Peak Retirement Planning, Inc.

Name: Peak Retirement Planning, Inc. 13F holdings, Q1 2026
Creator: Peak Retirement Planning, Inc.
Published: 2026-05-11

Q2 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

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%
FELC Fidelity Enh LRG Cap Cor ETF	0.09%	12,654	$459K	Add +0.3%
GOOG Alphabet Inc. Class C	0.09%	1,583	$454K	Add +20.6%
XLRE SS Real Estate Select Sector	0.09%	10,946	$447K	Reduce -95.7%
CAT Caterpillar Inc.	0.08%	594	$421K	Add +18.1%
XLI SS Industrial Select Sector	0.08%	2,537	$410K	New
MGK Vngrd Mrgstr MG CP GR ETF-Ui	0.08%	1,109	$407K	Reduce -10.9%
NEE Nextera Energy Inc.	0.08%	4,259	$396K	Add +11.1%
IUSV iShares Core S&P U.S. Value	0.08%	3,826	$391K	Reduce -0.2%
IVW iShares S&P 500 Growth ETF	0.08%	3,403	$385K	Add +5.8%
VTIP Vanguard Short-Term Tips	0.08%	7,681	$384K	Reduce -10.3%
CMF iShares California Muni Bond	0.07%	6,342	$361K	New
IGSB iShares 1-5Y Inv Grade Corp.	0.07%	6,856	$360K	Reduce -21.1%
SO The Southern Co.	0.07%	3,720	$359K	Add +1.0%
BSCQ Invesco Bulletshares 2026 CB	0.07%	17,922	$350K	No change
PLTR Palantir Technologies Inc. Class A	0.07%	2,390	$350K	Add +97.7%
XLY SS Consumer Disc Select Sect	0.07%	3,157	$344K	Reduce -38.3%
XLF SS Financial Select Sector	0.07%	6,958	$344K	Add +0.4%
SCHD Schwab US DVD Equity ETF	0.07%	10,837	$332K	Add +0.8%
GLD SPDR Gold Shares	0.06%	756	$325K	Add +8.5%
DFAC Dimensional US Core Equity 2	0.06%	8,228	$320K	Add +0.3%
PRK Park National Corp.	0.06%	1,953	$319K	Add +0.7%
WMT Walmart Inc.	0.06%	2,555	$318K	Add +12.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	1,265	$307K	Add +17.6%
CVX Chevron Corp.	0.06%	1,479	$306K	New
VCIT Vanguard Int-Term Corporate	0.06%	3,630	$300K	Add +44.0%
LOW Lowe's Cos Inc.	0.06%	1,259	$298K	Reduce -23.5%
AXP American Express Co.	0.06%	958	$290K	Add +8.4%
SUSL iShares ESG MSCI USA Leaders	0.06%	2,549	$290K	New
PCAR Paccar Inc.	0.06%	2,443	$282K	Add +3.0%
SPYM Ste STR SPDR PT S&P 500 ETF	0.06%	3,676	$281K	Reduce -0.5%
ORCL Oracle Corp.	0.06%	1,890	$278K	Add +15.3%
FDX FedEx Corp.	0.05%	741	$264K	Add +2.9%
UNH Unitedhealth Group Inc.	0.05%	925	$250K	Add +2.1%
MCD McDonald's Corp.	0.05%	799	$248K	Add +11.1%
XVV iShares ESG Select Screened	0.05%	4,910	$242K	New
NOC Northrop Grumman Corp.	0.05%	354	$241K	New
VRT Vertiv Holdings Co. Class A	0.05%	953	$239K	New
IUSG iShares Core S&P U.S. Growth	0.05%	1,538	$239K	New
PYLD PIMCO Multisector Bond Actv	0.05%	9,071	$238K	Reduce -5.4%
VTEC Vanguard Ca Tax-Ex Bond	0.05%	2,337	$232K	New
SHYG iShares 0-5 YR HY Corp. Bond	0.05%	5,467	$231K	Reduce -0.9%
DGRO iShares Core Dividend Growth	0.04%	3,218	$226K	Reduce -23.1%
TSM Taiwan Semiconductor-SP ADR	0.04%	654	$221K	New
DUK Duke Energy Corp.	0.04%	1,680	$220K	New
NOSIX Northern Stock Index Fund	0.04%	3,329	$216K	New
MS Morgan Stanley	0.04%	1,298	$214K	New
PM Philip Morris International	0.04%	1,283	$212K	New
BNDX Vanguard Total Intl Bond ETF	0.04%	4,307	$207K	New
RTX RTX Corp.	0.04%	1,054	$203K	New
PFF iShares Preferred & Income S	0.04%	6,687	$203K	Add +0.5%
COST Costco Wholesale Corp.	0.04%	202	$201K	New
SPYG SS SPDR P S&P 500 Growth ETF	0.04%	2,044	$200K	New

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