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Portfolio (Quarterly) Guide ↗

Peak Retirement Planning, Inc.

· CIK 0002056697
13F Portfolio $632M AUM 194 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 194 New
Page 10 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 CRWD CrowdStrike Holdings, Inc. - Class A Common Stock Technology 265.0 $202K 0.03% NEW $190.62 +0.7%
182 PM Philip Morris International Inc Common Stock Consumer Defensive 1,111.0 $201K 0.03% NEW $180.94 +4.0%
183 DUK Duke Energy Corporation (Holding Company) Common Stock Utilities 1,583.0 $200K 0.03% NEW $126.55 -5.3%
184 NOC Northrop Grumman Corporation Common Stock Industrials 391.0 $199K 0.03% NEW $509.68 +8.1%
185 SMH VanEck Semiconductor ETF 303.0 $199K 0.03% NEW $656.28 -14.6%
186 DFAU DIMENSIONAL US CORE EQUITY MARKET ETF 3,825.0 $198K 0.03% NEW $51.69 +2.6%
187 DECK Deckers Outdoor Corporation Common Stock Consumer Cyclical 1,955.0 $194K 0.03% NEW $99.30 -7.7%
188 KLAC KLA Corporation - Common Stock Technology 641.0 $193K 0.03% NEW $301.81 -39.0%
189 FTEC Fidelity MSCI Information Technology Index ETF 676.0 $193K 0.03% NEW $285.62 -1.0%
190 SPYV State Street SPDR Portfolio S&P 500 Value ETF 3,161.0 $192K 0.03% NEW $60.79 +4.5%
191 VLO Valero Energy Corporation Common Stock Energy 732.0 $191K 0.03% NEW $260.53 +33.9%
192 FNDF Schwab Fundamental International Equity ETF 3,613.0 $191K 0.03% NEW $52.76 +5.8%
193 FNDE Schwab Fundamental Emerging Markets Equity ETF 4,799.0 $190K 0.03% NEW $39.68 +5.5%
194 Firy Inc. Class A Common Stock 11,690.0 $119K 0.02% NEW $10.18
Page 10 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.6%
Healthcare 21.9%
Financial Services 21.8%
Consumer Defensive 8.8%
Industrials 7.4%
Communication Services 6.2%
Consumer Cyclical 5.0%
Energy 2.0%
Utilities 1.3%
Basic Materials 1.1%