Peak Retirement Planning, Inc.

13F filer · CIK 0002056697

Reported Aug 10, 2026

Net buyer this quarter

13F portfolio value$632MU.S. long equity reported on 13F

Positions12330 new · 4 closed

Net flow last quarter+$75.5MBuys minus sells

Top 10 positions weight14.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 10, 2026123 positions
QQQInvesco QQQ Trust, Series 1	$34.7M	5.49%	Not reported	+124.0%	Q4 2024
NVDANvidia Corp	$10.9M	1.72%	0.00%	+38.1%	Q4 2024
GOOGLAlphabet Inc.	$7.02M	1.11%	0.00%	+28.6%	Q4 2024
MUMicron Technology Inc	$6.87M	1.09%	0.00%	-37.5%	Q4 2025
MSFTMicrosoft Corp	$6.22M	0.99%	0.00%	+31.5%	Q4 2024
LLYELI LILLY & Co	$6.06M	0.96%	0.00%	+24.4%	Q4 2024
AMDAdvanced Micro Devices Inc	$5.91M	0.94%	0.00%	Not reported	Q4 2025
AAPLApple Inc.	$5.3M	0.84%	0.00%	+25.1%	Q4 2024
HALOHalozyme Therapeutics, Inc.	$5.29M	0.84%	0.06%	+44.9%	Q1 2026
THCTenet Healthcare Corp	$5.2M	0.82%	0.03%	+92.0%	Q1 2025
EXELExelixis, Inc.	$5.14M	0.81%	0.04%	+15.0%	Q3 2025
MMSIMerit Medical Systems Inc	$5.13M	0.81%	0.12%	+63.9%	Q4 2024
VVisa Inc.	$5.07M	0.80%	0.00%	Not reported	Q4 2025
AVGOBroadcom Inc.	$5.06M	0.80%	0.00%	+2.3%	Q4 2024
FLEXFlex Ltd.	$5.06M	0.80%	0.01%	-42.0%	Q4 2024
NBIXNeurocrine Biosciences Inc	$5.01M	0.79%	0.03%	+16.1%	Q4 2024
RLRalph Lauren Corp	$4.99M	0.79%	Not reported	+33.6%	Q3 2025
METAMeta Platforms, Inc.	$4.84M	0.77%	Not reported	+566.2%	Q1 2025
TOSTToast, Inc.	$4.83M	0.76%	0.08%	+53.1%	Q1 2026
PODDInsulet Corp	$4.77M	0.75%	0.05%	+125.4%	Q4 2024
ELANElanco Animal Health Inc	$4.72M	0.75%	0.04%	+42.6%	Q4 2025
UHSUniversal Health Services Inc	$4.65M	0.74%	Not reported	New	Q2 2026
