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Brandon Smith

Peak Retirement Planning, Inc.

Assets Managed
$501.485M
Holdings
152
Last Quarter
2026 - Q1
Filed Date
2d ago
Growth Rate
17.42%(2Q avg: 18.85%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Peak Retirement Planning, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 152 positions.

Assets under management

The assets under management (AUM) of Peak Retirement Planning, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 501.485M in assets, with a quarterly growth rate of 17.42% and a 2-quarter average growth rate of 18.85%. The portfolio is managed by Brandon Smith, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SGOV
Ishares 0-3 Month Treasury B
Recent Activity
Increased 16.65%
13.4%
$67.192M
667,515 shares@ $100.66 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 22.15%
5.72%
$28.685M
447,638 shares@ $64.08 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 20.24%
4.68%
$23.438M
433,645 shares@ $54.05 avg price
TIPX
Spdr Bloomberg 1-10 Year Tip
Recent Activity
New Position
3.52%
$17.622M
190,121 shares@ $92.69 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Increased 11.22%
3.21%
$16.093M
262,695 shares@ $61.26 avg price
XLB
Materials Select Sector Spdr
Recent Activity
Increased 14.27%
2.64%
$13.192M
264,006 shares@ $49.97 avg price
XLC
Comm Serv Select Sector Spdr
Recent Activity
Increased 28.12%
2.56%
$12.828M
115,716 shares@ $110.87 avg price
XLP
Consumer Staples Spdr
Recent Activity
Increased 21.44%
2.53%
$12.68M
154,677 shares@ $81.99 avg price
XLV
Health Care Select Sector
Recent Activity
New Position
2.5%
$12.494M
85,219 shares@ $146.62 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Decreased -46.76%
2.42%
$12.125M
21,007 shares@ $577.19 avg price

1-10 of 152