Peak Retirement Planning, Inc. Top Holdings and 13F Report (2026)

About Peak Retirement Planning, Inc.

Investment Activity

Peak Retirement Planning, Inc. has $501.49 million in total holdings as of March 31, 2026.
Peak Retirement Planning, Inc. owns shares of 152 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 28.85% of the portfolio was purchased this quarter.
About 9.37% of the portfolio was sold this quarter.
This quarter, Peak Retirement Planning, Inc. has purchased 143 new stocks and bought additional shares in 98 stocks.
Peak Retirement Planning, Inc. sold shares of 29 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

iShares 0-3 Month Treasury Bond ETF: $67,192,021
Vanguard FTSE Developed Markets ETF: $28,684,620
Vanguard FTSE Emerging Markets ETF: $23,438,488
SPDR Bloomberg 1-10 Year TIPS ETF: $17,622,296
Energy Select Sector SPDR Fund: $16,092,688

Largest New Holdings this Quarter

78468R861 - SPDR Bloomberg 1-10 Year TIPS ETF: $17,622,296 Holding
81369Y209 - Health Care Select Sector SPDR Fund: $12,493,982 Holding
40637H109 - Halozyme Therapeutics: $3,012,865 Holding
888787108 - Toast: $3,008,175 Holding
831865209 - A. O. Smith: $2,025,563 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-10 Year TIPS ETF: 190,121 shares (about $17.62M)
Health Care Select Sector SPDR Fund: 85,219 shares (about $12.49M)
Invesco QQQ: 19,015 shares (about $10.98M)
iShares 0-3 Month Treasury Bond ETF: 95,235 shares (about $9.59M)
Vanguard Small-Cap ETF: 28,751 shares (about $7.53M)

