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
128 檔
17.4%
The Q3 2025 SEC filing reveals that Peak Retirement Planning, Inc. held a total portfolio value of $631.6M, covering 128 public equity positions.
In Q3 2025, Peak Retirement Planning, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 30 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 | 14.88% | -2.98% | +1.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.46% | -1.17% | +92.00% | |
| 3 | ✓ | Invesco Qqq Tr | Stock-Other | 4.34% | — | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.70% | +0.93% | +51.17% | |
| 5 | ✓ | SPDR Gold MiniShares Trust | Stock-Other | 3.58% | — | — | |
| 6 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 3.23% | +0.08% | +29.38% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.14% | -1.67% | +57.36% | |
| 8 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 3.10% | +2.65% | +33.54% | |
| 9 | XLRE | Ss Real Estate Select Sector | ETF-Other | 3.03% | +2.61% | +39.14% | |
| 10 | XLB | Ss Materials Select Sector | ETF-Other | 2.99% | -2.47% | +4346.96% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 2.92% | +0.50% | +26.23% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 2.19% | -0.29% | +37.50% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.87% | -0.01% | +32.52% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.62% | -0.12% | +28.30% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.49% | +0.21% | +9.66% | |
| 16 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.36% | +0.61% | +98.26% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 1.11% | +0.05% | +21.76% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 0.94% | +0.10% | +4.93% | |
| 19 | APP | Applovin Corp-class A | Stock-Tech | 0.90% | +0.05% | +14.14% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.23% | +16.33% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.83% | -0.07% | +10.11% | |
| 22 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.80% | -0.78% | — | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.77% | +0.14% | -30.55% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | +0.35% | +8.97% | |
| 25 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.08% | +4.71% | |
| 26 | ABT | Abbott Laboratories | Stock-Healthcare | 0.73% | -0.58% | +46.63% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.73% | -0.01% | +17.33% | |
| 28 | CNC | Centene CORP | Stock-Healthcare | 0.73% | — | +181.61% | |
| 29 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.68% | +0.28% | +32.49% | |
| 30 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.67% | -0.05% | +16.82% | |
| 31 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.06% | NEW | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.01% | +38.67% | |
| 33 | FLEX | Flex Ltd. | Stock-Tech | 0.66% | +0.10% | +16.68% | |
| 34 | EXEL | Exelixis Inc | Stock-Healthcare | 0.66% | +0.11% | — | |
| 35 | JBL | Jabil Inc | Stock-Tech | 0.64% | — | +21.20% | |
| 36 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.64% | — | +24.88% | |
| 37 | DHI | Dr Horton Inc | Stock-Consumer Disc | 0.62% | — | +7.41% | |
| 38 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.62% | — | +115.49% | |
| 39 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.62% | -0.61% | EXIT | |
| 40 | ZM | Zoom Communications Inc | Stock-Tech | 0.61% | -0.13% | +44.74% | |
| 41 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.61% | +0.15% | — | |
| 42 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.60% | -0.01% | +71.50% | |
| 43 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.59% | +0.07% | +25.06% | |
| 44 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.58% | +0.12% | +23.69% | |
| 45 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.56% | +0.19% | +55.44% | |
| 46 | PODD | Insulet CORP | Stock-Healthcare | 0.55% | +0.17% | +39.15% | |
| 47 | SNA | Snap-on Inc | Stock-Industrials | 0.53% | +0.09% | +35.37% | |
