Peak Retirement Planning, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Peak Retirement Planning, Inc. reported 152 stock positions worth $501.5 million. Its top holding was iShares 0-3 Month Treasury B (SGOV) at 13.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.7%) and Vanguard Ftse Emerging Marke (VWO, 4.7%). Compared with Q4 2025, it opened 23 new positions, sold out of 14, added to 97 and reduced 30. The biggest buy was a new position in SS SPDR BB 1-10YR Tips ETF (TIPX) and the biggest sale an exit from SPDR Gold Minishares Trust (GLDM).
- Most Recent 13F
- Q2 2026
- Location
- COLUMBUS, OH
- CIK
- 0002056697
- Portfolio Value
- $501.5M (Q1 2026)
- SEC Filing
- 0002056697-26-000002 ↗ filed May 11, 2026
Holdings Value
Holdings 152 stocks · $501.5M
| SGOV iShares 0-3 Month Treasury B | 13.40% | 667,515 | $67.2M | Add +16.6% |
| VEA Vanguard Ftse Developed ETF | 5.72% | 447,638 | $28.7M | Add +22.1% |
| VWO Vanguard Ftse Emerging Marke | 4.67% | 433,645 | $23.4M | Add +20.2% |
| TIPX SS SPDR BB 1-10YR Tips ETF | 3.51% | 190,121 | $17.6M | New |
| XLE SS Energy Select Sector | 3.21% | 262,695 | $16.1M | Add +11.2% |
| XLB SS Materials Select Sector | 2.63% | 264,006 | $13.2M | Add +14.3% |
| XLC SS Comm Select Sector SPDR | 2.56% | 115,716 | $12.8M | Add +28.1% |
| XLP SS Consumer Staples Sel Sect | 2.53% | 154,677 | $12.7M | Add +21.4% |
| XLV SS Health Care Select Sector | 2.49% | 85,219 | $12.5M | New |
| QQQ Invesco QQQ Trust Series 1 | 2.42% | 21,007 | $12.1M | Reduce -46.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.18% | 50,212 | $10.9M | Add +44.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 2.16% | 35,763 | $10.8M | Add +118.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.95% | 49,966 | $9.8M | Add +54.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.88% | 51,097 | $9.4M | Add +97.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.80% | 34,533 | $9.0M | Add +497.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.63% | 18,761 | $8.2M | Reduce -19.6% |
| NVDA Nvidia Corp. | 1.37% | 39,306 | $6.9M | Add +16.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.29% | 22,514 | $6.5M | Add +315.9% |
| BND Vanguard Total Bond Market | 1.00% | 68,052 | $5.0M | Add +656.0% |
| VNQ Vanguard Real Estate ETF | 0.95% | 53,681 | $4.8M | Add +13.1% |
| MSFT Microsoft Corp. | 0.94% | 12,687 | $4.7M | Add +25.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.93% | 18,172 | $4.7M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 0.88% | 15,286 | $4.4M | Add +24.3% |
| VOO Vanguard S&P 500 ETF | 0.85% | 7,155 | $4.3M | Reduce -47.0% |
| HIMS Hims & Hers Health Inc. | 0.82% | 198,427 | $4.1M | Add +140.3% |
| AVGO Broadcom Inc. | 0.81% | 13,078 | $4.0M | Add +30.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.80% | 12,461 | $4.0M | Reduce -27.1% |
| UTHR United Therapeutics Corp. | 0.78% | 6,598 | $3.9M | Add +18.2% |
| LLY Eli Lilly & Co. | 0.75% | 4,066 | $3.7M | Add +532.4% |
| AAPL Apple Inc. | 0.74% | 14,649 | $3.7M | Add +5.6% |
| ZM Zoom Communications Inc. | 0.72% | 44,862 | $3.6M | Add +37.8% |
| EXEL Exelixis Inc. | 0.70% | 82,120 | $3.5M | Add +31.4% |
| FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD | 0.70% | 53,786 | $3.5M | Add +17.0% |
| MPWR Monolithic Power Systems Inc. | 0.69% | 3,162 | $3.5M | Add +4.0% |
| CHWY Chewy Inc. Class A | 0.68% | 125,746 | $3.4M | Add +46.1% |
| NBIX Neurocrine Biosciences Inc. | 0.67% | 25,606 | $3.4M | Add +30.5% |
