Investor
Peak Retirement Planning, Inc.
CIK 0002056697 · filed 2026-05-11 · SEC filing
13F book
$501.5M
Positions
152
23 new · 14 sold
Largest name
13.4%
Ishares 0-3 Month
Est. mark
−$238.5K
Price effect on 129 names still held. Flow $74.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares 0-3 Month | — | 667.5K | $67.2M | 13.4% | $160.2K | Added$9.75M |
| Vanguard Tax-Managed Fds | — | 447.6K | $28.7M | 5.7% | $590.1K | Added$5.79M |
| Vanguard Intl Equity Index F | — | 433.6K | $23.4M | 4.7% | $104.6K | Added$4.05M |
| Spdr Series Trust | — | 190.1K | $17.6M | 3.5% | — | New |
| Select Sector Spdr Tr | — | 262.7K | $16.1M | 3.2% | $3.91M | Added$5.53M |
| Select Sector Spdr Tr | — | 264K | $13.2M | 2.6% | $1.07M | Added$2.71M |
| Select Sector Spdr Tr | — | 115.7K | $12.8M | 2.6% | −$619.6K | Added$2.2M |
| Select Sector Spdr Tr | — | 154.7K | $12.7M | 2.5% | $547.7K | Added$2.79M |
| Select Sector Spdr Tr | — | 85.2K | $12.5M | 2.5% | — | New |
| Invesco Qqq Tr | — | 21K | $12.1M | 2.4% | −$780K | Cut−$12.1M |
| Vanguard Index Fds | — | 50.2K | $10.9M | 2.2% | $189.7K | Added$3.55M |
| Vanguard Index Fds | — | 35.8K | $10.8M | 2.2% | $2.34K | Added$5.85M |
| Vanguard Index Fds | — | 50K | $9.8M | 2.0% | $168.7K | Added$3.62M |
| Vanguard Index Fds | — | 51.1K | $9.42M | 1.9% | $179.4K | Added$4.81M |
| Vanguard Index Fds | — | 34.5K | $9.04M | 1.8% | $23.1K | Added$7.55M |
| Vanguard Growth Etf | — | 18.8K | $8.19M | 1.6% | −$957.9K | Cut−$3.19M |
| Nvidia Corp | NVDA | 39.3K | $6.85M | 1.4% | −$407.7K | Added$571.9K |
| Vanguard Index Fds | — | 22.5K | $6.47M | 1.3% | −$16.4K | Added$4.89M |
| Vanguard Bd Index Fds | — | 68.1K | $5.01M | 1.0% | −$3.86K | Added$4.34M |
| Vanguard Index Fds | — | 53.7K | $4.76M | 0.9% | $9.97K | Added$560.6K |
| Microsoft Corp | MSFT | 12.7K | $4.7M | 0.9% | −$1.15M | Added−$209.1K |
| Vanguard Index Fds | — | 18.2K | $4.68M | 0.9% | −$364.9K | Added$3.86K |
| Alphabet Inc | — | 15.3K | $4.4M | 0.9% | −$312.7K | Added$547.4K |
| Vanguard Index Fds | — | 7.16K | $4.28M | 0.9% | −$211.5K | Cut−$4.19M |
| Hims & Hers Health, Inc. | HIMS | 198.4K | $4.12M | 0.8% | −$966.9K | Added$1.44M |
| Broadcom Inc. | AVGO | 13.1K | $4.05M | 0.8% | −$366.9K | Added$576.5K |
| Vanguard Index Fds | — | 12.5K | $4M | 0.8% | −$180K | Cut−$1.73M |
| United Therapeutics Corp Del | — | 6.6K | $3.91M | 0.8% | $590.3K | Added$1.19M |
| Eli Lilly & Co | LLY | 4.07K | $3.74M | 0.7% | −$99.4K | Added$3.05M |
| Apple Inc. | AAPL | 14.6K | $3.72M | 0.7% | −$250.8K | Added−$53.8K |
| Zoom Communications, Inc. | ZM | 44.9K | $3.61M | 0.7% | −$192.1K | Added$796.7K |
| Exelixis, Inc. | EXEL | 82.1K | $3.52M | 0.7% | −$58.7K | Added$782.5K |
| Flex Ltd. | FLEX | 53.8K | $3.52M | 0.7% | $231.7K | Added$743.8K |
| Monolithic Pwr Sys Inc | — | 3.16K | $3.46M | 0.7% | $569.3K | Added$701.6K |
