Peak Retirement Planning, Inc.
CIK 0002056697 · COLUMBUS, OH · Quarter end: 2026-06-30 · Filed on: 2026-08-10 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$631.6M
2026 Q2
Positions
194
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
40.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SGOV
iShares 0-3 Month Treasury Bond ETF
10.4%
QQQ
Invesco QQQ Trust, Series 1
5.5%
VEA
Vanguard FTSE Developed Markets ETF
4.5%
VWO
Vanguard FTSE Emerging Markets ETF
3.0%
XLV
State Street Health Care Select Sector SPDR ETF
2.9%
VBK
Vanguard Morningstar Small-Cap Growth ETF
2.8%
XLE
State Street Energy Select Sector SPDR ETF
2.8%
XLY
State Street Consumer Discretionary Select Sector SPDR ETF
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.