 | — | Vanguard Tax-Exempt Bond ETF - Exchange Traded Fund | $882,404 | 0.1% | -11% | — |
| 91 |  $HD | HOME DEPOT, INC. | $794,073 | 0.1% | +15% | 60.3 |
| 92 | — | State Street Consumer Staples Select Sector SPDR ETF - Exchange Traded Fund | $689,452 | 0.1% | -95% | — |
| 93 |  $CAT | CATERPILLAR INC | $654,097 | 0.1% | +3% | 66.5 |
| 94 |  $LRCX | LAM RESEARCH CORP | $581,490 | 0.1% | NEW | 79.4 |
| 95 | — | Vanguard Intermediate-Term Treasury ETF - Exchange Traded Fund | $578,964 | 0.1% | +18% | — |
| 96 | — | Vanguard Morningstar Large-Cap ETF - Exchange Traded Fund | $569,227 | 0.1% | +0% | — |
| 97 |  $ABBV | AbbVie Inc. | $566,930 | 0.1% | -6% | 72.6 |
| 98 | — | iShares Core MSCI EAFE ETF - Exchange Traded Fund | $564,848 | 0.1% | +4% | — |
| 99 |  $MTG | MGIC INVESTMENT CORP | $557,573 | 0.1% | -8% | 56.6 |
| 100 | — | State Street Industrial Select Sector SPDR ETF - Exchange Traded Fund | $553,839 | 0.1% | +18% | — |
| 101 | — | Fidelity Enhanced Large Cap Core ETF - Exchange Traded Fund | $530,341 | 0.1% | +0% | — |
| 102 |  $WFC | WELLS FARGO & COMPANY/MN | $521,708 | 0.1% | +6% | 61.8 |
| 103 | — | Vanguard Total International Stock ETF - Exchange Traded Fund | $509,171 | 0.1% | -47% | — |
| 104 | — | Vanguard Morningstar Mega Cap Growth ETF - Exchange Traded Fund | $491,275 | 0.1% | +404% | — |
| 105 | — | iShares ESG MSCI USA Leaders ETF - Exchange Traded Fund | $491,260 | 0.1% | +45% | — |
| 106 |  $UNH | UNITEDHEALTH GROUP INC | $486,172 | 0.1% | +26% | 62.7 |
| 107 | — | iShares S&P 500 Growth ETF - Exchange Traded Fund | $473,200 | 0.1% | +1% | — |
| 108 | — | State Street Financial Select Sector SPDR ETF - Exchange Traded Fund | $413,169 | 0.1% | +11% | — |
| 109 | — | iShares Core S&P U.S. Value ETF - Exchange Traded Fund | $410,894 | 0.1% | -3% | — |
| 110 |  $ABT | ABBOTT LABORATORIES | $406,928 | 0.1% | -86% | 65.5 |
| 111 |  $PANW | Palo Alto Networks Inc | $402,244 | 0.1% | NEW | 65.5 |
| 112 |  $ORCL | ORACLE CORP | $396,807 | 0.1% | +43% | 66.2 |
| 113 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $395,847 | 0.1% | +11% | 70 |
| 114 |  $SLV | iShares Silver Trust | $395,387 | 0.1% | -34% | — |
| 115 |  $AXSM | Axsome Therapeutics, Inc. | $394,332 | 0.1% | NEW | 40.8 |
| 116 | — | iShares ESG Select Screened S&P 500 ETF - Exchange Traded Fund | $390,997 | 0.1% | +40% | — |
| 117 |  $NFG | NATIONAL FUEL GAS CO | $390,883 | 0.1% | -0% | 67.8 |
| 118 |  $INTC | INTEL CORP | $387,737 | 0.1% | NEW | 45.6 |
| 119 |  $GLD | SPDR GOLD TRUST | $377,186 | 0.1% | +35% | — |
| 120 |  $AXP | AMERICAN EXPRESS CO | $371,475 | 0.1% | +15% | 69.4 |
| 121 | — | iShares Ultra Short Duration Bond Active ETF - Exchange Traded Fund | $369,508 | 0.1% | NEW | — |
| 122 | — | iShares 0-5 Year High Yield Corporate Bond ETF - Exchange Traded Fund | $367,843 | 0.1% | +59% | — |
| 123 | — | Dimensional ETF U.S. Core Equity 2 ETF - Exchange Traded Fund | $364,980 | 0.1% | +0% | — |