| Chewy, Inc. | CHWY | 125.7K | $3.4M | 0.7% | −$520.7K | Added$550.9K |
| Neurocrine Biosciences Inc | NBIX | 25.6K | $3.37M | 0.7% | −$197.9K | Added$591.1K |
| Abbott Labs | ABT | 31.5K | $3.23M | 0.6% | −$587.2K | Added−$23.4K |
| Elanco Animal Health Inc | ELAN | 134.6K | $3.22M | 0.6% | $158.3K | Added$465.5K |
| Micron Technology Inc | MU | 9.51K | $3.21M | 0.6% | $498.3K | Cut$107.3K |
| Ralph Lauren Corp | RL | 9.3K | $3.2M | 0.6% | −$75.6K | Added$421.5K |
| Deckers Outdoor Corp | DECK | 31.1K | $3.11M | 0.6% | −$100K | Added$216.4K |
| Merit Med Sys Inc | — | 45.1K | $3.11M | 0.6% | −$623.8K | Added$249.6K |
| Applovin Corp | APP | 7.76K | $3.09M | 0.6% | −$1.16M | Added$257K |
| Pulte Group Inc | — | 26.2K | $3.08M | 0.6% | $8.41K | Added$264.2K |
| Halozyme Therapeutics, Inc. | HALO | 46.6K | $3.01M | 0.6% | — | New |
| Toast, Inc. | TOST | 113.5K | $3.01M | 0.6% | — | New |
| Insulet Corp | PODD | 13.9K | $2.92M | 0.6% | −$724.8K | Added$146.2K |
| Johnson & Johnson | JNJ | 11.7K | $2.87M | 0.6% | $429.1K | Added$503.6K |
| Cf Inds Hldgs Inc | — | 22K | $2.86M | 0.6% | $1.16M | Cut$851.1K |
| Procter And Gamble Co | PG | 19.6K | $2.83M | 0.6% | $20.7K | Added$219.3K |
| Tenet Healthcare Corp | THC | 14.5K | $2.73M | 0.5% | −$143.7K | Added−$122.4K |
| Eog Res Inc | — | 18.5K | $2.68M | 0.5% | $732K | Cut$645K |
| Jpmorgan Chase & Co. | — | 9.04K | $2.66M | 0.5% | −$226.4K | Added$58.4K |
| Merck & Co., Inc. | MRK | 21.6K | $2.6M | 0.5% | $304.1K | Added$468K |
| Verizon Communications Inc | VZ | 49.9K | $2.51M | 0.5% | $472.6K | Cut$382.4K |
| Berkshire Hathaway Inc Del | — | 5.15K | $2.47M | 0.5% | −$120.8K | Cut−$333.4K |
| Pepsico Inc | PEP | 15.7K | $2.44M | 0.5% | $175.4K | Added$306.7K |
| Fox Corp | — | 41.1K | $2.4M | 0.5% | −$415.8K | Added$329.3K |
| Altria Group, Inc. | MO | 36.2K | $2.39M | 0.5% | $301.5K | Cut$297.8K |
| Price T Rowe Group Inc | TROW | 25.7K | $2.32M | 0.5% | −$241.3K | Added$298.4K |
| Gilead Sciences, Inc. | GILD | 16.6K | $2.31M | 0.5% | $275.9K | Cut$273.8K |
| Snap-on Inc | SNA | 6.29K | $2.28M | 0.5% | $107.9K | Added$283K |
| Colgate Palmolive Co | CL | 26.8K | $2.28M | 0.5% | $166.2K | Cut$150.9K |
| Vanguard Specialized Funds | — | 10.6K | $2.27M | 0.5% | −$43.7K | Added$241.3K |
| Cme Group Inc. | CME | 7.69K | $2.27M | 0.5% | $164.1K | Added$259.8K |
| Illinois Tool Wks Inc | — | 8.66K | $2.25M | 0.4% | $116.1K | Added$207.5K |
| Kraft Heinz Co | KHC | 100K | $2.25M | 0.4% | −$146K | Added$238.1K |
| Cboe Global Mkts Inc | — | 7.99K | $2.25M | 0.4% | $240.5K | Cut$237.7K |
| Kimberly Clark Corp | KMB | 23.1K | $2.23M | 0.4% | −$89.2K | Added$195.5K |
| Accenture Plc Ireland | — | 11.1K | $2.2M | 0.4% | −$512.6K | Added$234.8K |
| Comcast Corp New | — | 76.3K | $2.19M | 0.4% | −$80K | Added$162.4K |
| Vici Pptys Inc | — | 78.9K | $2.15M | 0.4% | −$56.8K | Added$156.8K |
