13F-HR filed by Peak Retirement Planning, Inc.
Peak Retirement Planning, Inc. filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-10, with 194 holding rows worth $631,630,897.
- Accession
- 0002056697-26-000003
- Filer
- CIK 2056697
- Filed
- 2026-08-10
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 194 entries on the cover page, a total value of $631,630,897 stated on the cover page (in dollars after the unit check, H1), rows summing to $631,630,897 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 | 653,810 | $65,819,057 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 47,055 | $34,651,395 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 403,062 | $28,718,182 | dollars as filed | |
| VWO | 922042858 | SHS | 317,385 | $18,944,712 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 116,103 | $18,420,837 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 47,871 | $17,506,388 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 329,503 | $17,499,881 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 146,239 | $17,150,956 | dollars as filed | |
| Real Estate Select Sector SPDR Fund | 81369Y860 | SHS | 386,766 | $17,029,320 | dollars as filed | |
| Communication Services Select Sector SPDR Fund | 81369Y852 | SHS | 155,779 | $16,688,577 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 56,505 | $13,730,105 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 62,479 | $13,616,124 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 156,415 | $13,473,566 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 57,532 | $11,368,250 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 16,364 | $11,239,224 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 54,264 | $10,857,769 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 35,246 | $10,683,749 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 19,651 | $7,022,587 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 71,525 | $6,897,136 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 5,948 | $6,865,272 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 16,684 | $6,223,296 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 5,056 | $6,064,308 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 10,172 | $5,909,088 | dollars as filed | |
| Apple Inc | 037833100 | COM | 18,319 | $5,300,702 | dollars as filed | |
| HALOZYME THERAPEUTICS INC COM | 40637H109 | Stock | 67,523 | $5,285,028 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 27,789 | $5,198,791 | dollars as filed | |
| EXELIXIS INC COM | 30161Q104 | Stock | 94,407 | $5,136,681 | dollars as filed | |
| MERIT MED SYS INC COM | 589889104 | Stock | 74,008 | $5,131,743 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 14,791 | $5,074,570 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 13,384 | $5,055,772 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 31,191 | $5,055,193 | dollars as filed | |
| NEUROCRINE BIOSCIENCES INC | 64125C109 | COM | 29,734 | $5,011,156 | dollars as filed | |
| RALPH LAUREN CORP | 751212101 | CL A | 12,423 | $4,986,637 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 8,587 | $4,836,941 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 173,678 | $4,831,715 | dollars as filed | |
| INSULET CORP COM | 45784P101 | Stock | 31,312 | $4,767,181 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 191,897 | $4,722,580 | dollars as filed | |
| UNIVERSAL HLTH SVCS INC CL B | 913903100 | Stock | 31,287 | $4,652,089 | dollars as filed | |
| UNITED THERAPEUTICS CORP DEL COM | 91307C102 | Stock | 8,389 | $4,545,649 | dollars as filed | |
| VTI | 922908769 | COM | 11,526 | $4,265,103 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 8,250 | $4,250,725 | dollars as filed | |
| CHEWYINCCLASSCLASSA | 16679L109 | STOK | 214,080 | $4,206,675 | dollars as filed | |
| Vanguard Mid-Cap Growth ETF | 922908538 | SHS | 13,285 | $4,069,262 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 2,931 | $4,052,142 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 15,923 | $4,043,983 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 27,103 | $3,974,321 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 29,248 | $3,758,369 | dollars as filed | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 42,913 | $3,703,863 | dollars as filed | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 33,047 | $3,627,582 | dollars as filed | |
| COLGATE PALMOLIVE CO COM | 194162103 | Stock | 38,444 | $3,524,513 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 30,933 | $3,516,775 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 12,998 | $3,515,605 | dollars as filed | |
| SNAP ON INC COM | 833034101 | Stock | 8,587 | $3,455,467 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 15,738 | $3,437,983 | dollars as filed | |
| SMITH A O CORP COM | 831865209 | Stock | 54,556 | $3,421,747 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 47,507 | $3,418,156 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 10,332 | $3,382,104 | dollars as filed | |
| GENERAL MILLS INC COM | 370334104 | Stock | 95,739 | $3,331,721 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 139,107 | $3,285,700 | dollars as filed | |
