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

About Peak Retirement Planning, Inc.

Investment Activity

Peak 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: $65,819,057
Invesco QQQ: $34,651,395
Vanguard FTSE Developed Markets ETF: $28,718,182
Vanguard FTSE Emerging Markets ETF: $18,944,712
Health Care Select Sector SPDR Fund: $18,420,837

Largest New Holdings this Quarter

007903107 - Advanced Micro Devices: $5,909,088 Holding
92826C839 - Visa: $5,074,570 Holding
913903100 - Universal Health Services: $4,652,089 Holding
743315103 - Progressive: $3,437,983 Holding
704326107 - 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 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	$65,819,057	$1,379,682 â–¼	-2.1%	653,810	10.4%	ETF
QQQ Invesco QQQ	$34,651,395	$19,181,799 â–²	124.0%	47,055	5.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$28,718,182	$3,176,042 â–¼	-10.0%	403,062	4.5%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$18,944,712	$6,939,560 â–¼	-26.8%	317,385	3.0%	ETF
XLV Health Care Select Sector SPDR Fund	$18,420,837	$4,900,038 â–²	36.2%	116,103	2.9%	ETF
VBK Vanguard Small-Cap Growth ETF	$17,506,388	$4,427,886 â–²	33.9%	47,871	2.8%	ETF
XLE Energy Select Sector SPDR Fund	$17,499,881	$3,548,168 â–²	25.4%	329,503	2.8%	ETF
XLY Consumer Discretionary Select Sector SPDR Fund	$17,150,956	$16,780,702 â–²	4,532.2%	146,239	2.7%	ETF
XLRE Real Estate Select Sector SPDR Fund	$17,029,320	$16,547,367 â–²	3,433.4%	386,766	2.7%	ETF
XLC Communication Services Select Sector SPDR Fund	$16,688,577	$4,291,942 â–²	34.6%	155,779	2.6%	ETF
VBR Vanguard Small-Cap Value ETF	$13,730,105	$1,529,131 â–²	12.5%	56,505	2.2%	ETF
VTV Vanguard Value ETF	$13,616,124	$2,726,973 â–²	25.0%	62,479	2.2%	ETF
VUG Vanguard Growth ETF	$13,473,566	$11,857,496 â–²	733.7%	156,415	2.1%	ETF
VOE Vanguard Mid-Cap Value ETF	$11,368,250	$1,271,548 â–²	12.6%	57,532	1.8%	ETF
VOO Vanguard S&P 500 ETF	$11,239,224	$6,324,983 â–²	128.7%	16,364	1.8%	ETF
NVDA NVIDIA	$10,857,769	$2,992,970 â–²	38.1%	54,264	1.7%	Technology
VB Vanguard Small-Cap ETF	$10,683,749	$216,124 â–²	2.1%	35,246	1.7%	ETF
GOOGL Alphabet	$7,022,587	$1,559,900 â–²	28.6%	19,651	1.1%	Communication Services
VNQ Vanguard Real Estate ETF	$6,897,136	$1,720,692 â–²	33.2%	71,525	1.1%	ETF
MU Micron Technology	$6,865,272	$4,111,315 â–¼	-37.5%	5,948	1.1%	Technology
MSFT Microsoft	$6,223,296	$1,490,920 â–²	31.5%	16,684	1.0%	Technology
LLY Eli Lilly and Company	$6,064,308	$1,187,434 â–²	24.3%	5,056	1.0%	Healthcare
AMD Advanced Micro Devices	$5,909,088	$5,909,088 â–²	New Holding	10,172	0.9%	Technology
AAPL Apple	$5,300,702	$1,061,934 â–²	25.1%	18,319	0.8%	Technology
HALO Halozyme Therapeutics	$5,285,028	$1,636,313 â–²	44.8%	67,523	0.8%	Healthcare
THC Tenet Healthcare	$5,198,791	$2,491,356 â–²	92.0%	27,789	0.8%	Healthcare
EXEL Exelixis	$5,136,681	$668,535 â–²	15.0%	94,407	0.8%	Healthcare