| Avery Dennison Corp | AVY | 12.2K | $2.11M | 0.4% | −$98.9K | Added$155.6K |
| Exxon Mobil Corp | — | 12K | $2.04M | 0.4% | $334K | Added$1.22M |
| Smith A O Corp | AOS | 30.7K | $2.03M | 0.4% | — | New |
| General Mls Inc | GIS | 53.9K | $2.01M | 0.4% | −$399.3K | Added$5.25K |
| Conagra Brands Inc. | CAG | 127.3K | $2M | 0.4% | −$184K | Added−$2.76K |
| Amazon Com Inc | AMZN | 7.8K | $1.62M | 0.3% | −$155K | Added$37.7K |
| Spdr S&P 500 Etf Tr | — | 2.47K | $1.61M | 0.3% | −$59.5K | Added$321K |
| Invesco Exchange Traded Fd T | — | 8.03K | $1.54M | 0.3% | $2.6K | Added$218.1K |
| American Elec Pwr Co Inc | — | 10.7K | $1.4M | 0.3% | $131.2K | Added$442.3K |
| United Parcel Service Inc | UPS | 13.6K | $1.33M | 0.3% | −$10.9K | Added−$7.3K |
| Ge Aerospace | — | 3.99K | $1.13M | 0.2% | −$92.7K | Added−$43K |
| Vanguard Whitehall Fds | — | 7.53K | $1.12M | 0.2% | $34.4K | Cut−$22.3K |
| Vanguard Mun Bd Fds | — | 19.6K | $978.1K | 0.2% | −$4.66K | Added$393.2K |
| GE Vernova Inc. | GEV | 1.07K | $935.2K | 0.2% | $225.6K | Added$264.9K |
| Ishares Tr | — | 1.4K | $912.1K | 0.2% | −$38.4K | Added$82.4K |
| Vanguard Star Fds | — | 11.1K | $858.7K | 0.2% | $17.4K | Added$70.3K |
| Vanguard World Fd | — | 1.17K | $814.9K | 0.2% | −$65.8K | Cut−$111.1K |
| Tesla, Inc. | TSLA | 2.14K | $795.9K | 0.2% | −$106.7K | Added$180.7K |
| Ishares Silver Tr | — | 11.2K | $761.6K | 0.2% | $36.9K | Added$123K |
| Meta Platforms, Inc. | META | 1.29K | $737.6K | 0.1% | −$113.6K | Cut−$194.1K |
| Home Depot, Inc. | HD | 1.96K | $645.8K | 0.1% | −$28.2K | Added$11.6K |
| Mgic Invt Corp Wis | — | 21.5K | $563.9K | 0.1% | −$63.8K | Cut−$68.7K |
| AbbVie Inc. | ABBV | 2.41K | $523.8K | 0.1% | −$25.3K | Added−$2.26K |
| Ishares Tr | — | 5.64K | $511K | 0.1% | $4.74K | Added$109.9K |
| Vanguard Scottsdale Fds | — | 8.32K | $495.5K | 0.1% | −$2.37K | Added$120.8K |
| Vanguard Index Fds | — | 1.66K | $494.6K | 0.1% | −$26.4K | Cut−$307.3K |
| National Fuel Gas Co | NFG | 5.06K | $475.8K | 0.1% | $70.4K | Held |
| Wells Fargo Co New | — | 5.93K | $472.1K | 0.1% | −$80.6K | Cut−$170.4K |
| Fidelity Covington Trust | — | 12.7K | $459K | 0.1% | −$24K | Added−$22.7K |
| Alphabet Inc | — | 1.58K | $454K | 0.1% | −$35.5K | Added$42K |
| Select Sector Spdr Tr | — | 10.9K | $446.9K | 0.1% | $5.24K | Cut−$9.87M |
| Caterpillar Inc | CAT | 594 | $420.6K | 0.1% | $68K | Added$132.4K |
| Select Sector Spdr Tr | — | 2.54K | $410.3K | 0.1% | — | New |
| Vanguard World Fd | — | 1.11K | $407.4K | 0.1% | −$50.3K | Cut−$106.4K |
| Nextera Energy Inc | — | 4.26K | $395.6K | 0.1% | $48.3K | Added$87.8K |
| Ishares Tr | — | 3.83K | $391.2K | 0.1% | −$1.18K | Cut−$1.8K |
| Ishares Tr | — | 3.4K | $384.9K | 0.1% | −$32.7K | Added−$11.7K |
| Vanguard Malvern Fds | — | 7.68K | $383.6K | 0.1% | $3.76K | Cut−$40.1K |
| Ishares Tr | — | 6.34K | $360.6K | 0.1% | — | New |
