Peak Retirement Planning, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, Peak Retirement Planning, Inc. held in its portfolio 145 assets valued at $427,108,746 (i.e. $427.11M).

The most valuable assets in the portfolio included: iShares 0-3 Month Treasury Bond ETF ($57.45M), Invesco QQQ Trust, Series 1 ($23.02M), and Vanguard FTSE Developed Markets ETF ($22.90M).

The chart below shows the top 10 valuable assets, and the table below shows the top 145 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Peak Retirement Planning, Inc. Portfolio

iShares 0-3 Month Treasury Bond ETF

Invesco QQQ Trust, Series 1

Vanguard FTSE Developed Markets ETF

Vanguard FTSE Emerging Markets ETF

SPDR Gold MiniShares Trust

Vanguard Growth ETF

State Street Communication Services Select Sector SPDR ETF

State Street Energy Select Sector SPDR ETF

State Street Materials Select Sector SPDR ETF

State Street Real Estate Select Sector SPDR ETF

Peak Retirement Planning, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
iShares 0-3 Month Treasury Bond ETF	572280	57445496	Exchange Traded Fund
Invesco QQQ Trust, Series 1	37471	23018915	Exchange Traded Fund
Vanguard FTSE Developed Markets ETF	366490	22894609	Exchange Traded Fund
Vanguard FTSE Emerging Markets ETF	360658	19388975	Exchange Traded Fund
SPDR Gold MiniShares Trust	170109	14522197	Exchange Traded Fund
Vanguard Growth ETF	23346	11389461	Exchange Traded Fund
State Street Communication Services Select Sector SPDR ETF	90320	10632474	Exchange Traded Fund
State Street Energy Select Sector SPDR ETF	236200	10560523	Exchange Traded Fund
State Street Materials Select Sector SPDR ETF	231046	10477955	Exchange Traded Fund
State Street Real Estate Select Sector SPDR ETF	255769	10320265	Exchange Traded Fund
State Street Consumer Staples Select Sector SPDR ETF	127370	9894129	Exchange Traded Fund
Vanguard S&P 500 ETF	13500	8466463	Exchange Traded Fund
Vanguard Small-Cap Value ETF	34743	7358183	Exchange Traded Fund
NVIDIA Corporation - Common Stock	33689	6283090	Common Stock
Vanguard Value ETF	32383	6184870	Exchange Traded Fund
Vanguard Total Stock Market ETF	17081	5726598	Exchange Traded Fund
Vanguard Small-Cap Growth ETF	16409	4957301	Exchange Traded Fund
Microsoft Corporation - Common Stock	10143	4905378	Common Stock
Vanguard Mid-Cap Growth ETF	16739	4672652	Exchange Traded Fund
Vanguard Mid-Cap Value ETF	25944	4601624	Exchange Traded Fund
Vanguard Real Estate ETF	47473	4200875	Exchange Traded Fund
Alphabet Inc. - Class A Common Stock	12295	3848334	Class A Common Stock
Apple Inc. - Common Stock	13873	3771573	Common Stock
Broadcom Inc. - Common Stock	10030	3471334	Common Stock
Abbott Laboratories Common Stock	25960	3252473	Common Stock
Micron Technology, Inc. - Common Stock	10880	3105398	Common Stock
Deckers Outdoor Corporation Common Stock	27937	2896224	Common Stock
Merit Medical Systems, Inc. - Common Stock	32472	2862105	Common Stock
Tenet Healthcare Corporation Common Stock	14359	2853511	Common Stock
Palo Alto Networks, Inc. - Common Stock	15486	2852486	Common Stock
Chewy, Inc. Class A Common Stock	86057	2844189	Class A Common Stock
Applovin Corporation - Class A Common Stock	4201	2830400	Class A Common Stock
Charter Communications, Inc. - Class A Common Stock	13540	2826510	Class A Common Stock
PulteGroup, Inc. Common Stock	23982	2812145	Common Stock
Zoom Communications, Inc. - Class A Common Stock	32562	2809734	Class A Common Stock
Berkshire Hathaway Inc. New Common Stock	5576	2802771	Common Stock
Neurocrine Biosciences, Inc. - Common Stock	19617	2782220	Common Stock