Largest Sales this Quarter

Real Estate Select Sector SPDR Fund: 244,823 shares (about $10.00M)
Vanguard S&P 500 ETF: 6,345 shares (about $3.79M)
Vanguard Growth ETF: 4,585 shares (about $2.00M)
Vanguard Total Stock Market ETF: 4,620 shares (about $1.48M)
CF Industries: 3,948 shares (about $512.62K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SGOV iShares 0-3 Month Treasury Bond ETF	$67,192,021	$9,586,350 â–²	16.6%	667,515	13.4%	ETF
VEA Vanguard FTSE Developed Markets ETF	$28,684,620	$5,199,960 â–²	22.1%	447,638	5.7%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$23,438,488	$3,944,943 â–²	20.2%	433,645	4.7%	ETF
TIPX SPDR Bloomberg 1-10 Year TIPS ETF	$17,622,296	$17,622,296 â–²	New Holding	190,121	3.5%	ETF
XLE Energy Select Sector SPDR Fund	$16,092,688	$1,623,083 â–²	11.2%	262,695	3.2%	ETF
XLB Materials Select Sector SPDR Fund	$13,192,374	$1,647,010 â–²	14.3%	264,006	2.6%	ETF
XLC Communication Services Select Sector SPDR Fund	$12,828,326	$2,815,412 â–²	28.1%	115,716	2.6%	ETF
XLP Consumer Staples Select Sector SPDR Fund	$12,680,448	$2,238,633 â–²	21.4%	154,677	2.5%	ETF
XLV Health Care Select Sector SPDR Fund	$12,493,982	$12,493,982 â–²	New Holding	85,219	2.5%	ETF
QQQ Invesco QQQ	$12,124,852	$10,975,106 â–²	954.6%	21,007	2.4%	Finance
VBR Vanguard Small-Cap Value ETF	$10,908,464	$3,360,612 â–²	44.5%	50,212	2.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$10,809,408	$5,849,769 â–²	117.9%	35,763	2.2%	ETF
VTV Vanguard Value ETF	$9,803,334	$3,449,786 â–²	54.3%	49,966	2.0%	ETF
VOE Vanguard Mid-Cap Value ETF	$9,416,225	$4,635,229 â–²	97.0%	51,097	1.9%	ETF
VB Vanguard Small-Cap ETF	$9,044,964	$7,530,529 â–²	497.3%	34,533	1.8%	ETF
VUG Vanguard Growth ETF	$8,194,768	$2,002,719 â–¼	-19.6%	18,761	1.6%	ETF
NVDA NVIDIA	$6,854,974	$979,606 â–²	16.7%	39,306	1.4%	Computer and Technology
VO Vanguard Mid-Cap ETF	$6,465,591	$4,911,081 â–²	315.9%	22,514	1.3%	ETF
BND Vanguard Total Bond Market ETF	$5,011,359	$4,348,524 â–²	656.0%	68,052	1.0%	ETF
VNQ Vanguard Real Estate ETF	$4,761,496	$550,649 â–²	13.1%	53,681	0.9%	ETF
MSFT Microsoft	$4,696,324	$941,708 â–²	25.1%	12,687	0.9%	Computer and Technology
VOT Vanguard Mid-Cap Growth ETF	$4,676,516	$368,779 â–²	8.6%	18,172	0.9%	ETF
GOOGL Alphabet	$4,395,751	$860,113 â–²	24.3%	15,286	0.9%	Computer and Technology
VOO Vanguard S&P 500 ETF	$4,275,746	$3,791,699 â–¼	-47.0%	7,155	0.9%	ETF
HIMS Hims & Hers Health	$4,119,351	$2,405,257 â–²	140.3%	198,427	0.8%	Medical
AVGO Broadcom	$4,047,791	$943,391 â–²	30.4%	13,078	0.8%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$3,997,729	$1,482,185 â–¼	-27.0%	12,461	0.8%	ETF
UTHR United Therapeutics	$3,912,560	$603,073 â–²	18.2%	6,598	0.8%	Medical
LLY Eli Lilly and Company	$3,739,425	$3,148,070 â–²	532.3%	4,066	0.7%	Medical
AAPL Apple	$3,717,755	$196,940 â–²	5.6%	14,649	0.7%	Computer and Technology
ZM Zoom Communications	$3,606,467	$988,800 â–²	37.8%	44,862	0.7%	Computer and Technology
EXEL Exelixis	$3,522,144	$841,249 â–²	31.4%	82,120	0.7%	Medical
FLEX Flex	$3,520,838	$512,160 â–²	17.0%	53,786	0.7%	Computer and Technology
MPWR Monolithic Power Systems	$3,457,684	$132,315 â–²	4.0%	3,162	0.7%	Computer and Technology
CHWY Chewy	$3,395,138	$1,071,602 â–²	46.1%	125,746	0.7%	Retail/Wholesale
NBIX Neurocrine Biosciences	$3,373,277	$788,977 â–²	30.5%	25,606	0.7%	Medical
ABT Abbott Laboratories	$3,229,077	$563,761 â–²	21.2%	31,451	0.6%	Medical
ELAN Elanco Animal Health	$3,221,164	$307,213 â–²	10.5%	134,608	0.6%	Medical
MU Micron Technology	$3,212,695	$462,817 â–¼	-12.6%	9,510	0.6%	Computer and Technology
RL Ralph Lauren	$3,199,622	$497,092 â–²	18.4%	9,301	0.6%	Consumer Discretionary
DECK Deckers Outdoor	$3,112,586	$316,383 â–²	11.3%	31,098	0.6%	Retail/Wholesale
MMSI Merit Medical Systems	$3,111,692	$873,408 â–²	39.0%	45,143	0.6%	Medical
Applovin Corporation	$3,087,364	$1,415,324 â–²	84.6%	7,757	0.6%	Common Stock
PHM PulteGroup	$3,076,361	$255,805 â–²	9.1%	26,157	0.6%	Construction
HALO Halozyme Therapeutics	$3,012,865	$3,012,865 â–²	New Holding	46,617	0.6%	Medical
TOST Toast	$3,008,175	$3,008,175 â–²	New Holding	113,473	0.6%	Computer and Technology
PODD Insulet	$2,915,285	$871,039 â–²	42.6%	13,893	0.6%	Medical
JNJ Johnson & Johnson	$2,871,495	$74,556 â–²	2.7%	11,747	0.6%	Medical
CF CF Industries	$2,860,159	$512,616 â–¼	-15.2%	22,028	0.6%	Basic Materials
