Peak Retirement Planning, Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 10, 2026), Peak Retirement Planning, Inc. reported 194 stock positions worth $631.6 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 10.4% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 5.5%) and Vanguard Ftse Developed ETF (VEA, 4.5%). Compared with Q1 2026, it opened 49 new positions, sold out of 7, added to 105 and reduced 35. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +124%) and the biggest sale an exit from SS SPDR BB 1-10YR Tips ETF (TIPX).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0002056697
- Portfolio Value
- $631.6M (Q2 2026)
- SEC Filing
- 0002056697-26-000003 ↗ filed Aug 10, 2026
Holdings Value
Holdings 194 stocks · $631.6M
| SGOV iShares 0-3 Month Treasury B | 10.42% | 653,810 | $65.8M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 5.49% | 47,055 | $34.7M | Add +124.0% |
| VEA Vanguard Ftse Developed ETF | 4.55% | 403,062 | $28.7M | Reduce -10.0% |
| VWO Vanguard Ftse Emerging Marke | 3.00% | 317,385 | $18.9M | Reduce -26.8% |
| XLV SS Health Care Select Sector | 2.92% | 116,103 | $18.4M | Add +36.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.77% | 47,871 | $17.5M | Add +33.9% |
| XLE SS Energy Select Sector | 2.77% | 329,503 | $17.5M | Add +25.4% |
| XLY SS Consumer Disc Select Sect | 2.72% | 146,239 | $17.2M | Add +4532.2% |
| XLRE SS Real Estate Select Sector | 2.70% | 386,766 | $17.0M | Add +3433.4% |
| XLC SS Comm Select Sector SPDR | 2.64% | 155,779 | $16.7M | Add +34.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.17% | 56,505 | $13.7M | Add +12.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.16% | 62,479 | $13.6M | Add +25.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.13% | 156,415 | $13.5M | Add +39.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.80% | 57,532 | $11.4M | Add +12.6% |
| VOO Vanguard S&P 500 ETF | 1.78% | 16,364 | $11.2M | Add +128.7% |
| NVDA Nvidia Corp. | 1.72% | 54,264 | $10.9M | Add +38.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.69% | 35,246 | $10.7M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 1.11% | 19,651 | $7.0M | Add +28.6% |
| VNQ Vanguard Real Estate ETF | 1.09% | 71,525 | $6.9M | Add +33.2% |
| MU Micron Technology Inc. | 1.09% | 5,948 | $6.9M | Reduce -37.5% |
| MSFT Microsoft Corp. | 0.99% | 16,684 | $6.2M | Add +31.5% |
| LLY Eli Lilly & Co. | 0.96% | 5,056 | $6.1M | Add +24.4% |
| AMD Advanced Micro Devices | 0.94% | 10,172 | $5.9M | New |
| AAPL Apple Inc. | 0.84% | 18,319 | $5.3M | Add +25.1% |
| HALO Halozyme Therapeutics Inc. | 0.84% | 67,523 | $5.3M | Add +44.9% |
| THC Tenet Healthcare Corp. | 0.82% | 27,789 | $5.2M | Add +92.0% |
| EXEL Exelixis Inc. | 0.81% | 94,407 | $5.1M | Add +15.0% |
| MMSI Merit Medical Systems Inc. | 0.81% | 74,008 | $5.1M | Add +63.9% |
| V Visa Inc. Class A | 0.80% | 14,791 | $5.1M | New |
| AVGO Broadcom Inc. | 0.80% | 13,384 | $5.1M | Add +2.3% |
| FLEX Flex Ltd. | 0.80% | 31,191 | $5.1M | Reduce -42.0% |
| NBIX Neurocrine Biosciences Inc. | 0.79% | 29,734 | $5.0M | Add +16.1% |
| RL Ralph Lauren Corp. | 0.79% | 12,423 | $5.0M | Add +33.6% |
| META Meta Platforms Inc. Class A | 0.77% | 8,587 | $4.8M | Add +566.2% |
| TOST Toast Inc. Class A | 0.77% | 173,678 | $4.8M | Add +53.1% |
| PODD Insulet Corp. | 0.75% | 31,312 | $4.8M | Add +125.4% |
| ELAN Elanco Animal Health Inc. | 0.75% | 191,897 | $4.7M | Add +42.6% |
| UHS Universal Health Services-B | 0.74% | 31,287 | $4.7M | New |
