Peak Retirement Planning, Inc. Top Holdings and 13F Report (2026) About Peak Retirement Planning, Inc.Investment ActivityPeak Retirement Planning, Inc. has $631.63 million in total holdings as of June 30, 2026.Peak Retirement Planning, Inc. owns shares of 194 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 30.29% of the portfolio was purchased this quarter.About 14.36% of the portfolio was sold this quarter.This quarter, Peak Retirement Planning, Inc. has purchased 152 new stocks and bought additional shares in 106 stocks.Peak Retirement Planning, Inc. sold shares of 34 stocks and completely divested from 7 stocks this quarter.Largest Holdings iShares 0-3 Month Treasury Bond ETF $65,819,057Invesco QQQ $34,651,395Vanguard FTSE Developed Markets ETF $28,718,182Vanguard FTSE Emerging Markets ETF $18,944,712Health Care Select Sector SPDR Fund $18,420,837 Largest New Holdings this Quarter 007903107 - Advanced Micro Devices $5,909,088 Holding92826C839 - Visa $5,074,570 Holding913903100 - Universal Health Services $4,652,089 Holding743315103 - Progressive $3,437,983 Holding704326107 - Paychex $3,045,651 Holding Largest Purchases this Quarter Invesco QQQ 26,048 shares (about $19.18M)Consumer Discretionary Select Sector SPDR Fund 143,082 shares (about $16.78M)Real Estate Select Sector SPDR Fund 375,820 shares (about $16.55M)Vanguard Growth ETF 137,654 shares (about $11.86M)Vanguard S&P 500 ETF 9,209 shares (about $6.32M) Largest Sales this Quarter Materials Select Sector SPDR Fund 244,641 shares (about $12.44M)Consumer Staples Select Sector SPDR Fund 146,377 shares (about $12.16M)Vanguard FTSE Emerging Markets ETF 116,260 shares (about $6.94M)Hims & Hers Health 190,825 shares (about $6.62M)Micron Technology 3,562 shares (about $4.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Retirement Planning, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectoriShares 0-3 Month Treasury Bond ETF$65,819,057$1,379,682 ▼-2.1%653,81010.4%Exchange Traded FundQQQInvesco QQQ$34,651,395$19,181,799 ▲124.0%47,0555.5%ETFVEAVanguard FTSE Developed Markets ETF$28,718,182$3,176,042 ▼-10.0%403,0624.5%ETFVWOVanguard FTSE Emerging Markets ETF$18,944,712$6,939,560 ▼-26.8%317,3853.0%ETFXLVHealth Care Select Sector SPDR Fund$18,420,837$4,900,038 ▲36.2%116,1032.9%ETFVBKVanguard Small-Cap Growth ETF$17,506,388$4,427,886 ▲33.9%47,8712.8%ETFXLEEnergy Select Sector SPDR Fund$17,499,881$3,548,168 ▲25.4%329,5032.8%ETFXLYConsumer Discretionary Select Sector SPDR Fund$17,150,956$16,780,702 ▲4,532.2%146,2392.7%ETFXLREReal Estate Select Sector SPDR Fund$17,029,320$16,547,367 ▲3,433.4%386,7662.7%ETFXLCCommunication Services Select Sector SPDR Fund$16,688,577$4,291,942 ▲34.6%155,7792.6%ETFVBRVanguard Small-Cap Value ETF$13,730,105$1,529,131 ▲12.5%56,5052.2%ETFVTVVanguard Value ETF$13,616,124$2,726,973 ▲25.0%62,4792.2%ETFVUGVanguard Growth ETF$13,473,566$11,857,496 ▲733.7%156,4152.1%ETFVOEVanguard Mid-Cap Value