| 124 |  $SO | SOUTHERN CO | $362,111 | 0.1% | +2% | 62 |
| 125 |  $PRK | PARK NATIONAL CORP /OH/ | $359,687 | 0.1% | +1% | 63.7 |
| 126 | — | Schwab US Dividend Equity ETF - Exchange Traded Fund | $358,848 | 0.1% | +4% | — |
| 127 |  $WMT | Walmart Inc. | $355,050 | 0.1% | +23% | 60.2 |
| 128 | $IVZ | Invesco Ltd. | $349,927 | 0.1% | +0% | — |
| 129 |  $CVX | CHEVRON CORP | $341,800 | 0.1% | +39% | 62.8 |
| 130 |  $NEE | NEXTERA ENERGY INC | $340,308 | 0.1% | -9% | 64.6 |
| 131 | — | iShares Preferred and Income Securities ETF - Exchange Traded Fund | $335,000 | 0.1% | +64% | — |
| 132 |  $VRT | Vertiv Holdings Co | $334,675 | 0.1% | +5% | 81 |
| 133 |  $UPS | UNITED PARCEL SERVICE INC | $333,828 | 0.1% | -77% | 58.6 |
| 134 | — | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares - Exchange Traded Fund | $331,861 | 0.1% | -14% | — |
| 135 |  $KO | COCA COLA CO | $328,329 | 0.1% | NEW | 69.5 |
| 136 | — | iShares 1-5 Year Investment Grade Corporate Bond ETF - Exchange Traded Fund | $327,581 | 0.1% | -9% | — |
| 137 | — | iShares Broad USD High Yield Corporate Bond ETF - Exchange Traded Fund | $325,016 | 0.1% | NEW | — |
| 138 | — | State Street SPDR Portfolio S&P 500 ETF - Exchange Traded Fund | $322,625 | 0.1% | -0% | — |
| 139 | — | iShares Floating Rate Bond ETF - Exchange Traded Fund | $321,438 | 0.1% | NEW | — |
| 140 |  $CSCO | CISCO SYSTEMS, INC. | $318,325 | 0.1% | NEW | 70.3 |
| 141 | — | Vanguard Intermediate-Term Corporate Bond ETF - Exchange Traded Fund | $317,182 | 0.1% | +6% | — |
| 142 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $313,286 | 0.1% | +0% | — |
| 143 |  $MS | MORGAN STANLEY | $310,560 | 0.1% | +14% | 75.8 |
| 144 |  $PCAR | PACCAR INC | $295,385 | 0.1% | +1% | 56.5 |
| 145 |  $CSX | CSX CORP | $293,743 | 0.1% | NEW | 65.2 |
| 146 | — | iShares Core S&P U.S. Growth ETF - Exchange Traded Fund | $289,592 | 0.1% | +0% | — |
| 147 | — | iShares ESG Select Screened S&P Mid-Cap ETF - Exchange Traded Fund | $281,044 | 0.0% | NEW | — |
| 148 | — | ProShares Ultra Semiconductors - Exchange Traded Fund | $280,807 | 0.0% | NEW | — |
| 149 |  $PLTR | Palantir Technologies Inc. | $277,051 | 0.0% | -1% | 84.6 |
| 150 | — | iShares Core MSCI Emerging Markets ETF - Exchange Traded Fund | $274,095 | 0.0% | NEW | — |
New Positions (48)
$AMD ADVANCED MICRO DEVICES INC$5.9M$V VISA INC.$5.1M$UHS UNIVERSAL HEALTH SERVICES INC$4.7M$PGR PROGRESSIVE CORP/OH/$3.4M$PAYX PAYCHEX INC$3.0M$GLDM World Gold Trust$2.5M$LRCX LAM RESEARCH CORP$581,490$PANW Palo Alto Networks Inc$402,244$AXSM Axsome Therapeutics, Inc.$394,332$INTC INTEL CORP$387,737 iShares Ultra Short Duration Bond Active ETF - Exchange Traded Fund$369,508
$KO COCA COLA CO$328,329 iShares Broad USD High Yield Corporate Bond ETF - Exchange Traded Fund$325,016
iShares Floating Rate Bond ETF - Exchange Traded Fund$321,438
$CSCO CISCO SYSTEMS, INC.$318,325
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