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
152 檔
24.2%
At the close of Q1 2026, Peak Retirement Planning, Inc. disclosed equity holdings valued at approximately $631.6M, spread across 152 reported holdings.
In Q1 2026, Peak Retirement Planning, Inc. displayed an active expansion posture, initiating 23 new positions and adding to 97 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 | 13.40% | -2.98% | +16.64% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.72% | -1.17% | +22.14% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 4.67% | -1.67% | +20.24% | |
| 4 | TIPX | Ss Spdr Bb 1-10yr Tips ETF | ETF-Other | 3.51% | -3.51% | EXIT | |
| 5 | XLE | Ss Energy Select Sector | ETF-Other | 3.21% | -0.44% | +11.22% | |
| 6 | XLB | Ss Materials Select Sector | ETF-Other | 2.63% | -2.47% | +14.27% | |
| 7 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 2.56% | +0.08% | +28.12% | |
| 8 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 2.53% | -2.42% | +21.44% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-Other | 2.49% | +0.43% | — | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.42% | +3.07% | -46.77% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.18% | -0.01% | +44.52% | |
| 12 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 2.16% | +0.61% | +117.95% | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.95% | +0.21% | +54.30% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.88% | -0.08% | +96.95% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 1.80% | -0.11% | +497.25% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.63% | +0.50% | -19.64% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.37% | +0.35% | +16.67% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.29% | -0.98% | +315.92% | |
| 19 | BND | Vanguard Total Bond Market | ETF-Other | 1.00% | -0.74% | +656.05% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.95% | +0.14% | +13.08% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.94% | +0.05% | +25.08% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.93% | -0.29% | +8.56% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.23% | +24.33% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.85% | +0.93% | -47.00% | |
| 25 | HIMS | Hims & Hers Health Inc | Stock-Healthcare | 0.82% | -0.78% | +140.32% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.81% | -0.01% | +30.39% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.80% | -0.12% | -27.05% | |
| 28 | UTHR | United Therapeutics CORP | Stock-Healthcare | 0.78% | -0.06% | +18.22% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.75% | +0.21% | +532.35% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.74% | +0.10% | +5.59% | |
| 31 | ZM | Zoom Communications Inc | Stock-Tech | 0.72% | -0.13% | +37.77% | |
| 32 | EXEL | Exelixis Inc | Stock-Healthcare | 0.70% | +0.11% | +31.38% | |
| 33 | FLEX | Flex Ltd. | Stock-Tech | 0.70% | +0.10% | +17.02% | |
| 34 | MPWR | Monolithic Power Systems Inc | Stock-Tech | 0.69% | -0.05% | +3.98% | |
| 35 | CHWY | Chewy Inc - Class A | Stock-Consumer Disc | 0.68% | -0.01% | +46.12% | |
| 36 | NBIX | Neurocrine Biosciences Inc | Stock-Healthcare | 0.67% | +0.12% | +30.53% | |
| 37 | ABT | Abbott Laboratories | Stock-Healthcare | 0.64% | -0.58% | +21.15% | |
| 38 | ELAN | Elanco Animal Health Inc | Stock-Healthcare | 0.64% | +0.11% | +10.54% | |
| 39 | MU | Micron Technology Inc | Stock-Tech | 0.64% | +0.45% | -12.59% | |
| 40 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.64% | +0.15% | +18.39% | |
| 41 | DECK | Deckers Outdoor CORP | Stock-Consumer Disc | 0.62% | -0.59% | +11.31% | |
| 42 | MMSI | Merit Medical Systems Inc | Stock-Healthcare | 0.62% | +0.19% | +39.02% | |
| 43 | APP | Applovin Corp-class A | Stock-Tech | 0.62% | +0.05% | +84.65% | |
| 44 | PHM | Pultegroup Inc | Stock-Consumer Disc | 0.61% | -0.61% | EXIT | |
| 45 | HALO | Halozyme Therapeutics Inc | Stock-Healthcare | 0.60% | +0.24% | — | |
| 46 | TOST | Toast Inc-class A | Stock-Tech | 0.60% | +0.16% | — | |
