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Disclosery

13F-HR filed by Peak Retirement Planning, Inc.

Peak Retirement Planning, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-11-04, with 105 holding rows worth $180,279,830.

Accession
0002056697-25-000004
Filer
CIK 2056697
Filed
2025-11-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 105 entries on the cover page, a total value of $180,279,830 stated on the cover page (in dollars after the unit check, H1), rows summing to $180,279,830 with VALUE read as dollars as filed, 13F file number 028-25389. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
iShares 0-3 Month Treasury Bond ETF46436E718SHS254,658$25,636,421dollars as filed
INVESCO QQQ TR46090E103COM16,611$7,789,230dollars as filed
Vanguard S&P 500 ETF922908363COM13,802$7,092,986dollars as filed
SELECT SECTOR SPDR TR81369Y308STATE STREET CON71,988$5,879,260dollars as filed
Real Estate Select Sector SPDR Fund81369Y860SHS139,401$5,833,932dollars as filed
Communication Services Select Sector SPDR Fund81369Y852SHS59,391$5,728,262dollars as filed
SELECT SECTOR SPDR TR81369Y100SBI MATERIALS66,146$5,687,233dollars as filed
Vanguard Real Estate922908553SHS62,332$5,643,539dollars as filed
WORLD GOLD TR98149E303SPDR GLD MINIS82,953$5,134,648dollars as filed
Vanguard Growth922908736COM13,718$5,086,909dollars as filed
Vanguard Small-Cap Value ETF922908611SHS22,972$4,279,454dollars as filed
Vanguard Value ETF922908744SHS20,562$3,551,880dollars as filed
Vanguard Mid-Cap ETF922908629SHS12,659$3,273,871dollars as filed
Vanguard Total Bond Market ETF921937835SHS43,678$3,208,149dollars as filed
Vanguard Mid-Cap Growth ETF922908538SHS12,437$3,042,588dollars as filed
Vanguard Mid-Cap Value ETF922908512SHS15,841$2,543,114dollars as filed
Apple Inc037833100COM10,963$2,435,143dollars as filed
VTI922908769COM8,731$2,399,628dollars as filed
Berkshire Hathaway Inc084670702COM4,270$2,274,117dollars as filed
Vanguard Small-Cap Growth ETF922908595SHS8,578$2,159,683dollars as filed
VWO922042858SHS46,669$2,112,239dollars as filed
Microsoft Corp594918104COM5,550$2,083,462dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS31,990$1,626,052dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM8,824$1,364,543dollars as filed
OPTION CARE HEALTH INC COM NEW68404L201Stock34,211$1,195,674dollars as filed
TENET HEALTHCARE CORP COM NEW88033G407Stock8,825$1,186,963dollars as filed
MERIT MED SYS INC COM589889104Stock11,055$1,168,624dollars as filed
NVIDIA Corp67066G104COM10,721$1,161,942dollars as filed
LANTHEUS HLDGS INC516544103COM11,883$1,159,781dollars as filed
CHARTER COMMUNICATIONS INC N16119P108COM3,093$1,139,863dollars as filed
Verizon Communications Inc92343V104COM24,794$1,124,656dollars as filed
D R HORTON INC COM23331A109Stock8,832$1,122,812dollars as filed
ZOOM COMMUNICATIONS INC CL A98980L101Stock15,090$1,113,189dollars as filed
Johnson & Johnson478160104COM6,703$1,111,626dollars as filed
TOLL BROTHERS INC COM889478103Stock10,463$1,104,788dollars as filed
Procter & Gamble Co742718109COM6,462$1,101,254dollars as filed
ConocoPhillips20825C104COM10,465$1,099,034dollars as filed
AVNET INC COM053807103Stock22,699$1,091,595dollars as filed
Altria Group Inc02209S103COM18,015$1,081,260dollars as filed
PALO ALTO NETWORKS INC697435105COM6,333$1,080,663dollars as filed
INSULET CORP COM45784P101Stock4,112$1,079,852dollars as filed
CBOE GLOBAL MKTS INC COM12503M108Stock4,716$1,067,184dollars as filed
MONOLITHIC PWR SYS INC COM609839105Stock1,837$1,065,423dollars as filed
NEUROCRINE BIOSCIENCES INC64125C109COM9,499$1,050,589dollars as filed
Broadcom Inc.11135F101COM6,272$1,050,121dollars as filed
SKECHERS U S A INC830566105CL A18,478$1,049,181dollars as filed
AUTONATION INC COM05329W102Stock6,353$1,028,678dollars as filed
