Peak Retirement Planning, Inc. holds a diversified book of 194 stocks worth $631.6M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares 0-3 Month Treasury B. Their largest long position is Ishares 0-3 Month Treasury B at 10% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
+4 sectors below the cut, 3% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Peak Retirement Planning, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Donor Advised Charitable Giving, Inc. | 8 / 80 | $4.4B |
| Prosperity Advisers, LLC | 18 / 80 | $119.9M |
| Kearns & Associates LLC | 14 / 80 | $185.3M |
| Vista Capital Partners, Inc. | 30 / 80 | $975.5M |
| Golden Road Advisors LLC | 24 / 80 | $170.5M |
| Nicholas Hoffman & Company, LLC. | 46 / 80 | $3.9B |
| Ketron Financial | 18 / 80 | $262.6M |
| CBIZ Investment Advisory Services, LLC | 47 / 80 | $2.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Peak Retirement Planning, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | iShares 0-3 Month Treasury Bond ETF Exchange Traded Fund | $65.8M | 653.8K | 10.4% | ▼−2.0% Reduced · −14K sh | |
| 2 | Invesco QQQ Trust, Series 1 Exchange Traded Fund | $34.7M | 47.1K | 5.5% | ▲+124% Added · +26K sh | |
| 3 | Vanguard FTSE Developed Markets ETF Exchange Traded Fund | $28.7M | 403.1K | 4.5% | ▼−9.9% Reduced · −45K sh | |
| 4 | Vanguard FTSE Emerging Markets ETF Exchange Traded Fund | $18.9M | 317.4K | 3.0% | ▼−27% Reduced · −116K sh | |
| 5 | State Street Health Care Select Sector SPDR ETF Exchange Traded Fund | $18.4M | 116.1K | 2.9% | ▲+36% Added · +31K sh | |
| 6 | Vanguard Morningstar Small-Cap Growth ETF Exchange Traded Fund | $17.5M | 47.9K | 2.8% | ▲+34% Added · +12K sh | |
| 7 | State Street Energy Select Sector SPDR ETF Exchange Traded Fund | $17.5M | 329.5K | 2.8% | ▲+25% Added · +67K sh | |
| 8 | State Street Consumer Discretionary Select Sector SPDR ETF Exchange Traded Fund | $17.2M | 146.2K | 2.7% | ▲46× Added · +143K sh | |
| 9 | State Street Real Estate Select Sector SPDR ETF Exchange Traded Fund | $17.0M | 386.8K | 2.7% | ▲35× Added · +376K sh | |
| 10 | State Street Communication Services Select Sector SPDR ETF Exchange Traded Fund | $16.7M | 155.8K | 2.6% | ▲+35% Added · +40K sh | |
| 11 | Vanguard Morningstar Small-Cap Value ETF Exchange Traded Fund | $13.7M | 56.5K | 2.2% | ▲+13% Added · +6K sh | |
| 12 | Vanguard Morningstar Value ETF Exchange Traded Fund | $13.6M | 62.5K | 2.2% | ▲+25% Added · +13K sh | |
| 13 | Vanguard Morningstar Growth ETF Exchange Traded Fund | $13.5M | 156.4K | 2.1% | ▲+734% Added · +138K sh | |
| 14 | Vanguard Morningstar Mid-Cap Value ETF Exchange Traded Fund | $11.4M | 57.5K | 1.8% | ▲+13% Added · +6K sh | |
| 15 | Vanguard S&P 500 ETF Exchange Traded Fund | $11.2M | 16.4K | 1.8% | ▲+129% Added · +9K sh | |
| 16 | NVIDIA Corporation - Common Stock Common Stock | $10.9M | 54.3K | 1.7% | ▲+38% Added · +15K sh | |
| 17 | Vanguard Morningstar Small-Cap ETF Exchange Traded Fund | $10.7M | 35.2K | 1.7% | ▲+2.1% Added · +713 sh | |
| 18 | Alphabet Inc. - Class A Common Stock Common Stock | $7.0M | 19.7K | 1.1% | ▲+29% Added · +4K sh | |
| 19 | Vanguard Real Estate ETF Exchange Traded Fund | $6.9M | 71.5K | 1.1% | ▲+33% Added · +18K sh | |
| 20 | Micron Technology, Inc. - Common Stock Common Stock | $6.9M | 5.9K | 1.1% | ▼−37% Reduced · −4K sh | |
| 21 | Microsoft Corporation - Common Stock Common Stock | $6.2M | 16.7K | 1.0% | ▲+32% Added · +4K sh | |
| 22 | Eli Lilly and Company Common Stock Common Stock | $6.1M | 5.1K | 1.0% | ▲+24% Added · +990 sh | |
| 23 | Advanced Micro Devices, Inc. - Common Stock Common Stock | $5.9M | 10.2K | 0.9% | ▲New New position | |
| 24 | Apple Inc. - Common Stock Common Stock | $5.3M | 18.3K | 0.8% | ▲+25% Added · +4K sh | |
| 25 | Halozyme Therapeutics, Inc. - Common Stock Common Stock | $5.3M | 67.5K | 0.8% | ▲+45% Added · +21K sh | |
| 26 | Tenet Healthcare Corporation Common Stock Common Stock | $5.2M | 27.8K | 0.8% | ▲+92% Added · +13K sh | |
| 27 | Exelixis, Inc. - Common Stock Common Stock | $5.1M | 94.4K | 0.8% | ▲+15% Added · +12K sh | |
| 28 | Merit Medical Systems, Inc. - Common Stock Common Stock | $5.1M | 74.0K | 0.8% | ▲+64% Added · +29K sh | |
| 29 | Visa Inc. Common Stock | $5.1M | 14.8K | 0.8% | ▲New New position | |
| 30 | Broadcom Inc. - Common Stock Common Stock | $5.1M | 13.4K | 0.8% | ▲+2.3% Added · +306 sh | |
| 31 | Flex Ltd. - Ordinary Shares Common Stock | $5.1M | 31.2K | 0.8% | ▼−42% Reduced · −23K sh | |
| 32 | Neurocrine Biosciences, Inc. - Common Stock Common Stock | $5.0M | 29.7K | 0.8% | ▲+16% Added · +4K sh | |
| 33 | Ralph Lauren Corporation Common Stock Common Stock | $5.0M | 12.4K | 0.8% | ▲+34% Added · +3K sh | |
| 34 | Meta Platforms, Inc. - Class A Common Stock Common Stock | $4.8M | 8.6K | 0.8% | ▲+566% Added · +7K sh | |
| 35 | Toast, Inc. Class A Common Stock Common Stock | $4.8M | 173.7K | 0.8% | ▲+53% Added · +60K sh | |
| 36 | Insulet Corporation - Common Stock Common Stock | $4.8M | 31.3K | 0.8% | ▲+125% Added · +17K sh | |
| 37 | Elanco Animal Health Incorporated Common Stock Common Stock | $4.7M | 191.9K | 0.7% | ▲+43% Added · +57K sh | |
| 38 | Universal Health Services, Inc. Common Stock Common Stock | $4.7M | 31.3K | 0.7% | ▲New New position | |
| 39 | United Therapeutics Corporation - Common Stock Common Stock | $4.5M | 8.4K | 0.7% | ▲+27% Added · +2K sh | |
| 40 | Vanguard Morningstar Total Stock Market ETF Exchange Traded Fund | $4.3M | 11.5K | 0.7% | ▼−7.5% Reduced · −935 sh | |
| 41 | Applovin Corporation - Class A Common Stock Common Stock | $4.3M | 8.3K | 0.7% | ▲+6.3% Added · +493 sh | |
| 42 | Chewy, Inc. Class A Common Stock Common Stock | $4.2M | 214.1K | 0.7% | ▲+70% Added · +88K sh | |
| 43 | Vanguard Morningstar Mid-Cap Growth ETF Exchange Traded Fund | $4.1M | 13.3K | 0.6% | ▼−27% Reduced · −5K sh | |
| 44 | Monolithic Power Systems, Inc. - Common Stock Common Stock | $4.1M | 2.9K | 0.6% | ▼−7.3% Reduced · −231 sh | |
| 45 | Johnson & Johnson Common Stock Common Stock | $4.0M | 15.9K | 0.6% | ▲+36% Added · +4K sh | |
| 46 | Procter & Gamble Company (The) Common Stock Common Stock | $4.0M | 27.1K | 0.6% | ▲+38% Added · +8K sh | |
| 47 | Merck & Company, Inc. Common Stock (new) Common Stock | $3.8M | 29.2K | 0.6% | ▲+35% Added · +8K sh | |
| 48 | Zoom Communications, Inc. - Class A Common Stock Common Stock | $3.7M | 42.9K | 0.6% | ▼−4.3% Reduced · −2K sh | |
| 49 | Kimberly-Clark Corporation - Common Stock Common Stock | $3.6M | 33.0K | 0.6% | ▲+43% Added · +10K sh | |
| 50 | Colgate-Palmolive Company Common Stock Common Stock | $3.5M | 38.4K | 0.6% | ▲+44% Added · +12K sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Peak Retirement Planning, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 194 | $631.6M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 41d | 152 | $501.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 10, 2026 | 41d | 145 | $427.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 4, 2025 | 35d | 128 | $355.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Nov 4, 2025 | 127d | 118 | $247.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Nov 4, 2025 | 218d | 105 | $180.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 20, 2025 | 51d | 96 | $148.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.