StockDriftsStockDriftsTop 50 Peak Retirement Planning, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | 10.42% | 653.8K | $65.8M | -2.05%(-13.71K) | $100.58(-0.08%) | 2026-06-30 | |
| QQQ | Invesco QQQ Trust, Series 1 | 5.49% | 47.1K | $34.7M | +124.00%(+26.05K) | $627.89(+14.80%) | 2026-06-30 | |
| VEA | Vanguard FTSE Developed Markets ETF | 4.55% | 403.1K | $28.7M | -9.96%(-44.58K) | $58.34(+25.11%) | 2026-06-30 | |
| VWO | Vanguard FTSE Emerging Markets ETF | 3% | 317.4K | $18.9M | -26.81%(-116.26K) | $51.41(+17.50%) | 2026-06-30 | |
| XLV | State Street Health Care Select Sector SPDR ETF | 2.92% | 116.1K | $18.4M | +36.24%(+30.88K) | $145.57(+16.22%) | 2026-06-30 | |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | 2.77% | 47.9K | $17.5M | +33.86%(+12.11K) | $301.23(+19.84%) | 2026-06-30 | |
| XLE | State Street Energy Select Sector SPDR ETF | 2.77% | 329.5K | $17.5M | +25.43%(+66.81K) | $47.96(+25.73%) | 2026-06-30 | |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | 2.72% | 146.2K | $17.2M | +4532.21%(+143.08K) | $111.36(+7.24%) | 2026-06-30 | |
| XLRE | State Street Real Estate Select Sector SPDR ETF | 2.7% | 386.8K | $17.0M | +3433.40%(+375.82K) | $42.12(+5.12%) | 2026-06-30 | |
| XLC | State Street Communication Services Select Sector SPDR ETF | 2.64% | 155.8K | $16.7M | +34.62%(+40.06K) | $104.11(+6.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +17.84% |
Peak Retirement Planning, Inc. reports $631.63M in US-listed equity holdings across 194 positions in its most recent 13F filing. Its largest disclosed positions are SGOV (10.4%), QQQ (5.5%) and VEA (4.5%). The top 20 holdings account for 56.72% of reported assets. Its disclosed equity book has returned +14.69% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peak Retirement Planning, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056697). View Peak Retirement Planning, Inc.’s 13F filings on SEC