| UTHR United Therapeutics Corp. | 0.72% | 8,389 | $4.5M | Add +27.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.68% | 11,526 | $4.3M | Reduce -7.5% |
| APP AppLovin Corp. Class A | 0.67% | 8,250 | $4.3M | Add +6.4% |
| CHWY Chewy Inc. Class A | 0.67% | 214,080 | $4.2M | Add +70.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.64% | 13,285 | $4.1M | Reduce -26.9% |
| MPWR Monolithic Power Systems Inc. | 0.64% | 2,931 | $4.1M | Reduce -7.3% |
| JNJ Johnson & Johnson | 0.64% | 15,923 | $4.0M | Add +35.5% |
| PG The Procter & Gamble Co. | 0.63% | 27,103 | $4.0M | Add +38.3% |
| MRK Merck & Co. Inc. | 0.59% | 29,248 | $3.8M | Add +35.4% |
| ZM Zoom Communications Inc. | 0.59% | 42,913 | $3.7M | Reduce -4.3% |
| KMB Kimberly-Clark Corp. | 0.57% | 33,047 | $3.6M | Add +42.8% |
| CL Colgate-Palmolive Co. | 0.56% | 38,444 | $3.5M | Add +43.6% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.56% | 30,933 | $3.5M | Add +20.4% |
| ITW Illinois Tool Works | 0.56% | 12,998 | $3.5M | Add +50.1% |
| SNA Snap-on Inc. | 0.55% | 8,587 | $3.5M | Add +36.5% |
| PGR Progressive Corp. | 0.54% | 15,738 | $3.4M | New |
| AOS Smith (a.o.) Corp. | 0.54% | 54,556 | $3.4M | Add +77.6% |
| MO Altria Group Inc. | 0.54% | 47,507 | $3.4M | Add +31.3% |
| JPM JPMorgan Chase & Co. | 0.54% | 10,332 | $3.4M | Add +14.3% |
| GIS General Mills Inc. | 0.53% | 95,739 | $3.3M | Add +77.6% |
| KHC The Kraft Heinz Co. | 0.52% | 139,107 | $3.3M | Add +39.0% |
| AVY Avery Dennison Corp. | 0.51% | 20,033 | $3.3M | Add +63.8% |
| GILD Gilead Sciences Inc. | 0.51% | 25,360 | $3.2M | Add +52.9% |
| PEP Pepsico Inc. | 0.51% | 23,631 | $3.2M | Add +50.1% |
| CMCSA Comcast Corp. Class A | 0.50% | 128,969 | $3.2M | Add +69.1% |
| CF CF Industries Holdings Inc. | 0.49% | 28,436 | $3.1M | Add +29.1% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.49% | 115,922 | $3.1M | Add +47.0% |
| PAYX Paychex Inc. | 0.48% | 30,974 | $3.0M | New |
| EOG EOG Resources Inc. | 0.48% | 23,178 | $3.0M | Add +25.3% |
| VZ Verizon Communications Inc. | 0.47% | 69,955 | $3.0M | Add +40.2% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 12,101 | $2.9M | Add +14.4% |
| CME Cme Group Inc. | 0.45% | 12,847 | $2.8M | Add +67.0% |
| CBOE Cboe Global Markets Inc. | 0.45% | 11,638 | $2.8M | Add +45.6% |
| AMZN Amazon.com Inc. | 0.42% | 11,168 | $2.7M | Add +43.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,284 | $2.6M | Add +2.5% |
| GLDM SPDR Gold Minishares Trust | 0.40% | 31,598 | $2.5M | New |
| ACN Accenture PLC Class A | 0.34% | 17,495 | $2.2M | Add +57.7% |
| RSP Invesco S&P 500 Equal Weight | 0.34% | 10,119 | $2.2M | Add +26.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 24,386 | $2.0M | Reduce -72.9% |
| XOM Exxon Mobil Corp. | 0.28% | 12,946 | $1.8M | Add +7.8% |
| BND Vanguard Total Bond Market | 0.26% | 22,346 | $1.6M | Reduce -67.2% |
| AEP American Electric Power | 0.24% | 11,112 | $1.5M | Add +3.9% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,942 | $1.5M | Reduce -1.1% |
| GOOG Alphabet Inc. Class C | 0.22% | 4,010 | $1.4M | Add +153.3% |
| GEV GE Vernova Inc. | 0.20% | 1,087 | $1.3M | Add +1.5% |
| TSLA Tesla Inc. | 0.20% | 2,962 | $1.2M | Add +38.4% |
| VGT Vanguard Info Tech ETF | 0.18% | 9,616 | $1.1M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 0.17% | 1,455 | $1.1M | Add +4.2% |
| VYM Vanguard High DVD Yield ETF | 0.17% | 6,597 | $1.0M | Reduce -12.4% |
