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CIK: 0002056697
Total reported value
$631.6M
$631.6M
118 檔
13.3%
In Q2 2025, Peak Retirement Planning, Inc.'s U.S. equity holdings reached a combined market value of $631.6M, distributed across 118 disclosed stock positions.
In Q2 2025, Peak Retirement Planning, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 31 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 21.05% | -2.98% | +103.34% | |
| 2 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.28% | +0.08% | +26.23% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.25% | +0.93% | +2.80% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.17% | -1.17% | +330.40% | |
| 5 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.06% | +2.61% | +31.47% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 3.04% | +0.50% | +25.04% | |
| 7 | XLV | Ss Health Care Select Sector | ETF-Other | 3.02% | +0.43% | — | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.02% | +2.65% | — | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.61% | -1.67% | +180.58% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 2.47% | -0.74% | +90.01% | |
| 11 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.21% | -0.29% | +54.76% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.89% | -0.01% | +4.60% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.84% | +0.21% | +25.49% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.67% | -0.12% | +56.04% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.54% | +0.14% | -31.20% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.25% | +0.05% | +12.22% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.04% | -0.07% | +24.59% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 1.04% | +0.10% | +14.10% | |
| 19 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.97% | -0.08% | -7.87% | |
| 20 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.92% | +0.61% | -4.42% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.35% | +22.87% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.78% | +0.23% | +24.34% | |
| 23 | JBL | Jabil Inc | Stock-Tech | 0.76% | — | +15.61% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.74% | -0.01% | +6.28% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.58% | +467.88% | |
| 26 | FLEX | Flex Ltd. | Stock-Tech | 0.70% | +0.10% | +14.98% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.06% | NEW | |
| 28 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.65% | -0.05% | +20.09% | |
| 29 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.63% | — | +37.96% | |
| 30 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.63% | +0.28% | +1.10% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.63% | +0.01% | +38.66% | |
| 32 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.63% | -0.61% | EXIT | |
| 33 | LAD | Lithia Motors Inc | Stock-Consumer Disc | 0.63% | — | +37.20% | |
| 34 | LNTH | Lantheus Holdings Inc | Stock-Healthcare | 0.62% | — | +58.83% | |
| 35 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.61% | — | +20.43% | |
| 36 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.61% | — | +50.21% | |
| 37 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.60% | +0.12% | +25.20% | |
| 38 | OPCH | Option Care Health Inc | Stock-Healthcare | 0.60% | — | +33.09% | |
| 39 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.58% | +0.19% | +39.54% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.58% | +0.05% | NEW | |
| 41 | PODD | Insulet CORP | Stock-Healthcare | 0.58% | +0.17% | +11.50% | |
| 42 | GAP | Gap Inc/the | Stock-Consumer Disc | 0.58% | — | +33.10% | |
| 43 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.58% | +0.11% | +43.00% | |
| 44 | ZM | Zoom Communications Inc | Stock-Tech | 0.57% | -0.13% | +20.40% | |
| 45 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.57% | -0.59% | — | |
| 46 | CNC | Centene CORP | Stock-Healthcare | 0.56% | — | — | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.56% | +0.07% | +34.94% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.56% | -0.03% | +28.69% | |