UTHRUNITED THERAPEUTICS Corp	$4.55M	0.72%	0.02%	+27.1%	Q4 2025
APPAppLovin Corp	$4.25M	0.67%	0.00%	+6.4%	Q4 2024
CHWYChewy, Inc.	$4.21M	0.67%	214080.00%	+70.3%	Q2 2025
VOTVan Kampen Municipal Opportunity Trust II	$4.07M	0.64%	Not reported	-26.9%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$4.05M	0.64%	0.01%	-7.3%	Q4 2024
JNJJohnson & Johnson	$4.04M	0.64%	0.00%	+35.6%	Q4 2024
PGPROCTER & GAMBLE Co	$3.97M	0.63%	0.00%	+38.3%	Q1 2025
MRKMerck & Co., Inc.	$3.76M	0.60%	0.00%	+35.4%	Q4 2024
ZMZoom Communications, Inc.	$3.7M	0.59%	Not reported	-4.3%	Q4 2024
KMBKimberly Clark Corp	$3.63M	0.57%	0.01%	+42.8%	Q4 2024
CLColgate Palmolive Co	$3.52M	0.56%	0.00%	+43.7%	Q4 2024
TROWPrice T Rowe Group Inc	$3.52M	0.56%	0.01%	+20.4%	Q4 2024
ITWIllinois Tool Works Inc	$3.52M	0.56%	0.00%	+50.1%	Q3 2025
SNASnap-on Inc	$3.46M	0.55%	0.02%	+36.5%	Q4 2024
PGRProgressive Corp	$3.44M	0.54%	0.00%	New	Q2 2026
AOSSmith A O Corp	$3.42M	0.54%	0.04%	+77.6%	Q1 2026
MOAltria Group, Inc.	$3.42M	0.54%	0.00%	+31.3%	Q4 2024
JPMJPMorgan Chase & Co	$3.38M	0.54%	0.00%	+14.3%	Q4 2024
GISGeneral Mills Inc	$3.33M	0.53%	0.02%	+77.6%	Q4 2024
KHCKraft Heinz Co	$3.29M	0.52%	0.01%	+39.0%	Q3 2025
AVYAvery Dennison Corp	$3.25M	0.51%	0.03%	+63.8%	Q4 2025
GILDGilead Sciences, Inc.	$3.2M	0.51%	0.00%	+52.9%	Q4 2024
PEPPepsico Inc	$3.2M	0.51%	0.00%	+50.1%	Q4 2024
CMCSAComcast Corp	$3.17M	0.50%	0.00%	+69.1%	Q4 2024
CFCF Industries Holdings, Inc.	$3.08M	0.49%	0.02%	+29.1%	Q4 2024
VICIVici Properties Inc.	$3.08M	0.49%	0.01%	+47.0%	Q4 2024
PAYXPaychex Inc	$3.05M	0.48%	0.01%	New	Q2 2026
EOGEog Resources Inc	$3.01M	0.48%	0.00%	+25.3%	Q4 2024