MMSI Merit Medical Systems	$5,131,743	$2,001,510 â–²	63.9%	74,008	0.8%	Healthcare
V Visa	$5,074,570	$5,074,570 â–²	New Holding	14,791	0.8%	Finance
AVGO Broadcom	$5,055,772	$115,591 â–²	2.3%	13,384	0.8%	Technology
FLEX Flex	$5,055,193	$3,662,021 â–¼	-42.0%	31,191	0.8%	Technology
NBIX Neurocrine Biosciences	$5,011,156	$695,704 â–²	16.1%	29,734	0.8%	Healthcare
RL Ralph Lauren	$4,986,637	$1,253,182 â–²	33.6%	12,423	0.8%	Consumer Discretionary
META Meta Platforms	$4,836,941	$4,110,865 â–²	566.2%	8,587	0.8%	Communication Services
TOST Toast	$4,831,715	$1,674,901 â–²	53.1%	173,678	0.8%	Finance
PODD Insulet	$4,767,181	$2,652,003 â–²	125.4%	31,312	0.8%	Healthcare
ELAN Elanco Animal Health	$4,722,580	$1,409,881 â–²	42.6%	191,897	0.7%	Healthcare
UHS Universal Health Services	$4,652,089	$4,652,089 â–²	New Holding	31,287	0.7%	Healthcare
UTHR United Therapeutics	$4,545,649	$970,468 â–²	27.1%	8,389	0.7%	Healthcare
VTI Vanguard Total Stock Market ETF	$4,265,103	$345,989 â–¼	-7.5%	11,526	0.7%	ETF
Applovin Corporation - Class A Common Stock	$4,250,725	$254,013 â–²	6.4%	8,250	0.7%	Common Stock
CHWY Chewy	$4,206,675	$1,735,764 â–²	70.2%	214,080	0.7%	Consumer Discretionary
VOT Vanguard Mid-Cap Growth ETF	$4,069,262	$1,496,913 â–¼	-26.9%	13,285	0.6%	ETF
MPWR Monolithic Power Systems	$4,052,142	$319,360 â–¼	-7.3%	2,931	0.6%	Technology
JNJ Johnson & Johnson	$4,043,983	$1,060,584 â–²	35.5%	15,923	0.6%	Healthcare
PG Procter & Gamble	$3,974,321	$1,101,249 â–²	38.3%	27,103	0.6%	Consumer Staples
MRK Merck & Co., Inc.	$3,758,369	$982,897 â–²	35.4%	29,248	0.6%	Healthcare
ZM Zoom Communications	$3,703,863	$168,220 â–¼	-4.3%	42,913	0.6%	Technology
Kimberly-Clark Corporation - Common Stock	$3,627,582	$1,087,715 â–²	42.8%	33,047	0.6%	Common Stock
CL Colgate-Palmolive	$3,524,513	$1,070,996 â–²	43.7%	38,444	0.6%	Consumer Staples
TROW T. Rowe Price Group	$3,516,775	$594,940 â–²	20.4%	30,933	0.6%	Finance
ITW Illinois Tool Works	$3,515,605	$1,173,852 â–²	50.1%	12,998	0.6%	Industrials
SNA Snap-On	$3,455,467	$924,731 â–²	36.5%	8,587	0.5%	Industrials
PGR Progressive	$3,437,983	$3,437,983 â–²	New Holding	15,738	0.5%	Finance
AOS A. O. Smith	$3,421,747	$1,495,117 â–²	77.6%	54,556	0.5%	Industrials
MO Altria Group	$3,418,156	$813,833 â–²	31.2%	47,507	0.5%	Consumer Staples
JPM JPMorgan Chase & Co.	$3,382,104	$424,236 â–²	14.3%	10,332	0.5%	Finance
GIS General Mills	$3,331,721	$1,455,825 â–²	77.6%	95,739	0.5%	Consumer Staples
KHC Kraft Heinz	$3,285,700	$922,595 â–²	39.0%	139,107	0.5%	Consumer Staples
AVY Avery Dennison	$3,252,303	$1,267,120 â–²	63.8%	20,033	0.5%	Materials
GILD Gilead Sciences	$3,204,001	$1,108,008 â–²	52.9%	25,360	0.5%	Healthcare
PEP PepsiCo	$3,199,644	$1,068,308 â–²	50.1%	23,631	0.5%	Consumer Staples
CMCSA Comcast	$3,166,196	$1,293,542 â–²	69.1%	128,969	0.5%	Communication Services
CF CF Industries	$3,078,428	$693,718 â–²	29.1%	28,436	0.5%	Materials
