Peak Retirement Planning, Inc.

Est. AUM

$434.3M

13F long equity, this entity only

Positions

151

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Vanguard FTSE Developed Markets	Exchange Traded Fund	$28.7M	447638	6.61%	SOLE
2	Vanguard FTSE Emerging Markets	Exchange Traded Fund	$23.4M	433645	5.40%	SOLE
3	SPDR Gold MiniShares	Exchange Traded Fund	$17.6M	190121	4.06%	SOLE
4	State Street Energy Select Sector SPDR	Exchange Traded Fund	$16.1M	262695	3.71%	SOLE
5	State Street Materials Select Sector SPDR	Exchange Traded Fund	$13.2M	264006	3.04%	SOLE
6	State Street Communication Services Select Sector SPDR	Exchange Traded Fund	$12.8M	115716	2.95%	SOLE
7	State Street Consumer Staples Select Sector SPDR	Exchange Traded Fund	$12.7M	154677	2.92%	SOLE
8	State Street Health Care Select Sector SPDR	Exchange Traded Fund	$12.5M	85219	2.88%	SOLE
9	Invesco QQQ	Exchange Traded Fund	$12.1M	21007	2.79%	SOLE
10	Vanguard Small-Cap Value	Exchange Traded Fund	$10.9M	50212	2.51%	SOLE
11	Vanguard Small-Cap Growth	Exchange Traded Fund	$10.8M	35763	2.49%	SOLE
12	Vanguard Value	Exchange Traded Fund	$9.8M	49966	2.26%	SOLE
13	Vanguard Mid-Cap Value	Exchange Traded Fund	$9.4M	51097	2.17%	SOLE
14	Vanguard Small-Cap	Exchange Traded Fund	$9.0M	34533	2.08%	SOLE
15	Vanguard Growth	Exchange Traded Fund	$8.2M	18761	1.89%	SOLE
16	NVIDIA Corporation	Common Stock	$6.9M	39306	1.58%	SOLE
17	Vanguard Mid-Cap	Exchange Traded Fund	$6.5M	22514	1.49%	SOLE
18	Vanguard Total Bond Market	Exchange Traded Fund	$5.0M	68052	1.15%	SOLE
19	Vanguard Real Estate	Exchange Traded Fund	$4.8M	53681	1.10%	SOLE
20	Microsoft Corporation	Common Stock	$4.7M	12687	1.08%	SOLE
21	Vanguard Mid-Cap Growth	Exchange Traded Fund	$4.7M	18172	1.08%	SOLE
22	Alphabet Inc.	Common Stock	$4.4M	15286	1.01%	SOLE
23	Vanguard S&P 500	Exchange Traded Fund	$4.3M	7155	0.98%	SOLE
24	Hims & Hers Health, Inc.	Class A Common Stock	$4.1M	198427	0.95%	SOLE
25	Broadcom Inc.	Common Stock	$4.0M	13078	0.93%	SOLE
26	Vanguard Total Stock Market	Exchange Traded Fund	$4.0M	12461	0.92%	SOLE
27	United Therapeutics Corporation	Common Stock	$3.9M	6598	0.90%	SOLE
28	Eli Lilly and Company	Common Stock	$3.7M	4066	0.86%	SOLE
29	Apple Inc.	Common Stock	$3.7M	14649	0.86%	SOLE
30	Zoom Communications, Inc.	Common Stock	$3.6M	44862	0.83%	SOLE
31	Exelixis, Inc.	Common Stock	$3.5M	82120	0.81%	SOLE
32	Flex Ltd.	Common Stock	$3.5M	53786	0.81%	SOLE
33	Monolithic Power Systems, Inc.	Common Stock	$3.5M	3162	0.80%	SOLE
34	Chewy, Inc.	Common Stock	$3.4M	125746	0.78%	SOLE
35	Neurocrine Biosciences, Inc.	Common Stock	$3.4M	25606	0.78%	SOLE
36	Abbott Laboratories	Common Stock	$3.2M	31451	0.74%	SOLE
37	Elanco Animal Health Incorporated	Common Stock	$3.2M	134608	0.74%	SOLE
38	Micron Technology, Inc.	Common Stock	$3.2M	9510	0.74%	SOLE
39	Ralph Lauren Corporation	Common Stock	$3.2M	9301	0.74%	SOLE
40	Deckers Outdoor Corporation	Common Stock	$3.1M	31098	0.72%	SOLE
41	Merit Medical Systems, Inc.	Common Stock	$3.1M	45143	0.72%	SOLE
42	Applovin Corporation	Common Stock	$3.1M	7757	0.71%	SOLE
43	PulteGroup, Inc.	Common Stock	$3.1M	26157	0.71%	SOLE
44	Halozyme Therapeutics, Inc.	Common Stock	$3.0M	46617	0.69%	SOLE
45	Toast, Inc.	Common Stock	$3.0M	113473	0.69%	SOLE
46	Insulet Corporation	Common Stock	$2.9M	13893	0.67%	SOLE
47	Johnson & Johnson	Common Stock	$2.9M	11747	0.66%	SOLE
48	CF Industries Holdings, Inc.	Common Stock	$2.9M	22028	0.66%	SOLE
49	Procter & Gamble Company (The)	Common Stock	$2.8M	19593	0.65%	SOLE
50	Tenet Healthcare Corporation	Common Stock	$2.7M	14472	0.63%	SOLE

1–50 of 151

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.