Peak Retirement Planning, Inc. 13F Holdings · Q2 2026
Peak Retirement Planning, Inc. reported 194 securities worth $631.63M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SGOV (10.42%), QQQ (5.49%), VEA (4.55%). Among its top 25 positions this quarter: 1 new, 20 added, 4 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond ETF | $65.8M | 10.42% | 653,810 | Trimmed |
| 2 | QQQ | Invesco QQQ Trust, Series 1 | $34.7M | 5.49% | 47,055 | Added |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | $28.7M | 4.55% | 403,062 | Trimmed |
| 4 | VWO | Vanguard FTSE Emerging Markets ETF | $18.9M | 3.00% | 317,385 | Trimmed |
| 5 | XLV | State Street Health Care Select Sector SPDR ETF | $18.4M | 2.92% | 116,103 | Added |
| 6 | VBK | Vanguard Morningstar Small-Cap Growth ETF | $17.5M | 2.77% | 47,871 | Added |
| 7 | XLE | State Street Energy Select Sector SPDR ETF | $17.5M | 2.77% | 329,503 | Added |
| 8 | XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $17.2M | 2.72% | 146,239 | Added |
| 9 | XLRE | State Street Real Estate Select Sector SPDR ETF | $17.0M | 2.70% | 386,766 | Added |
| 10 | XLC | State Street Communication Services Select Sector SPDR ETF | $16.7M | 2.64% | 155,779 | Added |
| 11 | VBR | Vanguard Morningstar Small-Cap Value ETF | $13.7M | 2.17% | 56,505 | Added |
| 12 | VTV | Vanguard Morningstar Value ETF | $13.6M | 2.16% | 62,479 | Added |
| 13 | VUG | Vanguard Morningstar Growth ETF | $13.5M | 2.13% | 156,415 | Added |
| 14 | VOE | Vanguard Morningstar Mid-Cap Value ETF | $11.4M | 1.80% | 57,532 | Added |
| 15 | VOO | Vanguard S&P 500 ETF | $11.2M | 1.78% | 16,364 | Added |
| 16 | NVDA | NVIDIA Corporation - Common Stock | $10.9M | 1.72% | 54,264 | Added |
| 17 | VB | Vanguard Morningstar Small-Cap ETF | $10.7M | 1.69% | 35,246 | Added |
| 18 | GOOGL | Alphabet Inc. - Class A Common Stock | $7.0M | 1.11% | 19,651 | Added |
| 19 | MU | Micron Technology, Inc. - Common Stock | $6.9M | 1.09% | 5,948 | Trimmed |
| 20 | VNQ | Vanguard Real Estate ETF | $6.9M | 1.09% | 71,525 | Added |
| 21 | MSFT | Microsoft Corporation - Common Stock | $6.2M | 0.99% | 16,684 | Added |
| 22 | LLY | Eli Lilly and Company Common Stock | $6.1M | 0.96% | 5,056 | Added |
| 23 | AMD | Advanced Micro Devices, Inc. - Common Stock | $5.9M | 0.94% | 10,172 | New |
| 24 | AAPL | Apple Inc. - Common Stock | $5.3M | 0.84% | 18,319 | Added |
| 25 | HALO | Halozyme Therapeutics, Inc. - Common Stock | $5.3M | 0.84% | 67,523 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR