Peak Retirement Planning, Inc.
Sector Allocation
- Other55.9%$353.1M
- Technology14.1%$88.8M
- Healthcare10.1%$63.6M
- Financials7.9%$49.8M
- Consumer Staples3.5%$21.9M
- Consumer Discretionary2.3%$14.6M
- Industrials1.9%$12.3M
- Materials1.6%$10.0M
- Communication Services1.0%$6.1M
- Energy0.9%$5.7M
AUM History
13fpro.ai/research/fund/peak-retirement-planning-inc-2056697
Conviction and streaks
Diversifying · top 10 = 40.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- iShares$65.8M
QQQ
$34.7M- Vanguard$28.7M
- Vanguard$18.9M
- State$18.4M
- Vanguard$17.5M
- State$17.5M
- State$17.2M
STT
$17.0M- State$16.7M
- Vanguard$13.7M
- Vanguard$13.6M
- Vanguard$13.5M
- Vanguard$11.4M
- Vanguard$11.2M
NVDA
$10.9M- Vanguard$10.7M
GOOGL
$7.0M- Vanguard$6.9M
MU
$6.9M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/peak-retirement-planning-inc-2056697
Peak Retirement Planning, Inc. 13F holdings — Q2 2026
$631.6M portfolio (+25.9% QoQ) · 194 holdings · Q2 2026 13F · top 10 are 40% of the stock portfolio
- 1
iShares 0-3 Month Treasury Bond ETF - Exchange Traded Fund
$65.8M
10.4% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $34.7M
5.5% of stocks
+124%This quarter-1.2%Since filed4+ qtrsHeld- 3
Vanguard FTSE Developed Markets ETF - Exchange Traded Fund
$28.7M
4.5% of stocks
-10%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
Vanguard FTSE Emerging Markets ETF - Exchange Traded Fund
$18.9M
3.0% of stocks
-27%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
State Street Health Care Select Sector SPDR ETF - Exchange Traded Fund
$18.4M
2.9% of stocks
+36%This quarter—Since filed—HeldAIQuality—Est. buy— - 6
Vanguard Morningstar Small-Cap Growth ETF - Exchange Traded Fund
$17.5M
2.8% of stocks
+34%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
State Street Energy Select Sector SPDR ETF - Exchange Traded Fund
$17.5M
2.8% of stocks
+25%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
State Street Consumer Discretionary Select Sector SPDR ETF - Exchange Traded Fund
$17.2M
2.7% of stocks
+4532%This quarter—Since filed—HeldAIQuality—Est. buy— $17.0M
2.7% of stocks
+3433%This quarter-9.0%Since filed4+ qtrsHeld- 10
State Street Communication Services Select Sector SPDR ETF - Exchange Traded Fund
$16.7M
2.6% of stocks
+35%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | iShares 0-3 Month Treasury Bond ETF - Exchange Traded Fund | $65.8M | 10.4% | -2% | — | — | — | — | |
| 2 | $34.7M | 5.5% | +124% | -1.2% | 4+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 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 | $17.0M | 2.7% | +3433% | -9.0% | 4+ qtrs | 71.5#178 | Estimated buy price is Pro: unlock with a free trial | ||
| 10 | State Street Communication Services Select Sector SPDR ETF - Exchange Traded Fund | $16.7M | 2.6% | +35% | — | — | — | — |
All holdings — Peak Retirement Planning, Inc. (Q2 2026)
194 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | Vanguard Morningstar Small-Cap Value ETF - Exchange Traded Fundetf/fund | — | $13.7M | 2.2% | 57K | +13% | — | — | 13F |
| 12 | — | Vanguard Morningstar Value ETF - Exchange Traded Fundetf/fund | — | $13.6M | 2.2% | 62K | +25% | — | — | 13F |
| 13 | — | Vanguard Morningstar Growth ETF - Exchange Traded Fundetf/fund | — | $13.5M | 2.1% | 156K | +734% | — | — | 13F |
| 14 | — | Vanguard Morningstar Mid-Cap Value ETF - Exchange Traded Fundetf/fund | — | $11.4M | 1.8% | 58K | +13% | — | — | 13F |
| 15 | — | Vanguard S&P 500 ETF - Exchange Traded Fundetf/fund | — | $11.2M | 1.8% | 16K | +129% | — | — | 13F |
| 16 | NVIDIA CORP | Technology | $10.9M | 1.7% | 54K | +38% | 4+ qtrsAdded 3 qtrs in a row | 86.0 | 13F | |
| 17 | — | Vanguard Morningstar Small-Cap ETF - Exchange Traded Fundetf/fund | — | $10.7M | 1.7% | 35K | +2% | — | — | 13F |
| 18 | Alphabet Inc. | Technology | $7.0M | 1.1% | 20K | +29% | 4+ qtrsAdded 2 qtrs in a row | 77.7 | 13F | |
| 19 | — | Vanguard Real Estate ETF - Exchange Traded Fundetf/fund | — | $6.9M | 1.1% | 72K | +33% | — | — | 13F |
| 20 | MICRON TECHNOLOGY INC | Technology | $6.9M | 1.1% | 5,948 | -37% | 3 qtrsTrimmed 2 qtrs in a row | 89.7 | 13F | |
| 21 | MICROSOFT CORP | Technology | $6.2M | 1.0% | 17K | +32% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | ELI LILLY & Co | Healthcare | $6.1M | 1.0% | 5,056 | +24% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | ADVANCED MICRO DEVICES INC | Technology | $5.9M | 0.9% | 10K | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Apple Inc. | Technology | $5.3M | 0.8% | 18K | +25% | 4+ qtrsAdded 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | HALOZYME THERAPEUTICS, INC. | Healthcare | $5.3M | 0.8% | 68K | +45% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $THC | TENET HEALTHCARE CORP | Healthcare | $5.2M | 0.8% | 28K | +92% | |||
| 27 | $EXEL | EXELIXIS, INC. | Healthcare | $5.1M | 0.8% | 94K | +15% | |||
| 28 | $MMSI | MERIT MEDICAL SYSTEMS INC | Healthcare | $5.1M | 0.8% | 74K | +64% | |||
| 29 | $V | VISA INC. | Financials | $5.1M | 0.8% | 15K | New | |||
| 30 | $AVGO | Broadcom Inc. | Technology | $5.1M | 0.8% | 13K | +2% | |||
| 31 | $FLEX | FLEX LTD. | Technology | $5.1M | 0.8% | 31K | -42% | |||
| 32 | $NBIX | NEUROCRINE BIOSCIENCES INC | Healthcare | $5.0M | 0.8% | 30K | +16% | |||
| 33 | $RL | RALPH LAUREN CORP | Consumer Discretionary | $5.0M | 0.8% | 12K | +34% | |||
| 34 | $META | Meta Platforms, Inc. | Technology | $4.8M | 0.8% | 8,587 | +566% | |||
| 35 | $TOST | Toast, Inc. | Technology | $4.8M | 0.8% | 174K | +53% | |||
| 36 | $PODD | INSULET CORP | Healthcare | $4.8M | 0.8% | 31K | +125% | |||
| 37 | $ELAN | Elanco Animal Health Inc | Healthcare | $4.7M | 0.8% | 192K | +43% | |||
| 38 | $UHS | UNIVERSAL HEALTH SERVICES INC | Healthcare | $4.7M | 0.7% | 31K | New | |||
| 39 | $UTHR | UNITED THERAPEUTICS Corp | Healthcare | $4.5M | 0.7% | 8,389 | +27% | |||
| 40 | — | Vanguard Morningstar Total Stock Market ETF - Exchange Traded Fund | — | $4.3M | 0.7% | 12K | -8% | |||
| 41 | $APP | AppLovin Corp | Technology | $4.3M | 0.7% | 8,250 | +6% | |||
| 42 | $CHWY | Chewy, Inc. | Consumer Discretionary | $4.2M | 0.7% | 214K | +70% | |||
| 43 | — | Vanguard Morningstar Mid-Cap Growth ETF - Exchange Traded Fund | — | $4.1M | 0.6% | 13K | -27% | |||
