Peak Retirement Planning, Inc. Portfolio Stock Holdings
Peak Retirement Planning, Inc. disclosed 152 stock positions valued at approximately $501.5 million in its latest SEC 13F filing. The largest holdings include iShares 0-3 Month Treasury Bond, Vanguard FTSE Developed Markets, and Vanguard FTSE Emerging Markets. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 152
- Portfolio Value
- $501.5M
Holdings by Sector
Peak Retirement Planning, Inc. Portfolio Holdings in Q1 2026
151 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond | SGOV | Other | 13.40% | 667,515 | +95,235 | +16.64% | $67,192,021 |
| Vanguard FTSE Developed Markets | VEA | Other | 5.72% | 447,638 | +81,148 | +22.14% | $28,684,620 |
| Vanguard FTSE Emerging Markets | VWO | Other | 4.67% | 433,645 | +72,987 | +20.24% | $23,438,488 |
| SPDR Gold MiniShares | TIPX | Other | 3.51% | 190,121 | +190,121 | +100.00% | $17,622,296 |
| State Street Energy Select Sector SPDR | XLE | Other | 3.21% | 262,695 | +26,495 | +11.22% | $16,092,688 |
| State Street Materials Select Sector SPDR | XLB | Other | 2.63% | 264,006 | +32,960 | +14.27% | $13,192,374 |
| State Street Communication Services Select Sector SPDR | XLC | Other | 2.56% | 115,716 | +25,396 | +28.12% | $12,828,326 |
| State Street Consumer Staples Select Sector SPDR | XLP | Other | 2.53% | 154,677 | +27,307 | +21.44% | $12,680,448 |
| State Street Health Care Select Sector SPDR | XLV | Other | 2.49% | 85,219 | +85,219 | +100.00% | $12,493,982 |
| Invesco QQQ | QQQ | Other | 2.42% | 21,007 | +19,015 | +954.57% | $12,124,852 |
| Vanguard Small-Cap Value | VBR | Other | 2.18% | 50,212 | +15,469 | +44.52% | $10,908,464 |
| Vanguard Small-Cap Growth | VBK | Other | 2.16% | 35,763 | +19,354 | +117.95% | $10,809,408 |
| Vanguard Value | VTV | Other | 1.95% | 49,966 | +17,583 | +54.30% | $9,803,334 |
| Vanguard Mid-Cap Value | VOE | Other | 1.88% | 51,097 | +25,153 | +96.95% | $9,416,225 |
| Vanguard Small-Cap | VB | Other | 1.80% | 34,533 | +28,751 | +497.25% | $9,044,964 |
| Vanguard Growth | VUG | Other | 1.63% | 18,761 | -4,585 | -19.64% | $8,194,768 |
| NVIDIA Corporation | NVDA | Technology | 1.37% | 39,306 | +5,617 | +16.67% | $6,854,974 |
| Vanguard Mid-Cap | VO | Other | 1.29% | 22,514 | +17,101 | +315.92% | $6,465,591 |
| Vanguard Total Bond Market | BND | Other | 1.00% | 68,052 | +59,051 | +656.05% | $5,011,359 |
| Vanguard Real Estate | VNQ | Other | 0.95% | 53,681 | +6,208 | +13.08% | $4,761,496 |
| Microsoft Corporation | MSFT | Technology | 0.94% | 12,687 | +2,544 | +25.08% | $4,696,324 |
| Vanguard Mid-Cap Growth | VOT | Other | 0.93% | 18,172 | +1,433 | +8.56% | $4,676,516 |
| Alphabet Inc. | GOOGL | Communication Services | 0.88% | 15,286 | +2,991 | +24.33% | $4,395,751 |
| Vanguard S&P 500 | VOO | Other | 0.85% | 7,155 | -6,345 | -47.00% | $4,275,746 |
| Hims & Hers Health, Inc. | HIMS | Consumer Defensive | 0.82% | 198,427 | +115,860 | +140.32% | $4,119,351 |
| Broadcom Inc. | AVGO | Technology | 0.81% | 13,078 | +3,048 | +30.39% | $4,047,791 |
| Vanguard Total Stock Market | VTI | Other | 0.80% | 12,461 | -4,620 | -27.05% | $3,997,729 |
| United Therapeutics Corporation | UTHR | Healthcare | 0.78% | 6,598 | +1,017 | +18.22% | $3,912,560 |
| Eli Lilly and Company | LLY | Healthcare | 0.75% | 4,066 | +3,423 | +532.35% | $3,739,425 |
