Peak Retirement Planning Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$8.81M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$5.78M |
| 3 |
Vanguard Total Bond Market
BND
|
+$3.17M |
| 4 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$2.78M |
| 5 |
SPDR Gold MiniShares Trust
GLDM
|
+$2.57M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Financial Select Sector SPDR ETF
XLF
|
+$5.13M |
| 2 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$3.8M |
| 3 |
JPMorgan Chase
JPM
|
+$2.43M |
| 4 |
Dick's Sporting Goods
DKS
|
+$1.04M |
| 5 |
McKesson
MCK
|
+$919K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.15% |
| 2 | Healthcare | 7.37% |
| 3 | Consumer Discretionary | 4.68% |
| 4 | Consumer Staples | 4.56% |
| 5 | Financials | 4.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Home Depot
HD
$335B
| $235K | 0.13% |
641
+4
| +0.6% | +$1.56K |
|
102
NextEra Energy
NEE
$177B
| $235K | 0.13% |
3,314
-24
| -0.7% | -$1.69K |
|
103
Vanguard High Dividend Yield ETF
VYM
$83.2B
| $217K | 0.12% |
+1,684
| New | +$220K |
|
104
Clear Channel Outdoor Holdings
CCO
$1.21B
| $14.1K | 0.01% |
+12,694
| New | +$16.8K |
|
105
Comcast
CMCSA
$93.3B
| – | – |
-20,150
| Closed | -$757K |
|
|
106
Dick's Sporting Goods
DKS
$16.2B
| – | – |
-4,521
| Closed | -$1.04M |
|
|
107
McKesson
MCK
$99B
| – | – |
-1,668
| Closed | -$919K |
|
108
Oracle
ORCL
$409B
| – | – |
-1,269
| Closed | -$211K |
|
109
Union Pacific
UNP
$182B
| – | – |
-1,136
| Closed | -$259K |
|
110
Valero Energy
VLO
$99.5B
| – | – |
-6,701
| Closed | -$822K |
|
Similar funds
Peak Retirement Planning's Q1 2025 Portfolio in Review
As of Q1 2025, Peak Retirement Planning held 111 positions worth $180M, up 22% from $148M the previous quarter. Its ten largest holdings account for 44% of the portfolio.
Peak Retirement Planning deployed $33.2M of net new capital in Q1 2025, opening 15 new positions and adding to 76 existing holdings. Its largest new stake was State Street Materials Select Sector SPDR ETF: 132,292 shares worth $5.69M.
By sector, the portfolio is most concentrated in Technology at 8.2% of assets, down from 9.5% a quarter earlier, followed by Healthcare and Consumer Discretionary.
On the sell side, the largest reduction was State Street Financial Select Sector SPDR ETF, an estimated $5.13M trimmed.
- Peak Retirement Planning's largest Q1 2025 buy was State Street Materials Select Sector SPDR ETF: 132,292 shares worth $5.69M.
- Peak Retirement Planning added most to iShares 0-3 Month Treasury Bond ETF in Q1 2025, an estimated $8.81M increase.
- Peak Retirement Planning's biggest Q1 2025 reduction was State Street Financial Select Sector SPDR ETF, cutting an estimated $5.13M.
- Peak Retirement Planning fully exited Dick's Sporting Goods in Q1 2025, selling an estimated $1.04M.
- Peak Retirement Planning's ten largest holdings make up 44% of its $180M portfolio in Q1 2025.
- Peak Retirement Planning opened 15 new positions and closed 6 in Q1 2025.
- Peak Retirement Planning's portfolio value rose 22% quarter-over-quarter to $180M.
Based on Peak Retirement Planning's 13F filing for Q1 2025, filed 4 Nov 2025.