Peak Retirement Planning, Inc. Top Holdings and 13F Report (2025) About Peak Retirement Planning, Inc.Investment ActivityPeak Retirement Planning, Inc. has $147.98 million in total holdings as of December 31, 2024.Peak Retirement Planning, Inc. owns shares of 96 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Largest Holdings iShares 0-3 Month Treasury Bond ETF $16,771,111Vanguard S&P 500 ETF $6,852,870Invesco QQQ $6,760,829Financial Select Sector SPDR Fund $5,266,765Consumer Staples Select Sector SPDR Fund $4,954,663 Sector AllocationMap of 500 Largest Holdings ofPeak Retirement Planning, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorSGOViShares 0-3 Month Treasury Bond ETF$16,771,111166,97211.3%ETFVOOVanguard S&P 500 ETF$6,852,87012,7184.6%ETFQQQInvesco QQQ$6,760,82913,2974.6%FinanceXLFFinancial Select Sector SPDR Fund$5,266,765108,9683.6%ETFXLPConsumer Staples Select Sector SPDR Fund$4,954,66366,5403.3%ETFXLCCommunication Services Select Sector SPDR Fund$4,900,88851,6223.3%ETFVNQVanguard Real Estate ETF$4,732,69153,1293.2%ETFXLREReal Estate Select Sector SPDR Fund$4,579,234111,8913.1%ETFVBVanguard Small-Cap ETF$4,527,38318,8363.1%ETFVUGVanguard Growth ETF$3,988,1469,6922.7%ETFVBRVanguard Small-Cap Value ETF$3,420,01917,2572.3%ETFVTVVanguard Value ETF$3,025,91817,8692.0%ETFVBKVanguard Small-Cap Growth ETF$2,994,44410,6882.0%ETFVOTVanguard Mid-Cap Growth ETF$2,729,17810,7521.8%ETFVOEVanguard Mid-Cap Value ETF$2,631,01416,2751.8%ETFAAPLApple$2,623,44710,4761.8%Computer and TechnologyGLDMSPDR Gold MiniShares Trust$1,990,27537,6701.3%FinanceVTIVanguard Total Stock Market ETF$1,928,3546,6551.3%ETFMSFTMicrosoft$1,889,5904,4661.3%Computer and TechnologyJPMJPMorgan Chase & Co.$1,862,65213,4331.3%FinanceBRK.BBerkshire Hathaway$1,655,7663,6521.1%FinanceVWOVanguard FTSE Emerging Markets ETF$1,550,70635,2091.0%ETFGOOGLAlphabet$1,453,9547,6801.0%Computer and TechnologyAVGOBroadcom$1,419,1566,1201.0%Computer and TechnologyNVDANVIDIA$1,276,7559,6740.9%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$1,226,34525,6460.8%ETFCOPConocoPhillips$1,105,77411,2320.7%Oils/EnergyTROWT. Rowe Price Group$1,083,11010,7470.7%FinanceDKSDICK'S Sporting Goods$1,035,8364,5210.7%Retail/WholesaleNBIXNeurocrine Biosciences$1,029,3687,6300.7%MedicalOPCHOption Care Health$1,026,32640,1030.7%MedicalRSPInvesco S&P 500 Equal Weight ETF$1,020,4363,7500.7%ETFWSMWilliams-Sonoma$1,008,8335,4540.7%Retail/WholesaleJBLJabil$979,2056,7970.7%Computer and TechnologyApplovin Corporation$969,3592,9820.7%Class A Common StockZMZoom Video Communications$960,99611,7720.6%Computer and TechnologyFLEXFlex$958,77224,2250.6%Computer and TechnologyAVTAvnet$956,79318,2860.6%Computer and TechnologySKXSkechers U.S.A.