ETF$11,368,250$1,271,548 ▲12.6%57,5321.8%ETFVOOVanguard S&P 500 ETF$11,239,224$6,324,983 ▲128.7%16,3641.8%ETFNVDANVIDIA$10,857,769$2,992,970 ▲38.1%54,2641.7%TechnologyVBVanguard Small-Cap ETF$10,683,749$216,124 ▲2.1%35,2461.7%ETFGOOGLAlphabet$7,022,587$1,559,900 ▲28.6%19,6511.1%Communication ServicesVNQVanguard Real Estate ETF$6,897,136$1,720,692 ▲33.2%71,5251.1%ETFMUMicron Technology$6,865,272$4,111,315 ▼-37.5%5,9481.1%TechnologyMSFTMicrosoft$6,223,296$1,490,920 ▲31.5%16,6841.0%TechnologyLLYEli Lilly and Company$6,064,308$1,187,434 ▲24.3%5,0561.0%HealthcareAMDAdvanced Micro Devices$5,909,088$5,909,088 ▲New Holding10,1720.9%TechnologyAAPLApple$5,300,702$1,061,934 ▲25.1%18,3190.8%TechnologyHALOHalozyme Therapeutics$5,285,028$1,636,313 ▲44.8%67,5230.8%HealthcareTHCTenet Healthcare$5,198,791$2,491,356 ▲92.0%27,7890.8%HealthcareEXELExelixis$5,136,681$668,535 ▲15.0%94,4070.8%HealthcareMMSIMerit Medical Systems$5,131,743$2,001,510 ▲63.9%74,0080.8%HealthcareVVisa$5,074,570$5,074,570 ▲New Holding14,7910.8%FinanceAVGOBroadcom$5,055,772$115,591 ▲2.3%13,3840.8%TechnologyFLEXFlex$5,055,193$3,662,021 ▼-42.0%31,1910.8%TechnologyNBIXNeurocrine Biosciences$5,011,156$695,704 ▲16.1%29,7340.8%HealthcareRLRalph Lauren$4,986,637$1,253,182 ▲33.6%12,4230.8%Consumer DiscretionaryMETAMeta Platforms$4,836,941$4,110,865 ▲566.2%8,5870.8%Communication ServicesTOSTToast$4,831,715$1,674,901 ▲53.1%173,6780.8%FinancePODDInsulet$4,767,181$2,652,003 ▲125.4%31,3120.8%HealthcareELANElanco Animal Health$4,722,580$1,409,881 ▲42.6%191,8970.7%HealthcareUHSUniversal Health Services$4,652,089$4,652,089 ▲New Holding31,2870.7%HealthcareUTHRUnited Therapeutics$4,545,649$970,468 ▲27.1%8,3890.7%HealthcareVTIVanguard Total Stock Market ETF$4,265,103$345,989 ▼-7.5%11,5260.7%ETFApplovin Corporation - Class A Common Stock$4,250,725$254,013 ▲6.4%8,2500.7%Common StockCHWYChewy$4,206,675$1,735,764 ▲70.2%214,0800.7%Consumer DiscretionaryVOTVanguard Mid-Cap Growth ETF$4,069,262$1,496,913 ▼-26.9%13,2850.6%ETFMPWRMonolithic Power Systems$4,052,142$319,360 ▼-7.3%2,9310.6%TechnologyJNJJohnson & Johnson$4,043,983$1,060,584 ▲35.5%15,9230.6%HealthcarePGProcter & Gamble$3,974,321$1,101,249 ▲38.3%27,1030.6%Consumer StaplesMRKMerck & Co., Inc.$3,758,369$982,897 ▲35.4%29,2480.6%HealthcareZMZoom Communications$3,703,863$168,220 ▼-4.3%42,9130.6%TechnologyKimberly-Clark Corporation - Common Stock$3,627,582$1,087,715 ▲42.8%33,0470.6%Common StockCLColgate-Palmolive$3,524,513$1,070,996 ▲43.7%38,4440.6%Consumer StaplesTROWT. Rowe Price Group$3,516,775$594,940 ▲20.4%30,9330.6%FinanceITWIllinois Tool Works$3,515,605$1,173,852 ▲50.1%12,9980.6%IndustrialsSNASnap-On$3,455,467$924,731 ▲36.5%8,5870.5%IndustrialsPGRProgressive$3,437,983$3,437,983 ▲New Holding15,7380.5%FinanceAOSA. O. Smith$3,421,747$1,495,117 ▲77.6%54,5560.5%IndustrialsMOAltria Group$3,418,156$813,833 ▲31.2%47,5070.5%Consumer StaplesJPMJPMorgan Chase & Co.