| 44 | $MPWR | MONOLITHIC POWER SYSTEMS, INC. | Technology | $4.1M | 0.6% | 2,931 | -7% | |||
| 45 | $JNJ | JOHNSON & JOHNSON | Healthcare | $4.0M | 0.6% | 16K | +36% | |||
| 46 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $4.0M | 0.6% | 27K | +38% | |||
| 47 | $MRK | Merck & Co., Inc. | Healthcare | $3.8M | 0.6% | 29K | +35% | |||
| 48 | $ZM | Zoom Communications, Inc. | Technology | $3.7M | 0.6% | 43K | -4% | |||
| 49 | $KMB | KIMBERLY CLARK CORP | Materials | $3.6M | 0.6% | 33K | +43% | |||
| 50 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $3.5M | 0.6% | 38K | +44% | |||
| 51 | $TROW | PRICE T ROWE GROUP INC | Financials | $3.5M | 0.6% | 31K | +20% | |||
| 52 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $3.5M | 0.6% | 13K | +50% | |||
| 53 | $SNA | Snap-on Inc | Industrials | $3.5M | 0.6% | 8,587 | +37% | |||
| 54 | $PGR | PROGRESSIVE CORP/OH/ | Financials | $3.4M | 0.5% | 16K | New | |||
| 55 | $AOS | SMITH A O CORP | Technology | $3.4M | 0.5% | 55K | +78% | |||
| 56 | $MO | ALTRIA GROUP, INC. | Consumer Staples | $3.4M | 0.5% | 48K | +31% | |||
| 57 | $JPM | JPMORGAN CHASE & CO | Financials | $3.4M | 0.5% | 10K | +14% | |||
| 58 | $GIS | GENERAL MILLS INC | Consumer Staples | $3.3M | 0.5% | 96K | +78% | |||
| 59 | $KHC | Kraft Heinz Co | Consumer Staples | $3.3M | 0.5% | 139K | +39% | |||
| 60 | $AVY | Avery Dennison Corp | Materials | $3.3M | 0.5% | 20K | +64% | |||
| 61 | $GILD | GILEAD SCIENCES, INC. | Healthcare | $3.2M | 0.5% | 25K | +53% | |||
| 62 | $PEP | PEPSICO INC | Consumer Staples | $3.2M | 0.5% | 24K | +50% | |||
| 63 | $CCZ | COMCAST CORP | Communication Services | $3.2M | 0.5% | 129K | +69% | |||
| 64 | $CF | CF Industries Holdings, Inc. | Materials | $3.1M | 0.5% | 28K | +29% | |||
| 65 | $VICI | VICI PROPERTIES INC. | Real Estate | $3.1M | 0.5% | 116K | +47% | |||
| 66 | $PAYX | PAYCHEX INC | Technology | $3.0M | 0.5% | 31K | New | |||
| 67 | $EOG | EOG RESOURCES INC | Energy | $3.0M | 0.5% | 23K | +25% | |||
| 68 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $3.0M | 0.5% | 70K | +40% | |||
| 69 | — | Vanguard Div Appreciation ETF - Exchange Traded Fund | — | $2.9M | 0.5% | 12K | +14% | |||
| 70 | $CME | CME GROUP INC. | Financials | $2.8M | 0.5% | 13K | +67% | |||
| 71 | $CBOE | Cboe Global Markets, Inc. | Financials | $2.8M | 0.5% | 12K | +46% | |||
| 72 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.7M | 0.4% | 11K | +43% | |||
| 73 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.6M | 0.4% | 5,284 | +3% | |||
| 74 | $GLDM | World Gold Trust | Financials | $2.5M | 0.4% | 32K | New | |||
| 75 | $ACN | Accenture plc | Technology | $2.2M | 0.3% | 17K | +58% | |||
| 76 | $IVZ | Invesco Ltd. | Financials | $2.2M | 0.3% | 10K | +26% | |||
| 77 | — | Vanguard Morningstar Mid-Cap ETF - Exchange Traded Fund | — | $2.0M | 0.3% | 24K | +8% | |||
| 78 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.8M | 0.3% | 13K | +8% | |||
| 79 | — | Vanguard Total Bond Market ETF - Exchange Traded Fund | — | $1.6M | 0.3% | 22K | -67% | |||
