Peak Retirement Planning, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 20, 2025), Peak Retirement Planning, Inc. reported 96 stock positions worth $148.0 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 11.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 4.6%) and Invesco QQQ Trust Series 1 (QQQ, 4.6%).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0002056697
- Portfolio Value
- $148.0M (Q4 2024)
- SEC Filing
- 0002056697-25-000001 ↗ filed Feb 20, 2025
Holdings Value
Holdings 96 stocks · $148.0M
| SGOV iShares 0-3 Month Treasury B | 11.33% | 166,972 | $16.8M | — |
| VOO Vanguard S&P 500 ETF | 4.63% | 12,718 | $6.9M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.57% | 13,297 | $6.8M | — |
| XLF SS Financial Select Sector | 3.56% | 108,968 | $5.3M | — |
| XLP SS Consumer Staples Sel Sect | 3.35% | 66,540 | $5.0M | — |
| XLC SS Comm Select Sector SPDR | 3.31% | 51,622 | $4.9M | — |
| VNQ Vanguard Real Estate ETF | 3.20% | 53,129 | $4.7M | — |
| XLRE SS Real Estate Select Sector | 3.09% | 111,891 | $4.6M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 3.06% | 18,836 | $4.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.69% | 9,692 | $4.0M | — |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.31% | 17,257 | $3.4M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.04% | 17,869 | $3.0M | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.02% | 10,688 | $3.0M | — |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.84% | 10,752 | $2.7M | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.78% | 16,275 | $2.6M | — |
| AAPL Apple Inc. | 1.77% | 10,476 | $2.6M | — |
| GLDM SPDR Gold Minishares Trust | 1.34% | 37,670 | $2.0M | — |
| VTI VG Morningstar TS MKT ETF-US | 1.30% | 6,655 | $1.9M | — |
| MSFT Microsoft Corp. | 1.28% | 4,466 | $1.9M | — |
| JPM JPMorgan Chase & Co. | 1.26% | 13,433 | $1.9M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.12% | 3,652 | $1.7M | — |
| VWO Vanguard Ftse Emerging Marke | 1.05% | 35,209 | $1.6M | — |
| GOOGL Alphabet Inc. Class A | 0.98% | 7,680 | $1.5M | — |
| AVGO Broadcom Inc. | 0.96% | 6,120 | $1.4M | — |
| NVDA Nvidia Corp. | 0.86% | 9,674 | $1.3M | — |
| VEA Vanguard Ftse Developed ETF | 0.83% | 25,646 | $1.2M | — |
| COP Conocophillips | 0.75% | 11,232 | $1.1M | — |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.73% | 10,747 | $1.1M | — |
| DKS Dick's Sporting Goods Inc. | 0.70% | 4,521 | $1.0M | — |
| NBIX Neurocrine Biosciences Inc. | 0.70% | 7,630 | $1.0M | — |
| OPCH Option Care Health Inc. | 0.69% | 40,103 | $1.0M | — |
| RSP Invesco S&P 500 Equal Weight | 0.69% | 3,750 | $1.0M | — |
| WSM Williams-Sonoma Inc. | 0.68% | 5,454 | $1.0M | — |
| JBL Jabil Inc. | 0.66% | 6,797 | $979K | — |
| APP AppLovin Corp. Class A | 0.66% | 2,982 | $969K | — |
| ZM Zoom Communications Inc. | 0.65% | 11,772 | $961K | — |
| FLEX Flex Ltd. | 0.65% | 24,225 | $959K | — |
| AVT Avnet Inc. | 0.65% | 18,286 | $957K | — |
| SKX Skechers USA Inc. Class A | 0.64% | 14,168 | $953K | — |
| AN Autonation Inc. | 0.64% | 5,611 | $952K | — |
| MPWR Monolithic Power Systems Inc. | 0.64% | 1,595 | $949K | — |
| PODD Insulet Corp. | 0.64% | 4,070 | $943K | — |
