What does Peak Retirement Planning, Inc. hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

iShares 0-3 Month Treasury Bond

$67M668K13.4%

Vanguard FTSE Developed Markets

$29M448K5.7%

Vanguard FTSE Emerging Markets

$23M434K4.7%

SPDR Gold MiniShares

$18M190K3.5%

State Street Energy Select Sector SPDR

$16M263K3.2%

State Street Materials Select Sector SPDR

$13M264K2.6%

State Street Communication Services Select Sector SPDR

$13M116K2.6%

State Street Consumer Staples Select Sector SPDR

$13M155K2.5%

State Street Health Care Select Sector SPDR

$12M85K2.5%

Invesco QQQ

$12M21K2.4%

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