| 80 | $AEP | AMERICAN ELECTRIC POWER CO INC | Utilities | $1.5M | 0.2% | 11K | +4% | |||
| 81 | $GE | GENERAL ELECTRIC CO | Industrials | $1.5M | 0.2% | 3,942 | -1% | |||
| 82 | $GOOG | Alphabet Inc. | Technology | $1.4M | 0.2% | 4,010 | +153% | |||
| 83 | $GEV | GE Vernova Inc. | Industrials | $1.3M | 0.2% | 1,087 | +1% | |||
| 84 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.2M | 0.2% | 2,962 | +38% | |||
| 85 | — | Vanguard Information Tech ETF - Exchange Traded Fund | — | $1.1M | 0.2% | 9,616 | +723% | |||
| 86 | — | iShares Core S&P 500 ETF - Exchange Traded Fund | — | $1.1M | 0.2% | 1,455 | +4% | |||
| 87 | — | Vanguard High Dividend Yield ETF - Exchange Traded Fund | — | $1.0M | 0.2% | 6,597 | -12% | |||
| 88 | — | State Street Materials Select Sector SPDR ETF - Exchange Traded Fund | — | $984K | 0.2% | 19K | -93% | |||
| 89 | $SPY | SPDR S&P 500 ETF TRUST | — | $903K | 0.1% | 1,209 | -51% | |||
| 90 | — | Vanguard Tax-Exempt Bond ETF - Exchange Traded Fund | — | $882K | 0.1% | 17K | -11% | |||
| 91 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $794K | 0.1% | 2,252 | +15% | |||
| 92 | — | State Street Consumer Staples Select Sector SPDR ETF - Exchange Traded Fund | — | $689K | 0.1% | 8,300 | -95% | |||
| 93 | $CAT | CATERPILLAR INC | Industrials | $654K | 0.1% | 614 | +3% | |||
| 94 | $LRCX | LAM RESEARCH CORP | Technology | $581K | 0.1% | 1,342 | New | |||
| 95 | — | Vanguard Intermediate-Term Treasury ETF - Exchange Traded Fund | — | $579K | 0.1% | 9,816 | +18% | |||
| 96 | — | Vanguard Morningstar Large-Cap ETF - Exchange Traded Fund | — | $569K | 0.1% | 1,655 | — | |||
| 97 | $ABBV | AbbVie Inc. | Healthcare | $567K | 0.1% | 2,253 | -6% | |||
| 98 | — | iShares Core MSCI EAFE ETF - Exchange Traded Fund | — | $565K | 0.1% | 5,848 | +4% | |||
| 99 | $MTG | MGIC INVESTMENT CORP | Financials | $558K | 0.1% | 20K | -8% | |||
| 100 | — | State Street Industrial Select Sector SPDR ETF - Exchange Traded Fund | — | $554K | 0.1% | 2,990 | +18% | |||
| 101 | — | Fidelity Enhanced Large Cap Core ETF - Exchange Traded Fund | — | $530K | 0.1% | 13K | — | |||
| 102 | $WFC | WELLS FARGO & COMPANY/MN | Financials | $522K | 0.1% | 6,313 | +6% | |||
| 103 | — | Vanguard Total International Stock ETF - Exchange Traded Fund | — | $509K | 0.1% | 5,956 | -47% | |||
| 104 | — | Vanguard Morningstar Mega Cap Growth ETF - Exchange Traded Fund | — | $491K | 0.1% | 5,588 | +404% | |||
| 105 | — | iShares ESG MSCI USA Leaders ETF - Exchange Traded Fund | — | $491K | 0.1% | 3,700 | +45% | |||
| 106 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $486K | 0.1% | 1,170 | +26% | |||
| 107 | — | iShares S&P 500 Growth ETF - Exchange Traded Fund | — | $473K | 0.1% | 3,441 | +1% | |||
| 108 | — | State Street Financial Select Sector SPDR ETF - Exchange Traded Fund | — | $413K | 0.1% | 7,707 | +11% | |||
| 109 | — | iShares Core S&P U.S. Value ETF - Exchange Traded Fund | — | $411K | 0.1% | 3,730 | -3% | |||
| 110 | $ABT | ABBOTT LABORATORIES | Healthcare | $407K | 0.1% | 4,485 | -86% | |||
| 111 | $PANW | Palo Alto Networks Inc | Technology | $402K | 0.1% | 1,180 | New | |||
| 112 | $ORCL | ORACLE CORP | Technology | $397K | 0.1% | 2,708 | +43% | |||
| 113 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $396K | 0.1% | 1,408 | +11% | |||
| 114 | $SLV | iShares Silver Trust | Financials | $395K | 0.1% | 7,395 | -34% | |||
| 115 | $AXSM | Axsome Therapeutics, Inc. | Healthcare | $394K | 0.1% | 1,611 | New | |||
| 116 | — | iShares ESG Select Screened S&P 500 ETF - Exchange Traded Fund | — | $391K | 0.1% | 6,885 | +40% | |||
| 117 | $NFG | NATIONAL FUEL GAS CO | Energy | $391K | 0.1% | 5,063 | -0.0% | |||
| 118 | $INTC | INTEL CORP | Technology | $388K | 0.1% | 2,777 | New | |||
| 119 | $GLD | SPDR GOLD TRUST | Financials | $377K | 0.1% | 1,024 | +35% | |||
| 120 | $AXP | AMERICAN EXPRESS CO | Financials | $371K | 0.1% | 1,098 | +15% | |||
| 121 | — | iShares Ultra Short Duration Bond Active ETF - Exchange Traded Fund | — | $370K | 0.1% | 7,305 | New | |||
| 122 | — | iShares 0-5 Year High Yield Corporate Bond ETF - Exchange Traded Fund | — | $368K | 0.1% | 8,673 | +59% | |||
| 123 | — | Dimensional ETF U.S. Core Equity 2 ETF - Exchange Traded Fund | — | $365K | 0.1% | 8,228 | — | |||
| 124 | $SO | SOUTHERN CO | Utilities | $362K | 0.1% | 3,783 | +2% | |||
| 125 | $PRK | PARK NATIONAL CORP /OH/ | Financials | $360K | 0.1% | 1,966 | +0.7% | |||
| 126 | — | Schwab US Dividend Equity ETF - Exchange Traded Fund | — | $359K | 0.1% | 11K | +4% | |||
| 127 | $WMT | Walmart Inc. | Consumer Staples | $355K | 0.1% | 3,135 | +23% | |||
| 128 | $IVZ | Invesco Ltd. | Financials | $350K | 0.1% | 18K | — | |||
| 129 | $CVX | CHEVRON CORP | Energy | $342K | 0.1% | 2,062 | +39% | |||
| 130 | $NEE | NEXTERA ENERGY INC | Utilities | $340K | 0.1% | 3,877 | -9% | |||
| 131 | — | iShares Preferred and Income Securities ETF - Exchange Traded Fund | — | $335K | 0.1% | 11K | +64% | |||
| 132 | $VRT | Vertiv Holdings Co | Technology | $335K | 0.1% | 1,000 | +5% | |||
| 133 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $334K | 0.1% | 3,105 | -77% | |||
| 134 | — | Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares - Exchange Traded Fund | — | $332K | 0.1% | 6,607 | -14% | |||
| 135 | $KO | COCA COLA CO | Consumer Staples | $328K | 0.1% | 4,040 | New | |||
| 136 | — | iShares 1-5 Year Investment Grade Corporate Bond ETF - Exchange Traded Fund | — | $328K | 0.1% | 6,250 | -9% | |||
| 137 | — | iShares Broad USD High Yield Corporate Bond ETF - Exchange Traded Fund | — | $325K | 0.1% | 8,779 | New | |||
| 138 | — | State Street SPDR Portfolio S&P 500 ETF - Exchange Traded Fund | — | $323K | 0.1% | 3,671 | -0.1% | |||
| 139 | — | iShares Floating Rate Bond ETF - Exchange Traded Fund | — | $321K | 0.1% | 6,297 | New | |||
| 140 | $CSCO | CISCO SYSTEMS, INC. | Technology | $318K | 0.1% | 2,710 | New | |||
| 141 | — | Vanguard Intermediate-Term Corporate Bond ETF - Exchange Traded Fund | — | $317K | 0.1% | 3,838 | +6% | |||
| 142 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $313K | 0.1% | 656 | +0.3% | |||
| 143 | $MS | MORGAN STANLEY | Financials | $311K | 0.1% | 1,486 | +14% | |||
| 144 | $PCAR | PACCAR INC | Industrials | $295K | 0.1% | 2,459 | +0.7% | |||
| 145 | $CSX | CSX CORP | Industrials | $294K | 0.1% | 6,180 | New | |||
| 146 | — | iShares Core S&P U.S. Growth ETF - Exchange Traded Fund | — | $290K | 0.1% | 1,540 | +0.1% | |||
| 147 | — | iShares ESG Select Screened S&P Mid-Cap ETF - Exchange Traded Fund | — | $281K | 0.0% | 5,389 | New | |||
| 148 | — | ProShares Ultra Semiconductors - Exchange Traded Fund | — | $281K | 0.0% | 2,693 | New | |||
| 149 | $PLTR | Palantir Technologies Inc. | Technology | $277K | 0.0% | 2,375 | -0.6% | |||
| 150 | — | iShares Core MSCI Emerging Markets ETF - Exchange Traded Fund | — | $274K | 0.0% | 3,309 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 48 new, 106 added to, 34 trimmed, 7 sold out. Share-count changes; largest moves by dollar size first.
New positions (48)
$AMDADVANCED MICRO DEVICES INC$5.9M
first bought this quarter
$VVISA INC.$5.1M
first bought this quarter
$UHSUNIVERSAL HEALTH SERVICES INC$4.7M
first bought this quarter
$PGRPROGRESSIVE CORP/OH/$3.4M
first bought this quarter
$PAYXPAYCHEX INC$3.0M
first bought this quarter
$GLDMWorld Gold Trust$2.5M
first bought this quarter
+42 more in the Excel export
Added to (106)
now $34.7M · held 4+ qtrs
- State Street Consumer Discretionary Select Sector SPDR ETF - Exchange Traded Fund+4532%
now $17.2M
now $17.0M · held 4+ qtrs
- Vanguard Morningstar Growth ETF - Exchange Traded Fund+734%
now $13.5M
- Vanguard S&P 500 ETF - Exchange Traded Fund+129%
now $11.2M
- State Street Health Care Select Sector SPDR ETF - Exchange Traded Fund+36%
now $18.4M
+100 more in the Excel export
Trimmed (34)
- State Street Materials Select Sector SPDR ETF - Exchange Traded Fund-93%
now $984K
- State Street Consumer Staples Select Sector SPDR ETF - Exchange Traded Fund-95%
now $689K
- Vanguard FTSE Emerging Markets ETF - Exchange Traded Fund-27%
now $18.9M
$HIMSHims & Hers Health, Inc.-96%
now $264K · held 4+ qtrs
now $6.9M · held 3 qtrs, 2 trims in a row
$FLEXFLEX LTD.-42%
now $5.1M · held 4+ qtrs
+28 more in the Excel export
Holdings by quarter
Every 13F Peak Retirement Planning, Inc. has filed, 6 earlier quarters. Pick one to see what it held then.
Is it too late to follow Peak Retirement Planning?
Q2 2026 13F filed with the SEC on Aug 10, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Peak Retirement Planning's top 20 holdings: 77/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.7%
Value-weighted move of the 10 largest stock positions
Turnover
16%
Last quarter
Top 10 weight
40%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
78%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q3 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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.
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AI-Powered Hedge Fund Analysis: Peak Retirement Planning, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For Peak Retirement Planning, Inc. (SEC CIK: 2056697), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Peak Retirement Planning, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.