Peak Retirement Planning
COLUMBUS, OHfiles as Peak Retirement Planning, Inc.
$632m in 194 US stocks at the end of 30 June 2026. The top 10 are 40.0% of the money. It changed about 22.5% of the portfolio this quarter.
Value
$632m
Stocks
194
Top 10 share
40.0%
Turnover
22.5%
What changed this quarter
New
Bought for the first time this quarter.
- Advanced Micro DevicesAMD0.9% of the fund
- VisaV0.8% of the fund
- Universal Health ServicesUHS0.7% of the fund
- ProgressivePGR0.5% of the fund
- PaychexPAYX0.5% of the fund
- World Gold TRGLDM0.4% of the fund
- Lam ResearchLRCX<0.1% of the fund
- Palo Alto NetworksPANW<0.1% of the fund
- Axsome TherapeuticsAXSM<0.1% of the fund
- IntelINTC<0.1% of the fund
- Ishares TRICSH<0.1% of the fund
- Coca-ColaKO<0.1% of the fund
- Ishares TRUSHY<0.1% of the fund
- Ishares TRFLOT<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- CSXCSX<0.1% of the fund
- Ishares TRXJH<0.1% of the fund
- Proshares TRUSD<0.1% of the fund
- IsharesIEMG<0.1% of the fund
- Goldman Sachs GroupGS<0.1% of the fund
- American Centy ETF TRAVUS<0.1% of the fund
- Nuveen Calif AMT Free Muni IXNCMX<0.1% of the fund
- Vanguard World FDVDE<0.1% of the fund
- Applied MaterialsAMAT<0.1% of the fund
- Waste ManagementWM<0.1% of the fund
Added
Bought more of a stock they already held.
- Invesco QQQ TRQQQ5.5% of the fund+124%
- Select Sector Spdr TRXLV2.9% of the fund+36%
- Vanguard Index FDSVBK2.8% of the fund+34%
- Select Sector Spdr TRXLE2.8% of the fund+25%
- Select Sector Spdr TRXLY2.7% of the fund+4532%
- Select Sector Spdr TRXLRE2.7% of the fund+3433%
- Select Sector Spdr TRXLC2.6% of the fund+35%
- Vanguard Index FDSVBR2.2% of the fund+13%
- Vanguard Index FDSVTV2.2% of the fund+25%
- Vanguard Index FDSVUG2.1% of the fund+39%
- Vanguard Index FDSVOE1.8% of the fund+13%
- Vanguard Index FDSVOO1.8% of the fund+129%
- NvidiaNVDA1.7% of the fund+38%
- Vanguard Index FDSVB1.7% of the fund+2%
- AlphabetGOOGL1.1% of the fund+29%
- Vanguard Index FDSVNQ1.1% of the fund+33%
- MicrosoftMSFT1.0% of the fund+32%
- Eli LillyLLY1.0% of the fund+24%
- AppleAAPL0.8% of the fund+25%
- Halozyme TherapeuticsHALO0.8% of the fund+45%
- Tenet HealthcareTHC0.8% of the fund+92%
- ExelixisEXEL0.8% of the fund+15%
- Merit Medical SystemsMMSI0.8% of the fund+64%
- BroadcomAVGO0.8% of the fund+2%
- Neurocrine BiosciencesNBIX0.8% of the fund+16%
Cut
Sold some of their stake.
- Ishares TRSGOV10.4% of the fund-2%
- Vanguard Tax-Managed FDSVEA4.5% of the fund-10%
- Vanguard Intl Equity Index FVWO3.0% of the fund-27%
- Micron TechnologyMU1.1% of the fund-37%
- FlexFLEX0.8% of the fund-42%
- Vanguard Index FDSVTI0.7% of the fund-8%
- Vanguard Index FDSVOT0.6% of the fund-27%
- Monolithic Power SystemsMPWR0.6% of the fund-7%
- Zoom CommunicationsZM0.6% of the fund-4%
- Vanguard Index FDSVO0.3% of the fund-73%
- Vanguard BD Index FDSBND0.3% of the fund-67%
- Vanguard Whitehall FDSVYM0.2% of the fund-12%
- Select Sector Spdr TRXLB0.2% of the fund-93%
- State STR Spdr S&P 500 ETF TSPY0.1% of the fund-51%
- Vanguard MUN BD FDSVTEB0.1% of the fund-11%
- Select Sector Spdr TRXLP0.1% of the fund-95%
- AbbVieABBV<0.1% of the fund-6%
- Mgic InvestmentMTG<0.1% of the fund-8%
- Vanguard Star FDSVXUS<0.1% of the fund-47%
- Ishares TRIUSV<0.1% of the fund-3%
- Abbott LaboratoriesABT<0.1% of the fund-86%
- Ishares Silver TRSLV<0.1% of the fund-34%
- NextEra EnergyNEE<0.1% of the fund-9%
- United Parcel ServiceUPS<0.1% of the fund-77%
- Vanguard Malvern FDSVTIP<0.1% of the fund-14%
Sold out
Sold their entire stake.