| AVERY DENNISON CORP COM | 053611109 | Stock | 20,033 | $3,252,303 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 25,360 | $3,204,001 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 23,631 | $3,199,644 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 128,969 | $3,166,196 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 28,436 | $3,078,428 | dollars as filed | |
| VICI PPTYS INC COM | 925652109 | REIT | 115,922 | $3,077,734 | dollars as filed | |
| PAYCHEX INC | 704326107 | COM | 30,974 | $3,045,651 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 23,178 | $3,006,902 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 69,955 | $2,961,910 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 12,101 | $2,863,442 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 12,847 | $2,837,102 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 11,638 | $2,824,157 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 11,168 | $2,661,813 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 5,284 | $2,644,058 | dollars as filed | |
| WORLD GOLD TR | 98149E303 | SPDR GLD MINIS | 31,598 | $2,509,517 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 17,495 | $2,177,136 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 10,119 | $2,153,069 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 24,386 | $1,964,780 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,946 | $1,769,981 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 22,346 | $1,640,407 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 11,112 | $1,520,200 | dollars as filed | |
| General Electric Company | 369604301 | COM | 3,942 | $1,473,305 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,010 | $1,416,923 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,087 | $1,276,517 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,962 | $1,245,661 | dollars as filed | |
| VGT | 92204A702 | SHS | 9,616 | $1,149,353 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 1,455 | $1,089,791 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 6,597 | $1,042,475 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y100 | SBI MATERIALS | 19,365 | $984,327 | dollars as filed | |
| SPY | 78462F103 | SHS | 1,209 | $902,876 | dollars as filed | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 17,446 | $882,404 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 2,252 | $794,073 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y308 | STATE STREET CON | 8,300 | $689,452 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 614 | $654,097 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,342 | $581,490 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 9,816 | $578,964 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 1,655 | $569,227 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 2,253 | $566,930 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 5,848 | $564,848 | dollars as filed | |
| MGIC INVT CORP WIS COM | 552848103 | Stock | 19,772 | $557,573 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 2,990 | $553,839 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092113 | ENHANCED LARGE | 12,654 | $530,341 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 6,313 | $521,708 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 5,956 | $509,171 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 5,588 | $491,275 | dollars as filed | |
| ISHARES TR | 46435U218 | ESG MSCI LEADR | 3,700 | $491,260 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,170 | $486,172 | dollars as filed | |
| iShares S&P 500 Growth ETF | 464287309 | SHS | 3,441 | $473,200 | dollars as filed | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 7,707 | $413,169 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 3,730 | $410,894 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 4,485 | $406,928 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,180 | $402,244 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,708 | $396,807 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 1,408 | $395,847 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 7,395 | $395,387 | dollars as filed | |
| AXSOME THERAPEUTICS INC. COM | 05464T104 | Stock | 1,611 | $394,332 | dollars as filed | |
| ISHARES ESG SELECT SCREENED S&P 500 ETF | 46436E569 | ETF | 6,885 | $390,997 | dollars as filed | |
| NATIONAL FUEL GAS CO COM | 636180101 | Stock | 5,063 | $390,883 | dollars as filed | |
| Intel Corp | 458140100 | COM | 2,777 | $387,737 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1,024 | $377,186 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,098 | $371,475 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 7,305 | $369,508 | dollars as filed | |
| iShares 0-5 Year High Yield Corporate Bond ETF | 46434V407 | COM | 8,673 | $367,843 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 8,228 | $364,980 | dollars as filed | |
| Southern Company | 842587107 | COM | 3,783 | $362,111 | dollars as filed | |
| PARK NATL CORP COM | 700658107 | Stock | 1,966 | $359,687 | dollars as filed | |