| ABT Abbott Laboratories | 0.64% | 31,451 | $3.2M | Add +21.1% |
| ELAN Elanco Animal Health Inc. | 0.64% | 134,608 | $3.2M | Add +10.5% |
| MU Micron Technology Inc. | 0.64% | 9,510 | $3.2M | Reduce -12.6% |
| RL Ralph Lauren Corp. | 0.64% | 9,301 | $3.2M | Add +18.4% |
| DECK Deckers Outdoor Corp. | 0.62% | 31,098 | $3.1M | Add +11.3% |
| MMSI Merit Medical Systems Inc. | 0.62% | 45,143 | $3.1M | Add +39.0% |
| APP AppLovin Corp. Class A | 0.62% | 7,757 | $3.1M | Add +84.7% |
| PHM Pultegroup Inc. | 0.61% | 26,157 | $3.1M | Add +9.1% |
| HALO Halozyme Therapeutics Inc. | 0.60% | 46,617 | $3.0M | New |
| TOST Toast Inc. Class A | 0.60% | 113,473 | $3.0M | New |
| PODD Insulet Corp. | 0.58% | 13,893 | $2.9M | Add +42.6% |
| JNJ Johnson & Johnson | 0.57% | 11,747 | $2.9M | Add +2.7% |
| CF CF Industries Holdings Inc. | 0.57% | 22,028 | $2.9M | Reduce -15.2% |
| PG The Procter & Gamble Co. | 0.56% | 19,593 | $2.8M | Add +7.5% |
| THC Tenet Healthcare Corp. | 0.54% | 14,472 | $2.7M | Add +0.8% |
| EOG EOG Resources Inc. | 0.53% | 18,503 | $2.7M | Reduce -4.3% |
| JPM JPMorgan Chase & Co. | 0.53% | 9,036 | $2.7M | Add +12.0% |
| MRK Merck & Co. Inc. | 0.52% | 21,599 | $2.6M | Add +6.7% |
| VZ Verizon Communications Inc. | 0.50% | 49,907 | $2.5M | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 5,153 | $2.5M | Reduce -7.6% |
| PEP Pepsico Inc. | 0.49% | 15,741 | $2.4M | Add +5.7% |
| FOXA Fox Corp. Class A | 0.48% | 41,103 | $2.4M | Add +45.0% |
| MO Altria Group Inc. | 0.48% | 36,196 | $2.4M | Reduce -0.2% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.46% | 25,700 | $2.3M | Add +30.4% |
| GILD Gilead Sciences Inc. | 0.46% | 16,590 | $2.3M | Reduce -0.1% |
| SNA Snap-on Inc. | 0.46% | 6,289 | $2.3M | Add +8.3% |
| CL Colgate-Palmolive Co. | 0.45% | 26,762 | $2.3M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 10,576 | $2.3M | Add +14.3% |
| CME Cme Group Inc. | 0.45% | 7,691 | $2.3M | Add +4.4% |
| ITW Illinois Tool Works | 0.45% | 8,658 | $2.3M | Add +4.2% |
| KHC The Kraft Heinz Co. | 0.45% | 100,047 | $2.3M | Add +20.6% |
| CBOE Cboe Global Markets Inc. | 0.45% | 7,994 | $2.2M | Reduce -0.1% |
| KMB Kimberly-Clark Corp. | 0.45% | 23,138 | $2.2M | Add +14.6% |
| ACN Accenture PLC Class A | 0.44% | 11,091 | $2.2M | Add +51.5% |
| CMCSA Comcast Corp. Class A | 0.44% | 76,279 | $2.2M | Add +12.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.43% | 78,857 | $2.2M | Add +11.0% |
| AVY Avery Dennison Corp. | 0.42% | 12,228 | $2.1M | Add +13.7% |
| XOM Exxon Mobil Corp. | 0.41% | 12,014 | $2.0M | Add +77.3% |
| AOS Smith (a.o.) Corp. | 0.40% | 30,718 | $2.0M | New |
| GIS General Mills Inc. | 0.40% | 53,905 | $2.0M | Add +25.3% |
| CAG Conagra Brands Inc. | 0.40% | 127,275 | $2.0M | Add +10.0% |
| AMZN Amazon.com Inc. | 0.32% | 7,798 | $1.6M | Add +13.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 2,469 | $1.6M | Add +31.1% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 8,026 | $1.5M | Add +16.3% |
| AEP American Electric Power | 0.28% | 10,698 | $1.4M | Add +28.5% |
| UPS United Parcel Service Class B | 0.27% | 13,559 | $1.3M | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,987 | $1.1M | Add +4.6% |
| VYM Vanguard High DVD Yield ETF | 0.22% | 7,530 | $1.1M | Reduce -5.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.20% | 19,604 | $978K | Add +68.6% |
| GEV GE Vernova Inc. | 0.19% | 1,071 | $935K | Add +4.4% |