| XLB SS Materials Select Sector | 0.16% | 19,365 | $984K | Reduce -92.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.14% | 1,209 | $903K | Reduce -51.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.14% | 17,446 | $882K | Reduce -11.0% |
| HD Home Depot Inc. | 0.13% | 2,252 | $794K | Add +14.7% |
| XLP SS Consumer Staples Sel Sect | 0.11% | 8,300 | $689K | Reduce -94.6% |
| CAT Caterpillar Inc. | 0.10% | 614 | $654K | Add +3.4% |
| LRCX Lam Research Corp. | 0.09% | 1,342 | $581K | New |
| VGIT Vanguard Intermediate-Term T | 0.09% | 9,816 | $579K | Add +18.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.09% | 1,655 | $569K | No change |
| ABBV Abbvie Inc. | 0.09% | 2,253 | $567K | Reduce -6.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 5,848 | $565K | Add +3.6% |
| MTG Mgic Investment Corp. | 0.09% | 19,772 | $558K | Reduce -8.0% |
| XLI SS Industrial Select Sector | 0.09% | 2,990 | $554K | Add +17.9% |
Portfolio Sells Q1 2026 → Q2 2026
| TIPX SS SPDR BB 1-10YR Tips ETF | Sold out | 0.00% | −3.51 |
| SGOV iShares 0-3 Month Treasury B | Reduce -2.0% | 10.42% | −2.98 |
| XLB SS Materials Select Sector | Reduce -92.7% | 0.16% | −2.47 |
| XLP SS Consumer Staples Sel Sect | Reduce -94.6% | 0.11% | −2.42 |
| VWO Vanguard Ftse Emerging Marke | Reduce -26.8% | 3.00% | −1.67 |
| VEA Vanguard Ftse Developed ETF | Reduce -10.0% | 4.55% | −1.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -72.9% | 0.31% | −0.98 |
| HIMS Hims & Hers Health Inc. | Reduce -96.2% | 0.04% | −0.78 |
| BND Vanguard Total Bond Market | Reduce -67.2% | 0.26% | −0.74 |
| PHM Pultegroup Inc. | Sold out | 0.00% | −0.61 |
| DECK Deckers Outdoor Corp. | Reduce -93.7% | 0.03% | −0.59 |
| ABT Abbott Laboratories | Reduce -85.7% | 0.06% | −0.58 |
| FOXA Fox Corp. Class A | Sold out | 0.00% | −0.48 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −0.40 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -26.9% | 0.64% | −0.29 |
| UPS United Parcel Service Class B | Reduce -77.1% | 0.05% | −0.21 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -51.0% | 0.14% | −0.18 |
| ZM Zoom Communications Inc. | Reduce -4.3% | 0.59% | −0.13 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -7.5% | 0.68% | −0.12 |
| VXUS Vanguard Total Intl Stock | Reduce -46.5% | 0.08% | −0.09 |
| SLV iShares Silver Trust | Reduce -33.8% | 0.06% | −0.09 |
| CMF iShares California Muni Bond | Sold out | 0.00% | −0.07 |
| VYM Vanguard High DVD Yield ETF | Reduce -12.4% | 0.17% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -11.0% | 0.14% | −0.06 |
| MPWR Monolithic Power Systems Inc. | Reduce -7.3% | 0.64% | −0.05 |
| PYLD PIMCO Multisector Bond Actv | Sold out | 0.00% | −0.05 |
| VTEC Vanguard Ca Tax-Ex Bond | Sold out | 0.00% | −0.05 |
| NFG National Fuel Gas Co. | Reduce -0.0% | 0.06% | −0.03 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.6% | 0.04% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -9.0% | 0.05% | −0.03 |
| MTG Mgic Investment Corp. | Reduce -8.0% | 0.09% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -14.0% | 0.05% | −0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -8.8% | 0.05% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -7.4% | 0.04% | −0.02 |
| ABBV Abbvie Inc. | Reduce -6.4% | 0.09% | −0.01 |
| IUSV iShares Core S&P U.S. Value | Reduce -2.5% | 0.07% | −0.01 |
| DUK Duke Energy Corp. | Reduce -5.8% | 0.03% | −0.01 |
| PM Philip Morris International | Reduce -13.4% | 0.03% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.1% | 0.05% | −0.01 |
| GE General Electric | Reduce -1.1% | 0.23% | +0.01 |
