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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
+13.8%
1 Year Est. Return
+22.66%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$632M
AUM Growth
+$130M
(+26%)
Cap. Flow
+$85.8M
Cap. Flow
% of AUM
13.59%
Top 10 Holdings %
Top 10 Hldgs %
39.96%
Holding
201
New
49
Increased
105
Reduced
35
Closed
7
Avg Time Held
3.2
quarters
Top 10 Avg Time Held
2.5
quarters
Top 20 Avg Time Held
2.8
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco QQQ Trust
QQQ
|
+$17.9M |
| 2 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$16.7M |
| 3 |
State Street Real Estate Select Sector SPDR ETF
XLRE
|
+$16.5M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
+$6.14M |
| 5 |
Universal Health Services
UHS
|
+$5.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
+$17.6M |
| 2 |
State Street Materials Select Sector SPDR ETF
XLB
|
+$12.5M |
| 3 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$12.2M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$6.83M |
| 5 |
Hims & Hers Health
HIMS
|
+$5.12M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 59.53% |
| 2 | Technology | 10.65% |
| 3 | Healthcare | 10.08% |
| 4 | Financials | 4.24% |
| 5 | Consumer Staples | 4.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
126
Schwab US Dividend Equity ETF
SCHD
$110B
| $359K | 0.06% |
11,317
+480
| +4% | +$15.2K |
2025 Q2
4 quarters
|
|
127
Walmart Inc
WMT
$877B
| $355K | 0.06% |
3,135
+580
| +23% | +$72K |
2025 Q3
3 quarters
|
|
128
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.23B
| $350K | 0.06% |
17,922
| – | – |
2025 Q4
2 quarters
|
|
129
Chevron
CVX
$415B
| $342K | 0.05% |
2,062
+583
| +39% | +$109K |
2026 Q1
1 quarter
|
|
130
NextEra Energy
NEE
$161B
| $340K | 0.05% |
3,877
-382
| -9% | -$34.6K |
2024 Q4
6 quarters
|
|
131
iShares Preferred and Income Securities ETF
PFF
$12.2B
| $335K | 0.05% |
10,987
+4,300
| +64% | +$134K |
2025 Q4
2 quarters
|
|
132
Vertiv
VRT
$93.8B
| $335K | 0.05% |
1,000
+47
| +5% | +$14.9K |
2026 Q1
1 quarter
|
|
133
United Parcel Service
UPS
$80.1B
| $334K | 0.05% |
3,105
-10,454
| -77% | -$1.09M |
2025 Q4
2 quarters
|
|
134
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.1B
| $332K | 0.05% |
6,607
-1,074
| -14% | -$54K |
2024 Q4
6 quarters
|
|
135
Coca-Cola
KO
$378B
| $328K | 0.05% |
+4,040
| New | +$319K |
2026 Q2
0 quarters
|
|
136
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
| $328K | 0.05% |
6,250
-606
| -9% | -$31.8K |
2025 Q4
2 quarters
|
|
137
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.9B
| $325K | 0.05% |
+8,779
| New | +$325K |
2026 Q2
0 quarters
|
|
|
SPYM
138
State Street SPDR Portfolio S&P 500 ETF
SPYM
$176B
| $323K | 0.05% |
3,671
-5
| -0.1% | -$427 |
2025 Q4
2 quarters
|
|
139
iShares Floating Rate Bond ETF
FLOT
$11.1B
| $321K | 0.05% |
+6,297
| New | +$321K |
2026 Q2
0 quarters
|
|
140
Cisco
CSCO
$453B
| $318K | 0.05% |
+2,710
| New | +$283K |
2026 Q2
0 quarters
|
|
141
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.8B
| $317K | 0.05% |
3,838
+208
| +6% | +$17.2K |
2025 Q2
4 quarters
|
|
142
TSMC
TSM
$2.38T
| $313K | 0.05% |
656
+2
| +0.3% | +$812 |
2026 Q1
1 quarter
|
|
143
Morgan Stanley
MS
$294B
| $311K | 0.05% |
1,486
+188
| +14% | +$37.2K |
2026 Q1
1 quarter
|
|
144
PACCAR
PCAR
$57.7B
| $295K | 0.05% |
2,459
+16
| +0.7% | +$1.89K |
2025 Q2
4 quarters
|
|
145
CSX Corp
CSX
$87.7B
| $294K | 0.05% |
+6,180
| New | +$279K |
2026 Q2
0 quarters
|
|
146
iShares Core S&P US Growth ETF
IUSG
$34.5B
| $290K | 0.05% |
1,540
+2
| +0.1% | +$361 |
2026 Q1
1 quarter
|
|
147
iShares ESG Screened S&P Mid-Cap ETF
XJH
$410M
| $281K | 0.04% |
+5,389
| New | +$266K |
2026 Q2
0 quarters
|
|
148
ProShares Ultra Semiconductors
USD
$2.96B
| $281K | 0.04% |
+2,693
| New | +$234K |
2026 Q2
0 quarters
|
|
149
Palantir
PLTR
$478B
| $277K | 0.04% |
2,375
-15
| -0.6% | -$2.05K |
2025 Q3
3 quarters
|
|
150
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
| $274K | 0.04% |
+3,309
| New | +$264K |
2026 Q2
0 quarters
|
|
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Peak Retirement Planning's Q2 2026 Portfolio in Review
As of Q2 2026, Peak Retirement Planning held 201 positions worth $632M, up 26% from $501M the previous quarter. Its ten largest holdings account for 40% of the portfolio.
Peak Retirement Planning deployed $85.8M of net new capital in Q2 2026, opening 49 new positions and adding to 105 existing holdings. Its largest new stake was Universal Health Services: 31,287 shares worth $4.65M.
By sector, the portfolio is most concentrated in Miscellaneous at 60% of assets, down from 65% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was State Street Materials Select Sector SPDR ETF, an estimated $12.5M trimmed.
- Peak Retirement Planning's largest Q2 2026 buy was Universal Health Services: 31,287 shares worth $4.65M.
- Peak Retirement Planning added most to Invesco QQQ Trust in Q2 2026, an estimated $17.9M increase.
- Peak Retirement Planning's biggest Q2 2026 reduction was State Street Materials Select Sector SPDR ETF, cutting an estimated $12.5M.
- Peak Retirement Planning fully exited State Street SPDR Bloomberg 1-10 Year TIPS ETF in Q2 2026, selling an estimated $17.6M.
- Peak Retirement Planning's ten largest holdings make up 40% of its $632M portfolio in Q2 2026.
- Peak Retirement Planning opened 49 new positions and closed 7 in Q2 2026.
- Peak Retirement Planning's portfolio value rose 26% quarter-over-quarter to $632M.
Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.