CME Group Inc. Class A12572Q105COM3,874$1,027,733dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock10,966$1,027,514dollars as filed
Mondelez International,Inc. Class A609207105COM15,101$1,024,603dollars as filed
GAP INC COM364760108Stock49,408$1,018,299dollars as filed
JABIL INC COM466313103Stock7,483$1,018,212dollars as filed
Cisco Systems,Inc.17275R102COM16,492$1,017,721dollars as filed
PepsiCo,Inc.713448108COM6,740$1,010,596dollars as filed
Gilead Sciences,Inc.375558103COM8,961$1,004,080dollars as filed
FOX CORP CL A COM35137L105Stock17,719$1,002,895dollars as filed
EOG RES INC COM26875P101Stock7,790$998,990dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock7,012$997,247dollars as filed
SNAP ON INC COM833034101Stock2,958$996,876dollars as filed
FLEX LTD ORDY2573F102Stock30,118$996,303dollars as filed
HERSHEY CO COM427866108Stock5,818$995,053dollars as filed
Merck & Co.,Inc.58933Y105COM11,033$990,322dollars as filed
QUEST DIAGNOSTICS INC COM74834L100Stock5,851$989,989dollars as filed
Lockheed Martin Corporation539830109COM2,214$989,016dollars as filed
VICI PPTYS INC COM925652109REIT30,287$987,962dollars as filed
LITHIA MTRS INC COM536797103Stock3,341$980,717dollars as filed
WILLIAMS SONOMA INC COM969904101Stock6,194$979,271dollars as filed
GENERAL MILLS INC COM370334104Stock16,357$977,985dollars as filed
CF INDUSTRIES HOLD COM125269100Stock12,271$958,979dollars as filed
JPMorgan Chase & Co46625H100COM3,896$955,689dollars as filed
INCYTE CORP COM45337C102Stock15,566$942,521dollars as filed
APPLOVIN CORP COM CL A03831W108Stock3,508$929,515dollars as filed
AMERICAN ELEC PWR CO INC COM025537101Stock8,151$890,660dollars as filed
PRICE T ROWE GROUP INC COM74144T108Stock9,641$885,719dollars as filed
USBANCORPDEL902973304COM NEW20,788$877,669dollars as filed
EXXON MOBIL CORP30231G102COM6,131$729,160dollars as filed
Vanguard Small-Cap ETF922908751SHS2,904$643,962dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,249$630,274dollars as filed
MGIC INVT CORP WIS COM552848103Stock24,491$606,887dollars as filed
Amazon.com, Inc023135106COM2,912$554,037dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM3,054$529,044dollars as filed
Wells Fargo & Company949746101COM6,587$472,881dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS824$463,006dollars as filed
VGT92204A702SHS838$454,514dollars as filed
UnitedHealth Group Inc91324P102COM849$444,664dollars as filed
VANGUARD TAX-EXEMPT BOND ETF922907746ETF8,403$416,957dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,595$409,963dollars as filed
FIDELITY COVINGTON TRUST316092113ENHANCED LARGE12,125$378,179dollars as filed
Lowes Companies,Inc.548661107COM1,579$368,270dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS3,808$351,440dollars as filed
FISERV INC337738108COM1,565$345,599dollars as filed
Financial Select Sector SPDR Fund81369Y605SHS6,745$335,968dollars as filed
Eli Lilly and Company532457108COM405$334,494dollars as filed
AbbVie,Inc.00287Y109COM1,557$326,225dollars as filed
ARBOR REALTY TRUST INC038923BA5NOTE 7.500% 8/03,200$318,400dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS4,091$309,484dollars as filed
Abbott Laboratories002824100COM2,326$308,521dollars as filed
VANGUARD MALVERN FDS922020805SHS5,758$287,324dollars as filed
META PLATFORMS INC CL A30303M102COM475$273,564dollars as filed
Southern Company842587107COM2,958$271,988dollars as filed
International Business Machines Corporation459200101COM968$240,703dollars as filed
Home Depot, Inc437076102COM641$234,920dollars as filed
NextEra Energy,Inc.65339F101COM3,314$234,912dollars as filed
Vanguard High Dividend Yield ETF921946406SHS1,684$217,169dollars as filed
CLEAR CHANNEL OUTDOOR HLDGS18453H106COM12,694$14,090dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002056697-25-000004this filing2025-11-04acceptance time not in the bulk data set