| Apple Inc. | AAPL | Technology | 0.74% | 14,649 | +776 | +5.59% | $3,717,755 |
| Zoom Communications, Inc. | ZM | Technology | 0.72% | 44,862 | +12,300 | +37.77% | $3,606,467 |
| Exelixis, Inc. | EXEL | Healthcare | 0.70% | 82,120 | +19,614 | +31.38% | $3,522,144 |
| Flex Ltd. | FLEX | Other | 0.70% | 53,786 | +7,824 | +17.02% | $3,520,838 |
| Monolithic Power Systems, Inc. | MPWR | Technology | 0.69% | 3,162 | +121 | +3.98% | $3,457,684 |
| Chewy, Inc. | CHWY | Consumer Cyclical | 0.68% | 125,746 | +39,689 | +46.12% | $3,395,138 |
| Neurocrine Biosciences, Inc. | NBIX | Healthcare | 0.67% | 25,606 | +5,989 | +30.53% | $3,373,277 |
| Abbott Laboratories | ABT | Healthcare | 0.64% | 31,451 | +5,491 | +21.15% | $3,229,077 |
| Elanco Animal Health Incorporated | ELAN | Healthcare | 0.64% | 134,608 | +12,838 | +10.54% | $3,221,164 |
| Micron Technology, Inc. | MU | Technology | 0.64% | 9,510 | -1,370 | -12.59% | $3,212,695 |
| Ralph Lauren Corporation | RL | Consumer Cyclical | 0.64% | 9,301 | +1,445 | +18.39% | $3,199,622 |
| Deckers Outdoor Corporation | DECK | Consumer Cyclical | 0.62% | 31,098 | +3,161 | +11.31% | $3,112,586 |
| Merit Medical Systems, Inc. | MMSI | Healthcare | 0.62% | 45,143 | +12,671 | +39.02% | $3,111,692 |
| Applovin Corporation | APP | Technology | 0.62% | 7,757 | +3,556 | +84.65% | $3,087,364 |
| PulteGroup, Inc. | PHM | Consumer Cyclical | 0.61% | 26,157 | +2,175 | +9.07% | $3,076,361 |
| Halozyme Therapeutics, Inc. | HALO | Healthcare | 0.60% | 46,617 | +46,617 | +100.00% | $3,012,865 |
| Toast, Inc. | TOST | Technology | 0.60% | 113,473 | +113,473 | +100.00% | $3,008,175 |
| Insulet Corporation | PODD | Healthcare | 0.58% | 13,893 | +4,151 | +42.61% | $2,915,285 |
| Johnson & Johnson | JNJ | Healthcare | 0.57% | 11,747 | +305 | +2.67% | $2,871,495 |
| CF Industries Holdings, Inc. | CF | Basic Materials | 0.57% | 22,028 | -3,948 | -15.20% | $2,860,159 |
| Procter & Gamble Company (The) | PG | Consumer Defensive | 0.56% | 19,593 | +1,375 | +7.55% | $2,830,073 |
| Tenet Healthcare Corporation | THC | Healthcare | 0.54% | 14,472 | +113 | +0.79% | $2,731,103 |
| EOG Resources, Inc. | EOG | Energy | 0.53% | 18,503 | -829 | -4.29% | $2,675,009 |
| JP Morgan Chase & Co. | JPM | Financial Services | 0.53% | 9,036 | +968 | +12.00% | $2,657,893 |
| Merck & Company, Inc. | MRK | Healthcare | 0.52% | 21,599 | +1,362 | +6.73% | $2,598,090 |
| Verizon Communications Inc. | VZ | Communication Services | 0.50% | 49,907 | -2,214 | -4.25% | $2,505,325 |
| Berkshire Hathaway Inc. | BRK-B | Financial Services | 0.49% | 5,153 | -423 | -7.59% | $2,469,376 |
| PepsiCo, Inc. | PEP | Consumer Defensive | 0.49% | 15,741 | +846 | +5.68% | $2,444,423 |
| Fox Corporation | FOXA | Communication Services | 0.48% | 41,103 | +12,759 | +45.01% | $2,400,396 |
| Altria Group, Inc. | MO | Consumer Defensive | 0.48% | 36,196 | -65 | -0.18% | $2,388,606 |
| T. Rowe Price Group, Inc. | TROW | Financial Services | 0.46% | 25,700 | +5,987 | +30.37% | $2,316,573 |
| Gilead Sciences, Inc. | GILD | Healthcare | 0.46% | 16,590 | -17 | -0.10% | $2,312,161 |
| Snap-On Incorporated | SNA | Industrials | 0.46% | 6,289 | +482 | +8.30% | $2,284,228 |
| Colgate-Palmolive Company | CL | Consumer Defensive | 0.45% | 26,762 | -193 | -0.72% | $2,280,912 |
| Vanguard Div Appreciation | VIG | Other | 0.45% | 10,576 | +1,325 | +14.32% | $2,274,552 |