Q1 2026Reported May 11, 202696 positions
QQQInvesco QQQ Trust, Series 1	$12.1M	2.42%	Not reported	-46.8%	Q4 2024
NVDANvidia Corp	$6.85M	1.37%	0.00%	+16.7%	Q4 2024
MSFTMicrosoft Corp	$4.7M	0.94%	0.00%	+25.1%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$4.68M	0.93%	Not reported	+8.6%	Q4 2024
GOOGLAlphabet Inc.	$4.4M	0.88%	0.00%	+24.3%	Q4 2024
HIMSHims & Hers Health, Inc.	$4.12M	0.82%	Not reported	+140.3%	Q3 2025
AVGOBroadcom Inc.	$4.05M	0.81%	0.00%	+30.4%	Q4 2024
UTHRUNITED THERAPEUTICS Corp	$3.91M	0.78%	0.02%	+18.2%	Q4 2025
LLYELI LILLY & Co	$3.74M	0.75%	0.00%	+532.4%	Q4 2024
AAPLApple Inc.	$3.72M	0.74%	0.00%	+5.6%	Q4 2024
ZMZoom Communications, Inc.	$3.61M	0.72%	Not reported	+37.8%	Q4 2024
EXELExelixis, Inc.	$3.52M	0.70%	0.03%	+31.4%	Q3 2025
FLEXFlex Ltd.	$3.52M	0.70%	0.01%	+17.0%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$3.46M	0.69%	0.01%	+4.0%	Q4 2024
CHWYChewy, Inc.	$3.4M	0.68%	125746.00%	+46.1%	Q2 2025
NBIXNeurocrine Biosciences Inc	$3.37M	0.67%	0.03%	+30.5%	Q4 2024
ABTAbbott Laboratories	$3.23M	0.64%	0.00%	+21.2%	Q1 2025
ELANElanco Animal Health Inc	$3.22M	0.64%	0.03%	+10.5%	Q4 2025
MUMicron Technology Inc	$3.21M	0.64%	0.00%	-12.6%	Q4 2025
RLRalph Lauren Corp	$3.2M	0.64%	Not reported	+18.4%	Q3 2025
DECKDeckers Outdoor Corp	$3.11M	0.62%	0.02%	+11.3%	Q2 2025
MMSIMerit Medical Systems Inc	$3.11M	0.62%	0.08%	+39.0%	Q4 2024
APPAppLovin Corp	$3.09M	0.62%	0.00%	+84.7%	Q4 2024
PHMPultegroup Inc	$3.08M	0.61%	0.01%	+9.1%	Q2 2025
HALOHalozyme Therapeutics, Inc.	$3.01M	0.60%	0.04%	New	Q1 2026
TOSTToast, Inc.	$3.01M	0.60%	0.05%	New	Q1 2026
PODDInsulet Corp	$2.92M	0.58%	0.02%	+42.6%	Q4 2024
JNJJohnson & Johnson	$2.87M	0.57%	0.00%	+2.7%	Q4 2024
CFCF Industries Holdings, Inc.	$2.86M	0.57%	0.01%	-15.2%	Q4 2024
PGPROCTER & GAMBLE Co	$2.83M	0.56%	0.00%	+7.6%	Q1 2025
THCTenet Healthcare Corp	$2.73M	0.54%	0.02%	+0.8%	Q1 2025
EOGEog Resources Inc	$2.68M	0.53%	0.00%	-4.3%	Q4 2024
JPMJPMorgan Chase & Co	$2.66M	0.53%	0.00%	+12.0%	Q4 2024
MRKMerck & Co., Inc.	$2.6M	0.52%	0.00%	+6.7%	Q4 2024
VZVerizon Communications Inc	$2.51M	0.50%	0.00%	-4.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.47M	0.49%	Not reported	-7.6%	Q4 2024
PEPPepsico Inc	$2.44M	0.49%	0.00%	+5.7%	Q4 2024
FOXAFox Corp	$2.4M	0.48%	4110300.00%	+45.0%	Q4 2024
MOAltria Group, Inc.	$2.39M	0.48%	0.00%	-0.2%	Q4 2024
TROWPrice T Rowe Group Inc	$2.32M	0.46%	0.01%	+30.4%	Q4 2024
GILDGilead Sciences, Inc.	$2.31M	0.46%	0.00%	-0.1%	Q4 2024
SNASnap-on Inc	$2.28M	0.46%	0.01%	+8.3%	Q4 2024
CLColgate Palmolive Co	$2.28M	0.45%	0.00%	-0.7%	Q4 2024
CMECme Group Inc.	$2.27M	0.45%	0.00%	+4.4%	Q4 2024
ITWIllinois Tool Works Inc	$2.25M	0.45%	0.00%	+4.2%	Q3 2025
KHCKraft Heinz Co	$2.25M	0.45%	0.01%	+20.6%	Q3 2025
CBOECboe Global Markets, Inc.	$2.25M	0.45%	0.01%	-0.1%	Q4 2024
KMBKimberly Clark Corp	$2.23M	0.45%	0.01%	+14.6%	Q4 2024
ACNAccenture plc	$2.2M	0.44%	0.00%	+51.5%	Q4 2025
CMCSAComcast Corp	$2.19M	0.44%	0.00%	+12.5%	Q4 2024

