Peak Retirement Planning, Inc.

Name: Peak Retirement Planning, Inc. — 13F holdings
Creator: Fundocap
License: https://creativecommons.org/licenses/by/4.0/

CIK 0002056697 · COLUMBUS, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗

Peak Retirement Planning, Inc. reported 194 positions worth $631.6M as of June 30, 2026 (13F filed August 10, 2026). Largest holding: SGOV (10.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.

$631.6M

2026 Q2

Positions

194

Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.

40.0%

Est. Net Flow (Q)

—

2026 Q2

Positions Changes Mix History BacktestPRO

10 / 194 positions shown

#	Symbol	Company	Type	Value ↓	% Port.	Shares	1Y	YTD
▸ 1	SGOV	iShares 0-3 Month Treasury Bond ETF	SH	$65.8M	10.42%	653,810	—	—
▸ 2	QQQ	Invesco QQQ Trust, Series 1	SH	$34.7M	5.49%	47,055	—	—
▸ 3	VEA	Vanguard FTSE Developed Markets ETF	SH	$28.7M	4.55%	403,062	—	—
▸ 4	VWO	Vanguard FTSE Emerging Markets ETF	SH	$18.9M	3.00%	317,385	—	—
▸ 5	XLV	State Street Health Care Select Sector SPDR ETF	SH	$18.4M	2.92%	116,103	—	—
▸ 6	VBK	Vanguard Morningstar Small-Cap Growth ETF	SH	$17.5M	2.77%	47,871	—	—
▸ 7	XLE	State Street Energy Select Sector SPDR ETF	SH	$17.5M	2.77%	329,503	—	—
▸ 8	XLY	State Street Consumer Discretionary Select Sector SPDR ETF	SH	$17.2M	2.71%	146,239	—	—
▸ 9	XLRE	State Street Real Estate Select Sector SPDR ETF	SH	$17.0M	2.70%	386,766	—	—
▸ 10	XLC	State Street Communication Services Select Sector SPDR ETF	SH	$16.7M	2.64%	155,779	—	—

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Peak Retirement Planning, Inc. hold as of Q2 2026?

Peak Retirement Planning, Inc. reported 194 positions worth $631.6M in its Q2 2026 13F filing. Largest positions: SGOV (10.4%), QQQ (5.5%), VEA (4.5%), VWO (3.0%) and XLV (2.9%).

What did Peak Retirement Planning, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Peak Retirement Planning, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.