Peak Retirement Planning, Inc.

DOSSIER · 13F-HR · Q2 2026

Peak Retirement Planning, Inc.

$632M in tracked AUM across 194 positions as of Q2 2026.

PR

CIK 0002056697 · last filed Jun 30, 2026

Total AUM

$632M

as of Q2 2026

Holdings

194

—

positions

Whale Score

52

52

tracked

Activity

—

no data

changes this Q

AI Analysis · Q2 2026

Peak Retirement Planning, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight

01

SGOV

iShares 0-3 Month Treasury Bond ETF

$66M654K10.4%02

QQQ

Invesco QQQ Trust, Series 1

$35M47K5.5%03

VEA

Vanguard FTSE Developed Markets ETF

$29M403K4.5%04

VWO

Vanguard FTSE Emerging Markets ETF

$19M317K3.0%05

XLV

State Street Health Care Select Sector SPDR ETF

$18M116K2.9%06

VBK

Vanguard Morningstar Small-Cap Growth ETF

$18M48K2.8%07

XLE

State Street Energy Select Sector SPDR ETF

$17M330K2.8%08

XLY

State Street Consumer Discretionary Select Sector SPDR ETF

$17M146K2.7%09

XLRE

State Street Real Estate Select Sector SPDR ETF

$17M387K2.7%10

XLC

State Street Communication Services Select Sector SPDR ETF