Q2 2026 13F · SEC CIK 2056697

Peak Retirement Planning, Inc.

Wealth managerFiled 2026-08-10 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $631.6M
Reported positions: 194
Holdings vs S&P 500, 3 yrs: —
Assets under management: $631.0M

Peak Retirement Planning, Inc. is a wealth manager that reported 194 positions worth $631.6M in its Q2 2026 13F, filed 2026-08-10. Its largest holdings were Ishares Tr (SGOV, 10.4%), Invesco Qqq Tr (QQQ, 5.5%), Vanguard Ftse Developed Markets Index Fu (VEA, 4.5%).

Peak Retirement Planning, Inc. holdings largest 50 of 194 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peak Retirement Planning, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SGOVIshares Tr	10.4%	13.4%	653,810	-2.1%	$65.8M
QQQInvesco Qqq Tr	5.5%	2.4%	47,055	+124.0%	$34.7M
VEAVanguard Ftse Developed Markets Index Fu	4.5%	5.7%	403,062	-10.0%	$28.7M
VWOVanguard Intl Equity Index F	3.0%	4.7%	317,385	-26.8%	$18.9M
XLVSelect Sector Spdr Tr	2.9%	2.5%	116,103	+36.2%	$18.4M
VBKVanguard Index Fds	2.8%	2.2%	47,871	+33.9%	$17.5M
XLESelect Sector Spdr Tr	2.8%	3.2%	329,503	+25.4%	$17.5M
XLYSelect Sector Spdr Tr	2.7%	—	146,239	—	$17.2M
XLRESelect Sector Spdr Tr	2.7%	—	386,766	—	$17.0M
XLCSelect Sector Spdr Tr	2.6%	2.6%	155,779	+34.6%	$16.7M
VBRVanguard Index Fds	2.2%	2.2%	56,505	+12.5%	$13.7M
VTVVanguard Index Fds	2.2%	2.0%	62,479	+25.0%	$13.6M
VUGVanguard Index Fds	2.1%	1.6%	156,415	+733.7%	$13.5M
VOEVanguard Index Fds	1.8%	1.9%	57,532	+12.6%	$11.4M
VOOVanguard Index Fds	1.8%	0.9%	16,364	+128.7%	$11.2M
NVDANvidia Corporation	1.7%	1.4%	54,264	+38.1%	$10.9M
VBVanguard Index Fds	1.7%	1.8%	35,246	+2.1%	$10.7M
GOOGLAlphabet Inc	1.1%	0.9%	19,651	+28.6%	$7.0M
VNQVanguard Index Fds	1.1%	0.9%	71,525	+33.2%	$6.9M
MUMicron Technology Inc	1.1%	0.6%	5,948	-37.5%	$6.9M
MSFTMicrosoft Corp	1.0%	0.9%	16,684	+31.5%	$6.2M
LLYEli Lilly & Co	1.0%	0.7%	5,056	+24.3%	$6.1M
AMDAdvanced Micro Devices Inc	0.9%	—	10,172	—	$5.9M
AAPLApple Inc	0.8%	0.7%	18,319	+25.1%	$5.3M
HALOHalozyme Therapeutics Inc	0.8%	0.6%	67,523	+44.8%	$5.3M
THCTenet Healthcare Corp	0.8%	—	27,789	—	$5.2M
EXELExelixis Inc	0.8%	0.7%	94,407	+15.0%	$5.1M
MMSIMerit Med Sys Inc	0.8%	0.6%	74,008	+63.9%	$5.1M
VVisa Inc	0.8%	—	14,791	—	$5.1M
AVGOBroadcom Inc	0.8%	0.8%	13,384	+2.3%	$5.1M
FLEXFlex Ltd Ord	0.8%	0.7%	31,191	-42.0%	$5.1M
NBIXNeurocrine Biosciences Inc	0.8%	0.7%	29,734	+16.1%	$5.0M
RLRalph Lauren Corp	0.8%	0.6%	12,423	+33.6%	$5.0M
METAMeta Platforms Inc	0.8%	—	8,587	—	$4.8M
TOSTToast Inc	0.8%	0.6%	173,678	+53.1%	$4.8M
PODDInsulet Corp	0.8%	0.6%	31,312	+125.4%	$4.8M
ELANElanco Animal Health Inc	0.7%	0.6%	191,897	+42.6%	$4.7M
UHSUniversal Hlth Svcs Inc	0.7%	—	31,287	—	$4.7M
UTHRUnited Therapeutics Corp Del	0.7%	0.8%	8,389	+27.1%	$4.5M
VTIVanguard Index Fds	0.7%	0.8%	11,526	-7.5%	$4.3M
APPApplovin Corp	0.7%	0.6%	8,250	+6.4%	$4.3M
CHWYChewy Inc	0.7%	0.7%	214,080	+70.2%	$4.2M
VOTVanguard Index Fds	0.6%	0.9%	13,285	-26.9%	$4.1M
MPWRMonolithic Pwr Sys Inc	0.6%	0.7%	2,931	-7.3%	$4.1M
JNJJohnson & Johnson	0.6%	0.6%	15,923	+35.5%	$4.0M
PGProcter & Gamble Co	0.6%	0.6%	27,103	+38.3%	$4.0M
MRKMerck & Co Inc	0.6%	—	29,248	—	$3.8M
ZMZoom Communications Inc	0.6%	0.7%	42,913	-4.3%	$3.7M
KMBKimberly-Clark Corp	0.6%	—	33,047	—	$3.6M
CLColgate Palmolive Co	0.6%	—	38,444	—	$3.5M