- Spdr Series TrustTIPX-100%
- PultegroupPHM-100%
- FoxFOXA-100%
- Conagra BrandsCAG-100%
- Ishares TRCMF-100%
- Pimco ETF TRPYLD-100%
- Vanguard Calif TAX Free FDSVTEC-100%
Holdings
- Ishares TRSGOV
- Share
- 10.4%
- Value
- $66m
- Shares
- 653,810
-2%
- Invesco QQQ TRQQQ
- Share
- 5.5%
- Value
- $35m
- Shares
- 47,055
+124%
- Vanguard Tax-Managed FDSVEA
- Share
- 4.5%
- Value
- $29m
- Shares
- 403,062
-10%
- Vanguard Intl Equity Index FVWO
- Share
- 3.0%
- Value
- $19m
- Shares
- 317,385
-27%
- Select Sector Spdr TRXLV
- Share
- 2.9%
- Value
- $18m
- Shares
- 116,103
+36%
- Vanguard Index FDSVBK
- Share
- 2.8%
- Value
- $18m
- Shares
- 47,871
+34%
- Select Sector Spdr TRXLE
- Share
- 2.8%
- Value
- $17m
- Shares
- 329,503
+25%
- Select Sector Spdr TRXLY
- Share
- 2.7%
- Value
- $17m
- Shares
- 146,239
+4532%
- Select Sector Spdr TRXLRE
- Share
- 2.7%
- Value
- $17m
- Shares
- 386,766
+3433%
- Select Sector Spdr TRXLC
- Share
- 2.6%
- Value
- $17m
- Shares
- 155,779
+35%
- Vanguard Index FDSVBR
- Share
- 2.2%
- Value
- $14m
- Shares
- 56,505
+13%
- Vanguard Index FDSVTV
- Share
- 2.2%
- Value
- $14m
- Shares
- 62,479
+25%
- Vanguard Index FDSVUG
- Share
- 2.1%
- Value
- $13m
- Shares
- 156,415
+39%
- Vanguard Index FDSVOE
- Share
- 1.8%
- Value
- $11m
- Shares
- 57,532
+13%
- Vanguard Index FDSVOO
- Share
- 1.8%
- Value
- $11m
- Shares
- 16,364
+129%
- Vanguard Index FDSVB
- Share
- 1.7%
- Value
- $11m
- Shares
- 35,246
+2%
- Vanguard Index FDSVNQ
- Share
- 1.1%
- Value
- $7m
- Shares
- 71,525
+33%
- Vanguard Index FDSVTI
- Share
- 0.7%
- Value
- $4m
- Shares
- 11,526
-8%
- Vanguard Index FDSVOT
- Share
- 0.6%
- Value
- $4m
- Shares
- 13,285
-27%
- Vanguard Specialized FundsVIG
- Share
- 0.5%
- Value
- $3m
- Shares
- 12,101
+14%
- Cboe Global MktsCBOE
- Share
- 0.4%
- Value
- $3m
- Shares
- 11,638
+46%
- World Gold TRGLDM
- Share
- 0.4%
- Value
- $3m
- Shares
- 31,598
New
- Invesco Exchange Traded FD TRSP
- Share
- 0.3%
- Value
- $2m
- Shares
- 10,119
+26%
- Vanguard Index FDSVO
- Share
- 0.3%
- Value
- $2m
- Shares
- 24,386
-73%
- Vanguard BD Index FDSBND
- Share
- 0.3%
- Value
- $2m
- Shares
- 22,346
-67%
- Vanguard World FDVGT
- Share
- 0.2%
- Value
- $1m
- Shares
- 9,616
+3%
- Ishares TRIVV
- Share
- 0.2%
- Value
- $1m
- Shares
- 1,455
+4%
- Vanguard Whitehall FDSVYM
- Share
- 0.2%
- Value
- $1m
- Shares
- 6,597
-12%
- Select Sector Spdr TRXLB
- Share
- 0.2%
- Value
- $984,327
- Shares
- 19,365
-93%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.1%
- Value
- $902,876
- Shares
- 1,209
-51%
- Vanguard MUN BD FDSVTEB
- Share
- 0.1%
- Value
- $882,404
- Shares
- 17,446
-11%
- Select Sector Spdr TRXLP
- Share
- 0.1%
- Value
- $689,452
- Shares
- 8,300
-95%
- Vanguard Scottsdale FDSVGIT
- Share
- <0.1%
- Value
- $578,964
- Shares
- 9,816
+18%
- Vanguard Index FDSVV
- Share
- <0.1%
- Value
- $569,227
- Shares
- 1,655
Held
- Ishares TRIEFA
- Share
- <0.1%
- Value
