SEC Form 13F

Peak Retirement Planning, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-08-11
Reported value$631,630,897
Positions194

Largest disclosed positions

IssuerTickerClassReported valueReported amount
iShares 0-3 Month Treasury Bond ETFSGOVExchange Traded Fund$65,819,057653,810
Invesco QQQ Trust, Series 1QQQExchange Traded Fund$34,651,39547,055
Vanguard FTSE Developed Markets ETFVEAExchange Traded Fund$28,718,182403,062
Vanguard FTSE Emerging Markets ETFVWOExchange Traded Fund$18,944,712317,385
State Street Health Care Select Sector SPDR ETFXLVExchange Traded Fund$18,420,837116,103
Vanguard Morningstar Small-Cap Growth ETFVBKExchange Traded Fund$17,506,38847,871
State Street Energy Select Sector SPDR ETFXLEExchange Traded Fund$17,499,881329,503
State Street Consumer Discretionary Select Sector SPDR ETFXLYExchange Traded Fund$17,150,956146,239
State Street Real Estate Select Sector SPDR ETFXLREExchange Traded Fund$17,029,320386,766
State Street Communication Services Select Sector SPDR ETFXLCExchange Traded Fund$16,688,577155,779

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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