What Peak Retirement Planning, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VUG Vanguard Index Fds+733.7% shares
VOO Vanguard Index Fds+128.7% shares
PODD Insulet Corp+125.4% shares
QQQ Invesco Qqq Tr+124.0% shares
CHWY Chewy Inc+70.2% shares
MMSI Merit Med Sys Inc+63.9% shares
TOST Toast Inc+53.1% shares
HALO Halozyme Therapeutics Inc+44.8% shares

Reduced

FLEX Flex Ltd Ord-42.0% shares
MU Micron Technology Inc-37.5% shares
VOT Vanguard Index Fds-26.9% shares
VWO Vanguard Intl Equity Index F-26.8% shares
VEA Vanguard Ftse Developed Markets Index Fu-10.0% shares
VTI Vanguard Index Fds-7.5% shares
MPWR Monolithic Pwr Sys Inc-7.3% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.1% /yr; S&P 500 +22.0%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$631.6M	194
Q1 2026	$501.5M	152
Q4 2025	$427.1M	143
Q3 2025	$355.1M	128
Q2 2025	$247.7M	118
Q4 2024	$148.0M	96

Questions about Peak Retirement Planning, Inc.'s portfolio

What stocks does Peak Retirement Planning, Inc. own?

Peak Retirement Planning, Inc.'s latest 13F, for Q2 2026 and filed Aug 10, 2026, lists 194 positions worth $631.6M. The largest are Ishares Tr (SGOV) at 10.4%, Invesco Qqq Tr (QQQ) at 5.5%, Vanguard Ftse Developed Markets Index Fu (VEA) at 4.5%, Vanguard Intl Equity Index F (VWO) at 3.0% and Select Sector Spdr Tr (XLV) at 2.9%.

What did Peak Retirement Planning, Inc. buy last quarter?

In Q2 2026, Peak Retirement Planning, Inc. added Vanguard Index Fds (VUG) (+733.7% shares), Vanguard Index Fds (VOO) (+128.7% shares) and Insulet Corp (PODD) (+125.4% shares), compared with its Q1 2026 filing.

What did Peak Retirement Planning, Inc. sell last quarter?

In Q2 2026, Peak Retirement Planning, Inc. cut from its top 50 Spdr Series Trust (TIPX), cut from its top 50 Select Sector Spdr Tr (XLB), cut from its top 50 Select Sector Spdr Tr (XLP), cut from its top 50 Vanguard Index Fds (VO), cut from its top 50 Vanguard Bd Index Fds (BND), Flex Ltd Ord (FLEX) (-42.0% shares), Micron Technology Inc (MU) (-37.5% shares) and Vanguard Index Fds (VOT) (-26.9% shares), compared with its Q1 2026 filing.

When is Peak Retirement Planning, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Peak Retirement Planning, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Peak Retirement Planning, Inc. manage?

Peak Retirement Planning, Inc. reported $631.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $631.6M.