| Ishares Tr | — | 6.86K | $360.4K | 0.1% | −$2.21K | Cut−$99.5K |
| Southern Co | — | 3.72K | $359K | 0.1% | $34.4K | Added$38K |
| Invesco Exch Trd Slf Idx Fd | — | 17.9K | $350K | 0.1% | −$806 | Held |
| Palantir Technologies Inc. | PLTR | 2.39K | $349.6K | 0.1% | −$38K | Added$134.8K |
| Select Sector Spdr Tr | — | 3.16K | $344K | 0.1% | −$33K | Cut−$267.3K |
| Select Sector Spdr Tr | — | 6.96K | $343.5K | 0.1% | −$37.4K | Added−$36K |
| Schwab Strategic Tr | — | 10.8K | $332.5K | 0.1% | $34.9K | Added$37.5K |
| Spdr Gold Tr | — | 756 | $325.3K | 0.1% | $23.7K | Added$49.1K |
| Dimensional Etf Trust | — | 8.23K | $319.7K | 0.1% | −$6.01K | Added−$5.19K |
| Park Natl Corp | — | 1.95K | $319.3K | 0.1% | $21.9K | Added$24.1K |
| Walmart Inc. | WMT | 2.56K | $317.6K | 0.1% | $29.3K | Added$64.8K |
| International Business Machs | — | 1.26K | $306.6K | 0.1% | −$58.1K | Added−$12.2K |
| Chevron Corp New | CVX | 1.48K | $306K | 0.1% | — | New |
| Vanguard Scottsdale Fds | — | 3.63K | $300.4K | 0.1% | −$2.52K | Added$89.3K |
| Lowes Cos Inc | — | 1.26K | $297.5K | 0.1% | −$6.04K | Cut−$99.1K |
| American Express Co | AXP | 958 | $289.9K | 0.1% | −$59.5K | Added−$37.1K |
| Ishares Tr | — | 2.55K | $289.6K | 0.1% | — | New |
| Paccar Inc | PCAR | 2.44K | $282.1K | 0.1% | $14.2K | Added$22.5K |
| Spdr Series Trust | — | 3.68K | $281.4K | 0.1% | −$13.5K | Cut−$14.9K |
| Oracle Corp | — | 1.89K | $278.1K | 0.1% | −$78.3K | Added−$41.3K |
| Fedex Corp | FDX | 741 | $264K | 0.1% | $48.7K | Added$56.1K |
| Unitedhealth Group Inc | UNH | 925 | $250.2K | 0.1% | −$54.1K | Added−$49K |
| Mcdonalds Corp | MCD | 799 | $248.5K | 0.1% | $3.91K | Added$28.8K |
| Ishares Tr | — | 4.91K | $241.7K | 0.0% | — | New |
| Northrop Grumman Corp | — | 354 | $241.2K | 0.0% | — | New |
| Vertiv Holdings Co | VRT | 953 | $238.8K | 0.0% | — | New |
| Ishares Tr | — | 1.54K | $238.5K | 0.0% | — | New |
| Pimco Etf Tr | — | 9.07K | $237.7K | 0.0% | −$4.35K | Cut−$18.1K |
| Vanguard Calif Tax Free Fds | — | 2.34K | $231.6K | 0.0% | — | New |
| Ishares Tr | — | 5.47K | $231.3K | 0.0% | −$3.05K | Cut−$5.19K |
| Ishares Tr | — | 3.22K | $225.8K | 0.0% | $2.43K | Cut−$64.8K |
| Taiwan Semiconductor Mfg Ltd | — | 654 | $221K | 0.0% | — | New |
| Duke Energy Corp New | — | 1.68K | $220K | 0.0% | — | New |
| Northern Fds Stk Index Fd | — | 3.33K | $216.4K | 0.0% | — | New |
| Morgan Stanley | — | 1.3K | $213.5K | 0.0% | — | New |
| Philip Morris Intl Inc | — | 1.28K | $212.1K | 0.0% | — | New |
| Vanguard Charlotte Fds | — | 4.31K | $206.9K | 0.0% | — | New |
| RTX Corp | RTX | 1.05K | $203.3K | 0.0% | — | New |
| Ishares Tr | — | 6.69K | $202.8K | 0.0% | −$4.25K | Added−$3.22K |
| Costco Whsl Corp New | — | 202 | $201.1K | 0.0% | — | New |
| Spdr Series Trust | — | 2.04K | $200.1K | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.