§ 13F · FUND PROFILE
Peak Retirement Planning, Inc..
AUM · $632M (13F)Positions · 194Turnover · n/a · Q2Filed · Aug 10, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond ETF | 654K | $66M | 10.4% | −2% |
| 2 | QQQ | Invesco QQQ Trust, Series 1 | 47K | $35M | 5.5% | +124% |
| 3 | VEA | Vanguard FTSE Developed Markets ETF | 403K | $29M | 4.5% | −10% |
| 4 | VWO | Vanguard FTSE Emerging Markets ETF | 317K | $19M | 3.0% | −27% |
| 5 | XLV | State Street Health Care Select Sector SPDR ETF | 116K | $18M | 2.9% | +36% |
| 6 | VBK | Vanguard Morningstar Small-Cap Growth ETF | 48K | $18M | 2.8% | +34% |
| 7 | XLE | State Street Energy Select Sector SPDR ETF | 330K | $17M | 2.8% | +25% |
| 8 | XLY | State Street Consumer Discretionary Select Sector SPDR ETF | 146K | $17M | 2.7% | +4532% |
| 9 | XLRE | State Street Real Estate Select Sector SPDR ETF | 387K | $17M | 2.7% | +3433% |
| 10 | XLC | State Street Communication Services Select Sector SPDR ETF | 156K | $17M | 2.6% | +35% |
§ 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 $632 million in assets. The fund runs a portfolio of 194 positions.
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