Ralph Lauren Corporation Common Stock	7856	2778132	Common Stock
Flex Ltd. - Ordinary Shares	45962	2777016	Common Stock
Insulet Corporation - Common Stock	9742	2769057	Common Stock
Monolithic Power Systems, Inc. - Common Stock	3041	2756076	Common Stock
Elanco Animal Health Incorporated Common Stock	121770	2755659	Common Stock
Pinterest, Inc. Class A Common Stock	106401	2754729	Class A Common Stock
Exelixis, Inc. - Common Stock	62506	2739637	Common Stock
United Therapeutics Corporation - Common Stock	5581	2719156	Common Stock
Hims & Hers Health, Inc. Class A Common Stock	82567	2680961	Class A Common Stock
Procter & Gamble Company (The) Common Stock	18218	2610783	Common Stock
JP Morgan Chase & Co. Common Stock	8068	2599529	Common Stock
Johnson & Johnson Common Stock	11442	2367875	Common Stock
PepsiCo, Inc. - Common Stock	14895	2137677	Common Stock
Merck & Company, Inc. Common Stock (new)	20237	2130123	Common Stock
Colgate-Palmolive Company Common Stock	26955	2129977	Common Stock
Verizon Communications Inc. Common Stock	52121	2122878	Common Stock
Altria Group, Inc.	36261	2090823	Common Stock
Fox Corporation - Class A Common Stock	28344	2071105	Class A Common Stock
Illinois Tool Works Inc. Common Stock	8307	2046119	Common Stock
Gilead Sciences, Inc. - Common Stock	16607	2038346	Common Stock
Kimberly-Clark Corporation - Common Stock	20187	2036664	Common Stock
Vanguard Div Appreciation ETF	9251	2033285	Exchange Traded Fund
EOG Resources, Inc. Common Stock	19332	2030043	Common Stock
U.S. Bancorp Common Stock	38008	2028080	Common Stock
Comcast Corporation - Class A Common Stock	67834	2027565	Class A Common Stock
T. Rowe Price Group, Inc. - Common Stock	19713	2018186	Common Stock
The Kraft Heinz Company - Common Stock	82968	2011980	Common Stock
CME Group Inc. - Class A Common Stock	7367	2011655	Class A Common Stock
Cboe Global Markets, Inc. Common Stock	8005	2009180	Common Stock
CF Industries Holdings, Inc. Common Stock	25976	2009014	Common Stock
ConAgra Brands, Inc. Common Stock	115744	2003525	Common Stock
Snap-On Incorporated Common Stock	5807	2001211	Common Stock
General Mills, Inc. Common Stock	43035	2001108	Common Stock
VICI Properties Inc. Common Stock	71036	1997532	Common Stock
Accenture plc Class A Ordinary Shares (Ireland)	7322	1964409	Class A Common Stock
Avery Dennison Corporation Common Stock	10754	1955955	Common Stock
Amazon.com, Inc. - Common Stock	6873	1586382	Common Stock
Vanguard Mid-Cap ETF	5413	1570926	Exchange Traded Fund
Vanguard Small-Cap ETF	5782	1491381	Exchange Traded Fund
United Parcel Service, Inc. Common Stock	13522	1341272	Common Stock
Invesco S&P 500 Equal Weight ETF	6903	1322304	Exchange Traded Fund
State Street SPDR S&P 500 ETF Trust	1884	1284654	Exchange Traded Fund
INVSC QQQ TRUST SRS 1 ETF	1992	1223706	Exchange Traded Fund
GE Aerospace Common Stock	3812	1174308	Common Stock
Vanguard High Dividend Yield ETF	7925	1137405	Exchange Traded Fund
American Electric Power Company, Inc. - Common Stock	8325	959946	Common Stock
Meta Platforms, Inc. - Class A Common Stock	1411	931668	Class A Common Stock
Vanguard Information Tech ETF	1228	925996	Exchange Traded Fund
iShares Core S&P 500 ETF	1211	829675	Exchange Traded Fund
Exxon Mobil Corporation Common Stock	6774	815237	Common Stock
Vanguard Large-Cap ETF	2547	801904	Exchange Traded Fund
Vanguard Total International Stock ETF	10450	788370	Exchange Traded Fund
Eli Lilly and Company Common Stock	643	690766	Common Stock
SPDR GOLD MINISHARES ETV	8019	684582	Exchange Traded Fund
