Peak Retirement Planning, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$501.5M
Q ending 2026-03-31
Prior quarter
$427.1M
Q ending 2025-12-31
Change
+17.4% QoQ · +178.2% YoY
Positions
152
reported holdings
Largest positions
Top 100 of 152 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares 0-3 Month Treasury Bond | SGOV | Shares | $67.2M | 668K |
| Vanguard Ftse Developed Markets | VEA | Shares | $28.7M | 448K |
| Vanguard Ftse Emerging Markets | VWO | Shares | $23.4M | 434K |
| Spdr Gold Minishares | TIPX | Shares | $17.6M | 190K |
| State Street Energy Select Sector | XLE | Shares | $16.1M | 263K |
| State Street Materials Select Sect | XLB | Shares | $13.2M | 264K |
| State Street Communication Service | XLC | Shares | $12.8M | 116K |
| State Street Consumer Staples Sele | XLP | Shares | $12.7M | 155K |
| State Street Health Care Select Se | XLV | Shares | $12.5M | 85K |
| Invesco Qqq | QQQ | Shares | $12.1M | 21K |
| Vanguard Small-Cap Value | VBR | Shares | $10.9M | 50K |
| Vanguard Small-Cap Growth | VBK | Shares | $10.8M | 36K |
| Vanguard Value | VTV | Shares | $9.8M | 50K |
| Vanguard Mid-Cap Value | VOE | Shares | $9.4M | 51K |
| Vanguard Small-Cap | VB | Shares | $9.0M | 35K |
| Vanguard Growth | VUG | Shares | $8.2M | 19K |
| Nvidia Corporation | NVDA | Shares | $6.9M | 39K |
| Vanguard Mid-Cap | VO | Shares | $6.5M | 23K |
| Vanguard Total Bond Market | BND | Shares | $5.0M | 68K |
| Vanguard Real Estate | VNQ | Shares | $4.8M | 54K |
| Microsoft Corporation | MSFT | Shares | $4.7M | 13K |
| Vanguard Mid-Cap Growth | VOT | Shares | $4.7M | 18K |
| Alphabet Inc. | GOOGL | Shares | $4.4M | 15K |
| Vanguard S&P 500 | VOO | Shares | $4.3M | 7K |
| Hims & Hers Health, Inc. | HIMS | Shares | $4.1M | 198K |
| Broadcom Inc. | AVGO | Shares | $4.0M | 13K |
| Vanguard Total Stock Market | VTI | Shares | $4.0M | 12K |
| United Therapeutics Corporation | UTHR | Shares | $3.9M | 7K |
| Eli Lilly And Company | LLY | Shares | $3.7M | 4K |
| Apple Inc. | AAPL | Shares | $3.7M | 15K |
| Zoom Communications, Inc. | ZM | Shares | $3.6M | 45K |
| Exelixis, Inc. | EXEL | Shares | $3.5M | 82K |
| Flex Ltd. | Shares | $3.5M | 54K | |
| Monolithic Power Systems, Inc. | MPWR | Shares | $3.5M | 3K |
| Chewy, Inc. | CHWY | Shares | $3.4M | 126K |
| Neurocrine Biosciences, Inc. | NBIX | Shares | $3.4M | 26K |
| Abbott Laboratories | ABT | Shares | $3.2M | 31K |
| Elanco Animal Health Incorporated | ELAN | Shares | $3.2M | 135K |
| Micron Technology, Inc. | MU | Shares | $3.2M | 10K |
| Ralph Lauren Corporation | RL | Shares | $3.2M | 9K |
| Deckers Outdoor Corporation | DECK | Shares | $3.1M | 31K |
| Merit Medical Systems, Inc. | MMSI | Shares | $3.1M | 45K |
| Applovin Corporation | APP | Shares | $3.1M | 8K |
| Pultegroup, Inc. | PHM | Shares | $3.1M | 26K |
| Halozyme Therapeutics, Inc. | HALO | Shares | $3.0M | 47K |
| Toast, Inc. | TOST | Shares | $3.0M | 113K |
| Insulet Corporation | PODD | Shares | $2.9M | 14K |
