§ 13F · FUND PROFILE
Peak Retirement Planning, Inc..
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $355M (13F)Positions · 128Turnover · — · Q1Filed · May 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$43M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SGOV | iShares 0-3 Month Treasury Bond | 668K | $67M | 13.4% | +17% |
| 2 | VEA | Vanguard FTSE Developed Markets | 448K | $29M | 5.7% | +22% |
| 3 | VWO | Vanguard FTSE Emerging Markets | 434K | $23M | 4.7% | +20% |
| 4 | TIPX | SPDR Gold MiniShares | 190K | $18M | 3.5% | NEW |
| 5 | XLE | State Street Energy Select Sector SPDR | 263K | $16M | 3.2% | +11% |
| 6 | XLB | State Street Materials Select Sector SPDR | 264K | $13M | 2.6% | +14% |
| 7 | XLC | State Street Communication Services Select Sector SPDR | 116K | $13M | 2.6% | +28% |
| 8 | XLP | State Street Consumer Staples Select Sector SPDR | 155K | $13M | 2.5% | +21% |
| 9 | XLV | State Street Health Care Select Sector SPDR | 85K | $12M | 2.5% | NEW |
| 10 | QQQ | Invesco QQQ | 21K | $12M | 2.4% | −47% |
§ 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 $355 million in assets. The fund runs a portfolio of 128 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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