| 49 | APP | Applovin Corp-class A | Stock-Tech | 0.55% | +0.05% | +10.92% | |
| 50 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.55% | +0.08% | +55.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SGOV | Ishares 0-3 Month Treasury B | +6.8% | +103.34% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +2.3% | +330.40% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +1.4% | +180.58% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.7% | +90.01% | Add |
| 5 | ABT | Abbott Laboratories | +0.6% | +467.88% | Add |
| 6 | VOT | Vanguard Mid-cap Growth ETF | +0.5% | +54.76% | Add |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +56.04% | Add |
| 8 | VUG | Vanguard Growth ETF | +0.2% | +25.04% | Add |
| 9 | NVDA | Nvidia CORP | +0.2% | +22.87% | Add |
| 10 | JBL | Jabil Inc | +0.2% | +15.61% | Add |
| 11 | AVGO | Broadcom Inc | +0.2% | +6.28% | Add |
| 12 | FLEX | Flex Ltd. | +0.2% | +14.98% | Add |
| 13 | XLC | Ss Comm Select Sector Spdr | +0.1% | +26.23% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +38.66% | Add |
| 15 | MSFT | Microsoft CORP | +0.1% | +12.22% | Add |
| 16 | LAD | Lithia Motors Inc | +0.1% | +37.20% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +50.72% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.1% | +28.34% | Add |
| 19 | WSM | Williams-sonoma Inc | +0.1% | +50.21% | Add |
| 20 | MPWR | Monolithic Power Systems Inc | +0.1% | +20.09% | Add |
| 21 | TROW | T Rowe Price Group Inc | 0% | +41.84% | Add |
| 22 | APP | Applovin Corp-class A | 0% | +10.92% | Add |
| 23 | USB | US Bancorp | 0% | +38.21% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +24.34% | Add |
| 25 | NBIX | Neurocrine Biosciences Inc | 0% | +25.20% | Add |
| 26 | CSCO | Cisco Systems Inc | 0% | +25.95% | Add |
| 27 | GAP | Gap Inc/the | 0% | +33.10% | Add |
| 28 | DHI | Dr Horton Inc | 0% | +37.96% | Add |
| 29 | VTV | Vanguard Value ETF | -0.1% | +25.49% | Add |
| 30 | XLRE | Ss Real Estate Select Sector | -0.2% | +31.47% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | -0.7% | +2.80% | Add |
| 32 | VO | Vanguard Mid-cap ETF | -1.5% | -76.95% | Trim |
| 33 | VNQ | Vanguard Real Estate ETF | -1.6% | -31.20% | Trim |
| 34 | GLDM | Spdr Gold Minishares Trust | -2.7% | -94.96% | Trim |
| 35 | XLB | Ss Materials Select Sector | -3.1% | -95.97% | Trim |
| 36 | XLP | Ss Consumer Staples Sel Sect | -3.1% | -93.92% | Trim |
| 37 | QQQ | Invesco Qqq Trust Series 1 | -4.1% | -93.52% | Trim |
| 38 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 39 | XLY | Ss Consumer Disc Select Sect | — | NEW | New buy |
| 40 | PHM | Pultegroup Inc | — | NEW | New buy |
| 41 | DECK | Deckers Outdoor CORP | — | NEW | New buy |
| 42 | CNC | Centene CORP | — | NEW | New buy |
| 43 | CHWY | Chewy Inc - Class A | — | NEW | New buy |
| 44 | CAG | Conagra Brands Inc | — | NEW | New buy |
| 45 | TOL | Toll Brothers Inc | — | EXIT | Sold out |
| 46 | AVT | Avnet Inc | — | EXIT | Sold out |
| 47 | SKAA | Skechers USA Inc-cl A | — | EXIT | Sold out |
| 48 | AN | Autonation Inc | — | EXIT | Sold out |
| 49 | MDLZ | Mondelez International Inc-a | — | EXIT | Sold out |
| 50 | INCY | Incyte CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Peak Retirement Planning, Inc. reported a total U.S. public equity portfolio value of $631.6M across 118 disclosed positions in Q2 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, XLC, VOO) accounted for 13.3% of total reported equity market value during Q2 2025.
Top New Position Initiated
XLV
市值: $7.5M
Top Position Liquidated / Trimmed
TOL
前期市值: $1.1M
During Q2 2025, Peak Retirement Planning, Inc.'s top holdings by market value included SGOV (21.1%)、XLC (3.3%)、VOO (3.3%). The largest single position, SGOV, represented 21.1% of total portfolio value.
In Q2 2025, Peak Retirement Planning, Inc. made 50 total portfolio adjustments, initiating 7 new buys, adding to 31 positions, trimming 6 holdings, and fully liquidating 6 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.
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