Peak Retirement Planning, Inc.
CIK: 0002056697SEC EDGAR →
Portfolio Value
$427.1M
Holdings
143
As of
Q4 2025
New Positions
145
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | iShares 0-3 Month Treasury Bond ETF | 572,280 | $57.4M | 13.45% |
| 2 | Invesco QQQ Trust, Series 1 | 37,471 | $23.0M | 5.39% |
| 3 | Vanguard FTSE Developed Markets ETF | 366,490 | $22.9M | 5.36% |
| 4 | Vanguard FTSE Emerging Markets ETF | 360,658 | $19.4M | 4.54% |
| 5 | SPDR Gold MiniShares Trust | 170,109 | $14.5M | 3.40% |
| 6 | Vanguard Growth ETF | 23,346 | $11.4M | 2.67% |
| 7 | State Street Communication Services Select Sector SPDR ETF | 90,320 | $10.6M | 2.49% |
| 8 | State Street Energy Select Sector SPDR ETF | 236,200 | $10.6M | 2.47% |
| 9 | State Street Materials Select Sector SPDR ETF | 231,046 | $10.5M | 2.45% |
| 10 | State Street Real Estate Select Sector SPDR ETF | 255,769 | $10.3M | 2.42% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (145)
$57.4M · 572K shares
$23.0M · 37K shares
$22.9M · 366K shares
$19.4M · 361K shares
$14.5M · 170K shares
$11.4M · 23K shares
$10.6M · 90K shares
$10.6M · 236K shares
$10.5M · 231K shares
$10.3M · 256K shares
$9.9M · 127K shares
$8.5M · 14K shares
$7.4M · 35K shares
$6.3M · 34K shares
$6.2M · 32K shares
$5.7M · 17K shares
$5.0M · 16K shares
$4.9M · 10K shares
$4.7M · 17K shares
$4.6M · 26K shares
$4.2M · 47K shares
$3.8M · 12K shares
$3.8M · 14K shares
$3.5M · 10K shares
$3.3M · 26K shares
$3.1M · 11K shares
$2.9M · 28K shares
$2.9M · 32K shares
$2.9M · 14K shares
$2.9M · 15K shares
$2.8M · 86K shares
$2.8M · 4K shares
$2.8M · 14K shares
$2.8M · 24K shares
$2.8M · 33K shares
$2.8M · 6K shares
$2.8M · 20K shares
$2.8M · 8K shares
$2.8M · 46K shares
$2.8M · 10K shares
$2.8M · 3K shares
$2.8M · 122K shares
$2.8M · 106K shares
$2.7M · 63K shares
$2.7M · 6K shares
$2.7M · 83K shares
$2.6M · 18K shares
$2.6M · 8K shares
$2.4M · 11K shares
$2.1M · 15K shares
$2.1M · 20K shares
$2.1M · 27K shares
$2.1M · 52K shares
$2.1M · 36K shares
$2.1M · 28K shares
$2.0M · 8K shares
$2.0M · 17K shares
$2.0M · 20K shares
$2.0M · 9K shares
$2.0M · 19K shares
$2.0M · 38K shares
$2.0M · 68K shares
$2.0M · 20K shares
$2.0M · 7K shares
$2.0M · 83K shares
$2.0M · 8K shares
$2.0M · 26K shares
$2.0M · 116K shares
$2.0M · 43K shares
$2.0M · 6K shares
$2.0M · 71K shares
$2.0M · 7K shares
$2.0M · 11K shares
$1.6M · 7K shares
$1.6M · 5K shares
$1.5M · 6K shares
$1.3M · 14K shares
$1.3M · 7K shares
$1.3M · 2K shares
$1.2M · 2K shares
$1.2M · 4K shares
$1.1M · 8K shares
$959K · 8K shares
$931K · 1K shares
$925K · 1K shares
$829K · 1K shares
$815K · 7K shares
$801K · 3K shares
$788K · 10K shares
$690K · 643 shares
$684K · 8K shares
$670K · 1K shares
$666K · 9K shares
$642K · 7K shares
$638K · 10K shares
$634K · 2K shares
$632K · 22K shares
$615K · 1K shares
$611K · 5K shares
$584K · 12K shares
$526K · 2K shares
$513K · 1K shares
$481K · 13K shares
$459K · 9K shares
$423K · 9K shares
$412K · 1K shares
$405K · 5K shares
$401K · 4K shares
$396K · 2K shares
$396K · 3K shares
$392K · 4K shares
$379K · 7K shares
$374K · 6K shares
$354K · 8K shares
$350K · 18K shares
$326K · 884 shares
$324K · 8K shares
$321K · 4K shares
$319K · 2K shares
$318K · 1K shares
$307K · 4K shares
$299K · 906 shares
$296K · 4K shares
$295K · 2K shares
$294K · 11K shares
$290K · 4K shares
$288K · 503 shares
$278K · 7K shares
$276K · 697 shares
$259K · 2K shares
$255K · 10K shares
$252K · 2K shares
$247K · 5K shares
$236K · 6K shares
$234K · 14K shares
$220K · 1K shares
$219K · 719 shares
$217K · 620 shares
$214K · 1K shares
$211K · 3K shares
$209K · 2K shares
$208K · 2K shares
$207K · 720 shares
$205K · 7K shares
$202K · 524 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $235.4M | 55.1% |
| Technology | 19 | $54.7M | 12.8% |
| Unknown | 8 | $43.1M | 10.1% |
| Healthcare | 14 | $28.2M | 6.6% |
| Consumer Defensive | 9 | $17.3M | 4.0% |
| Communication Services | 7 | $14.9M | 3.5% |
| Consumer Cyclical | 9 | $14.8M | 3.5% |
| Industrials | 8 | $9.3M | 2.2% |
| Energy | 3 | $3.3M | 0.8% |
| Utilities | 4 | $2.3M | 0.5% |
| Basic Materials | 1 | $2.0M | 0.5% |
| Real Estate | 1 | $2.0M | 0.5% |