- $564,848
- Shares
- 5,848
+4%
- Select Sector Spdr TRXLI
- Share
- <0.1%
- Value
- $553,839
- Shares
- 2,990
+18%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Ishares TRSGOV | 10.4% | $66m | 653,810 | -2% |
| Invesco QQQ TRQQQ | 5.5% | $35m | 47,055 | +124% |
| Vanguard Tax-Managed FDSVEA | 4.5% | $29m | 403,062 | -10% |
| Vanguard Intl Equity Index FVWO | 3.0% | $19m | 317,385 | -27% |
| Select Sector Spdr TRXLV | 2.9% | $18m | 116,103 | +36% |
| Vanguard Index FDSVBK | 2.8% | $18m | 47,871 | +34% |
| Select Sector Spdr TRXLE | 2.8% | $17m | 329,503 | +25% |
| Select Sector Spdr TRXLY | 2.7% | $17m | 146,239 | +4532% |
| Select Sector Spdr TRXLRE | 2.7% | $17m | 386,766 | +3433% |
| Select Sector Spdr TRXLC | 2.6% | $17m | 155,779 | +35% |
| Vanguard Index FDSVBR | 2.2% | $14m | 56,505 | +13% |
| Vanguard Index FDSVTV | 2.2% | $14m | 62,479 | +25% |
| Vanguard Index FDSVUG | 2.1% | $13m | 156,415 | +39% |
| Vanguard Index FDSVOE | 1.8% | $11m | 57,532 | +13% |
| Vanguard Index FDSVOO | 1.8% | $11m | 16,364 | +129% |
| NvidiaNVDA | 1.7% | $11m | 54,264 | +38% |
| Vanguard Index FDSVB | 1.7% | $11m | 35,246 | +2% |
| AlphabetGOOGL | 1.1% | $7m | 19,651 | +29% |
| Vanguard Index FDSVNQ | 1.1% | $7m | 71,525 | +33% |
| Micron TechnologyMU | 1.1% | $7m | 5,948 | -37% |
| MicrosoftMSFT | 1.0% | $6m | 16,684 | +32% |
| Eli LillyLLY | 1.0% | $6m | 5,056 | +24% |
| Advanced Micro DevicesAMD | 0.9% | $6m | 10,172 | New |
| AppleAAPL | 0.8% | $5m | 18,319 | +25% |
| Halozyme TherapeuticsHALO | 0.8% | $5m | 67,523 | +45% |
| Tenet HealthcareTHC | 0.8% | $5m | 27,789 | +92% |
| ExelixisEXEL | 0.8% | $5m | 94,407 | +15% |
| Merit Medical SystemsMMSI | 0.8% | $5m | 74,008 | +64% |
| VisaV | 0.8% | $5m | 14,791 | New |
| BroadcomAVGO | 0.8% | $5m | 13,384 | +2% |
| FlexFLEX | 0.8% | $5m | 31,191 | -42% |
| Neurocrine BiosciencesNBIX | 0.8% | $5m | 29,734 | +16% |
| Ralph LaurenRL | 0.8% | $5m | 12,423 | +34% |
| Meta PlatformsMETA | 0.8% | $5m | 8,587 | +566% |
| ToastTOST | 0.8% | $5m | 173,678 | +53% |
| InsuletPODD | 0.8% | $5m | 31,312 | +125% |
| Elanco Animal HealthELAN | 0.7% | $5m | 191,897 | +43% |
| Universal Health ServicesUHS | 0.7% | $5m | 31,287 | New |
| United TherapeuticsUTHR | 0.7% | $5m | 8,389 | +27% |
| Vanguard Index FDSVTI | 0.7% | $4m | 11,526 | -8% |
| AppLovinAPP | 0.7% | $4m | 8,250 | +6% |
| ChewyCHWY | 0.7% | $4m | 214,080 | +70% |
| Vanguard Index FDSVOT | 0.6% | $4m | 13,285 | -27% |
| Monolithic Power SystemsMPWR | 0.6% | $4m | 2,931 | -7% |
| Johnson & JohnsonJNJ | 0.6% | $4m | 15,923 | +36% |
| Procter & GamblePG | 0.6% | $4m | 27,103 | +38% |
| MerckMRK | 0.6% | $4m | 29,248 | +35% |
| Zoom CommunicationsZM | 0.6% | $4m | 42,913 | -4% |
| Kimberly-ClarkKMB | 0.6% | $4m | 33,047 | +43% |
| Colgate-PalmoliveCL | 0.6% | $4m | 38,444 | +44% |
| Price T Rowe GroupTROW | 0.6% | $4m | 30,933 | +20% |
| Illinois Tool WorksITW | 0.6% | $4m | 12,998 | +50% |
