13F-HR filed by Peak Retirement Planning, Inc.
Peak Retirement Planning, Inc. filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-11, with 152 holding rows worth $501,485,278.
- Accession
- 0002056697-26-000002
- Filer
- CIK 2056697
- Filed
- 2026-05-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 152 entries on the cover page, a total value of $501,485,278 stated on the cover page (in dollars after the unit check, H1), rows summing to $501,485,278 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 667,515 | $67,192,021 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 447,638 | $28,684,620 | dollars as filed | |
| VWO | 922042858 | SHS | 433,645 | $23,438,488 | dollars as filed | |
| SPDR SERIES TRUST | 78468R861 | STATE STRET SPDR | 190,121 | $17,622,296 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 262,695 | $16,092,688 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 264,006 | $13,192,374 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 115,716 | $12,828,326 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 154,677 | $12,680,448 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 85,219 | $12,493,982 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 21,007 | $12,124,852 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 50,212 | $10,908,464 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 35,763 | $10,809,408 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 49,966 | $9,803,334 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 51,097 | $9,416,225 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 34,533 | $9,044,964 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 18,761 | $8,194,768 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 39,306 | $6,854,974 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 22,514 | $6,465,591 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 68,052 | $5,011,359 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 53,681 | $4,761,496 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,687 | $4,696,324 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 18,172 | $4,676,516 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 15,286 | $4,395,751 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 7,155 | $4,275,746 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 198,427 | $4,119,351 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 13,078 | $4,047,791 | dollars as filed | |
| VTI | 922908769 | COM | 12,461 | $3,997,729 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 6,598 | $3,912,560 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 4,066 | $3,739,425 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,649 | $3,717,755 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 44,862 | $3,606,467 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 82,120 | $3,522,144 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 53,786 | $3,520,838 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 3,162 | $3,457,684 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 125,746 | $3,395,138 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 25,606 | $3,373,277 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 31,451 | $3,229,077 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 134,608 | $3,221,164 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 9,510 | $3,212,695 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 9,301 | $3,199,622 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 31,098 | $3,112,586 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 45,143 | $3,111,692 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 7,757 | $3,087,364 | dollars as filed | |
| PULTE GROUP INC COM | 745867101 | Stock | 26,157 | $3,076,361 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 46,617 | $3,012,865 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 113,473 | $3,008,175 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 13,893 | $2,915,285 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 11,747 | $2,871,495 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 22,028 | $2,860,159 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 19,593 | $2,830,073 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 14,472 | $2,731,103 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 18,503 | $2,675,009 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 9,036 | $2,657,893 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 21,599 | $2,598,090 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 49,907 | $2,505,325 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,153 | $2,469,376 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 15,741 | $2,444,423 | dollars as filed | |
| FOX CORP CL A COM | 35137L105 | Stock | 41,103 | $2,400,396 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 36,196 | $2,388,606 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 25,700 | $2,316,573 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 16,590 | $2,312,161 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 6,289 | $2,284,228 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 26,762 | $2,280,912 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 10,576 | $2,274,552 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 7,691 | $2,271,460 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 8,658 | $2,253,610 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 100,047 | $2,250,065 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 7,994 | $2,246,927 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 23,138 | $2,232,122 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 11,091 | $2,199,167 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 76,279 | $2,189,972 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 78,857 | $2,154,382 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 12,228 | $2,111,545 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,014 | $2,038,263 | dollars as filed | |
| SMITH A O CORP COM | 831865209 | Stock | 30,718 | $2,025,563 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 53,905 | $2,006,353 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 127,275 | $2,000,764 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 7,798 | $1,624,043 | dollars as filed | |
| SPY | 78462F103 | SHS | 2,469 | $1,605,639 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 8,026 | $1,540,445 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 10,698 | $1,402,235 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 13,559 | $1,333,976 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,987 | $1,131,310 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 7,530 | $1,115,147 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 19,604 | $978,054 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,071 | $935,180 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,396 | $912,122 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 11,136 | $858,659 | dollars as filed | |
| VGT | 92204A702 | SHS | 1,168 | $814,939 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,141 | $795,895 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 11,177 | $761,610 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,289 | $737,552 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,964 | $645,835 | dollars as filed | |
| MGIC INVT CORP WIS COM | 552848103 | Stock | 21,482 | $563,893 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,408 | $523,800 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 5,645 | $511,006 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 8,321 | $495,491 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,655 | $494,646 | dollars as filed | |
| NATIONAL FUEL GAS CO COM | 636180101 | Stock | 5,064 | $475,836 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 5,931 | $472,136 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092113 | ENHANCED LARGE | 12,654 | $458,971 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 1,583 | $453,997 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 10,946 | $446,907 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 594 | $420,636 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 2,537 | $410,329 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,109 | $407,445 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 4,259 | $395,588 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 3,826 | $391,160 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,403 | $384,928 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 7,681 | $383,644 | dollars as filed | |
| ISHARES TR | 464288356 | CALIF MUN BD ETF | 6,342 | $360,588 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 6,856 | $360,356 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,720 | $359,049 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 17,922 | $350,017 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,390 | $349,646 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 3,157 | $344,039 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 6,958 | $343,529 | dollars as filed | |
| SCHD | 808524797 | COM | 10,837 | $332,465 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 756 | $325,258 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 8,228 | $319,728 | dollars as filed | |
| PARK NATL CORP COM | 700658107 | Stock | 1,953 | $319,283 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,555 | $317,581 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,265 | $306,584 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,479 | $305,954 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 3,630 | $300,373 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,259 | $297,544 | dollars as filed | |
| American Express Company | 025816109 | COM | 958 | $289,912 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 2,549 | $289,566 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 2,443 | $282,133 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 3,676 | $281,370 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 1,890 | $278,065 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 741 | $264,012 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 925 | $250,172 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 799 | $248,458 | dollars as filed | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 4,910 | $241,681 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 354 | $241,246 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 953 | $238,834 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,538 | $238,516 | dollars as filed | |
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 72201R585 | ETF | 9,071 | $237,660 | dollars as filed | |
| VANGUARD CALIF TAX FREE FDS | 922021605 | TAX EXEMPT BD FD | 2,337 | $231,593 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 5,467 | $231,305 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 3,218 | $225,845 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 654 | $221,019 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 1,680 | $219,985 | dollars as filed | |
| NORTHERN STOCK INDEX | 665162772 | SHS | 3,329 | $216,375 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,298 | $213,549 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,283 | $212,124 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,307 | $206,933 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,054 | $203,252 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 6,687 | $202,757 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 202 | $201,131 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 2,044 | $200,110 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056697-26-000002 | this filing | 2026-05-11 | acceptance time not in the bulk data set |