Peak Retirement Planning
Peak Retirement Planning reported 194 stocks worth $632M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SGOV (10.4%), QQQ (5.5%) and VEA (4.5%). Compared with Q1 2026, the fund opened new positions in AMD, V and UHS, added to QQQ, XLV and VBK, trimmed SGOV, VEA and VWO and sold out of TIPX, PHM and FOXA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 7 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SGOV Ishares TR | $65.8M | 10.4% | 654K | −14K (−2%) | 7 of 7 | |
| 2 |  QQQ Invesco Qqq TR | $34.7M | 5.5% | 47K | +26K (+124%) | 7 of 7 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $28.7M | 4.5% | 403K | −45K (−10%) | 7 of 7 | |
| 4 |  VWO Vanguard Intl Equity Index F | $18.9M | 3.0% | 317K | −116K (−27%) | 7 of 7 | |
| 5 |  XLV State Street | $18.4M | 2.9% | 116K | +31K (+36%) | 3 of 7 | |
| 6 |  VBK Vanguard Small Cap | $17.5M | 2.8% | 48K | +12K (+34%) | 7 of 7 | |
| 7 |  XLE Select Sector Spdr TR | $17.5M | 2.8% | 330K | +67K (+25%) | 3 of 7 | |
| 8 |  XLY State Strt Cons Dsry Slt | $17.2M | 2.7% | 146K | +143K (+4532%) | 5 of 7 | |
| 9 |  XLRE Select Sector Spdr TR | $17M | 2.7% | 387K | +376K (+3433%) | 7 of 7 | |
| 10 |  XLC Select Sector Spdr TR | $16.7M | 2.6% | 156K | +40K (+35%) | 7 of 7 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TIPX Spdr Series Trust | $17.6M | 190K |
 PHM Pulte Group Inc | $3.1M | 26K |
 FOXA Fox Corp | $2.4M | 41K |
 CAG Conagra Brands Inc | $2M | 127K |
 CMF Ishares TR | $361K | 6,342 |
🔒 Free account: see all 7.
Reported value
last 7 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peak Retirement Planning 13F FAQ
What does Peak Retirement Planning own?
Peak Retirement Planning reported 194 stocks worth $632M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are SGOV (10.4%), QQQ (5.5%) and VEA (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Peak Retirement Planning buy and sell in Q2 2026?
Compared with Q1 2026: 49 new positions, 106 added to, 33 trimmed and 7 sold out. New positions include AMD, V and UHS. It sold all of TIPX, PHM and FOXA.
When will Peak Retirement Planning file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Peak Retirement Planning's portfolio worth?
The Q2 2026 filing reports $632M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.