Titelia

Holdings of Peak Retirement Planning, Inc.

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Net assets
-
Positions
147 in 2 countries
Top ten
43.7 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Select Sector Spdr Trust 10,946446.9K $
102Caterpillar Inc 594420.6K $
103Select Sector Spdr Trust 2,537410.3K $
104Vanguard Mega Cap Growth ETF 1,109407.4K $
105NextEra Energy Inc 4,259395.6K $
106iShares Trust 3,826391.2K $
107iShares Trust 3,403384.9K $
108Vanguard Malvern Funds 7,681383.6K $
109iShares California Muni Bond ETF 6,342360.6K $
110iShares Trust 6,856360.4K $
111Southern Co/The 3,720359K $
112Palantir Technologies Inc 2,390349.6K $
113Select Sector Spdr Trust 3,157344K $
114Select Sector Spdr Trust 6,958343.5K $
115Schwab US Dividend Equity ETF 10,837332.5K $
116SPDR Gold Shares 756325.3K $
117Dimensional ETF Trust 8,228319.7K $
118Park National Corp 1,953319.3K $
119Walmart Inc 2,555317.6K $
120International Business Machines Corp. 1,265306.6K $
121Chevron Corp 1,479306K $
122Vanguard Intermediate-Term Corporate Bond ETF 3,630300.4K $
123Lowe's Cos Inc 1,259297.5K $
124American Express Co 958289.9K $
125iShares Trust 2,549289.6K $
126PACCAR Inc 2,443282.1K $
127SPDR Series Trust 3,676281.4K $
128Oracle Corp 1,890278.1K $
129FedEx Corp 741264K $
130UnitedHealth Group Inc 925250.2K $
131McDonald's Corp. 799248.5K $
132Northrop Grumman Corp 354241.2K $
133Vertiv Holdings Co 953238.8K $
134iShares Core S&P U.S. Growth ETF 1,538238.5K $
135PIMCO Multisector Bond Active 9,071237.7K $
136iShares 0-5 Year High Yield Corporate Bond ETF 5,467231.3K $
137iShares Core Dividend Growth ETF 3,218225.8K $
138Taiwan Semiconductor Manufacturing Co Ltd 654221K $
139Duke Energy Corp 1,680220K $
140NORTHERN STOCK INDEX INC 3,329216.4K $
141Morgan Stanley 1,298213.5K $
142Philip Morris International Inc. 1,283212.1K $
143Vanguard Charlotte Funds 4,307206.9K $
144RTX Corp 1,054203.3K $
145iShares Preferred and Income S 6,687202.8K $
146Costco Wholesale Corp 202201.1K $
147SPDR Series Trust 2,044200.1K $

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Sector breakdown

  • Funds 14.7 %
  • Technology 6.1 %
  • Health care 5.1 %
  • Consumer staples 3.5 %
  • Financials 2.6 %
  • Communication 2.6 %
  • Industrials 1.9 %
  • Energy 1.0 %
  • Consumer discretionary 0.7 %
  • Materials 0.6 %
  • Utilities 0.5 %
  • Real estate 0.4 %
  • Unattributed 60.3 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 100.0 %
  • Taiwan 0.0 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States146494.7M $99.96 %
2Taiwan1221K $0.04 %
Cite this page

Titelia. "Holdings of Peak Retirement Planning, Inc.". https://titelia.com/en/funds/US13F2056697