| Snap-onSNA | 0.5% | $3m | 8,587 | +37% |
| ProgressivePGR | 0.5% | $3m | 15,738 | New |
| Smith A OAOS | 0.5% | $3m | 54,556 | +78% |
| Altria GroupMO | 0.5% | $3m | 47,507 | +31% |
| JPMorgan ChaseJPM | 0.5% | $3m | 10,332 | +14% |
| General MillsGIS | 0.5% | $3m | 95,739 | +78% |
| Kraft HeinzKHC | 0.5% | $3m | 139,107 | +39% |
| Avery DennisonAVY | 0.5% | $3m | 20,033 | +64% |
| Gilead SciencesGILD | 0.5% | $3m | 25,360 | +53% |
| PepsiCoPEP | 0.5% | $3m | 23,631 | +50% |
| ComcastCMCSA | 0.5% | $3m | 128,969 | +69% |
| CF Industries HoldingsCF | 0.5% | $3m | 28,436 | +29% |
| Vici PropertiesVICI | 0.5% | $3m | 115,922 | +47% |
| PaychexPAYX | 0.5% | $3m | 30,974 | New |
| EOG ResourcesEOG | 0.5% | $3m | 23,178 | +25% |
| Verizon CommunicationsVZ | 0.5% | $3m | 69,955 | +40% |
| Vanguard Specialized FundsVIG | 0.5% | $3m | 12,101 | +14% |
| CME GroupCME | 0.4% | $3m | 12,847 | +67% |
| Cboe Global MktsCBOE | 0.4% | $3m | 11,638 | +46% |
| Amazon.comAMZN | 0.4% | $3m | 11,168 | +43% |
| Berkshire HathawayBRK-B | 0.4% | $3m | 5,284 | +3% |
| World Gold TRGLDM | 0.4% | $3m | 31,598 | New |
| AccentureACN | 0.3% | $2m | 17,495 | +58% |
| Invesco Exchange Traded FD TRSP | 0.3% | $2m | 10,119 | +26% |
| Vanguard Index FDSVO | 0.3% | $2m | 24,386 | -73% |
| ExxonMobil HoldingsXOM | 0.3% | $2m | 12,946 | +8% |
| Vanguard BD Index FDSBND | 0.3% | $2m | 22,346 | -67% |
| American Electric PowerAEP | 0.2% | $2m | 11,112 | +4% |
| General ElectricGE | 0.2% | $1m | 3,942 | Held |
| AlphabetGOOG | 0.2% | $1m | 4,010 | +153% |
| GE VernovaGEV | 0.2% | $1m | 1,087 | Held |
| TeslaTSLA | 0.2% | $1m | 2,962 | +38% |
| Vanguard World FDVGT | 0.2% | $1m | 9,616 | +3% |
| Ishares TRIVV | 0.2% | $1m | 1,455 | +4% |
| Vanguard Whitehall FDSVYM | 0.2% | $1m | 6,597 | -12% |
| Select Sector Spdr TRXLB | 0.2% | $984,327 | 19,365 | -93% |
| State STR Spdr S&P 500 ETF TSPY | 0.1% | $902,876 | 1,209 | -51% |
| Vanguard MUN BD FDSVTEB | 0.1% | $882,404 | 17,446 | -11% |
| Home DepotHD | 0.1% | $794,073 | 2,252 | +15% |
| Select Sector Spdr TRXLP | 0.1% | $689,452 | 8,300 | -95% |
| CaterpillarCAT | 0.1% | $654,097 | 614 | +3% |
| Lam ResearchLRCX | <0.1% | $581,490 | 1,342 | New |
| Vanguard Scottsdale FDSVGIT | <0.1% | $578,964 | 9,816 | +18% |
| Vanguard Index FDSVV | <0.1% | $569,227 | 1,655 | Held |
| AbbVieABBV | <0.1% | $566,930 | 2,253 | -6% |
| Ishares TRIEFA | <0.1% | $564,848 | 5,848 | +4% |
| Mgic InvestmentMTG | <0.1% | $557,573 | 19,772 | -8% |
| Select Sector Spdr TRXLI | <0.1% | $553,839 | 2,990 | +18% |
Showing the largest 100 of 194.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 155.0% since 30 June 2025.
Where the money is
Health care10.1%
Technology9.4%
Financial services4.6%
Everyday goods4.0%
Media & telecom3.7%
Industrials3.1%
Retail & consumer2.3%
Materials1.0%
Energy0.8%
Real estate0.5%
Utilities0.4%
Other60.0%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.