account_balance
Investment manager · 13F filer · SEC CIK 2056697
Peak Retirement Planning, Inc.
Reported value$632Mas of Jun 30, 2026
Positions194 49 new, 7 sold out
Top 10 weight40.0%SGOV alone is 10%
FiledAug 1041 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SGOViShares 0-3 Month Treasury Bond ETF
10.4%Trimmed −2%
QQQInvesco QQQ Trust, Series 1
5.5%Added +124%
VEAVanguard FTSE Developed Markets ETF
4.5%Trimmed −10%
VWOVanguard FTSE Emerging Markets ETF
3.0%Trimmed −27%
XLVState Street Health Care Select Sector SPDR ETF
2.9%Added +36%
VBKVanguard Morningstar Small-Cap Growth ETF
2.8%Added +34%
XLEState Street Energy Select Sector SPDR ETF
2.8%Added +25%
XLYState Street Consumer Discretionary Select Sector SPDR ETF
2.7%Added +4532%
XLREState Street Real Estate Select Sector SPDR ETF
2.7%Added +3433%
XLCState Street Communication Services Select Sector SPDR ETF
2.6%Added +35%
VBRVanguard Morningstar Small-Cap Value ETF
2.2%Added +13%
VTVVanguard Morningstar Value ETF
2.2%Added +25%
SGOViShares 0-3 Month Treasury Bond ETF
10.4%Trimmed −2%
QQQInvesco QQQ Trust, Series 1
5.5%+124%
VEAVanguard FTSE Developed Markets ETF
4.5%−10%
VWOVanguard FTSE Emerging Markets ETF
3.0%−27%
XLV2.9%
VBKVanguard Morningstar Small-Cap Growth ETF
2.8%
XLEState Street Energy Select Sector SPDR ETF
2.8%
XLYState Street Consumer Discretionary Select Sector SPDR ETF
2.7%
XLREState Street Real Estate Select Sector SPDR ETF
2.7%
XLC2.6%
VBR2.2%
VTV2.2%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SGOV iShares 0-3 Month Treasury Bond ETF 10.4% Trimmed −2%
QQQ Invesco QQQ Trust, Series 1 5.5% Added +124%
VEA Vanguard FTSE Developed Markets ETF 4.5% Trimmed −10%
VWO Vanguard FTSE Emerging Markets ETF 3.0% Trimmed −27%
XLV State Street Health Care Select Sector SPDR ETF 2.9% Added +36%
VBK Vanguard Morningstar Small-Cap Growth ETF 2.8% Added +34%
XLE State Street Energy Select Sector SPDR ETF 2.8% Added +25%
XLY State Street Consumer Discretionary Select Sector SPDR ETF 2.7% Added +4532%
XLRE State Street Real Estate Select Sector SPDR ETF 2.7% Added +3433%
XLC State Street Communication Services Select Sector SPDR ETF 2.6% Added +35%
VBR Vanguard Morningstar Small-Cap Value ETF 2.2% Added +13%
VTV Vanguard Morningstar Value ETF 2.2% Added +25%
What changed
Biggest moves since Mar 31, 2026
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