GE Vernova Inc. Common Stock	1026	670292	Common Stock
Vanguard Total Bond Market ETF	9001	666690	Exchange Traded Fund
Wells Fargo & Company Common Stock	6895	642576	Common Stock
iShares Silver Trust	9913	638598	Exchange Traded Fund
Home Depot, Inc. (The) Common Stock	1843	634233	Common Stock
MGIC Investment Corporation Common Stock	21650	632607	Common Stock
Tesla, Inc. - Common Stock	1368	615193	Common Stock
State Street Consumer Discretionary Select Sector SPDR ETF	5119	611300	Exchange Traded Fund
Vanguard Tax-Exempt Bond ETF	11630	584889	Exchange Traded Fund
AbbVie Inc. Common Stock	2302	526064	Common Stock
Vanguard Mega Cap Growth ETF	1245	513845	Exchange Traded Fund
Fidelity Enhanced Large Cap Core ETF	12619	481686	Exchange Traded Fund
iShares 1-5 Year Investment Grade Corporate Bond ETF	8695	459817	Exchange Traded Fund
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	8567	423705	Exchange Traded Fund
Alphabet Inc. - Class C Capital Stock	1313	412046	Common Stock
National Fuel Gas Company Common Stock	5064	405436	Common Stock
iShares Core MSCI EAFE ETF	4483	401080	Exchange Traded Fund
iShares S&P 500 Growth ETF	3218	396673	Exchange Traded Fund
Lowe's Companies, Inc. Common Stock	1645	396663	Common Stock
iShares Core S&P U.S. Value ETF	3832	392959	Exchange Traded Fund
State Street Financial Select Sector SPDR ETF	6930	379561	Exchange Traded Fund
Vanguard Intermediate-Term Treasury ETF	6252	374654	Exchange Traded Fund
State Street Utilities Select Sector SPDR ETF	8309	354723	Exchange Traded Fund
INVSC BULLETSHA 2026 CRPBND ETF IV	17922	350823	Exchange Traded Fund
American Express Company Common Stock	884	326987	Common Stock
Dimensional ETF U.S. Core Equity 2 ETF	8207	324920	Exchange Traded Fund
Southern Company (The) Common Stock	3682	321029	Common Stock
Oracle Corporation Common Stock	1639	319410	Common Stock
International Business Machines Corporation Common Stock	1076	318830	Common Stock
NextEra Energy, Inc. Common Stock	3834	307807	Common Stock
UnitedHealth Group Incorporated Common Stock (DE)	906	299126	Common Stock
State Street SPDR Portfolio S&P 500 ETF	3693	296230	Exchange Traded Fund
Park National Corporation Common Stock	1940	295219	Common Stock
Schwab US Dividend Equity ETF	10754	294971	Exchange Traded Fund
iShares Core Dividend Growth ETF	4187	290694	Exchange Traded Fund
Caterpillar, Inc. Common Stock	503	288215	Common Stock
iShares Broad USD High Yield Corporate Bond ETF	7440	278254	Exchange Traded Fund
SPDR Gold Shares	697	276189	Exchange Traded Fund
PACCAR Inc. - Common Stock	2371	259612	Common Stock
PIMCO Multisector Bond Active Exchange-Traded Fund	9587	255781	Exchange Traded Fund
Walmart Inc. - Common Stock	2269	252777	Common Stock
Truist Financial Corporation Common Stock	5034	247715	Common Stock
iShares 0-5 Year High Yield Corporate Bond ETF	5517	236498	Exchange Traded Fund
Sprott Physical Platinum and Palladium Trust	13928	234553	Exchange Traded Fund
Advanced Micro Devices, Inc. - Common Stock	1031	220787	Common Stock
McDonald's Corporation Common Stock	719	219673	Common Stock
Visa Inc.	620	217472	Common Stock
Palantir Technologies Inc. - Class A Common Stock	1209	214873	Class A Common Stock
Vanguard Intermediate-Term Corporate Bond ETF	2520	211048	Exchange Traded Fund
Medtronic plc. Ordinary Shares	2186	209987	Common Stock
Avantis U.S. Equity ETF	1865	208422	Exchange Traded Fund
FedEx Corporation Common Stock	720	207876	Common Stock
iShares Preferred and Income Securities ETF	6653	205981	Exchange Traded Fund
iShares Russell 3000 Fund	524	202725	Exchange Traded Fund