PG Procter & Gamble	$2,830,073	$198,609 â–²	7.5%	19,593	0.6%	Consumer Staples
THC Tenet Healthcare	$2,731,103	$21,325 â–²	0.8%	14,472	0.5%	Medical
EOG EOG Resources	$2,675,009	$119,850 â–¼	-4.3%	18,503	0.5%	Energy
JPM JPMorgan Chase & Co.	$2,657,893	$284,732 â–²	12.0%	9,036	0.5%	Finance
MRK Merck & Co., Inc.	$2,598,090	$163,832 â–²	6.7%	21,599	0.5%	Medical
VZ Verizon Communications	$2,505,325	$111,143 â–¼	-4.2%	49,907	0.5%	Computer and Technology
BRK.B Berkshire Hathaway	$2,469,376	$202,706 â–¼	-7.6%	5,153	0.5%	Finance
PEP PepsiCo	$2,444,423	$131,376 â–²	5.7%	15,741	0.5%	Consumer Staples
FOXA FOX	$2,400,396	$745,120 â–²	45.0%	41,103	0.5%	Consumer Discretionary
MO Altria Group	$2,388,606	$4,289 â–¼	-0.2%	36,196	0.5%	Consumer Staples
TROW T. Rowe Price Group	$2,316,573	$539,662 â–²	30.4%	25,700	0.5%	Finance
GILD Gilead Sciences	$2,312,161	$2,369 â–¼	-0.1%	16,590	0.5%	Medical
SNA Snap-On	$2,284,228	$175,067 â–²	8.3%	6,289	0.5%	Consumer Discretionary
CL Colgate-Palmolive	$2,280,912	$16,449 â–¼	-0.7%	26,762	0.5%	Consumer Staples
VIG Vanguard Dividend Appreciation ETF	$2,274,552	$284,964 â–²	14.3%	10,576	0.5%	ETF
CME CME Group	$2,271,460	$95,690 â–²	4.4%	7,691	0.5%	Finance
ITW Illinois Tool Works	$2,253,610	$91,363 â–²	4.2%	8,658	0.4%	Industrials
KHC Kraft Heinz	$2,250,065	$384,108 â–²	20.6%	100,047	0.4%	Consumer Staples
CBOE Cboe Global Markets	$2,246,927	$3,092 â–¼	-0.1%	7,994	0.4%	Financial Services
Kimberly-Clark Corporation	$2,232,122	$284,683 â–²	14.6%	23,138	0.4%	Common Stock
ACN Accenture	$2,199,167	$747,332 â–²	51.5%	11,091	0.4%	Computer and Technology
CMCSA Comcast	$2,189,972	$242,456 â–²	12.4%	76,279	0.4%	Consumer Discretionary
VICI VICI Properties	$2,154,382	$213,671 â–²	11.0%	78,857	0.4%	Finance
AVY Avery Dennison	$2,111,545	$254,532 â–²	13.7%	12,228	0.4%	Industrials
XOM ExxonMobil	$2,038,263	$889,004 â–²	77.4%	12,014	0.4%	Energy
AOS A. O. Smith	$2,025,563	$2,025,563 â–²	New Holding	30,718	0.4%	Industrials
GIS General Mills	$2,006,353	$404,583 â–²	25.3%	53,905	0.4%	Consumer Staples
CAG Conagra Brands	$2,000,764	$181,267 â–²	10.0%	127,275	0.4%	Consumer Staples
AMZN Amazon.com	$1,624,043	$192,644 â–²	13.5%	7,798	0.3%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$1,605,639	$380,437 â–²	31.1%	2,469	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,540,445	$215,539 â–²	16.3%	8,026	0.3%	ETF
AEP American Electric Power	$1,402,235	$311,040 â–²	28.5%	10,698	0.3%	Utilities
UPS United Parcel Service	$1,333,976	$3,640 â–²	0.3%	13,559	0.3%	Transportation
GE GE Aerospace	$1,131,310	$49,656 â–²	4.6%	3,987	0.2%	Aerospace
VYM Vanguard High Dividend Yield ETF	$1,115,147	$58,497 â–¼	-5.0%	7,530	0.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$978,054	$397,827 â–²	68.6%	19,604	0.2%	ETF
GE Vernova Inc.	$935,180	$39,293 â–²	4.4%	1,071	0.2%	Common Stock
IVV iShares Core S&P 500 ETF	$912,122	$120,876 â–²	15.3%	1,396	0.2%	ETF
VXUS Vanguard Total International Stock ETF	$858,659	$52,895 â–²	6.6%	11,136	0.2%	ETF
VGT Vanguard Information Technology ETF	$814,939	$41,863 â–¼	-4.9%	1,168	0.2%	ETF
TSLA Tesla	$795,895	$287,355 â–²	56.5%	2,141	0.2%	Auto/Tires/Trucks
SLV iShares Silver Trust	$761,610	$86,130 â–²	12.8%	11,177	0.2%	ETF
META Meta Platforms	$737,552	$69,807 â–¼	-8.6%	1,289	0.1%	Computer and Technology
HD Home Depot	$645,835	$39,789 â–²	6.6%	1,964	0.1%	Retail/Wholesale
MTG MGIC Investment	$563,893	$4,410 â–¼	-0.8%	21,482	0.1%	Finance
ABBV AbbVie	$523,800	$23,058 â–²	4.6%	2,408	0.1%	Medical
IEFA iShares Core MSCI EAFE ETF	$511,006	$105,188 â–²	25.9%	5,645	0.1%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$495,491	$123,203 â–²	33.1%	8,321	0.1%	ETF
VV Vanguard Large-Cap ETF	$494,646	$266,601 â–¼	-35.0%	1,655	0.1%	ETF
NFG National Fuel Gas	$475,836		0.0%	5,064	0.1%	Energy
WFC Wells Fargo & Company	$472,136	$76,739 â–¼	-14.0%	5,931	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Peak Retirement Planning, Inc. Top Holdings and 13F Report (2026)

About Peak Retirement Planning, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

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Peak Retirement Planning, Inc. Top Holdings and 13F Report (2026)

About Peak Retirement Planning, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofPeak Retirement Planning, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools