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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
Cap. Flow
+$85.8M
Cap. Flow %
13.59%
Top 10 Hldgs %
39.96%
Holding
201
New
49
Increased
105
Reduced
35
Closed
7

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$17.9M
2
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$16.7M
3
XLRE icon
State Street Real Estate Select Sector SPDR ETF
XLRE
+$16.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.14M
5
UHS icon
Universal Health Services
UHS
+$5.09M

Top Sells

Rank Stock Value
1
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$17.6M
2
XLB icon
State Street Materials Select Sector SPDR ETF
XLB
+$12.5M
3
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$12.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$6.83M
5
HIMS icon
Hims & Hers Health
HIMS
+$5.12M

Sector Composition

Rank Sector Weight
1 Technology 10.65%
2 Healthcare 10.08%
3 Financials 4.24%
4 Consumer Staples 4.03%
5 Communication Services 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHD icon
126
Schwab US Dividend Equity ETF
SCHD
$111B
$359K 0.06%
11,317
+480
+4% +$15.2K
WMT icon
127
Walmart Inc
WMT
$821B
$355K 0.06%
3,135
+580
+23% +$72K
BSCQ icon
128
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$3.51B
$350K 0.06%
17,922
– –
CVX icon
129
Chevron
CVX
$408B
$342K 0.05%
2,062
+583
+39% +$109K
NEE icon
130
NextEra Energy
NEE
$178B
$340K 0.05%
3,877
-382
-9% -$34.6K
PFF icon
131
iShares Preferred and Income Securities ETF
PFF
$13.1B
$335K 0.05%
10,987
+4,300
+64% +$134K
VRT icon
132
Vertiv
VRT
$98.8B
$335K 0.05%
1,000
+47
+5% +$14.9K
UPS icon
133
United Parcel Service
UPS
$87.6B
$334K 0.05%
3,105
-10,454
-77% -$1.09M
VTIP icon
134
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$332K 0.05%
6,607
-1,074
-14% -$54K
KO icon
135
Coca-Cola
KO
$394B
$328K 0.05%
+4,040
New +$319K
IGSB icon
136
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.4B
$328K 0.05%
6,250
-606
-9% -$31.8K
USHY icon
137
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$325K 0.05%
+8,779
New +$325K
SPYM
138
State Street SPDR Portfolio S&P 500 ETF
SPYM
$169B
$323K 0.05%
3,671
-5
-0.1% -$427
FLOT icon
139
iShares Floating Rate Bond ETF
FLOT
$10.6B
$321K 0.05%
+6,297
New +$321K
CSCO icon
140
Cisco
CSCO
$436B
$318K 0.05%
+2,710
New +$283K
VCIT icon
141
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$317K 0.05%
3,838
+208
+6% +$17.2K
TSM icon
142
TSMC
TSM
$2.14T
$313K 0.05%
656
+2
+0.3% +$812
MS icon
143
Morgan Stanley
MS
$332B
$311K 0.05%
1,486
+188
+14% +$37.2K
PCAR icon
144
PACCAR
PCAR
$67.9B
$295K 0.05%
2,459
+16
+0.7% +$1.89K
CSX icon
145
CSX Corp
CSX
$95B
$294K 0.05%
+6,180
New +$279K
IUSG icon
146
iShares Core S&P US Growth ETF
IUSG
$33.1B
$290K 0.05%
1,540
+2
+0.1% +$361
XJH icon
147
iShares ESG Screened S&P Mid-Cap ETF
XJH
$429M
$281K 0.04%
+5,389
New +$266K
USD icon
148
ProShares Ultra Semiconductors
USD
$2.65B
$281K 0.04%
+2,693
New +$234K
PLTR icon
149
Palantir
PLTR
$419B
$277K 0.04%
2,375
-15
-0.6% -$2.05K
IEMG icon
150
iShares Core MSCI Emerging Markets ETF
IEMG
$158B
$274K 0.04%
+3,309
New +$264K
4 5
6
7 8

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GWI
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JF
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GPTE
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DCM
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DW30
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ACGA
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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 Technology at 11% of assets, up from 7.9% a quarter earlier, followed by Healthcare and Financials.

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.