Q4 2025Reported Feb 10, 202694 positions
QQQInvesco QQQ Trust, Series 1	$24.2M	5.68%	Not reported	+2090.0%	Q4 2024
GLDMWorld Gold Trust	$15.2M	3.56%	0.06%	+2168.6%	Q4 2024
NVDANvidia Corp	$6.28M	1.47%	0.00%	+134.7%	Q4 2024
MSFTMicrosoft Corp	$4.91M	1.15%	0.00%	+33.8%	Q4 2024
VOTVan Kampen Municipal Opportunity Trust II	$4.67M	1.09%	Not reported	-36.8%	Q4 2024
GOOGLAlphabet Inc.	$3.85M	0.90%	0.00%	-3.7%	Q4 2024
AAPLApple Inc.	$3.77M	0.88%	0.00%	+5.7%	Q4 2024
AVGOBroadcom Inc.	$3.47M	0.81%	0.00%	+28.2%	Q4 2024
ABTAbbott Laboratories	$3.25M	0.76%	0.00%	+34.0%	Q1 2025
MUMicron Technology Inc	$3.11M	0.73%	0.00%	New	Q4 2025
DECKDeckers Outdoor Corp	$2.9M	0.68%	0.02%	+52.3%	Q2 2025
MMSIMerit Medical Systems Inc	$2.86M	0.67%	0.05%	+35.4%	Q4 2024
THCTenet Healthcare Corp	$2.85M	0.67%	0.02%	+21.5%	Q1 2025
PANWPalo Alto Networks Inc	$2.85M	0.67%	0.00%	+33.4%	Q4 2024
CHWYChewy, Inc.	$2.84M	0.67%	86057.00%	+63.6%	Q2 2025
APPAppLovin Corp	$2.83M	0.66%	0.00%	-5.4%	Q4 2024
CHTRCharter Communications, Inc.	$2.83M	0.66%	0.01%	+68.7%	Q4 2024
PHMPultegroup Inc	$2.81M	0.66%	0.01%	+44.4%	Q2 2025
ZMZoom Communications, Inc.	$2.81M	0.66%	Not reported	+23.8%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.8M	0.66%	Not reported	-4.8%	Q4 2024
NBIXNeurocrine Biosciences Inc	$2.78M	0.65%	0.02%	+33.4%	Q4 2024
RLRalph Lauren Corp	$2.78M	0.65%	Not reported	+14.6%	Q3 2025
FLEXFlex Ltd.	$2.78M	0.65%	0.01%	+13.7%	Q4 2024
PODDInsulet Corp	$2.77M	0.65%	0.01%	+52.7%	Q4 2024
MPWRMonolithic Power Systems, Inc.	$2.76M	0.65%	0.01%	+18.0%	Q4 2024
ELANElanco Animal Health Inc	$2.76M	0.65%	0.02%	New	Q4 2025
PINSPinterest, Inc.	$2.75M	0.64%	0.08%	+85.0%	Q3 2025
EXELExelixis, Inc.	$2.74M	0.64%	0.02%	+10.7%	Q3 2025
UTHRUNITED THERAPEUTICS Corp	$2.72M	0.64%	0.01%	New	Q4 2025
HIMSHims & Hers Health, Inc.	$2.68M	0.63%	Not reported	+64.8%	Q3 2025
PGPROCTER & GAMBLE Co	$2.61M	0.61%	0.00%	+50.0%	Q1 2025
JPMJPMorgan Chase & Co	$2.6M	0.61%	0.00%	+7.7%	Q4 2024
JNJJohnson & Johnson	$2.37M	0.55%	0.00%	+1.2%	Q4 2024
PEPPepsico Inc	$2.14M	0.50%	0.00%	+14.8%	Q4 2024
MRKMerck & Co., Inc.	$2.13M	0.50%	0.00%	-8.7%	Q4 2024
CLColgate Palmolive Co	$2.13M	0.50%	0.00%	+20.3%	Q4 2024
VZVerizon Communications Inc	$2.12M	0.50%	0.00%	+23.6%	Q4 2024
MOAltria Group, Inc.	$2.09M	0.49%	0.00%	+30.1%	Q4 2024
FOXAFox Corp	$2.07M	0.48%	2834400.00%	-4.6%	Q4 2024
ITWIllinois Tool Works Inc	$2.05M	0.48%	0.00%	+22.2%	Q3 2025
GILDGilead Sciences, Inc.	$2.04M	0.48%	0.00%	+8.5%	Q4 2024
KMBKimberly Clark Corp	$2.04M	0.48%	0.01%	+43.0%	Q4 2024
EOGEog Resources Inc	$2.03M	0.48%	0.00%	+35.1%	Q4 2024
USBUS Bancorp \de\	$2.03M	0.47%	0.00%	+4.4%	Q1 2025
CMCSAComcast Corp	$2.03M	0.47%	0.00%	+35.6%	Q4 2024
TROWPrice T Rowe Group Inc	$2.02M	0.47%	0.01%	+23.9%	Q4 2024
KHCKraft Heinz Co	$2.01M	0.47%	0.01%	+30.6%	Q3 2025
CMECme Group Inc.	$2.01M	0.47%	0.00%	+15.9%	Q4 2024
CBOECboe Global Markets, Inc.	$2.01M	0.47%	0.01%	+7.0%	Q4 2024
CFCF Industries Holdings, Inc.	$2.01M	0.47%	0.02%	+28.2%	Q4 2024

