13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056697
Total reported value
$631.6M
$631.6M
96 檔
6.4%
At the close of Q4 2024, Peak Retirement Planning, Inc. disclosed equity holdings valued at approximately $631.6M, spread across 96 reported holdings.
During Q4 2024, Peak Retirement Planning, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 11.33% | -2.98% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 4.63% | +0.93% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.57% | +3.07% | — | |
| 4 | XLF | Ss Financial Select Sector | ETF-Other | 3.56% | — | — | |
| 5 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.35% | -2.42% | — | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.31% | +0.08% | — | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.20% | +0.14% | — | |
| 8 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.09% | +2.61% | — | |
| 9 | VB | Vanguard Small-cap ETF | ETF-Other | 3.06% | -0.11% | — | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.70% | +0.50% | — | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.31% | -0.01% | — | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 2.04% | +0.21% | — | |
| 13 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.02% | +0.61% | — | |
| 14 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.84% | -0.29% | — | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.78% | -0.08% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 1.77% | +0.10% | — | |
| 17 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.34% | +0.40% | NEW | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.30% | -0.12% | — | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 1.28% | +0.05% | — | |
| 20 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.26% | +0.01% | — | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.12% | -0.07% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.05% | -1.67% | — | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.98% | +0.23% | — | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.96% | -0.01% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.86% | +0.35% | — | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -1.17% | — | |
| 27 | COP | Conocophillips | Stock-Energy | 0.75% | — | — | |
| 28 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.73% | +0.10% | — | |
| 29 | DKS | Dick's Sporting Goods Inc | Stock-Consumer Disc | 0.70% | — | — | |
| 30 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.70% | +0.12% | — | |
| 31 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.69% | — | — | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.03% | — | |
| 33 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.68% | — | — | |
| 34 | JBL | Jabil Inc | Stock-Tech | 0.66% | — | — | |
| 35 | APP | Applovin Corp-class A | Stock-Tech | 0.66% | +0.05% | — | |
| 36 | ZM | Zoom Communications Inc | Stock-Tech | 0.65% | -0.13% | — | |
| 37 | FLEX | Flex Ltd. | Stock-Tech | 0.65% | +0.10% | — | |
| 38 | AVT | Avnet Inc | Stock-Tech | 0.65% | — | — | |
| 39 | SKAA | Skechers USA Inc-cl A | Stock-Other | 0.64% | — | — | |
| 40 | AN | Autonation Inc | Stock-Consumer Disc | 0.64% | — | — | |
| 41 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.64% | -0.05% | — | |
| 42 | PODD | Insulet CORP | Stock-Healthcare | 0.64% | +0.17% | — | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.63% | +0.06% | NEW | |
| 44 | CSCO | Cisco Systems Inc | Stock-Tech | 0.62% | +0.05% | NEW | |
| 45 | INCY | Incyte CORP | Stock-Healthcare | 0.62% | — | — | |
| 46 | MCK | Mckesson CORP | Stock-Healthcare | 0.62% | — | — | |
| 47 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.62% | — | — | |
| 48 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.61% | -0.48% | EXIT | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | +0.08% | — | |
| 50 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.59% | +0.19% | — |
According to official SEC Form 13F filings, Peak Retirement Planning, Inc. reported a total U.S. public equity portfolio value of $631.6M across 96 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SGOV, VOO, QQQ) accounted for 6.4% of total reported equity market value during Q4 2024.
During Q4 2024, Peak Retirement Planning, Inc.'s top holdings by market value included SGOV (11.3%)、VOO (4.6%)、QQQ (4.6%). The largest single position, SGOV, represented 11.3% of total portfolio value.
In Q4 2024, Peak Retirement Planning, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.