| 48 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.53% | -0.48% | EXIT | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | +0.07% | +52.15% | |
| 50 | DGX | Quest Diagnostics Inc | Stock-Healthcare | 0.52% | — | +33.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLB | Ss Materials Select Sector | +2.9% | +4346.96% | Add |
| 2 | VEA | Vanguard Ftse Developed ETF | +1.3% | +92.00% | Add |
| 3 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +57.36% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.5% | +51.17% | Add |
| 5 | VBK | Vanguard Small-cap Grwth ETF | +0.4% | +98.26% | Add |
| 6 | APP | Applovin Corp-class A | +0.4% | +14.14% | Add |
| 7 | CNC | Centene CORP | +0.2% | +181.61% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.33% | Add |
| 9 | XLY | Ss Consumer Disc Select Sect | +0.1% | +33.54% | Add |
| 10 | CHWY | Chewy Inc - Class A | +0.1% | +71.50% | Add |
| 11 | THC | Tenet Healthcare CORP | +0.1% | +32.49% | Add |
| 12 | JPM | Jpmorgan Chase & Co | 0% | +38.67% | Add |
| 13 | ZM | Zoom Communications Inc | 0% | +44.74% | Add |
| 14 | WSM | Williams-sonoma Inc | 0% | +24.88% | Add |
| 15 | JNJ | Johnson & Johnson | 0% | +25.06% | Add |
| 16 | MPWR | Monolithic Power Systems Inc | 0% | +16.82% | Add |
| 17 | CHTR | Charter Communications Inc-a | 0% | +115.49% | Add |
| 18 | ABT | Abbott Laboratories | — | +46.63% | Add |
| 19 | PANW | Palo Alto Networks Inc | — | +42.88% | Add |
| 20 | AVGO | Broadcom Inc | 0% | +17.33% | Add |
| 21 | VOT | Vanguard Mid-cap Growth ETF | 0% | +37.50% | Add |
| 22 | VBR | Vanguard Small-cap Value ETF | 0% | +32.52% | Add |
| 23 | XLRE | Ss Real Estate Select Sector | 0% | +39.14% | Add |
| 24 | XLC | Ss Comm Select Sector Spdr | -0.1% | +29.38% | Add |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.1% | +28.30% | Add |
| 26 | AAPL | Apple Inc | -0.1% | +4.93% | Add |
| 27 | VUG | Vanguard Growth ETF | -0.1% | +26.23% | Add |
| 28 | MSFT | Microsoft CORP | -0.1% | +21.76% | Add |
| 29 | VTV | Vanguard Value ETF | -0.4% | +9.66% | Add |
| 30 | VNQ | Vanguard Real Estate ETF | -0.8% | -30.55% | Trim |
| 31 | BND | Vanguard Total Bond Market | -2.3% | -91.06% | Trim |
| 32 | SGOV | Ishares 0-3 Month Treasury B | -6.2% | +1.31% | Add |
| 33 | ✓ | Invesco Qqq Tr | — | NEW | New buy |
| 34 | ✓ | SPDR Gold MiniShares Trust | — | NEW | New buy |
| 35 | XLV | Ss Health Care Select Sector | — | EXIT | Sold out |
| 36 | HIMS | Hims & Hers Health Inc | — | NEW | New buy |
| 37 | EXEL | Exelixis Inc | — | NEW | New buy |
| 38 | RL | Ralph Lauren CORP | — | NEW | New buy |
| 39 | PINS | Pinterest Inc- Class A | — | NEW | New buy |
| 40 | ITW | Illinois Tool Works | — | NEW | New buy |
| 41 | KHC | Kraft Heinz Co/the | — | NEW | New buy |
| 42 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 43 | LAD | Lithia Motors Inc | — | EXIT | Sold out |
| 44 | LNTH | Lantheus Holdings Inc | — | EXIT | Sold out |
| 45 | OPCH | Option Care Health Inc | — | EXIT | Sold out |
| 46 | CSCO | Cisco Systems Inc | — | EXIT | Sold out |
| 47 | GAP | Gap Inc/the | — | EXIT | Sold out |
| 48 | COP | Conocophillips | — | EXIT | Sold out |
| 49 | LMT | Lockheed Martin CORP | — | EXIT | Sold out |
| 50 | GE | General Electric | — | NEW | New buy |
According to official SEC Form 13F filings, Peak Retirement Planning, Inc. reported a total U.S. public equity portfolio value of $631.6M across 128 disclosed positions in Q3 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, VEA, INVESCO QQQ TR) accounted for 17.4% of total reported equity market value during Q3 2025.
Top New Position Initiated
INVESCO QQQ TR
市值: $15.4M
Top Position Liquidated / Trimmed
XLV
前期市值: $7.5M
During Q3 2025, Peak Retirement Planning, Inc.'s top holdings by market value included SGOV (14.9%)、VEA (4.5%)、INVESCO QQQ TR (4.3%). The largest single position, SGOV, represented 14.9% of total portfolio value.
In Q3 2025, Peak Retirement Planning, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 30 positions, trimming 2 holdings, and fully liquidating 8 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.