| 47 | PODD | Insulet CORP | Stock-Healthcare | 0.58% | +0.17% | +42.61% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.57% | +0.07% | +2.67% | |
| 49 | CF | Cf Industries Holdings Inc | Stock-Materials | 0.57% | -0.08% | -15.20% | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.56% | +0.07% | +7.55% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +1.5% | +497.25% | Add |
| 2 | VBK | Vanguard Small-cap Grwth ETF | +1% | +117.95% | Add |
| 3 | VO | Vanguard Mid-cap ETF | +0.9% | +315.92% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.8% | +656.05% | Add |
| 5 | VOE | Vanguard Mid-cap Value ETF | +0.8% | +96.95% | Add |
| 6 | XLE | Ss Energy Select Sector | +0.7% | +11.22% | Add |
| 7 | LLY | Eli Lilly & Co | +0.6% | +532.35% | Add |
| 8 | VTV | Vanguard Value ETF | +0.5% | +54.30% | Add |
| 9 | VBR | Vanguard Small-cap Value ETF | +0.5% | +44.52% | Add |
| 10 | VEA | Vanguard Ftse Developed ETF | +0.4% | +22.14% | Add |
| 11 | XOM | Exxon Mobil CORP | +0.2% | +77.35% | Add |
| 12 | XLP | Ss Consumer Staples Sel Sect | +0.2% | +21.44% | Add |
| 13 | HIMS | Hims & Hers Health Inc | +0.2% | +140.32% | Add |
| 14 | XLB | Ss Materials Select Sector | +0.2% | +14.27% | Add |
| 15 | UTHR | United Therapeutics CORP | +0.1% | +18.22% | Add |
| 16 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +20.24% | Add |
| 17 | CF | Cf Industries Holdings Inc | +0.1% | -15.20% | Trim |
| 18 | XLC | Ss Comm Select Sector Spdr | +0.1% | +28.12% | Add |
| 19 | ZM | Zoom Communications Inc | +0.1% | +37.77% | Add |
| 20 | EXEL | Exelixis Inc | +0.1% | +31.38% | Add |
| 21 | AEP | American Electric Power | +0.1% | +28.50% | Add |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | +0.1% | +68.56% | Add |
| 23 | FLEX | Flex Ltd. | +0.1% | +17.02% | Add |
| 24 | EOG | Eog Resources Inc | +0.1% | -4.29% | Trim |
| 25 | MPWR | Monolithic Power Systems Inc | 0% | +3.98% | Add |
| 26 | GEV | GE Vernova Inc | 0% | +4.39% | Add |
| 27 | NBIX | Neurocrine Biosciences Inc | 0% | +30.53% | Add |
| 28 | JNJ | Johnson & Johnson | 0% | +2.67% | Add |
| 29 | MRK | Merck & Co. Inc. | 0% | +6.73% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +31.05% | Add |
| 31 | TSLA | Tesla Inc | 0% | +56.51% | Add |
| 32 | PLTR | Palantir Technologies Inc-a | 0% | +97.68% | Add |
| 33 | CHWY | Chewy Inc - Class A | 0% | +46.12% | Add |
| 34 | CAT | Caterpillar Inc | 0% | +18.09% | Add |
| 35 | VGIT | Vanguard Intermediate-term T | 0% | +33.09% | Add |
| 36 | IEFA | Ishares Core Msci Eafe ETF | 0% | +25.92% | Add |
| 37 | VCIT | Vanguard Int-term Corporate | 0% | +44.05% | Add |
| 38 | NEE | Nextera Energy Inc | 0% | +11.09% | Add |
| 39 | AVGO | Broadcom Inc | — | +30.39% | Add |
| 40 | VZ | Verizon Communications Inc | — | -4.25% | Trim |
| 41 | FOXA | Fox CORP - Class A | — | +45.01% | Add |
| 42 | RSP | Invesco S&p 500 Equal Weight | — | +16.27% | Add |
| 43 | SLV | Ishares Silver Trust | — | +12.75% | Add |
| 44 | NFG | National Fuel Gas Co | — | — | Unchanged |
| 45 | WMT | Walmart Inc | — | +12.60% | Add |
| 46 | FDX | Fedex CORP | — | +2.92% | Add |
| 47 | GLD | Spdr Gold Shares | — | +8.46% | Add |
| 48 | SCHD | Schwab US Dvd Equity ETF | — | +0.77% | Add |
| 49 | MCD | Mcdonald's CORP | — | +11.13% | Add |
| 50 | PCAR | Paccar Inc | — | +3.04% | Add |
According to official SEC Form 13F filings, Peak Retirement Planning, Inc. reported a total U.S. public equity portfolio value of $631.6M across 152 disclosed positions in Q1 2026.
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, VWO) accounted for 24.2% of total reported equity market value during Q1 2026.
Top New Position Initiated
TIPX
市值: $17.6M
Top Position Liquidated / Trimmed
GLDM
前期市值: $15.2M
During Q1 2026, Peak Retirement Planning, Inc.'s top holdings by market value included SGOV (13.4%)、VEA (5.7%)、VWO (4.7%). The largest single position, SGOV, represented 13.4% of total portfolio value.
In Q1 2026, Peak Retirement Planning, Inc. made 164 total portfolio adjustments, initiating 23 new buys, adding to 97 positions, trimming 30 holdings, and fully liquidating 14 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.