| CME Group Inc. | CME | Financial Services | 0.45% | 7,691 | +324 | +4.40% | $2,271,460 |
| Illinois Tool Works Inc. | ITW | Industrials | 0.45% | 8,658 | +351 | +4.23% | $2,253,610 |
| The Kraft Heinz Company | KHC | Consumer Defensive | 0.45% | 100,047 | +17,079 | +20.59% | $2,250,065 |
| Cboe Global Markets, Inc. | CBOE | Financial Services | 0.45% | 7,994 | -11 | -0.14% | $2,246,927 |
| Kimberly-Clark Corporation | KMB | Consumer Defensive | 0.45% | 23,138 | +2,951 | +14.62% | $2,232,122 |
| Accenture plc | ACN | Technology | 0.44% | 11,091 | +3,769 | +51.48% | $2,199,167 |
| Comcast Corporation | CMCSA | Communication Services | 0.44% | 76,279 | +8,445 | +12.45% | $2,189,972 |
| VICI Properties Inc. | VICI | Real Estate | 0.43% | 78,857 | +7,821 | +11.01% | $2,154,382 |
| Avery Dennison Corporation | AVY | Consumer Cyclical | 0.42% | 12,228 | +1,474 | +13.71% | $2,111,545 |
| Exxon Mobil Corporation | XOM | Energy | 0.41% | 12,014 | +5,240 | +77.35% | $2,038,263 |
| A.O. Smith Corporation | AOS | Industrials | 0.40% | 30,718 | +30,718 | +100.00% | $2,025,563 |
| General Mills, Inc. | GIS | Consumer Defensive | 0.40% | 53,905 | +10,870 | +25.26% | $2,006,353 |
| ConAgra Brands, Inc. | CAG | Consumer Defensive | 0.40% | 127,275 | +11,531 | +9.96% | $2,000,764 |
| Amazon.com, Inc. | AMZN | Consumer Cyclical | 0.32% | 7,798 | +925 | +13.46% | $1,624,043 |
| State Street SPDR S&P 500 | SPY | Other | 0.32% | 2,469 | +585 | +31.05% | $1,605,639 |
| Invesco S&P 500 Equal Weight | RSP | Other | 0.31% | 8,026 | +1,123 | +16.27% | $1,540,445 |
| American Electric Power Company, Inc. | AEP | Utilities | 0.28% | 10,698 | +2,373 | +28.50% | $1,402,235 |
| United Parcel Service, Inc. | UPS | Industrials | 0.27% | 13,559 | +37 | +0.27% | $1,333,976 |
| GE Aerospace | GE | Industrials | 0.23% | 3,987 | +175 | +4.59% | $1,131,310 |
| Vanguard High Dividend Yield | VYM | Other | 0.22% | 7,530 | -395 | -4.98% | $1,115,147 |
| Vanguard Tax-Exempt Bond | VTEB | Other | 0.20% | 19,604 | +7,974 | +68.56% | $978,054 |
| GE Vernova Inc. | GEV | Utilities | 0.19% | 1,071 | +45 | +4.39% | $935,180 |
| iShares Core S&P 500 | IVV | Other | 0.18% | 1,396 | +185 | +15.28% | $912,122 |
| Vanguard Total International Stock | VXUS | Other | 0.17% | 11,136 | +686 | +6.56% | $858,659 |
| Vanguard Information Tech | VGT | Other | 0.16% | 1,168 | -60 | -4.89% | $814,939 |
| Tesla, Inc. | TSLA | Consumer Cyclical | 0.16% | 2,141 | +773 | +56.51% | $795,895 |
| iShares Silver | SLV | Other | 0.15% | 11,177 | +1,264 | +12.75% | $761,610 |
| Meta Platforms, Inc. | META | Communication Services | 0.15% | 1,289 | -122 | -8.65% | $737,552 |
| Home Depot, Inc. (The) | HD | Consumer Cyclical | 0.13% | 1,964 | +121 | +6.57% | $645,835 |
| MGIC Investment Corporation | MTG | Financial Services | 0.11% | 21,482 | -168 | -0.78% | $563,893 |
| AbbVie Inc. | ABBV | Healthcare | 0.10% | 2,408 | +106 | +4.60% | $523,800 |
| iShares Core MSCI EAFE | IEFA | Other | 0.10% | 5,645 | +1,162 | +25.92% | $511,006 |
| Vanguard Intermediate-Term Treasury | VGIT | Other | 0.10% | 8,321 | +2,069 | +33.09% | $495,491 |
| Vanguard Large-Cap | VV | Other | 0.10% | 1,655 | -892 | -35.02% | $494,646 |
| National Fuel Gas Company | NFG | Energy | 0.09% | 5,064 | - | - | $475,836 |
| Wells Fargo & Company | WFC | Financial Services | 0.09% | 5,931 | -964 | -13.98% | $472,136 |