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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
Lam Research Corporation - Common Stock(LRCX)Common Stock512807306$581.5K1,3420.1%
Caterpillar, Inc. Common Stock(CAT)Common Stock149123101$654.1K6140.1%
State Street Consumer Staples Select Sector Spdr ETF(XLP)Exchange Traded Fund81369Y308$689.5K8,3000.1%
Home Depot, Inc. (The) Common Stock(HD)Common Stock437076102$794.1K2,2520.1%
Vanguard Tax-Exempt Bond ETF(VTEB)Exchange Traded Fund922907746$882.4K17,4460.1%
State Street Spdr S&P 500 ETF Trust(SPY)Exchange Traded Fund78462F103$902.9K1,2090.1%
State Street Materials Select Sector Spdr ETF(XLB)Exchange Traded Fund81369Y100$984.3K19,3650.2%
Vanguard High Dividend Yield ETF(VYM)Exchange Traded Fund921946406$1.0M6,5970.2%
iShares Core S&P 500 ETF(IVV)Exchange Traded Fund464287200$1.1M1,4550.2%
Vanguard Information Tech ETF(VGT)Exchange Traded Fund92204A702$1.1M9,6160.2%
Tesla, Inc. - Common Stock(TSLA)Common Stock88160R101$1.2M2,9620.2%
GE Vernova Inc. Common Stock(GEV)Common Stock36828A101$1.3M1,0870.2%
Alphabet Inc. - Class C Capital Stock(GOOG)Common Stock02079K107$1.4M4,0100.2%
GE Aerospace Common Stock(GE)Common Stock369604301$1.5M3,9420.2%
American Electric Power Company, Inc. - Common Stock(AEP)Common Stock025537101$1.5M11,1120.2%
Vanguard Total Bond Market ETF(BND)Exchange Traded Fund921937835$1.6M22,3460.3%
Exxon Mobil Corp COM DO NOT USE(XOM)Common Stock30231G102$1.8M12,9460.3%
Vanguard Morningstar Mid-Cap ETF(VO)Exchange Traded Fund922908629$2.0M24,3860.3%
Invesco S&P 500 Equal Weight ETF(RSP)Exchange Traded Fund46137V357$2.2M10,1190.3%
Accenture plc Class A Ordinary Shares (Ireland)(ACN)Common StockG1151C101$2.2M17,4950.3%
Spdr Gold MiniShares Trust(GLDM)Exchange Traded Fund98149E303$2.5M31,5980.4%
Berkshire Hathaway Inc. New Common Stock(BRK/B)Common Stock084670702$2.6M5,2840.4%
Amazon.com, Inc. - Common Stock(AMZN)Common Stock023135106$2.7M11,1680.4%
Cboe Global Markets, Inc. Common Stock(CBOE)Common Stock12503M108$2.8M11,6380.4%
CME Group Inc. - Class A Common Stock(CME)Common Stock12572Q105$2.8M12,8470.4%
Vanguard Div Appreciation ETF(VIG)Exchange Traded Fund921908844$2.9M12,1010.5%
Verizon Communications Inc. Common Stock(VZ)Common Stock92343V104$3.0M69,9550.5%
EOG Resources, Inc. Common Stock(EOG)Common Stock26875P101$3.0M23,1780.5%
Paychex, Inc. - Common Stock(PAYX)Common Stock704326107$3.0M30,9740.5%
Vici Properties Inc. Common Stock(VICI)Common Stock925652109$3.1M115,9220.5%
CF Industries Holdings, Inc. Common Stock(CF)Common Stock125269100$3.1M28,4360.5%
Comcast Corporation - Class A Common Stock(CMCSA)Common Stock20030N101$3.2M128,9690.5%
PepsiCo, Inc. - Common Stock(PEP)Common Stock713448108$3.2M23,6310.5%
Gilead Sciences, Inc. - Common Stock(GILD)Common Stock375558103$3.2M25,3600.5%
Avery Dennison Corporation Common Stock(AVY)Common Stock053611109$3.3M20,0330.5%
The Kraft Heinz Company - Common Stock(KHC)Common Stock500754106$3.3M139,1070.5%
General Mills, Inc. Common Stock(GIS)Common Stock370334104$3.3M95,7390.5%
JP Morgan Chase & Co. Common Stock(JPM)Common Stock46625H100$3.4M10,3320.5%
Altria Group, Inc.(MO)Common Stock02209S103$3.4M47,5070.5%
A.O. Smith Corporation Common Stock(AOS)Common Stock831865209$3.4M54,5560.5%
Progressive Corporation (The) Common Stock(PGR)Common Stock743315103$3.4M15,7380.5%
Snap-On Incorporated Common Stock(SNA)Common Stock833034101$3.5M8,5870.5%
Illinois Tool Works Inc. Common Stock(ITW)Common Stock452308109$3.5M12,9980.6%
T. Rowe Price Group, Inc. - Common Stock(TROW)Common Stock74144T108$3.5M30,9330.6%
Colgate-Palmolive Company Common Stock(CL)Common Stock194162103$3.5M38,4440.6%
Kimberly-Clark Corporation - Common Stock(KMB)Common Stock494368103$3.6M33,0470.6%
Zoom Communications, Inc. - Class A Common Stock(ZM)Common Stock98980L101$3.7M42,9130.6%
Merck & Company, Inc. Common Stock (new)(MRK)Common Stock58933Y105$3.8M29,2480.6%
Procter & Gamble Company (The) Common Stock(PG)Common Stock742718109$4.0M27,1030.6%
Johnson & Johnson Common Stock(JNJ)Common Stock478160104$4.0M15,9230.6%
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