$952,73914,1680.6%Consumer DiscretionaryANAutoNation$951,6865,6110.6%Retail/WholesaleMPWRMonolithic Power Systems$948,7381,5950.6%Computer and TechnologyPODDInsulet$942,9134,0700.6%MedicalPANWPalo Alto Networks$930,3935,1170.6%Computer and TechnologyCSCOCisco Systems$922,56515,5790.6%Computer and TechnologyINCYIncyte$920,56713,6380.6%MedicalMCKMcKesson$918,7241,6680.6%MedicalLNTHLantheus$916,75810,2380.6%MedicalFOXAFOX$900,20218,8310.6%Consumer DiscretionaryMRKMerck & Co., Inc.$899,0998,5640.6%MedicalMMSIMerit Medical Systems$875,0659,0510.6%MedicalLADLithia Motors$873,5702,4350.6%Retail/WholesaleCHTRCharter Communications$870,4872,5250.6%Consumer DiscretionaryDHID.R. Horton$858,1806,2550.6%ConstructionCMECME Group$843,0583,6320.6%FinanceGILDGilead Sciences$837,4659,0660.6%MedicalJNJJohnson & Johnson$833,0705,7480.6%MedicalDGXQuest Diagnostics$824,5047,0710.6%MedicalEOGEOG Resources$823,6196,6640.6%Oils/EnergyVLOValero Energy$821,7666,7010.6%Oils/EnergyMOAltria Group$817,95915,6390.6%Consumer StaplesCBOECboe Global Markets$815,2244,1680.6%Financial ServicesHSYHershey$807,0624,7700.5%Consumer StaplesGISGeneral Mills$797,87312,5120.5%Consumer StaplesPEPPepsiCo$797,0505,2470.5%Consumer StaplesCLColgate-Palmolive$792,3298,7200.5%Consumer StaplesCFCF Industries$791,0899,2620.5%Basic MaterialsKMBKimberly-Clark$788,3796,0210.5%Consumer StaplesLMTLockheed Martin$787,5931,6110.5%AerospaceSNASnap-on$781,6482,2940.5%Consumer DiscretionaryVZVerizon Communications$772,35319,2980.5%Computer and TechnologyTOLToll Brothers$771,2936,1200.5%ConstructionMDLZMondelez International$767,99212,8510.5%Consumer StaplesCMCSAComcast$756,51920,1500.5%Consumer DiscretionaryVICIVICI Properties$754,58225,8400.5%FinanceVOVanguard Mid-Cap ETF$610,8922,3160.4%ETFAMZNAmazon.com$603,9202,7520.4%Retail/WholesaleXOMExxon Mobil$579,9555,3900.4%Oils/EnergyVTEBVanguard Tax-Exempt Bond ETF$524,54910,4670.4%ETFMTGMGIC Investment$511,97021,5930.3%FinanceVIGVanguard Dividend Appreciation ETF$506,3802,5860.3%ETFVGTVanguard Information Technology ETF$485,0147790.3%ETFIVViShares Core S&P 500 ETF$464,7347890.3%ETFVVVanguard Large-Cap ETF$416,5511,5440.3%ETFFidelity Covington Trust Fidelity Enhanced Large Cap Core$398,12612,0910.3%Exchange Traded FundLOWLowe's Companies$365,2981,4800.2%Retail/WholesaleUNHUnitedHealth Group$350,8206930.2%MedicalIUSViShares Core S&P U.S. Value ETF$317,6583,4300.2%ManufacturingIEFAiShares Core MSCI EAFE ETF$281,3674,0030.2%ETFABBVAbbVie$274,1501,5420.2%MedicalNEENextEra Energy$266,2893,3380.2%UtilitiesUNPUnion Pacific$259,0341,1360.2%TransportationAEPAmerican Electric Power$255,1212,7660.2%UtilitiesHDHome Depot$247,8176370.2%Retail/WholesaleLLYEli Lilly and Company$223,0192880.2%MedicalVTIPVanguard Short-Term Inflation-Protected Securities ETF$216,4914,4710.1%ManufacturingORCLOracle$211,4161,2690.1%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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