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PRP

Peak Retirement Planning Portfolio holdings

AUM $632M
1-Year Est. Return 22.66%
This Fund
S&P 500
This Quarter Est. Return
+1.28%
1 Year Est. Return
+22.66%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$427M
AUM Growth
+$72M
Cap. Flow
+$72.4M
Cap. Flow %
16.94%
Top 10 Hldgs %
45.08%
Holding
156
New
28
Increased
88
Reduced
27
Closed
13

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$23.1M
2
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$14M
3
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$10.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$9.73M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.4M

Top Sells

Rank Stock Value
1
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$10.3M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.94M
3
VOT icon
Vanguard Morningstar Mid-Cap Growth ETF
VOT
+$2.78M
4
CNC icon
Centene
CNC
+$2.58M
5
JBL icon
Jabil
JBL
+$2.28M

Sector Composition

Rank Sector Weight
1 Technology 8.38%
2 Healthcare 7.88%
3 Communication Services 4.64%
4 Consumer Staples 4.04%
5 Consumer Discretionary 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
26
Micron Technology
MU
$1.08T
$3.11M 0.73%
+10,880
New +$2.5M
DECK icon
27
Deckers Outdoor
DECK
$12.1B
$2.9M 0.68%
27,937
+9,594
+52% +$899K
MMSI icon
28
Merit Medical Systems
MMSI
$5.42B
$2.86M 0.67%
32,472
+8,494
+35% +$723K
THC icon
29
Tenet Healthcare
THC
$22B
$2.85M 0.67%
14,359
+2,538
+21% +$513K
PANW icon
30
Palo Alto Networks
PANW
$289B
$2.85M 0.67%
15,486
+3,873
+33% +$781K
CHWY icon
31
Chewy
CHWY
$9.74B
$2.84M 0.67%
86,057
+33,453
+64% +$1.16M
APP icon
32
Applovin
APP
$105B
$2.83M 0.66%
4,201
-240
-5% -$151K
CHTR icon
33
Charter Communications
CHTR
$17.6B
$2.83M 0.66%
13,540
+5,513
+69% +$1.24M
PHM icon
34
Pultegroup
PHM
$24.4B
$2.81M 0.66%
23,982
+7,377
+44% +$905K
ZM icon
35
Zoom
ZM
$31.3B
$2.81M 0.66%
32,562
+6,265
+24% +$527K
BRK.B icon
36
Berkshire Hathaway Class B
BRK.B
$1.07T
$2.8M 0.66%
5,576
-282
-5% -$140K
NBIX icon
37
Neurocrine Biosciences
NBIX
$15.7B
$2.78M 0.65%
19,617
+4,906
+33% +$711K
RL icon
38
Ralph Lauren
RL
$22.1B
$2.78M 0.65%
7,856
+1,001
+15% +$341K
FLEX icon
39
Flex
FLEX
$41B
$2.78M 0.65%
45,962
+5,553
+14% +$343K
PODD icon
40
Insulet
PODD
$10.4B
$2.77M 0.65%
9,742
+3,362
+53% +$1.05M
MPWR icon
41
Monolithic Power Systems
MPWR
$65B
$2.76M 0.65%
3,041
+464
+18% +$447K
ELAN icon
42
Elanco Animal Health
ELAN
$11.9B
$2.76M 0.65%
+121,770
New +$2.65M
PINS icon
43
Pinterest
PINS
$13B
$2.75M 0.65%
106,401
+48,899
+85% +$1.41M
EXEL icon
44
Exelixis
EXEL
$13.4B
$2.74M 0.64%
62,506
+6,031
+11% +$249K
UTHR icon
45
United Therapeutics
UTHR
$22.4B
$2.72M 0.64%
+5,581
New +$2.6M
HIMS icon
46
Hims & Hers Health
HIMS
$7.62B
$2.68M 0.63%
82,567
+32,471
+65% +$1.39M
PG icon
47
Procter & Gamble
PG
$333B
$2.61M 0.61%
18,218
+6,070
+50% +$895K
JPM icon
48
JPMorgan Chase
JPM
$942B
$2.6M 0.61%
8,068
+577
+8% +$179K
JNJ icon
49
Johnson & Johnson
JNJ
$651B
$2.37M 0.55%
11,442
+130
+1% +$25.7K
PEP icon
50
PepsiCo
PEP
$195B
$2.14M 0.5%
14,895
+1,918
+15% +$282K
1
2
3 4 5

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JF
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GPTE
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DW30
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Peak Retirement Planning's Q4 2025 Portfolio in Review

As of Q4 2025, Peak Retirement Planning held 156 positions worth $427M, up 20% from $355M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Peak Retirement Planning deployed $72.4M of net new capital in Q4 2025, opening 28 new positions and adding to 88 existing holdings. Its largest new stake was State Street Energy Select Sector SPDR ETF: 236,200 shares worth $10.6M.

By sector, the portfolio is most concentrated in Technology at 8.4% of assets, up from 7.1% a quarter earlier, followed by Healthcare and Communication Services.

On the sell side, the largest reduction was State Street Consumer Discretionary Select Sector SPDR ETF, an estimated $10.3M trimmed.

  • Peak Retirement Planning's largest Q4 2025 buy was State Street Energy Select Sector SPDR ETF: 236,200 shares worth $10.6M.
  • Peak Retirement Planning added most to Invesco QQQ Trust in Q4 2025, an estimated $23.1M increase.
  • Peak Retirement Planning's biggest Q4 2025 reduction was State Street Consumer Discretionary Select Sector SPDR ETF, cutting an estimated $10.3M.
  • Peak Retirement Planning fully exited Centene in Q4 2025, selling an estimated $2.58M.
  • Peak Retirement Planning's ten largest holdings make up 45% of its $427M portfolio in Q4 2025.
  • Peak Retirement Planning opened 28 new positions and closed 13 in Q4 2025.
  • Peak Retirement Planning's portfolio value rose 20% quarter-over-quarter to $427M.

Based on Peak Retirement Planning's 13F filing for Q4 2025, filed 10 Feb 2026.