| FLEX Flex Ltd. | Reduce -42.0% | 0.80% | +0.10 |
| MU Micron Technology Inc. | Reduce -37.5% | 1.09% | +0.45 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +124.0% | 5.49% | +3.07 |
| XLY SS Consumer Disc Select Sect | Add +4532.2% | 2.72% | +2.65 |
| XLRE SS Real Estate Select Sector | Add +3433.4% | 2.70% | +2.61 |
| AMD Advanced Micro Devices | New | 0.94% | +0.94 |
| VOO Vanguard S&P 500 ETF | Add +128.7% | 1.78% | +0.93 |
| V Visa Inc. Class A | New | 0.80% | +0.80 |
| UHS Universal Health Services-B | New | 0.74% | +0.74 |
| META Meta Platforms Inc. Class A | Add +566.2% | 0.77% | +0.62 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +33.9% | 2.77% | +0.62 |
| PGR Progressive Corp. | New | 0.54% | +0.54 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +39.0% | 2.13% | +0.50 |
| PAYX Paychex Inc. | New | 0.48% | +0.48 |
| XLV SS Health Care Select Sector | Add +36.2% | 2.92% | +0.42 |
| GLDM SPDR Gold Minishares Trust | New | 0.40% | +0.40 |
| NVDA Nvidia Corp. | Add +38.1% | 1.72% | +0.35 |
| THC Tenet Healthcare Corp. | Add +92.0% | 0.82% | +0.28 |
| HALO Halozyme Therapeutics Inc. | Add +44.9% | 0.84% | +0.24 |
| GOOGL Alphabet Inc. Class A | Add +28.6% | 1.11% | +0.24 |
| LLY Eli Lilly & Co. | Add +24.4% | 0.96% | +0.21 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +25.0% | 2.16% | +0.20 |
| MMSI Merit Medical Systems Inc. | Add +63.9% | 0.81% | +0.19 |
| PODD Insulet Corp. | Add +125.4% | 0.75% | +0.17 |
| TOST Toast Inc. Class A | Add +53.1% | 0.77% | +0.17 |
| RL Ralph Lauren Corp. | Add +33.6% | 0.79% | +0.15 |
| VNQ Vanguard Real Estate ETF | Add +33.2% | 1.09% | +0.14 |
| AOS Smith (a.o.) Corp. | Add +77.6% | 0.54% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +153.3% | 0.22% | +0.13 |
| KMB Kimberly-Clark Corp. | Add +42.8% | 0.57% | +0.13 |
| GIS General Mills Inc. | Add +77.6% | 0.53% | +0.13 |
| NBIX Neurocrine Biosciences Inc. | Add +16.1% | 0.79% | +0.12 |
| EXEL Exelixis Inc. | Add +15.0% | 0.81% | +0.11 |
| ITW Illinois Tool Works | Add +50.1% | 0.56% | +0.11 |
| ELAN Elanco Animal Health Inc. | Add +42.6% | 0.75% | +0.11 |
| CL Colgate-Palmolive Co. | Add +43.6% | 0.56% | +0.10 |
| AAPL Apple Inc. | Add +25.1% | 0.84% | +0.10 |
| AMZN Amazon.com Inc. | Add +43.2% | 0.42% | +0.10 |
| TROW T Rowe Price Group Inc. | Add +20.4% | 0.56% | +0.09 |
| AVY Avery Dennison Corp. | Add +63.8% | 0.51% | +0.09 |
| LRCX Lam Research Corp. | New | 0.09% | +0.09 |
| SNA Snap-on Inc. | Add +36.5% | 0.55% | +0.09 |
| XLC SS Comm Select Sector SPDR | Add +34.6% | 2.64% | +0.08 |
| MRK Merck & Co. Inc. | Add +35.4% | 0.59% | +0.08 |
| KHC The Kraft Heinz Co. | Add +39.0% | 0.52% | +0.07 |
| JNJ Johnson & Johnson | Add +35.5% | 0.64% | +0.07 |
| MO Altria Group Inc. | Add +31.3% | 0.54% | +0.06 |
| PG The Procter & Gamble Co. | Add +38.3% | 0.63% | +0.06 |
| CMCSA Comcast Corp. Class A | Add +69.1% | 0.50% | +0.06 |
| PANW Palo Alto Networks Inc. | New | 0.06% | +0.06 |
| AXSM Axsome Therapeutics Inc. | New | 0.06% | +0.06 |
| INTC Intel Corp. | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 194 | $631.6M | SGOV, QQQ, VEA, VWO, XLV |
| Q1 2026 | 152 | $501.5M | SGOV, VEA, VWO, TIPX, XLE |
| Q4 2025 | 143 | $427.1M | SGOV, QQQ, VEA, VWO, GLDM |
| Q3 2025 | 128 | $355.1M | SGOV, VEA, INVESCO QQQ TR, VOO, WORLD GOLD TR |
| Q2 2025 | 118 | $247.7M | SGOV, XLC, VOO, VEA, XLRE |
| Q1 2025 | 105 | $180.0M | SGOV, QQQ, VOO, XLP, XLRE |
| Q4 2024 | 96 | $148.0M | SGOV, VOO, QQQ, XLF, XLP |