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
105 檔
8.3%
During the Q1 2025 filing period, Peak Retirement Planning, Inc. (CIK: 0002056697) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $631.6M across 105 reported positions.
During Q1 2025, 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 | 14.25% | -2.98% | +52.52% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.33% | +3.07% | +24.92% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.94% | +0.93% | +8.52% | |
| 4 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 3.27% | -2.42% | +8.19% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.24% | +2.61% | +24.59% | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.18% | +0.08% | +15.05% | |
| 7 | XLB | Ss Materials Select Sector | ETF-Other | 3.16% | -2.47% | — | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-Other | 3.14% | +0.14% | +17.32% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.85% | +0.40% | NEW | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 2.83% | +0.50% | +41.54% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.38% | -0.01% | +33.12% | |
| 12 | VTV | Vanguard Value ETF | ETF-Other | 1.97% | +0.21% | +15.07% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.82% | -0.98% | +446.59% | |
| 14 | BND | Vanguard Total Bond Market | ETF-Other | 1.78% | -0.74% | — | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.69% | -0.29% | +15.67% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.41% | -0.08% | -2.67% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.35% | +0.10% | +4.65% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.33% | -0.12% | +31.19% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.26% | -0.07% | +16.92% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.20% | +0.61% | -19.74% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.17% | -1.67% | +32.55% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.16% | +0.05% | +24.27% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -1.17% | +24.74% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.76% | +0.23% | +14.90% | |
| 25 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.66% | — | -14.69% | |
| 26 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.66% | +0.28% | — | |
| 27 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.65% | +0.19% | +22.14% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | +0.35% | +10.82% | |
| 29 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.64% | — | +16.07% | |
| 30 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.63% | — | +22.50% | |
| 31 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.62% | -0.03% | +28.48% | |
| 32 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.62% | — | +41.20% | |
| 33 | ZM | Zoom Communications Inc | Stock-Tech | 0.62% | -0.13% | +28.19% | |
| 34 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.62% | +0.07% | +16.61% | |
| 35 | TOL | Toll Brothers Inc | Stock-Consumer Disc | 0.61% | — | +70.96% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | +0.07% | — | |
| 37 | COP | Conocophillips | Stock-Energy | 0.61% | — | -6.83% | |
| 38 | AVT | Avnet Inc | Stock-Tech | 0.61% | — | +24.13% | |
| 39 | MO | Altria Group Inc | Stock-Consumer Staples | 0.60% | +0.06% | +15.19% | |
| 40 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.60% | +0.06% | NEW | |
| 41 | PODD | Insulet CORP | Stock-Healthcare | 0.60% | +0.17% | +1.03% | |
| 42 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.59% | — | +13.15% | |
| 43 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.59% | -0.05% | +15.17% | |
| 44 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.58% | +0.12% | +24.50% | |
| 45 | AVGO | Broadcom Inc | Stock-Tech | 0.58% | -0.01% | +2.48% | |
| 46 | SKAA | Skechers USA Inc-cl A | Stock-Other | 0.58% | — | +30.42% | |
| 47 | AN | Autonation Inc | Stock-Consumer Disc | 0.57% | — | +13.22% | |
| 48 | CME | Cme Group Inc | Stock-Financials | 0.57% | — | +6.66% | |
| 49 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.57% | +0.11% | +25.76% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.57% | — | +17.51% |
According to official SEC Form 13F filings, Peak Retirement Planning, Inc. reported a total U.S. public equity portfolio value of $631.6M across 105 disclosed positions in Q1 2025.
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, QQQ, VOO) accounted for 8.3% of total reported equity market value during Q1 2025.
During Q1 2025, Peak Retirement Planning, Inc.'s top holdings by market value included SGOV (14.3%)、QQQ (4.3%)、VOO (3.9%). The largest single position, SGOV, represented 14.3% of total portfolio value.
In Q1 2025, 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.