| IVV iShares Core S&P 500 ETF | 0.18% | 1,396 | $912K | Add +15.3% |
| VXUS Vanguard Total Intl Stock | 0.17% | 11,136 | $859K | Add +6.6% |
| VGT Vanguard Info Tech ETF | 0.16% | 1,168 | $815K | Reduce -4.9% |
| TSLA Tesla Inc. | 0.16% | 2,141 | $796K | Add +56.5% |
| SLV iShares Silver Trust | 0.15% | 11,177 | $762K | Add +12.8% |
| META Meta Platforms Inc. Class A | 0.15% | 1,289 | $738K | Reduce -8.7% |
| HD Home Depot Inc. | 0.13% | 1,964 | $646K | Add +6.6% |
| MTG Mgic Investment Corp. | 0.11% | 21,482 | $564K | Reduce -0.8% |
| ABBV Abbvie Inc. | 0.10% | 2,408 | $524K | Add +4.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 5,645 | $511K | Add +25.9% |
| VGIT Vanguard Intermediate-Term T | 0.10% | 8,321 | $495K | Add +33.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.10% | 1,655 | $495K | Reduce -35.0% |
| NFG National Fuel Gas Co. | 0.09% | 5,064 | $476K | No change |
| WFC Wells Fargo & Co. | 0.09% | 5,931 | $472K | Reduce -14.0% |
Portfolio Sells Q4 2025 → Q1 2026
| GLDM SPDR Gold Minishares Trust | Sold out | 0.00% | −3.56 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -46.8% | 2.42% | −3.26 |
| XLRE SS Real Estate Select Sector | Reduce -95.7% | 0.09% | −2.33 |
| VOO Vanguard S&P 500 ETF | Reduce -47.0% | 0.85% | −1.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -19.6% | 1.63% | −1.03 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.67 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −0.66 |
| PINS Pinterest Inc. Class A | Sold out | 0.00% | −0.65 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -27.1% | 0.80% | −0.54 |
| USB US Bancorp | Sold out | 0.00% | −0.47 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.6% | 0.49% | −0.16 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -35.0% | 0.10% | −0.09 |
| MU Micron Technology Inc. | Reduce -12.6% | 0.64% | −0.09 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Sold out | 0.00% | −0.08 |
| XLY SS Consumer Disc Select Sect | Reduce -38.3% | 0.07% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -8.7% | 0.15% | −0.07 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.07 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -14.0% | 0.09% | −0.06 |
| SPPP Sprott Physical Platinum And | Sold out | 0.00% | −0.05 |
| VGT Vanguard Info Tech ETF | Reduce -4.9% | 0.16% | −0.05 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.05 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.05 |
| MDT Medtronic PLC | Sold out | 0.00% | −0.05 |
| AVUS Avantis U.S. Equity ETF | Sold out | 0.00% | −0.05 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.05 |
| CL Colgate-Palmolive Co. | Reduce -0.7% | 0.45% | −0.04 |
| VYM Vanguard High DVD Yield ETF | Reduce -5.0% | 0.22% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -10.9% | 0.08% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -21.1% | 0.07% | −0.04 |
| MTG Mgic Investment Corp. | Reduce -0.8% | 0.11% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -23.5% | 0.06% | −0.03 |
| DGRO iShares Core Dividend Growth | Reduce -23.1% | 0.04% | −0.02 |
| VTIP Vanguard Short-Term Tips | Reduce -10.3% | 0.08% | −0.02 |
| CBOE Cboe Global Markets Inc. | Reduce -0.1% | 0.45% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -0.1% | 0.46% | −0.02 |
| IUSV iShares Core S&P U.S. Value | Reduce -0.2% | 0.08% | −0.01 |
| MO Altria Group Inc. | Reduce -0.2% | 0.48% | −0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.5% | 0.06% | −0.01 |
