1y return+12.5%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $118 against $127 in the S&P 500.2
Peak Retirement Planning, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SGOViShares 0-3 Month Treasury Bond ETF | $65.8M | 10.4% | −2.1% |
| QQQInvesco QQQ Trust, Series 1 | $34.7M | 5.5% | +124.0% |
| VEAVanguard FTSE Developed Markets ETF | $28.7M | 4.5% | −10.0% |
| VWOVanguard FTSE Emerging Markets ETF | $18.9M | 3.0% | −26.8% |
| XLVState Street Health Care Select Sector SPDR ETF | $18.4M | 2.9% | +36.2% |
| VBKVanguard Morningstar Small-Cap Growth ETF | $17.5M | 2.8% | +33.9% |
| XLEState Street Energy Select Sector SPDR ETF | $17.5M | 2.8% | +25.4% |
| XLYState Street Consumer Discretionary Select Sector SPDR ETF | $17.2M | 2.7% | +4532.2% |
| XLREState Street Real Estate Select Sector SPDR ETF | $17.0M | 2.7% | +3433.4% |
| XLCState Street Communication Services Select Sector SPDR ETF | $16.7M | 2.6% | +34.6% |
| VBRVanguard Morningstar Small-Cap Value ETF | $13.7M | 2.2% | +12.5% |
| VTVVanguard Morningstar Value ETF | $13.6M | 2.2% | +25.0% |
| VUGVanguard Morningstar Growth ETF | $13.5M | 2.1% | +39.0% |
| VOEVanguard Morningstar Mid-Cap Value ETF | $11.4M | 1.8% | +12.6% |
| VOOVanguard S&P 500 ETF | $11.2M | 1.8% | +128.7% |
| NVDANVIDIA Corporation - Common Stock | $10.9M | 1.7% | +38.1% |
| VBVanguard Morningstar Small-Cap ETF | $10.7M | 1.7% | +2.1% |
| GOOGLAlphabet Inc. - Class A Common Stock | $7.0M | 1.1% | +28.6% |
| VNQVanguard Real Estate ETF | $6.9M | 1.1% | +33.2% |
| MUMicron Technology, Inc. - Common Stock | $6.9M | 1.1% | −37.5% |
| MSFTMicrosoft Corporation - Common Stock | $6.2M | 1.0% | +31.5% |
| LLYEli Lilly and Company Common Stock | $6.1M | 1.0% | +24.3% |
| AMDAdvanced Micro Devices, Inc. - Common Stock | $5.9M | 0.9% | New |
| AAPLApple Inc. - Common Stock | $5.3M | 0.8% | +25.1% |
| HALOHalozyme Therapeutics, Inc. - Common Stock | $5.3M | 0.8% | +44.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Flex Ltd. - Ordinary SharesCUSIP Y2573F102 | December 31, 2024 | +322.2% | $5.1M |
| GOOGLAlphabet Inc. - Class A Common Stock | December 31, 2024 | +88.8% | $7.0M |
| AVGOBroadcom Inc. - Common Stock | December 31, 2024 | +62.9% | $5.1M |
| LLYEli Lilly and Company Common Stock | December 31, 2024 | +55.4% | $6.1M |
| NVDANVIDIA Corporation - Common Stock | December 31, 2024 | +49.0% | $10.9M |
| VEAVanguard FTSE Developed Markets ETF | December 31, 2024 | +49.0% | $28.7M |
| QQQInvesco QQQ Trust, Series 1 | December 31, 2024 | +44.0% | $34.7M |
| THCTenet Healthcare Corporation Common Stock | March 31, 2025 | +39.1% | $5.2M |
| VWOVanguard FTSE Emerging Markets ETF | December 31, 2024 | +35.5% | $18.9M |
| EXELExelixis, Inc. - Common Stock | September 30, 2025 | +31.7% | $5.1M |
Sold off last quarter
- TIPXSPDR Gold MiniShares was $17.6M
- PHMPulteGroup, Inc. was $3.1M
- FOXAFox Corporation was $2.4M
- CAGConAgra Brands, Inc. was $2.0M
- CMFiShares California Muni Bond was $361K
- PYLDPimco Multisector Bond was $238K
- VTECVanguard California Tax-Exempt Bond was $232K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.6% | +14.8% |
| March 31, 2026 | −0.2% | −4.6% |
| December 31, 2025 | −0.0% | +2.4% |
| September 30, 2025 | +4.9% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peak Retirement Planning, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056697&type=13F-HR&dateb=&owner=include&count=40CIK 2056697
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056697/000205669726000003/Filed August 10, 2026 · accession 0002056697-26-000003