Q3 2025Reported Nov 4, 202588 positions
VOTVan Kampen Municipal Opportunity Trust II	$7.78M	2.19%	Not reported	+37.5%	Q4 2024
MSFTMicrosoft Corp	$3.93M	1.11%	0.00%	+21.8%	Q4 2024
AAPLApple Inc.	$3.34M	0.94%	0.00%	+4.9%	Q4 2024
APPAppLovin Corp	$3.19M	0.90%	0.00%	+14.1%	Q4 2024
GOOGLAlphabet Inc.	$3.1M	0.87%	0.00%	+16.3%	Q4 2024
BRK.BBerkshire Hathaway Inc	$2.95M	0.83%	Not reported	+10.1%	Q4 2024
HIMSHims & Hers Health, Inc.	$2.84M	0.80%	Not reported	New	Q3 2025
NVDANvidia Corp	$2.68M	0.75%	0.00%	+9.0%	Q4 2024
ABTAbbott Laboratories	$2.59M	0.73%	0.00%	+46.6%	Q1 2025
AVGOBroadcom Inc.	$2.58M	0.73%	0.00%	+17.3%	Q4 2024
CNCCentene Corp	$2.58M	0.73%	0.01%	+181.6%	Q2 2025
THCTenet Healthcare Corp	$2.4M	0.68%	0.01%	+32.5%	Q1 2025
MPWRMonolithic Power Systems, Inc.	$2.37M	0.67%	0.01%	+16.8%	Q4 2024
PANWPalo Alto Networks Inc	$2.36M	0.67%	0.00%	+42.9%	Q4 2024
JPMJPMorgan Chase & Co	$2.36M	0.67%	0.00%	+38.7%	Q4 2024
FLEXFlex Ltd.	$2.34M	0.66%	0.01%	+16.7%	Q4 2024
EXELExelixis, Inc.	$2.33M	0.66%	0.02%	New	Q3 2025
JBLJabil Inc	$2.28M	0.64%	0.01%	+21.2%	Q4 2024
WSMWilliams Sonoma Inc	$2.27M	0.64%	0.01%	+24.9%	Q4 2024
DHIHorton D R Inc	$2.22M	0.62%	0.00%	+7.4%	Q4 2024
CHTRCharter Communications, Inc.	$2.21M	0.62%	0.00%	+115.5%	Q4 2024
PHMPultegroup Inc	$2.19M	0.62%	0.01%	+12.8%	Q2 2025
ZMZoom Communications, Inc.	$2.17M	0.61%	Not reported	+44.7%	Q4 2024
RLRalph Lauren Corp	$2.15M	0.61%	Not reported	New	Q3 2025
CHWYChewy, Inc.	$2.13M	0.60%	52604.00%	+71.5%	Q2 2025
JNJJohnson & Johnson	$2.1M	0.59%	0.00%	+25.1%	Q4 2024
NBIXNeurocrine Biosciences Inc	$2.07M	0.58%	0.01%	+23.7%	Q4 2024
MMSIMerit Medical Systems Inc	$2M	0.56%	0.04%	+55.4%	Q4 2024
PODDInsulet Corp	$1.97M	0.55%	0.01%	+39.2%	Q4 2024
SNASnap-on Inc	$1.88M	0.53%	0.01%	+35.4%	Q4 2024
FOXAFox Corp	$1.87M	0.53%	2970800.00%	+27.2%	Q4 2024
PGPROCTER & GAMBLE Co	$1.87M	0.53%	0.00%	+52.2%	Q1 2025
DGXQuest Diagnostics Inc	$1.86M	0.52%	0.01%	+33.3%	Q4 2024
MRKMerck & Co., Inc.	$1.86M	0.52%	0.00%	+28.9%	Q4 2024
DECKDeckers Outdoor Corp	$1.86M	0.52%	0.01%	+34.5%	Q2 2025
VZVerizon Communications Inc	$1.85M	0.52%	0.00%	+32.2%	Q4 2024
PINSPinterest, Inc.	$1.85M	0.52%	0.05%	New	Q3 2025
MOAltria Group, Inc.	$1.84M	0.52%	0.00%	+23.4%	Q4 2024
CBOECboe Global Markets, Inc.	$1.83M	0.52%	0.01%	+33.5%	Q4 2024
PEPPepsico Inc	$1.82M	0.51%	0.00%	+28.3%	Q4 2024
CFCF Industries Holdings, Inc.	$1.82M	0.51%	0.01%	+44.2%	Q4 2024
CLColgate Palmolive Co	$1.79M	0.50%	0.00%	+42.9%	Q4 2024
GISGeneral Mills Inc	$1.79M	0.50%	0.01%	+51.2%	Q4 2024
ITWIllinois Tool Works Inc	$1.77M	0.50%	0.00%	New	Q3 2025
USBUS Bancorp \de\	$1.76M	0.50%	0.00%	+26.7%	Q1 2025
KMBKimberly Clark Corp	$1.76M	0.49%	0.00%	+49.4%	Q4 2024
HSYHershey Co	$1.73M	0.49%	0.00%	+18.2%	Q4 2024
CMECme Group Inc.	$1.72M	0.48%	0.00%	+39.8%	Q4 2024
VICIVici Properties Inc.	$1.71M	0.48%	0.00%	+31.5%	Q4 2024
GILDGilead Sciences, Inc.	$1.7M	0.48%	0.00%	+29.4%	Q4 2024

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