Peak Retirement Planning, Inc. Portfolio Holdings by Sector

Peak Retirement Planning, Inc.

$355 Billion
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SGOV VEA VOO XLC VWO XLY XLRE XLB 42 stocks	$192 Million 58.95% of portfolio	35	6	4	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive HIMS PG CL KMB 4 stocks	$8.25 Million 2.53% of portfolio	4	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MPWR 3 stocks	$7.63 Million 2.34% of portfolio	3	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW ORCL PLTR 4 stocks	$6.92 Million 2.12% of portfolio	4	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ MRK GILD ABBV LLY 5 stocks	$6.55 Million 2.01% of portfolio	5	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL PINS META GOOG 4 stocks	$5.9 Million 1.81% of portfolio	4	-	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$5.74 Million 1.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services CHTR VZ CMCSA 3 stocks	$5.63 Million 1.73% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Application \| Technology APP ZM 2 stocks	$5.36 Million 1.64% of portfolio	2	-	-	-	0 Calls 0 Puts

Packaged Foods \| Consumer Defensive GIS CAG KHC 3 stocks	$5.12 Million 1.57% of portfolio	3	-	1	-	0 Calls 0 Puts
Electronic Components \| Technology FLEX JBL 2 stocks	$4.62 Million 1.42% of portfolio	2	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT PODD 2 stocks	$4.56 Million 1.4% of portfolio	2	-	-	-	0 Calls 0 Puts
Residential Construction \| Consumer Cyclical DHI PHM 2 stocks	$4.41 Million 1.35% of portfolio	2	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CBOE CME 2 stocks	$3.55 Million 1.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CHWY AMZN 2 stocks	$3.55 Million 1.09% of portfolio	2	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$3.34 Million 1.03% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM WFC 2 stocks	$2.97 Million 0.91% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.95 Million 0.9% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ITW GE 2 stocks	$2.89 Million 0.89% of portfolio	2	-	2	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CNC UNH 2 stocks	$2.85 Million 0.87% of portfolio	1	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare THC 1 stocks	$2.4 Million 0.74% of portfolio	1	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare EXEL 1 stocks	$2.33 Million 0.72% of portfolio	1	-	1	-	0 Calls 0 Puts

Specialty Retail \| Consumer Cyclical WSM 1 stocks	$2.27 Million 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical RL 1 stocks	$2.15 Million 0.66% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare NBIX 1 stocks	$2.07 Million 0.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare MMSI 1 stocks	$2 Million 0.61% of portfolio	1	-	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SNA 1 stocks	$1.88 Million 0.58% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services FOXA 1 stocks	$1.87 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DGX 1 stocks	$1.86 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical DECK 1 stocks	$1.86 Million 0.57% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO 1 stocks	$1.84 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$1.82 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts

Agricultural Inputs \| Basic Materials CF 1 stocks	$1.82 Million 0.56% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$1.76 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$1.73 Million 0.53% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Diversified \| Real Estate VICI 1 stocks	$1.71 Million 0.52% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$1.63 Million 0.5% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy EOG 1 stocks	$1.6 Million 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEP SO NEE 3 stocks	$1.57 Million 0.48% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM NFG 2 stocks	$1.22 Million 0.37% of portfolio	2	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.1 Million 0.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM FISV 2 stocks	$537,394 0.16% of portfolio	2	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$486,974 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT PCAR 2 stocks	$473,912 0.15% of portfolio	2	-	1	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$266,543 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$264,222 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP 1 stocks	$254,505 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials GD 1 stocks	$208,604 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services CCO 1 stocks	$19,930 0.01% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Retirement Planning, Inc. with notifications on news.

Account

Peak Retirement Planning, Inc. Portfolio Holdings by Sector

Peak Retirement Planning, Inc.

Track Peak Retirement Planning, Inc. Portfolio

Portfolio Update

News