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CIK: 0002056697
Total reported value
$631.6M
$631.6M
143 檔
22.0%
During the Q4 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 143 reported positions.
In Q4 2025, Peak Retirement Planning, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 27 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 | 13.45% | -2.98% | +9.09% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.68% | +3.07% | +2089.96% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.36% | -1.17% | +38.63% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.54% | -1.67% | +75.03% | |
| 5 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 3.56% | +0.40% | NEW | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 2.67% | +0.50% | +7.82% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.49% | +0.08% | -6.88% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 2.47% | -0.44% | — | |
| 9 | XLB | Ss Materials Select Sector | ETF-Other | 2.45% | -2.47% | +94.74% | |
| 10 | XLRE | Ss Real Estate Select Sector | ETF-Other | 2.42% | +2.61% | +0.30% | |
| 11 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.32% | -2.42% | +4577.56% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.98% | +0.93% | -37.06% | |
| 13 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.72% | -0.01% | +9.11% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.47% | +0.35% | +134.70% | |
| 15 | VTV | Vanguard Value ETF | ETF-Other | 1.45% | +0.21% | +14.44% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.34% | -0.12% | -2.28% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.16% | +0.61% | +0.95% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | +0.05% | +33.76% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.09% | -0.29% | -36.75% | |
| 20 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.08% | -0.08% | +69.77% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.98% | +0.14% | +59.40% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.90% | +0.23% | -3.67% | |
| 23 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.10% | +5.69% | |
| 24 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | -0.01% | +28.24% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.76% | -0.58% | +34.03% | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.73% | +0.45% | — | |
| 27 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.68% | -0.59% | +52.30% | |
| 28 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.67% | +0.19% | +35.42% | |
| 29 | THC | Tenet Healthcare CORP | Stock-Healthcare | 0.67% | +0.28% | +21.47% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.67% | +0.06% | NEW | |
| 31 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.67% | -0.01% | +63.59% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.66% | +0.05% | -5.40% | |
| 33 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 0.66% | — | +68.68% | |
| 34 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.66% | -0.61% | EXIT | |
| 35 | ZM | Zoom Communications Inc | Stock-Tech | 0.66% | -0.13% | +23.82% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.07% | -4.81% | |
| 37 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.65% | +0.12% | +33.35% | |
| 38 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.65% | +0.15% | +14.60% | |
| 39 | FLEX | Flex Ltd. | Stock-Tech | 0.65% | +0.10% | +13.74% | |
| 40 | PODD | Insulet CORP | Stock-Healthcare | 0.65% | +0.17% | +52.70% | |
| 41 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.65% | -0.05% | +18.01% | |
| 42 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.65% | +0.11% | — | |
| 43 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 0.64% | — | +85.04% | |
| 44 | EXEL | Exelixis Inc | Stock-Healthcare | 0.64% | +0.11% | +10.68% | |
| 45 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.64% | -0.06% | — | |
| 46 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.63% | -0.78% | +64.82% | |
| 47 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | +0.07% | +49.97% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.61% | +0.01% | +7.70% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | +0.07% | +1.15% | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.50% | +0.02% | +14.78% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +5.4% | +2089.96% | Add |
| 2 | GLDM | Spdr Gold Minishares Trust | +3.4% | +2168.57% | Add |
| 3 | XLP | Ss Consumer Staples Sel Sect | +2.3% | +4577.56% | Add |
| 4 | VWO | Vanguard Ftse Emerging Marke | +1.4% | +75.03% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.9% | +38.63% | Add |
| 6 | NVDA | Nvidia CORP | +0.7% | +134.70% | Add |
| 7 | VOE | Vanguard Mid-cap Value ETF | +0.3% | +69.77% | Add |
| 8 | VNQ | Vanguard Real Estate ETF | +0.2% | +59.40% | Add |
| 9 | DECK | Deckers Outdoor CORP | +0.2% | +52.30% | Add |
| 10 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +176.52% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +138.78% | Add |
| 12 | PINS | Pinterest Inc- Class A | +0.1% | +85.04% | Add |
| 13 | MMSI | Merit Medical Systems Inc | +0.1% | +35.42% | Add |
| 14 | VB | Vanguard Small-cap ETF | +0.1% | +70.21% | Add |
| 15 | PODD | Insulet CORP | +0.1% | +52.70% | Add |
| 16 | AVGO | Broadcom Inc | +0.1% | +28.24% | Add |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +49.97% | Add |
| 18 | NBIX | Neurocrine Biosciences Inc | +0.1% | +33.35% | Add |
| 19 | CHWY | Chewy Inc - Class A | +0.1% | +63.59% | Add |
| 20 | ZM | Zoom Communications Inc | +0.1% | +23.82% | Add |
| 21 | MSFT | Microsoft CORP | 0% | +33.76% | Add |
| 22 | RL | Ralph Lauren CORP | 0% | +14.60% | Add |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -3.67% | Trim |
| 24 | ABT | Abbott Laboratories | 0% | +34.03% | Add |
| 25 | VTV | Vanguard Value ETF | 0% | +14.44% | Add |
| 26 | VBR | Vanguard Small-cap Value ETF | -0.2% | +9.11% | Add |
| 27 | VUG | Vanguard Growth ETF | -0.3% | +7.82% | Add |
| 28 | XLC | Ss Comm Select Sector Spdr | -0.7% | -6.88% | Trim |
| 29 | VOT | Vanguard Mid-cap Growth ETF | -1.1% | -36.75% | Trim |
| 30 | SGOV | Ishares 0-3 Month Treasury B | -1.4% | +9.09% | Add |
| 31 | VOO | Vanguard S&p 500 ETF | -1.7% | -37.06% | Trim |
| 32 | XLY | Ss Consumer Disc Select Sect | -3% | -88.86% | Trim |
| 33 | ✓ | Invesco Qqq Tr | — | EXIT | Sold out |
| 34 | ✓ | SPDR Gold MiniShares Trust | — | EXIT | Sold out |
| 35 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 36 | MU | Micron Technology Inc | — | NEW | New buy |
| 37 | ELAN | Elanco Animal Health Inc | — | NEW | New buy |
| 38 | UTHR | United Therapeutics CORP | — | NEW | New buy |
| 39 | CNC | Centene CORP | — | EXIT | Sold out |
| 40 | JBL | Jabil Inc | — | EXIT | Sold out |
| 41 | WSM | Williams-sonoma Inc | — | EXIT | Sold out |
| 42 | DHI | Dr Horton Inc | — | EXIT | Sold out |
| 43 | ACN | Accenture plc | — | NEW | New buy |
| 44 | AVY | Avery Dennison CORP | — | NEW | New buy |
| 45 | DGX | Quest Diagnostics Inc | — | EXIT | Sold out |
| 46 | HSY | Hershey Co/the | — | EXIT | Sold out |
| 47 | UPS | United Parcel Service-cl B | — | NEW | New buy |
| 48 | VXUS | Vanguard Total Intl Stock | — | NEW | New buy |
| 49 | SLV | Ishares Silver Trust | — | NEW | New buy |
| 50 | MTG | Mgic Investment CORP | — | 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 143 disclosed positions in Q4 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, VEA) accounted for 22.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
XLE
市值: $10.6M
Top Position Liquidated / Trimmed
INVESCO QQQ TR
前期市值: $15.4M
During Q4 2025, Peak Retirement Planning, Inc.'s top holdings by market value included SGOV (13.4%)、QQQ (5.7%)、VEA (5.4%). The largest single position, SGOV, represented 13.4% of total portfolio value.
In Q4 2025, Peak Retirement Planning, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 27 positions, trimming 5 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.
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