Peak Retirement Planning, Inc.
CIK: 0002056697SEC EDGAR →
Portfolio Value
$427.1B
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 | $57.4B | 13.45% |
| 2 | Invesco QQQ Trust, Series 1 | 37,471 | $23.0B | 5.39% |
| 3 | Vanguard FTSE Developed Markets ETF | 366,490 | $22.9B | 5.36% |
| 4 | Vanguard FTSE Emerging Markets ETF | 360,658 | $19.4B | 4.54% |
| 5 | SPDR Gold MiniShares Trust | 170,109 | $14.5B | 3.40% |
| 6 | Vanguard Growth ETF | 23,346 | $11.4B | 2.67% |
| 7 | State Street Communication Services Select Sector SPDR ETF | 90,320 | $10.6B | 2.49% |
| 8 | State Street Energy Select Sector SPDR ETF | 236,200 | $10.6B | 2.47% |
| 9 | State Street Materials Select Sector SPDR ETF | 231,046 | $10.5B | 2.45% |
| 10 | State Street Real Estate Select Sector SPDR ETF | 255,769 | $10.3B | 2.42% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (145)
$57.4B · 572K shares
$23.0B · 37K shares
$22.9B · 366K shares
$19.4B · 361K shares
$14.5B · 170K shares
$11.4B · 23K shares
$10.6B · 90K shares
$10.6B · 236K shares
$10.5B · 231K shares
$10.3B · 256K shares
$9.9B · 127K shares
$8.5B · 14K shares
$7.4B · 35K shares
$6.3B · 34K shares
$6.2B · 32K shares
$5.7B · 17K shares
$5.0B · 16K shares
$4.9B · 10K shares
$4.7B · 17K shares
$4.6B · 26K shares
$4.2B · 47K shares
$3.8B · 12K shares
$3.8B · 14K shares
$3.5B · 10K shares
$3.3B · 26K shares
$3.1B · 11K shares
$2.9B · 28K shares
$2.9B · 32K shares
$2.9B · 14K shares
$2.9B · 15K shares
$2.8B · 86K shares
$2.8B · 4K shares
$2.8B · 14K shares
$2.8B · 24K shares
$2.8B · 33K shares
$2.8B · 6K shares
$2.8B · 20K shares
$2.8B · 8K shares
$2.8B · 46K shares
$2.8B · 10K shares
$2.8B · 3K shares
$2.8B · 122K shares
$2.8B · 106K shares
$2.7B · 63K shares
$2.7B · 6K shares
$2.7B · 83K shares
$2.6B · 18K shares
$2.6B · 8K shares
$2.4B · 11K shares
$2.1B · 15K shares
$2.1B · 20K shares
$2.1B · 27K shares
$2.1B · 52K shares
$2.1B · 36K shares
$2.1B · 28K shares
$2.0B · 8K shares
$2.0B · 17K shares
$2.0B · 20K shares
$2.0B · 9K shares
$2.0B · 19K shares
$2.0B · 38K shares
$2.0B · 68K shares
$2.0B · 20K shares
$2.0B · 7K shares
$2.0B · 83K shares
$2.0B · 8K shares
$2.0B · 26K shares
$2.0B · 116K shares
$2.0B · 43K shares
$2.0B · 6K shares
$2.0B · 71K shares
$2.0B · 7K shares
$2.0B · 11K shares
$1.6B · 7K shares
$1.6B · 5K shares
$1.5B · 6K shares
$1.3B · 14K shares
$1.3B · 7K shares
$1.3B · 2K shares
$1.2B · 2K shares
$1.2B · 4K shares
$1.1B · 8K shares
$959.0M · 8K shares
$931.0M · 1K shares
$925.0M · 1K shares
$829.0M · 1K shares
$815.0M · 7K shares
$801.0M · 3K shares
$788.0M · 10K shares
$690.0M · 643 shares
$684.0M · 8K shares
$670.0M · 1K shares
$666.0M · 9K shares
$642.0M · 7K shares
$638.0M · 10K shares
$634.0M · 2K shares
$632.0M · 22K shares
$615.0M · 1K shares
$611.0M · 5K shares
$584.0M · 12K shares
$526.0M · 2K shares
$513.0M · 1K shares
$481.0M · 13K shares
$459.0M · 9K shares
$423.0M · 9K shares
$412.0M · 1K shares
$405.0M · 5K shares
$401.0M · 4K shares
$396.0M · 2K shares
$396.0M · 3K shares
$392.0M · 4K shares
$379.0M · 7K shares
$374.0M · 6K shares
$354.0M · 8K shares
$350.0M · 18K shares
$326.0M · 884 shares
$324.0M · 8K shares
$321.0M · 4K shares
$319.0M · 2K shares
$318.0M · 1K shares
$307.0M · 4K shares
$299.0M · 906 shares
$296.0M · 4K shares
$295.0M · 2K shares
$294.0M · 11K shares
$290.0M · 4K shares
$288.0M · 503 shares
$278.0M · 7K shares
$276.0M · 697 shares
$259.0M · 2K shares
$255.0M · 10K shares
$252.0M · 2K shares
$247.0M · 5K shares
$236.0M · 6K shares
$234.0M · 14K shares
$220.0M · 1K shares
$219.0M · 719 shares
$217.0M · 620 shares
$214.0M · 1K shares
$211.0M · 3K shares
$209.0M · 2K shares
$208.0M · 2K shares
$207.0M · 720 shares
$205.0M · 7K shares
$202.0M · 524 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 62 | $235.4B | 55.1% |
| Technology | 19 | $54.7B | 12.8% |
| Unknown | 8 | $43.1B | 10.1% |
| Healthcare | 14 | $28.2B | 6.6% |
| Consumer Defensive | 9 | $17.3B | 4.0% |
| Communication Services | 7 | $14.9B | 3.5% |
| Consumer Cyclical | 9 | $14.8B | 3.5% |
| Industrials | 8 | $9.3B | 2.2% |
| Energy | 3 | $3.3B | 0.8% |
| Utilities | 4 | $2.3B | 0.5% |
| Basic Materials | 1 | $2.0B | 0.5% |
| Real Estate | 1 | $2.0B | 0.5% |