| Johnson & Johnson | JNJ | Shares | $2.9M | 12K |
| Cf Industries Holdings, Inc. | CF | Shares | $2.9M | 22K |
| Procter & Gamble Company (The) | PG | Shares | $2.8M | 20K |
| Tenet Healthcare Corporation | THC | Shares | $2.7M | 14K |
| Eog Resources, Inc. | EOG | Shares | $2.7M | 19K |
| Jp Morgan Chase & Co. | JPM | Shares | $2.7M | 9K |
| Merck & Company, Inc. | MRK | Shares | $2.6M | 22K |
| Verizon Communications Inc. | VZ | Shares | $2.5M | 50K |
| Berkshire Hathaway Inc. | BRK/B | Shares | $2.5M | 5K |
| Pepsico, Inc. | PEP | Shares | $2.4M | 16K |
| Fox Corporation | FOXA | Shares | $2.4M | 41K |
| Altria Group, Inc. | MO | Shares | $2.4M | 36K |
| T. Rowe Price Group, Inc. | TROW | Shares | $2.3M | 26K |
| Gilead Sciences, Inc. | GILD | Shares | $2.3M | 17K |
| Snap-On Incorporated | SNA | Shares | $2.3M | 6K |
| Colgate-Palmolive Company | CL | Shares | $2.3M | 27K |
| Vanguard Div Appreciation | VIG | Shares | $2.3M | 11K |
| Cme Group Inc. | CME | Shares | $2.3M | 8K |
| Illinois Tool Works Inc. | ITW | Shares | $2.3M | 9K |
| The Kraft Heinz Company | KHC | Shares | $2.3M | 100K |
| Cboe Global Markets, Inc. | CBOE | Shares | $2.2M | 8K |
| Kimberly-Clark Corporation | KMB | Shares | $2.2M | 23K |
| Accenture Plc | Shares | $2.2M | 11K | |
| Comcast Corporation | CMCSA | Shares | $2.2M | 76K |
| Vici Properties Inc. | VICI | Shares | $2.2M | 79K |
| Avery Dennison Corporation | AVY | Shares | $2.1M | 12K |
| Exxon Mobil Corporation | XOM | Shares | $2.0M | 12K |
| A.O. Smith Corporation | AOS | Shares | $2.0M | 31K |
| General Mills, Inc. | GIS | Shares | $2.0M | 54K |
| Conagra Brands, Inc. | CAG | Shares | $2.0M | 127K |
| Amazon.Com, Inc. | AMZN | Shares | $1.6M | 8K |
| State Street Spdr S&P 500 | SPY | Shares | $1.6M | 2K |
| Invesco S&P 500 Equal Weight | RSP | Shares | $1.5M | 8K |
| American Electric Power Company, I | AEP | Shares | $1.4M | 11K |
| United Parcel Service, Inc. | UPS | Shares | $1.3M | 14K |
| Ge Aerospace | GE | Shares | $1.1M | 4K |
| Vanguard High Dividend Yield | VYM | Shares | $1.1M | 8K |
| Vanguard Tax-Exempt Bond | VTEB | Shares | $978K | 20K |
| Ge Vernova Inc. | GEV | Shares | $935K | 1K |
| Ishares Core S&P 500 | IVV | Shares | $912K | 1K |
| Vanguard Total International Stock | VXUS | Shares | $859K | 11K |
| Vanguard Information Tech | VGT | Shares | $815K | 1K |
| Tesla, Inc. | TSLA | Shares | $796K | 2K |
| Ishares Silver | SLV | Shares | $762K | 11K |
| Meta Platforms, Inc. | META | Shares | $738K | 1K |
| Home Depot, Inc. (The) | HD | Shares | $646K | 2K |
| Mgic Investment Corporation | MTG | Shares | $564K | 21K |
| Abbvie Inc. | ABBV | Shares | $524K | 2K |
| Ishares Core Msci Eafe | IEFA | Shares | $511K | 6K |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $495K | 8K |
| Vanguard Large-Cap | VV | Shares | $495K | 2K |
| National Fuel Gas Company | NFG | Shares | $476K | 5K |
| Wells Fargo & Company | WFC | Shares | $472K | 6K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.