Peak Retirement Planning, Inc.

CIK 2056697

13F filing for Q2 2026・No. 3,394

Holdings: US$631.63M
Quarter change: +US$130.15M
Entries: 194
Net bought (estimate): +US$92.31M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

New 49
Sold out 7
Cut 33
Added 107
Corporate actions 0
Unchanged 5

Largest holdings

194 stocks worth US$631.63M, options and bonds left out.

Stock	This quarter	Shares	Value	Weight
iShares 0-3 Month Treasury Bond ETFExchange Traded Fund	Cut	653,810	US$65.82M	10.42%
QQQInvesco QQQExchange Traded Fund	Added	47,055	US$34.65M	5.49%
Vanguard FTSE Developed Markets ETFExchange Traded Fund	Cut	403,062	US$28.72M	4.55%
VWOVanguard FTSE Emerging Markets ETFExchange Traded Fund	Cut	317,385	US$18.94M	3.00%
State Street Health Care Select Sector SPDR ETFExchange Traded Fund	Added	116,103	US$18.42M	2.92%
Vanguard Morningstar Small-Cap Growth ETFExchange Traded Fund	Added	47,871	US$17.51M	2.77%
XLEState Street Energy Select Sector SPDR ETFExchange Traded Fund	Added	329,503	US$17.5M	2.77%
State Street Consumer Discretionary Select Sector SPDR ETFExchange Traded Fund	Added	146,239	US$17.15M	2.72%
State Street Real Estate Select Sector SPDR ETFExchange Traded Fund	Added	386,766	US$17.03M	2.70%
State Street Communication Services Select Sector SPDR ETFExchange Traded Fund	Added	155,779	US$16.69M	2.64%

Filings

The quarter's original 13F filings (SEC).

13F-HRFiled August 10, 2026SEC ↗

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.