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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
Paccar Inc. - Common Stock(PCAR)Common Stock693718108$295.4K2,4590.0%
Morgan Stanley Common Stock(MS)Common Stock617446448$310.6K1,4860.0%
Taiwan Semiconductor Manufacturing Company Ltd.(TSM)Common Stock874039100$313.3K6560.0%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)Exchange Traded Fund92206C870$317.2K3,8380.1%
Cisco Systems, Inc. - Common Stock(CSCO)Common Stock17275R102$318.3K2,7100.1%
iShares Floating Rate Bond ETF(FLOT)Exchange Traded Fund46429B655$321.4K6,2970.1%
State Street Spdr Portfolio S&P 500 ETF(SPYM)Exchange Traded Fund78464A854$322.6K3,6710.1%
iShares Broad USD High Yield Corporate Bond ETF(USHY)Exchange Traded Fund46435U853$325.0K8,7790.1%
iShares 1-5 Year Investment Grade Corporate Bond ETF(IGSB)Exchange Traded Fund464288646$327.6K6,2500.1%
Coca-Cola Company (The) Common Stock(KO)Common Stock191216100$328.3K4,0400.1%
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares(VTIP)Exchange Traded Fund922020805$331.9K6,6070.1%
United Parcel Service, Inc. Common Stock(UPS)Common Stock911312106$333.8K3,1050.1%
Vertiv Holdings, LLC Class A Common Stock(VRT)Common Stock92537N108$334.7K1,0000.1%
iShares Preferred and Income Securities ETF(PFF)Exchange Traded Fund464288687$335.0K10,9870.1%
NextEra Energy, Inc. Common Stock(NEE)Common Stock65339F101$340.3K3,8770.1%
Chevron Corporation Common Stock(CVX)Common Stock166764100$341.8K2,0620.1%
Invesco Bulletshares 2026 Corporate Bond ETF(BSCQ)Exchange Traded Fund46138J791$349.9K17,9220.1%
Walmart Inc. - Common Stock(WMT)Common Stock931142103$355.1K3,1350.1%
Schwab US Dividend Equity ETF(SCHD)Exchange Traded Fund808524797$358.8K11,3170.1%
Park National Corporation Common Stock(PRK)Common Stock700658107$359.7K1,9660.1%
Southern Company (The) Common Stock(SO)Common Stock842587107$362.1K3,7830.1%
Dimensional ETF U.S. Core Equity 2 ETF(DFAC)Exchange Traded Fund25434V708$365.0K8,2280.1%
iShares 0-5 Year High Yield Corporate Bond ETF(SHYG)Exchange Traded Fund46434V407$367.8K8,6730.1%
iShares Ultra Short Duration Bond Active ETF(ICSH)Exchange Traded Fund46434V878$369.5K7,3050.1%
American Express Company Common Stock(AXP)Common Stock025816109$371.5K1,0980.1%
Spdr Gold Shares(GLD)Exchange Traded Fund78463V107$377.2K1,0240.1%
Intel Corporation - Common Stock(INTC)Common Stock458140100$387.7K2,7770.1%
National Fuel Gas Company Common Stock(NFG)Common Stock636180101$390.9K5,0630.1%
iShares ESG Select Screened S&P 500 ETF(XVV)Exchange Traded Fund46436E569$391.0K6,8850.1%
Axsome Therapeutics, Inc. - Common Stock(AXSM)Common Stock05464T104$394.3K1,6110.1%
iShares Silver Trust(SLV)Exchange Traded Fund46428Q109$395.4K7,3950.1%
International Business Machines Corporation Common Stock(IBM)Common Stock459200101$395.8K1,4080.1%
Oracle Corporation Common Stock(ORCL)Common Stock68389X105$396.8K2,7080.1%
Palo Alto Networks, Inc. - Common Stock(PANW)Common Stock697435105$402.2K1,1800.1%
Abbott Laboratories Common Stock(ABT)Common Stock002824100$406.9K4,4850.1%
iShares Core S&P U.S. Value ETF(IUSV)Exchange Traded Fund464287663$410.9K3,7300.1%
State Street Financial Select Sector Spdr ETF(XLF)Exchange Traded Fund81369Y605$413.2K7,7070.1%
iShares S&P 500 Growth ETF(IVW)Exchange Traded Fund464287309$473.2K3,4410.1%
UnitedHealth Group Incorporated Common Stock (de)(UNH)Common Stock91324P102$486.2K1,1700.1%
iShares ESG Msci USA Leaders ETF(SUSL)Exchange Traded Fund46435U218$491.3K3,7000.1%
Vanguard Morningstar Mega Cap Growth ETF(MGK)Exchange Traded Fund921910816$491.3K5,5880.1%
Vanguard Total International Stock ETF(VXUS)Exchange Traded Fund921909768$509.2K5,9560.1%
Wells Fargo & Company Common Stock(WFC)Common Stock949746101$521.7K6,3130.1%
Fidelity Enhanced Large Cap Core ETF(FELC)Exchange Traded Fund316092113$530.3K12,6540.1%
State Street Industrial Select Sector Spdr ETF(XLI)Exchange Traded Fund81369Y704$553.8K2,9900.1%
Mgic Investment Corporation Common Stock(MTG)Common Stock552848103$557.6K19,7720.1%
iShares Core Msci Eafe ETF(IEFA)Exchange Traded Fund46432F842$564.8K5,8480.1%
AbbVie Inc. Common Stock(ABBV)Common Stock00287Y109$566.9K2,2530.1%
Vanguard Morningstar Large-Cap ETF(VV)Exchange Traded Fund922908637$569.2K1,6550.1%
Vanguard Intermediate-Term Treasury ETF(VGIT)Exchange Traded Fund92206C706$579.0K9,8160.1%
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