Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Peak Retirement Planning, Inc. (CIK 2056697) reported $501.5M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SGOV ($67.2M, 13.40%), VEA ($28.7M, 5.72%), VWO ($23.4M, 4.67%), TIPX ($17.6M, 3.51%), XLE ($16.1M, 3.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond | $67.2M | 13.40% | 667,515 | Added |
| 2 | VEA | Vanguard FTSE Developed Markets | $28.7M | 5.72% | 447,638 | Added |
| 3 | VWO | Vanguard FTSE Emerging Markets | $23.4M | 4.67% | 433,645 | Added |
| 4 | TIPX | SPDR Gold MiniShares | $17.6M | 3.51% | 190,121 | New |
| 5 | XLE | State Street Energy Select Sector SPDR | $16.1M | 3.21% | 262,695 | Added |
| 6 | XLB | State Street Materials Select Sector SPDR | $13.2M | 2.63% | 264,006 | Added |
| 7 | XLC | State Street Communication Services Select Sector SPDR | $12.8M | 2.56% | 115,716 | Added |
| 8 | XLP | State Street Consumer Staples Select Sector SPDR | $12.7M | 2.53% | 154,677 | Added |
| 9 | XLV | State Street Health Care Select Sector SPDR | $12.5M | 2.49% | 85,219 | New |
| 10 | QQQ | Invesco QQQ | $12.1M | 2.42% | 21,007 | Trimmed |
| 11 | VBR | Vanguard Small-Cap Value | $10.9M | 2.18% | 50,212 | Added |
| 12 | VBK | Vanguard Small-Cap Growth | $10.8M | 2.16% | 35,763 | Added |
| 13 | VTV | Vanguard Value | $9.8M | 1.95% | 49,966 | Added |
| 14 | VOE | Vanguard Mid-Cap Value | $9.4M | 1.88% | 51,097 | Added |
| 15 | VB | Vanguard Small-Cap | $9.0M | 1.80% | 34,533 | Added |
| 16 | VUG | Vanguard Growth | $8.2M | 1.63% | 18,761 | Trimmed |
| 17 | NVDA | NVIDIA Corporation | $6.9M | 1.37% | 39,306 | Added |
| 18 | VO | Vanguard Mid-Cap | $6.5M | 1.29% | 22,514 | Added |
| 19 | BND | Vanguard Total Bond Market | $5.0M | 1.00% | 68,052 | Added |
| 20 | VNQ | Vanguard Real Estate | $4.8M | 0.95% | 53,681 | Added |
| 21 | MSFT | Microsoft Corporation | $4.7M | 0.94% | 12,687 | Added |
| 22 | VOT | Vanguard Mid-Cap Growth | $4.7M | 0.93% | 18,172 | Added |
| 23 | GOOGL | Alphabet Inc. | $4.4M | 0.88% | 15,286 | Added |
| 24 | VOO | Vanguard S&P 500 | $4.3M | 0.85% | 7,155 | Trimmed |
| 25 | HIMS | Hims & Hers Health, Inc. | $4.1M | 0.82% | 198,427 | Added |
Source: SEC Form 13F filings · as of 2026-03-31