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Peak Retirement Planning, Inc.

Q2 2026 Holdings

Filed 2026-08-10 | 194 holdings | $631.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Firy Inc. Class A Common Stock(SKLZ)Common Stock83067L208$119.0K11,6900.0%
Schwab Fundamental Emerging Markets Equity ETF(FNDE)Exchange Traded Fund808524730$190.4K4,7990.0%
Schwab Fundamental International Equity ETF(FNDF)Exchange Traded Fund808524755$190.6K3,6130.0%
Valero Energy Corporation Common Stock(VLO)Common Stock91913Y100$190.7K7320.0%
State Street Spdr Portfolio S&P 500 Value ETF(SPYV)Exchange Traded Fund78464A508$192.2K3,1610.0%
Fidelity Msci Information Technology Index ETF(FTEC)Exchange Traded Fund316092808$193.1K6760.0%
KLA Corporation - Common Stock(KLAC)Common Stock482480100$193.5K6410.0%
Deckers Outdoor Corporation Common Stock(DECK)Common Stock243537107$194.1K1,9550.0%
Dimensional US Core Equity Market ETF(DFAU)Exchange Traded Fund25434V104$197.7K3,8250.0%
VanEck Semiconductor ETF(SMH)Exchange Traded Fund92189F676$198.9K3030.0%
Northrop Grumman Corporation Common Stock(NOC)Common Stock666807102$199.3K3910.0%
Duke Energy Corporation (Holding Company) Common Stock(DUK)Common Stock26441C204$200.3K1,5830.0%
Philip Morris International Inc Common Stock(PM)Common Stock718172109$201.0K1,1110.0%
CrowdStrike Holdings, Inc. - Class A Common Stock(CRWD)Common Stock22788C105$202.1K2650.0%
Invesco S&P 500 Equal Weight Technology ETF(RSPT)Exchange Traded Fund46137V282$204.3K3,1670.0%
iShares Core S&P Small-Cap ETF(IJR)Exchange Traded Fund464287804$208.6K1,4060.0%
United Bankshares, Inc. - Common Stock(UBSI)Common Stock909907107$209.1K4,5630.0%
State Street Technology Select Sector Spdr ETF(XLK)Exchange Traded Fund81369Y803$211.7K1,1110.0%
iShares Core S&P Mid-Cap ETF(IJH)Exchange Traded Fund464287507$211.8K2,7470.0%
Deere & Company Common Stock(DE)Common Stock244199105$213.1K3360.0%
Vanguard Long-Term Treasury ETF(VGLT)Exchange Traded Fund92206C847$213.2K3,8630.0%
Vanguard Morningstar Mega Cap Value ETF(MGV)Exchange Traded Fund921910840$222.5K1,3610.0%
Vanguard Total International Bond ETF(BNDX)Exchange Traded Fund92203J407$223.8K4,6220.0%
iShares Russell 3000 Fund(IWV)Exchange Traded Fund464287689$223.9K5250.0%
Mastercard Incorporated Common Stock(MA)Common Stock57636Q104$228.4K4450.0%
Costco Wholesale Corporation - Common Stock(COST)Common Stock22160K105$240.1K2570.0%
RTX Corporation Common Stock(RTX)Common Stock75513E101$241.0K1,2700.0%
Everspin Technologies, Inc. - Common Stock(MRAM)Common Stock30041T104$241.8K10,0000.0%
State Street Spdr Portfolio S&P 500 Growth ETF(SPYG)Exchange Traded Fund78464A409$244.6K2,0560.0%
Texas Instruments Incorporated - Common Stock(TXN)Common Stock882508104$247.7K8310.0%
Parker-Hannifin Corporation Common Stock(PH)Common Stock701094104$248.4K2540.0%
Northern Stock IndexExchange Traded Fund665162772$248.5K3,3290.0%
iShares Core Dividend Growth ETF(DGRO)Exchange Traded Fund46434V621$250.0K3,2990.0%
Bank of America Corporation Common Stock(BAC)Common Stock060505104$256.9K4,5080.0%
Lowe's Companies, Inc. Common Stock(LOW)Common Stock548661107$257.1K1,1660.0%
Waste Management, Inc. Common Stock(WM)Common Stock94106L109$257.3K1,1550.0%
Applied Materials, Inc. - Common Stock(AMAT)Common Stock038222105$258.5K3580.0%
McDonald's Corporation Common Stock(MCD)Common Stock580135101$259.2K9590.0%
Vanguard Energy ETF(VDE)Exchange Traded Fund92204A306$259.5K1,7280.0%
Nuveen California Amt-Free Quality Municipal Income Fund(XNCMX)Exchange Traded Fund670651108$259.7K20,7230.0%
Hims & Hers Health, Inc. Class A Common Stock(HIMS)Common Stock433000106$263.6K7,6020.0%
Avantis U.S. Equity ETF(AVUS)Exchange Traded Fund025072885$264.9K2,0680.0%
FedEx Corporation Common Stock(FDX)Common Stock31428X106$266.7K8520.0%
Goldman Sachs Group, Inc. (The) Common Stock(GS)Common Stock38141G104$267.2K2640.0%
iShares Core Msci Emerging Markets ETF(IEMG)Exchange Traded Fund46434G103$274.1K3,3090.0%
Palantir Technologies Inc. - Class A Common Stock(PLTR)Common Stock69608A108$277.1K2,3750.0%
ProShares Ultra Semiconductors(USD)Exchange Traded Fund74347R669$280.8K2,6930.0%
iShares ESG Select Screened S&P Mid-Cap ETF(XJH)Exchange Traded Fund46436E551$281.0K5,3890.0%
iShares Core S&P U.S. Growth ETF(IUSG)Exchange Traded Fund464287671$289.6K1,5400.0%
CSX Corporation - Common Stock(CSX)Common Stock126408103$293.7K6,1800.0%
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