Peak Retirement Planning, Inc. reported 116 positions worth $258.89M for the quarter ended Jun 30, 2026, up 45.6% on the prior quarter. It opened 27 new positions, added to 71, trimmed 18 and exited 3. Its largest holding is Nvidia Corp at 4.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AMD Advanced Micro Devices Inc | +10.2K | – | $5.91M | 2.28% |
| V Visa Inc. | +14.8K | – | $5.07M | 1.96% |
| UHS Universal Health Services Inc | +31.3K | – | $4.65M | 1.8% |
| META Meta Platforms, Inc. | +7,298 | +566.2% | $4.11M | 1.87% |
| PGR Progressive Corp | +15.7K | – | $3.44M | 1.33% |
| PAYX Paychex Inc | +31.0K | – | $3.05M | 1.18% |
| NVDA Nvidia Corp | +15.0K | +38.1% | $2.99M | 4.19% |
| PODD Insulet Corp | +17.4K | +125.4% | $2.65M | 1.84% |
| GLDM World Gold Trust | +31.6K | – | $2.51M | 0.969% |
| THC Tenet Healthcare Corp | +13.3K | +92.0% | $2.49M | 2.01% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| HIMS Hims & Hers Health, Inc. | -190.8K | -96.2% | $6.62M | 0.102% |
| MU Micron Technology Inc | -3,562 | -37.5% | $4.11M | 2.65% |
| FLEX Flex Ltd. | -22.6K | -42.0% | $3.66M | 1.95% |
| PHM Pultegroup Inc | -26.2K | -100.0% | $3.08M | Exited |
| DECK Deckers Outdoor Corp | -29.1K | -93.7% | $2.89M | 0.075% |
| ABT Abbott Laboratories | -27.0K | -85.7% | $2.45M | 0.157% |
| FOXA Fox Corp | -41.1K | -100.0% | $2.40M | Exited |
| CAG Conagra Brands Inc. | -127.3K | -100.0% | $2.00M | Exited |
| UPS United Parcel Service Inc | -10.5K | -77.1% | $1.12M | 0.129% |
| MPWR Monolithic Power Systems, Inc. | -231 | -7.3% | $319.36K | 1.57% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| AMD Advanced Micro Devices Inc | +10.2K | $5.91M | 2.28% |
| V Visa Inc. | +14.8K | $5.07M | 1.96% |
| UHS Universal Health Services Inc | +31.3K | $4.65M | 1.8% |
| PGR Progressive Corp | +15.7K | $3.44M | 1.33% |
| PAYX Paychex Inc | +31.0K | $3.05M | 1.18% |
| GLDM World Gold Trust | +31.6K | $2.51M | 0.969% |
| LRCX Lam Research Corp | +1,342 | $581.49K | 0.225% |
| PANW Palo Alto Networks Inc | +1,180 | $402.24K | 0.155% |
| AXSM Axsome Therapeutics, Inc. | +1,611 | $394.33K | 0.152% |
| INTC Intel Corp | +2,777 | $387.74K | 0.15% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA Nvidia Corp | Technology | 54.3K | $10.86M | 4.19% | +15.0K | +38.1% | Added | 0% |
| 2 | GOOGL Alphabet Inc. | Technology | 19.7K | $7.02M | 2.71% | +4,365 | +28.6% | Added | 0% |
| 3 | MU Micron Technology Inc | Technology | 5,948 | $6.87M | 2.65% | -3,562 | -37.5% | Reduced | 0% |
| 4 | MSFT Microsoft Corp | Technology | 16.7K | $6.22M | 2.4% | +3,997 | +31.5% | Added | 0% |
| 5 | LLY ELI LILLY & Co | Healthcare | 5,056 | $6.06M | 2.34% | +990 | +24.3% | Added | 0% |
| 6 | AMD Advanced Micro Devices Inc | Technology | 10.2K | $5.91M | 2.28% | +10.2K | – | New | 0% |
| 7 | AAPL Apple Inc. | Technology | 18.3K | $5.30M | 2.05% | +3,670 | +25.1% | Added | 0% |
| 8 | HALO Halozyme Therapeutics, Inc. | Healthcare | 67.5K | $5.29M | 2.04% | +20.9K | +44.8% | Added | 0.06% |
| 9 | THC Tenet Healthcare Corp | Healthcare | 27.8K | $5.20M | 2.01% | +13.3K | +92.0% | Added | 0.03% |
| 10 | EXEL Exelixis, Inc. | Healthcare | 94.4K | $5.14M | 1.98% | +12.3K | +15.0% | Added | 0.04% |
| 11 | MMSI Merit Medical Systems Inc | Healthcare | 74.0K | $5.13M | 1.98% | +28.9K | +63.9% | Added | 0.12% |
| 12 | V Visa Inc. | Financial Services | 14.8K | $5.07M | 1.96% | +14.8K | – | New | 0% |
| 13 | AVGO Broadcom Inc. | Technology | 13.4K | $5.06M | 1.95% | +306 | +2.3% | Added | 0% |
| 14 | FLEX Flex Ltd. | Technology | 31.2K | $5.06M | 1.95% | -22.6K | -42.0% | Reduced | 0.01% |
| 15 | NBIX Neurocrine Biosciences Inc | Healthcare | 29.7K | $5.01M | 1.94% | +4,128 | +16.1% | Added | 0.03% |
Tip. Select a row to see that position’s full history at Peak Retirement Planning.
As of its Q2 2026 13F filing, Peak Retirement Planning, Inc.’s five largest positions were Nvidia Corp (NVDA) at 4.2%, Alphabet Inc. (GOOGL) at 2.7%, Micron Technology Inc (MU) at 2.7%, Microsoft Corp (MSFT) at 2.4%, ELI LILLY & Co (LLY) at 2.3% of the reported portfolio.
Peak Retirement Planning, Inc. reported a 13F portfolio worth $258.89M across 116 positions for Q2 2026. That is up 45.6% from the previous quarter.
Its largest purchases by value were Advanced Micro Devices Inc ($5.91M), Visa Inc. ($5.07M), Universal Health Services Inc ($4.65M). It opened 27 new positions.
Its largest sales by value were Hims & Hers Health, Inc. ($6.62M), Micron Technology Inc ($4.11M), Flex Ltd. ($3.66M). It exited 3 positions entirely.
From the Form 13F-HR reports Peak Retirement Planning, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.