| PANW Palo Alto Networks Inc. | 0.63% | 5,117 | $930K | — |
| CSCO Cisco Systems Inc. | 0.62% | 15,579 | $923K | — |
| INCY Incyte Corp. | 0.62% | 13,638 | $921K | — |
| MCK McKesson Corp. | 0.62% | 1,668 | $919K | — |
| LNTH Lantheus Holdings Inc. | 0.62% | 10,238 | $917K | — |
| FOXA Fox Corp. Class A | 0.61% | 18,831 | $900K | — |
| MRK Merck & Co. Inc. | 0.61% | 8,564 | $899K | — |
| MMSI Merit Medical Systems Inc. | 0.59% | 9,051 | $875K | — |
| LAD Lithia Motors Inc. | 0.59% | 2,435 | $874K | — |
| CHTR Charter Communications Inc. Class A | 0.59% | 2,525 | $870K | — |
| DHI D.R. Horton Inc. | 0.58% | 6,255 | $858K | — |
| CME Cme Group Inc. | 0.57% | 3,632 | $843K | — |
| GILD Gilead Sciences Inc. | 0.57% | 9,066 | $837K | — |
| JNJ Johnson & Johnson | 0.56% | 5,748 | $833K | — |
| DGX Quest Diagnostics Inc. | 0.56% | 7,071 | $825K | — |
| EOG EOG Resources Inc. | 0.56% | 6,664 | $824K | — |
| VLO Valero Energy Corp. | 0.56% | 6,701 | $822K | — |
| MO Altria Group Inc. | 0.55% | 15,639 | $818K | — |
| CBOE Cboe Global Markets Inc. | 0.55% | 4,168 | $815K | — |
| HSY The Hershey Co. | 0.55% | 4,770 | $807K | — |
| GIS General Mills Inc. | 0.54% | 12,512 | $798K | — |
| PEP Pepsico Inc. | 0.54% | 5,247 | $797K | — |
| CL Colgate-Palmolive Co. | 0.54% | 8,720 | $792K | — |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 0.53% | 9,262 | $791K | — |
| KMB Kimberly-Clark Corp. | 0.53% | 6,021 | $788K | — |
| LMT Lockheed Martin Corp. | 0.53% | 1,611 | $788K | — |
| SNA Snap-on Inc. | 0.53% | 2,294 | $782K | — |
| VZ Verizon Communications Inc. | 0.52% | 19,298 | $772K | — |
| TOL Toll Brothers Inc. | 0.52% | 6,120 | $771K | — |
| MDLZ Mondelez International Inc. Class A | 0.52% | 12,851 | $768K | — |
| CMCSA Comcast Corp. Class A | 0.51% | 20,150 | $757K | — |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.51% | 25,840 | $755K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.41% | 2,316 | $611K | — |
| AMZN Amazon.com Inc. | 0.41% | 2,752 | $604K | — |
| XOM Exxon Mobil Corp. | 0.39% | 5,390 | $580K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 10,467 | $525K | — |
| MTG Mgic Investment Corp. | 0.35% | 21,593 | $512K | — |
| VIG Vanguard Dividend Apprec ETF | 0.34% | 2,586 | $506K | — |
| VGT Vanguard Info Tech ETF | 0.33% | 779 | $485K | — |
| IVV iShares Core S&P 500 ETF | 0.31% | 789 | $465K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.28% | 1,544 | $417K | — |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.27% | 12,091 | $398K | — |
| LOW Lowe's Cos Inc. | 0.25% | 1,480 | $365K | — |
| UNH Unitedhealth Group Inc. | 0.24% | 693 | $351K | — |
| IUSV iShares Core S&P U.S. Value | 0.21% | 3,430 | $318K | — |
| IEFA iShares Core MSCI Eafe ETF | 0.19% | 4,003 | $281K | — |
| ABBV Abbvie Inc. | 0.19% | 1,542 | $274K | — |
| NEE Nextera Energy Inc. | 0.18% | 3,338 | $266K | — |
| UNP Union Pacific Corp. | 0.17% | 1,136 | $259K | — |
| AEP American Electric Power | 0.17% | 2,766 | $255K | — |
| HD Home Depot Inc. | 0.17% | 637 | $248K | — |
| LLY Eli Lilly & Co. | 0.15% | 288 | $223K | — |
| VTIP Vanguard Short-Term Tips | 0.15% | 4,471 | $216K | — |
| ORCL Oracle Corp. | 0.14% | 1,269 | $211K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |