Peak Retirement Planning, Inc.

DOSSIER · 13F-HR · Q1 2026

Peak Retirement Planning, Inc.

$501M in tracked AUM across 152 positions as of Q1 2026.

PR

CIK 0002056697 · last filed Mar 31, 2026

Total AUM

$501M

as of Q1 2026

Holdings

152

—

positions

Whale Score

54

54

tracked

Activity

—

no data

changes this Q

AI Analysis · Q1 2026

Peak Retirement Planning, Inc. filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

SGOV

iShares 0-3 Month Treasury Bond

$67M668K13.4%02

VEA

Vanguard FTSE Developed Markets

$29M448K5.7%03

VWO

Vanguard FTSE Emerging Markets

$23M434K4.7%04

TIPX

SPDR Gold MiniShares

$18M190K3.5%05

XLE

State Street Energy Select Sector SPDR

$16M263K3.2%06

XLB

State Street Materials Select Sector SPDR

$13M264K2.6%07

XLC

State Street Communication Services Select Sector SPDR

$13M116K2.6%08

XLP

State Street Consumer Staples Select Sector SPDR

$13M155K2.5%09

XLV

State Street Health Care Select Sector SPDR