§ 13F · FUND PROFILE
Peak Retirement Planning, Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $247.7T (13F)Positions · 118Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$31.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond ETF | 572K | $57.4T | 13.4% | +9% |
| 2 | QQQ | Invesco QQQ Trust, Series 1 | 37K | $23.0T | 5.4% | — |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | 366K | $22.9T | 5.4% | +39% |
| 4 | VWO | Vanguard FTSE Emerging Markets ETF | 361K | $19.4T | 4.5% | +75% |
| 5 | GLDM | SPDR Gold MiniShares Trust | 170K | $14.5T | 3.4% | — |
| 6 | VUG | Vanguard Growth ETF | 23K | $11.4T | 2.7% | +8% |
| 7 | XLC | State Street Communication Services Select Sector SPDR ETF | 90K | $10.6T | 2.5% | −7% |
| 8 | XLE | State Street Energy Select Sector SPDR ETF | 236K | $10.6T | 2.5% | NEW |
| 9 | XLB | State Street Materials Select Sector SPDR ETF | 231K | $10.5T | 2.5% | +95% |
| 10 | XLRE | State Street Real Estate Select Sector SPDR ETF | 256K | $10.3T | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Retirement Planning, Inc. is a Income / Defensive fund managing $247721.3 trillion in assets. The fund runs a portfolio of 118 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
5 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed