2026 Q1 Portfolio Activity
In 2026 Q1, Peak Retirement Planning, Inc. maintained a portfolio of 166 distinct positions. The most significant new addition was SPDR Gold MiniShares, now representing 3.51% of the total fund value. They heavily accumulated shares in Vanguard Small-Cap, increasing the position by 497.3%. Conversely, Peak Retirement Planning, Inc. completely exited their position in SPDR Gold MiniShares Trust.
Position History
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Total Positions
166
Quarter
2026 Q1
Top Holding
SGOV (13.4%)
Top 10 Concentration
43.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 166
Peak Retirement Planning, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SGOV
iShares 0-3 Mon...
|
ETF | 13.40% | 13.45% |
#1
Prev: #1
|
8.0 |
—
|
95,235 | 16.6% |
P
S
|
667,515 | $67,192,021 |
$97.80
+2.9%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
VEA
Vanguard FTSE D...
|
ETF | 5.72% | 5.36% |
#2
1
Prev: #3
|
6.3 |
—
|
81,148 | 22.1% |
P
S
|
447,638 | $28,684,620 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VWO
Vanguard FTSE E...
|
ETF | 4.67% | 4.54% |
#3
1
Prev: #4
|
5.4 |
—
|
72,987 | 20.2% |
P
S
|
433,645 | $23,438,488 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TIPX
SPDR Gold MiniS...
|
ETF | 3.51% | — |
#4
Prev: #—
|
5.4 |
—
|
190,121 | — |
NEW
|
190,121 | $17,622,296 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLE
State Street En...
|
Unknown | 3.21% | 2.47% |
#5
3
Prev: #8
|
3.8 |
—
|
26,495 | 11.2% |
P
S
|
262,695 | $16,092,688 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLB
State Street Ma...
|
Unknown | 2.63% | 2.45% |
#6
3
Prev: #9
|
3.1 |
—
|
32,960 | 14.3% |
P
S
|
264,006 | $13,192,374 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLC
State Street Co...
|
ETF | 2.56% | 2.49% |
#7
Prev: #7
|
3.5 |
—
|
25,396 | 28.1% |
P
S
|
115,716 | $12,828,326 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLP
State Street Co...
|
Unknown | 2.53% | 2.32% |
#8
3
Prev: #11
|
3.5 |
—
|
27,307 | 21.4% |
P
S
|
154,677 | $12,680,448 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLV
State Street He...
|
Unknown | 2.49% | — |
#9
Prev: #—
|
4.5 |
—
|
85,219 | — |
NEW
|
85,219 | $12,493,982 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
QQQ
Invesco QQQ
|
ETF | 2.42% | 5.68% |
#10
8
Prev: #2
|
1.0 |
—
|
-18,456 | -46.8% |
P
S
|
21,007 | $12,124,852 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VBR
Vanguard Small-...
|
ETF | 2.18% | 1.72% |
#11
2
Prev: #13
|
3.4 |
—
|
15,469 | 44.5% |
P
S
|
50,212 | $10,908,464 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VBK
Vanguard Small-...
|
ETF | 2.16% | 1.16% |
#12
5
Prev: #17
|
3.9 |
—
|
19,354 | 117.9% |
P
S
|
35,763 | $10,809,408 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTV
Vanguard Value
|
ETF | 1.95% | 1.45% |
#13
2
Prev: #15
|
3.8 |
—
|
17,583 | 54.3% |
P
S
|
49,966 | $9,803,334 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOE
Vanguard Mid-Ca...
|
ETF | 1.88% | 1.08% |
#14
6
Prev: #20
|
3.8 |
—
|
25,153 | 97.0% |
P
S
|
51,097 | $9,416,225 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
Vanguard Small-...
|
ETF | 1.80% | 0.35% |
#15
61
Prev: #76
|
3.7 |
—
|
28,751 | 497.3% |
P
S
|
34,533 | $9,044,964 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
Vanguard Growth
|
ETF | 1.63% | 2.67% |
#16
10
Prev: #6
|
1.2 |
—
|
-4,585 | -19.6% |
P
S
|
18,761 | $8,194,768 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA Corporat...
|
Technology | 1.37% | 1.47% |
#17
3
Prev: #14
|
2.5 |
—
|
5,617 | 16.7% |
P
S
|
39,306 | $6,854,974 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VO
Vanguard Mid-Ca...
|
ETF | 1.29% | 0.37% |
#18
57
Prev: #75
|
3.5 |
—
|
17,101 | 315.9% |
P
S
|
22,514 | $6,465,591 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BND
Vanguard Total ...
|
ETF | 1.00% | 0.16% |
#19
72
Prev: #91
|
3.4 |
—
|
59,051 | 656.0% |
P
S
|
68,052 | $5,011,359 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNQ
Vanguard Real E...
|
ETF | 0.95% | 0.98% |
#20
1
Prev: #21
|
2.4 |
—
|
6,208 | 13.1% |
P
S
|
53,681 | $4,761,496 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
Microsoft Corpo...
|
Technology | 0.94% | 1.15% |
#21
3
Prev: #18
|
2.9 |
—
|
2,544 | 25.1% |
P
S
|
12,687 | $4,696,324 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOT
Vanguard Mid-Ca...
|
ETF | 0.93% | 1.09% |
#22
3
Prev: #19
|
2.4 |
—
|
1,433 | 8.6% |
P
S
|
18,172 | $4,676,516 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
Alphabet Inc.
|
Communication Services | 0.88% | 0.90% |
#23
1
Prev: #22
|
2.9 |
—
|
2,991 | 24.3% |
P
S
|
15,286 | $4,395,751 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VOO
Vanguard S&P 50...
|
ETF | 0.85% | 1.98% |
#24
12
Prev: #12
|
0.3 |
—
|
-6,345 | -47.0% |
P
S
|
7,155 | $4,275,746 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HIMS
Hims & Hers Hea...
|
Healthcare | 0.82% | 0.63% |
#25
21
Prev: #46
|
3.3 |
—
|
115,860 | 140.3% |
P
S
|
198,427 | $4,119,351 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AVGO
Broadcom Inc.
|
Technology | 0.81% | 0.81% |
#26
2
Prev: #24
|
2.8 |
—
|
3,048 | 30.4% |
P
S
|
13,078 | $4,047,791 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
Vanguard Total ...
|
ETF | 0.80% | 1.34% |
#27
11
Prev: #16
|
0.3 |
—
|
-4,620 | -27.0% |
P
S
|
12,461 | $3,997,729 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
UTHR
United Therapeu...
|
Healthcare | 0.78% | 0.64% |
#28
17
Prev: #45
|
2.3 |
—
|
1,017 | 18.2% |
P
S
|
6,598 | $3,912,560 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LLY
Eli Lilly and C...
|
Healthcare | 0.75% | 0.16% |
#29
60
Prev: #89
|
3.3 |
—
|
3,423 | 532.3% |
P
S
|
4,066 | $3,739,425 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
Apple Inc.
|
Technology | 0.74% | 0.88% |
#30
7
Prev: #23
|
2.3 |
—
|
776 | 5.6% |
P
S
|
14,649 | $3,717,755 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ZM
Zoom Communicat...
|
Technology | 0.72% | 0.66% |
#31
4
Prev: #35
|
2.8 |
—
|
12,300 | 37.8% |
P
S
|
44,862 | $3,606,467 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EXEL
Exelixis, Inc.
|
Healthcare | 0.70% | 0.64% |
#32
12
Prev: #44
|
2.8 |
—
|
19,614 | 31.4% |
P
S
|
82,120 | $3,522,144 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FLEX
Flex Ltd.
|
Technology | 0.70% | 0.65% |
#33
6
Prev: #39
|
2.3 |
—
|
7,824 | 17.0% |
P
S
|
53,786 | $3,520,838 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MPWR
Monolithic Powe...
|
Technology | 0.69% | 0.65% |
#34
7
Prev: #41
|
0.8 |
—
|
121 | 4.0% |
P
S
|
3,162 | $3,457,684 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CHWY
Chewy, Inc.
|
Consumer Cyclical | 0.68% | 0.67% |
#35
4
Prev: #31
|
2.8 |
—
|
39,689 | 46.1% |
P
S
|
125,746 | $3,395,138 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NBIX
Neurocrine Bios...
|
Healthcare | 0.67% | 0.65% |
#36
1
Prev: #37
|
2.8 |
—
|
5,989 | 30.5% |
P
S
|
25,606 | $3,373,277 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ABT
Abbott Laborato...
|
Healthcare | 0.64% | 0.76% |
#37
12
Prev: #25
|
2.8 |
—
|
5,491 | 21.2% |
P
S
|
31,451 | $3,229,077 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ELAN
Elanco Animal H...
|
Healthcare | 0.64% | 0.65% |
#38
4
Prev: #42
|
2.3 |
—
|
12,838 | 10.5% |
P
S
|
134,608 | $3,221,164 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MU
Micron Technolo...
|
Technology | 0.64% | 0.73% |
#39
13
Prev: #26
|
0.8 |
—
|
-1,370 | -12.6% |
P
S
|
9,510 | $3,212,695 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RL
Ralph Lauren Co...
|
Consumer Cyclical | 0.64% | 0.65% |
#40
2
Prev: #38
|
2.3 |
—
|
1,445 | 18.4% |
P
S
|
9,301 | $3,199,622 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DECK
Deckers Outdoor...
|
Consumer Cyclical | 0.62% | 0.68% |
#41
14
Prev: #27
|
2.2 |
—
|
3,161 | 11.3% |
P
S
|
31,098 | $3,112,586 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MMSI
Merit Medical S...
|
Healthcare | 0.62% | 0.67% |
#42
14
Prev: #28
|
2.7 |
—
|
12,671 | 39.0% |
P
S
|
45,143 | $3,111,692 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
APP
Applovin Corpor...
|
Communication Services | 0.62% | 0.66% |
#43
11
Prev: #32
|
3.2 |
—
|
3,556 | 84.6% |
P
S
|
7,757 | $3,087,364 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PHM
PulteGroup, Inc...
|
Consumer Cyclical | 0.61% | 0.66% |
#44
10
Prev: #34
|
2.2 |
—
|
2,175 | 9.1% |
P
S
|
26,157 | $3,076,361 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HALO
Halozyme Therap...
|
Healthcare | 0.60% | — |
#45
Prev: #—
|
3.7 |
—
|
46,617 | — |
NEW
|
46,617 | $3,012,865 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TOST
Toast, Inc.
|
Technology | 0.60% | — |
#46
Prev: #—
|
3.7 |
—
|
113,473 | — |
NEW
|
113,473 | $3,008,175 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PODD
Insulet Corpora...
|
Healthcare | 0.58% | 0.65% |
#47
7
Prev: #40
|
2.7 |
—
|
4,151 | 42.6% |
P
S
|
13,893 | $2,915,285 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 0.57% | 0.55% |
#48
1
Prev: #49
|
0.7 |
—
|
305 | 2.7% |
P
S
|
11,747 | $2,871,495 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CF
CF Industries H...
|
Basic Materials | 0.57% | 0.47% |
#49
18
Prev: #67
|
0.7 |
—
|
-3,948 | -15.2% |
P
S
|
22,028 | $2,860,159 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PG
Procter & Gambl...
|
Consumer Defensive | 0.56% | 0.61% |
#50
3
Prev: #47
|
2.2 |
—
|
1,375 | 7.5% |
P
S
|
19,593 | $2,830,073 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 166 holdings