Peak Retirement Planning, Inc. ETF holdings
Columbus, OH
Reported $375.5M in 79 ETFs in its Form 13F for June 30, 2026.
ETF value
$375.5M
ETFs held
79
Change from prior quarter
+15.7%
With price moves
ETFs as a share of its 13F
59.5%
of $631.6M
Top 10 of 79 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SGOV | iShares 0-3 Month Treasury Bond ETF | $65.8M | 653,810 | −13,705 shares |
| QQQ | Invesco QQQ Trust | $34.7M | 47,055 | +26,048 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $28.7M | 403,062 | −44,576 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $18.9M | 317,385 | −116,260 shares |
| XLV | State Street Health Care Select Sector SPDR ETF | $18.4M | 116,103 | +30,884 shares |
| VBK | Vanguard Morningstar Small-Cap Growth ETF | $17.5M | 47,871 | +12,108 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $17.5M | 329,503 | +66,808 shares |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | $17.2M | 146,239 | +143,082 shares |
| XLRE | State Street Real Estate Select Sector SPDR ETF | $17.0M | 386,766 | +375,820 shares |
| XLC | State Street Communication Services Select Sector SPDR ETF | $16.7M | 155,779 | +40,063 shares |
69 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002056697. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Peak Retirement Planning, Inc. own?
Peak Retirement Planning, Inc. reported 79 ETF positions worth $375.5M in its Form 13F for June 30, 2026. The largest was SGOV, at $65.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.