Peak Retirement Planning, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Peak Retirement Planning, Inc. 13F Holdings
CIK 0002056697 · COLUMBUS, OH
As of Sep 30, 2025, Peak Retirement Planning, Inc. reported
128 positions worth $355.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 524,601 | $52.8M | 14.88% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 264,360 |
|
5.8M4.46% |
| INVESCO QQQ TR | — | — | 25,674 |
5.4M | 4.34% |
| VANGUARD 500 INDEX FUND | VOO | — | 21,449 |
3.1M | 3.70% |
| WORLD GOLD TR | — | — | 166,264 |
2.7M | 3.58% |
| THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND | XLC | — | 96,997 |
1.5M | 3.23% |
| VANGUARD EMERGING MARKETS STOCK INDEX FUND | VWO | — | 206,054 |
1.2M | 3.14% |
| STATE STREET(R) CONSUMER DISCRETIONARY SELECT SECTOR SPDR(R) ETF | XLY | — | 45,939 |
1.0M | 3.10% |
| THE REAL ESTATE SELECT SECTOR SPDR FUND | XLRE | — | 255,001 |
0.7M | 3.03% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 118,645 |
0.6M | 2.99% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 21,652 |
0.4M | 2.92% |
| VANGUARD MID-CAP GROWTH ETF | VOT | — | 26,466 | $7.8M | 2.19% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 31,843 | $6.6M | 1.87% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 17,480 | $5.7M | 1.62% |
| VANGUARD VALUE INDEX FUND | VTV | — | 28,296 | $5.3M | 1.49% |
| VANGUARD SMALL-CAP GROWTH INDEX FUND | VBK | — | 16,255 | $4.8M | 1.36% |
| MICROSOFT CORP | MSFT | Technology | 7,583 | $3.9M | 1.11% |
| APPLE INC | AAPL | Technology | 13,126 | $3.3M | 0.94% |
| APPLOVIN CORP | APP | Technology | 4,441 | $3.2M | 0.90% |
| ALPHABET INC | GOOGL | Equity | 12,764 | $3.1M | 0.87% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 5,858 | $2.9M | 0.83% |
| HIMS & HERS HEALTH INC | HIMS | Consumer Defensive | 50,096 | $2.8M | 0.80% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 29,783 | $2.7M | 0.77% |
| NVIDIA CORP | NVDA | Technology | 14,354 | $2.7M | 0.75% |
| VANGUARD MID-CAP VALUE INDEX FUND | VOE | — | 15,282 | $2.7M | 0.75% |