VICI VICI Properties	$3,077,734	$984,077 â–²	47.0%	115,922	0.5%	Real Estate
PAYX Paychex	$3,045,651	$3,045,651 â–²	New Holding	30,974	0.5%	Industrials
EOG EOG Resources	$3,006,902	$606,492 â–²	25.3%	23,178	0.5%	Energy
VZ Verizon Communications	$2,961,910	$848,837 â–²	40.2%	69,955	0.5%	Communication Services
VIG Vanguard Dividend Appreciation ETF	$2,863,442	$360,859 â–²	14.4%	12,101	0.5%	ETF
CME CME Group	$2,837,102	$1,138,639 â–²	67.0%	12,847	0.4%	Finance
CBOE Cboe Global Markets	$2,824,157	$884,278 â–²	45.6%	11,638	0.4%	Finance
AMZN Amazon.com	$2,661,813	$803,215 â–²	43.2%	11,168	0.4%	Consumer Discretionary
BRK.B Berkshire Hathaway	$2,644,058	$65,551 â–²	2.5%	5,284	0.4%	Finance
GLDM SPDR Gold MiniShares Trust	$2,509,517	$2,509,517 â–²	New Holding	31,598	0.4%	ETF
ACN Accenture	$2,177,136	$796,935 â–²	57.7%	17,495	0.3%	Technology
RSP Invesco S&P 500 Equal Weight ETF	$2,153,069	$445,338 â–²	26.1%	10,119	0.3%	ETF
VO Vanguard Mid-Cap ETF	$1,964,780	$150,827 â–²	8.3%	24,386	0.3%	ETF
XOM ExxonMobil	$1,769,981	$127,423 â–²	7.8%	12,946	0.3%	Energy
BND Vanguard Total Bond Market ETF	$1,640,407	$3,355,251 â–¼	-67.2%	22,346	0.3%	ETF
AEP American Electric Power	$1,520,200	$56,638 â–²	3.9%	11,112	0.2%	Utilities
GE GE Aerospace	$1,473,305	$16,819 â–¼	-1.1%	3,942	0.2%	Industrials
GOOG Alphabet	$1,416,923	$857,574 â–²	153.3%	4,010	0.2%	Communication Services
GE Vernova Inc. Common Stock	$1,276,517	$18,790 â–²	1.5%	1,087	0.2%	Common Stock
TSLA Tesla	$1,245,661	$345,269 â–²	38.3%	2,962	0.2%	Consumer Discretionary
VGT Vanguard Information Technology ETF	$1,149,353	$1,009,748 â–²	723.3%	9,616	0.2%	ETF
IVV iShares Core S&P 500 ETF	$1,089,791	$44,191 â–²	4.2%	1,455	0.2%	ETF
VYM Vanguard High Dividend Yield ETF	$1,042,475	$147,435 â–¼	-12.4%	6,597	0.2%	ETF
XLB Materials Select Sector SPDR Fund	$984,327	$12,435,153 â–¼	-92.7%	19,365	0.2%	ETF
SPY SPDR S&P 500 ETF Trust	$902,876	$940,963 â–¼	-51.0%	1,209	0.1%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$882,404	$109,150 â–¼	-11.0%	17,446	0.1%	ETF
HD Home Depot	$794,073	$101,551 â–²	14.7%	2,252	0.1%	Consumer Discretionary
XLP Consumer Staples Select Sector SPDR Fund	$689,452	$12,159,026 â–¼	-94.6%	8,300	0.1%	ETF
CAT Caterpillar	$654,097	$21,306 â–²	3.4%	614	0.1%	Industrials
Lam Research Corporation - Common Stock	$581,490	$581,490 â–²	New Holding	1,342	0.1%	Common Stock
VGIT Vanguard Intermediate-Term Treasury ETF	$578,964	$88,178 â–²	18.0%	9,816	0.1%	ETF
VV Vanguard Large-Cap ETF	$569,227		0.0%	1,655	0.1%	ETF
ABBV AbbVie	$566,930	$39,003 â–¼	-6.4%	2,253	0.1%	Healthcare
IEFA iShares Core MSCI EAFE ETF	$564,848	$19,607 â–²	3.6%	5,848	0.1%	ETF
MTG MGIC Investment	$557,573	$48,222 â–¼	-8.0%	19,772	0.1%	Finance
XLI Industrial Select Sector SPDR Fund	$553,839	$83,909 â–²	17.9%	2,990	0.1%	ETF

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