$3,382,104$424,236 ▲14.3%10,3320.5%FinanceGISGeneral Mills$3,331,721$1,455,825 ▲77.6%95,7390.5%Consumer StaplesKHCKraft Heinz$3,285,700$922,595 ▲39.0%139,1070.5%Consumer StaplesAVYAvery Dennison$3,252,303$1,267,120 ▲63.8%20,0330.5%MaterialsGILDGilead Sciences$3,204,001$1,108,008 ▲52.9%25,3600.5%HealthcarePEPPepsiCo$3,199,644$1,068,308 ▲50.1%23,6310.5%Consumer StaplesCMCSAComcast$3,166,196$1,293,542 ▲69.1%128,9690.5%Communication ServicesCFCF Industries$3,078,428$693,718 ▲29.1%28,4360.5%MaterialsVICIVICI Properties$3,077,734$984,077 ▲47.0%115,9220.5%Real EstatePAYXPaychex$3,045,651$3,045,651 ▲New Holding30,9740.5%IndustrialsEOGEOG Resources$3,006,902$606,492 ▲25.3%23,1780.5%EnergyVZVerizon Communications$2,961,910$848,837 ▲40.2%69,9550.5%Communication ServicesVIGVanguard Dividend Appreciation ETF$2,863,442$360,859 ▲14.4%12,1010.5%ETFCMECME Group$2,837,102$1,138,639 ▲67.0%12,8470.4%FinanceCBOECboe Global Markets$2,824,157$884,278 ▲45.6%11,6380.4%FinanceAMZNAmazon.com$2,661,813$803,215 ▲43.2%11,1680.4%Consumer DiscretionaryBRK.BBerkshire Hathaway$2,644,058$65,551 ▲2.5%5,2840.4%FinanceGLDMSPDR Gold MiniShares Trust$2,509,517$2,509,517 ▲New Holding31,5980.4%ETFACNAccenture$2,177,136$796,935 ▲57.7%17,4950.3%TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,153,069$445,338 ▲26.1%10,1190.3%ETFVOVanguard Mid-Cap ETF$1,964,780$150,827 ▲8.3%24,3860.3%ETFXOMExxonMobil$1,769,981$127,423 ▲7.8%12,9460.3%EnergyBNDVanguard Total Bond Market ETF$1,640,407$3,355,251 ▼-67.2%22,3460.3%ETFAEPAmerican Electric Power$1,520,200$56,638 ▲3.9%11,1120.2%UtilitiesGEGE Aerospace$1,473,305$16,819 ▼-1.1%3,9420.2%IndustrialsGOOGAlphabet$1,416,923$857,574 ▲153.3%4,0100.2%Communication ServicesGE Vernova Inc. Common Stock$1,276,517$18,790 ▲1.5%1,0870.2%Common StockTSLATesla$1,245,661$345,269 ▲38.3%2,9620.2%Consumer DiscretionaryVGTVanguard Information Technology ETF$1,149,353$1,009,748 ▲723.3%9,6160.2%ETFIVViShares Core S&P 500 ETF$1,089,791$44,191 ▲4.2%1,4550.2%ETFVYMVanguard High Dividend Yield ETF$1,042,475$147,435 ▼-12.4%6,5970.2%ETFXLBMaterials Select Sector SPDR Fund$984,327$12,435,153 ▼-92.7%19,3650.2%ETFSPYSPDR S&P 500 ETF Trust$902,876$940,963 ▼-51.0%1,2090.1%ETFVTEBVanguard Tax-Exempt Bond ETF$882,404$109,150 ▼-11.0%17,4460.1%ETFHDHome Depot$794,073$101,551 ▲14.7%2,2520.1%Consumer DiscretionaryXLPConsumer Staples Select Sector SPDR Fund$689,452$12,159,026 ▼-94.6%8,3000.1%ETFCATCaterpillar$654,097$21,306 ▲3.4%6140.1%IndustrialsLam Research Corporation - Common Stock$581,490$581,490 ▲New Holding1,3420.1%Common StockVGITVanguard Intermediate-Term Treasury ETF$578,964$88,178 ▲18.0%9,8160.1%ETFVVVanguard Large-Cap ETF$569,2270.0%1,6550.1%ETFABBVAbbVie$566,930$39,003 ▼-6.4%2,2530.1%HealthcareIEFAiShares Core MSCI EAFE ETF$564,848$19,607 ▲3.6%5,8480.1%ETFMTGMGIC Investment$557,573$48,222 ▼-8.0%19,7720.1%FinanceXLIIndustrial Select Sector SPDR Fund$553,839$83,909 ▲17.9%2,9900.1%ETFShowing largest 100 holdings. 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