| SCHD | 808524797 | COM | 11,317 | $358,848 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,135 | $355,050 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 17,922 | $349,927 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,062 | $341,800 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,877 | $340,308 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 10,987 | $335,000 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 1,000 | $334,675 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 3,105 | $333,828 | dollars as filed | |
| VANGUARD MALVERN FDS | 922020805 | SHS | 6,607 | $331,861 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,040 | $328,329 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 6,250 | $327,581 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 8,779 | $325,016 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 3,671 | $322,625 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 6,297 | $321,438 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 2,710 | $318,325 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 3,838 | $317,182 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 656 | $313,286 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 1,486 | $310,560 | dollars as filed | |
| PACCAR INC COM | 693718108 | Stock | 2,459 | $295,385 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 6,180 | $293,743 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 1,540 | $289,592 | dollars as filed | |
| ISHARES TR | 46436E551 | ESG SELECT SCRE | 5,389 | $281,044 | dollars as filed | |
| PROSHARES TR | 74347R669 | PSHS ULT SEMICDT | 2,693 | $280,807 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 2,375 | $277,051 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 3,309 | $274,095 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 264 | $267,156 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 852 | $266,656 | dollars as filed | |
| Avantis US Equity ETF | 025072885 | SHS | 2,068 | $264,898 | dollars as filed | |
| HIMS & HERS HEALTH INC | 433000106 | COM CL A | 7,602 | $263,559 | dollars as filed | |
| NUVEEN CALIFORNIA AMT-FREE MUN | 670651108 | COM | 20,723 | $259,658 | dollars as filed | |
| Vanguard Energy ETF | 92204A306 | SHS | 1,728 | $259,499 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 959 | $259,247 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 358 | $258,511 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 1,155 | $257,342 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,166 | $257,070 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 4,508 | $256,872 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 3,299 | $250,034 | dollars as filed | |
| NORTHERN STOCK INDEX | 665162772 | SHS | 3,329 | $248,498 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 254 | $248,399 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 831 | $247,652 | dollars as filed | |
| SPDR Portfolio S&P 500 Growth ETF | 78464A409 | SHS | 2,056 | $244,606 | dollars as filed | |
| EVERSPIN TECHNOLOGIES INC | 30041T104 | COMMON STOCK | 10,000 | $241,800 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,270 | $240,967 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 257 | $240,057 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 445 | $228,446 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 525 | $223,899 | dollars as filed | |
| Vanguard Total International Bond Index Fund ETF | 92203J407 | SHS | 4,622 | $223,845 | dollars as filed | |
| VANGUARD MORNINGSTAR MEGA CAP VALUE ETF | 921910840 | ETF | 1,361 | $222,472 | dollars as filed | |
| VANGUARD SCOTTSDALE FDS | 92206C847 | COM | 3,863 | $213,170 | dollars as filed | |
| Deere & Company | 244199105 | COM | 336 | $213,130 | dollars as filed | |
| IJH | 464287507 | COM | 2,747 | $211,796 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,111 | $211,746 | dollars as filed | |
| UNITED BANKSHARES INC WEST VA COM | 909907107 | Stock | 4,563 | $209,144 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 1,406 | $208,584 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 3,167 | $204,288 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 265 | $202,056 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 1,111 | $201,020 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 1,583 | $200,328 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 391 | $199,285 | dollars as filed | |
| VANECK ETF TRUST | 92189F676 | COM | 303 | $198,854 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 3,825 | $197,717 | dollars as filed | |
| DECKERS OUTDOOR CORP | 243537107 | COM | 1,955 | $194,122 | dollars as filed | |
| KLA CORP | 482480100 | COM | 641 | $193,461 | dollars as filed | |
| Fidelity MSCI Information Technology Index ETF | 316092808 | SHS | 676 | $193,076 | dollars as filed | |
| SPDR SER TR | 78464A508 | PRTFLO S&P500 VL | 3,161 | $192,171 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 732 | $190,710 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 3,613 | $190,623 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 4,799 | $190,408 | dollars as filed | |
| FIRY INC | 83067L208 | COM | 11,690 | $119,008 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056697-26-000003 | this filing | 2026-08-10 | acceptance time not in the bulk data set |