| PYLD PIMCO Multisector Bond Actv | Reduce -5.4% | 0.05% | −0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -0.9% | 0.05% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -4.3% | 0.50% | +0.00 |
| EOG EOG Resources Inc. | Reduce -4.3% | 0.53% | +0.06 |
| CF CF Industries Holdings Inc. | Reduce -15.2% | 0.57% | +0.10 |
Portfolio Buys Q4 2025 → Q1 2026
| TIPX SS SPDR BB 1-10YR Tips ETF | New | 3.51% | +3.51 |
| XLV SS Health Care Select Sector | New | 2.49% | +2.49 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +497.3% | 1.80% | +1.45 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +118.0% | 2.16% | +0.99 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +315.9% | 1.29% | +0.92 |
| BND Vanguard Total Bond Market | Add +656.0% | 1.00% | +0.84 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +97.0% | 1.88% | +0.80 |
| XLE SS Energy Select Sector | Add +11.2% | 3.21% | +0.74 |
| HALO Halozyme Therapeutics Inc. | New | 0.60% | +0.60 |
| TOST Toast Inc. Class A | New | 0.60% | +0.60 |
| LLY Eli Lilly & Co. | Add +532.4% | 0.75% | +0.58 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +54.3% | 1.95% | +0.51 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +44.5% | 2.18% | +0.45 |
| AOS Smith (a.o.) Corp. | New | 0.40% | +0.40 |
| VEA Vanguard Ftse Developed ETF | Add +22.1% | 5.72% | +0.36 |
| XOM Exxon Mobil Corp. | Add +77.3% | 0.41% | +0.22 |
| XLP SS Consumer Staples Sel Sect | Add +21.4% | 2.53% | +0.21 |
| HIMS Hims & Hers Health Inc. | Add +140.3% | 0.82% | +0.19 |
| XLB SS Materials Select Sector | Add +14.3% | 2.63% | +0.18 |
| UTHR United Therapeutics Corp. | Add +18.2% | 0.78% | +0.14 |
| VWO Vanguard Ftse Emerging Marke | Add +20.2% | 4.67% | +0.13 |
| XLI SS Industrial Select Sector | New | 0.08% | +0.08 |
| CMF iShares California Muni Bond | New | 0.07% | +0.07 |
| XLC SS Comm Select Sector SPDR | Add +28.1% | 2.56% | +0.07 |
| ZM Zoom Communications Inc. | Add +37.8% | 0.72% | +0.06 |
| CVX Chevron Corp. | New | 0.06% | +0.06 |
| EXEL Exelixis Inc. | Add +31.4% | 0.70% | +0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +68.6% | 0.20% | +0.06 |
| SUSL iShares ESG MSCI USA Leaders | New | 0.06% | +0.06 |
| AEP American Electric Power | Add +28.5% | 0.28% | +0.05 |
| FLEX Flex Ltd. | Add +17.0% | 0.70% | +0.05 |
| XVV iShares ESG Select Screened | New | 0.05% | +0.05 |
| NOC Northrop Grumman Corp. | New | 0.05% | +0.05 |
| IUSG iShares Core S&P U.S. Growth | New | 0.05% | +0.05 |
| VRT Vertiv Holdings Co. Class A | New | 0.05% | +0.05 |
| VTEC Vanguard Ca Tax-Ex Bond | New | 0.05% | +0.05 |
| MPWR Monolithic Power Systems Inc. | Add +4.0% | 0.69% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.04% | +0.04 |
| DUK Duke Energy Corp. | New | 0.04% | +0.04 |
| NOSIX Northern Stock Index Fund | New | 0.04% | +0.04 |
| MS Morgan Stanley | New | 0.04% | +0.04 |
| PM Philip Morris International | New | 0.04% | +0.04 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.04% | +0.04 |
| RTX RTX Corp. | New | 0.04% | +0.04 |
| COST Costco Wholesale Corp. | New | 0.04% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.04% | +0.04 |
| GEV GE Vernova Inc. | Add +4.4% | 0.19% | +0.03 |
| NBIX Neurocrine Biosciences Inc. | Add +30.5% | 0.67% | +0.02 |
| PLTR Palantir Technologies Inc. Class A | Add +97.7% | 0.07% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +31.1% | 0.32% | +0.02 |
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 |