Peak Retirement Planning, Inc. (CIK: 0002056697) is a financial institution headquartered at 3600 Olentangy River Rd, Building 501, Columbus, Ohio 43214. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-06-30), the institution manages a portfolio valued at $631.63 M, comprising 194 distinct securities. Over its filing history, it has submitted 7 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q2 2026 — Top-10 concentration: 40.0%. Quarterly turnover: 16.0%. ▲ 48 new, +106 added, −34 reduced, ×7 exited.

Top Buys

Q2 2026

1. QQQ Invesco Qqq Trust Series I

+$19.18 M

2. XLY Consumer Discretionary Select Sector Spdr Fund

+$16.78 M

3. XLRE Real Estate Select Sector Spdr Fund

+$16.55 M

4. VUG Vanguard Growth Etf

+$11.86 M

5. VOO Vanguard S&P 500 Etf

+$6.32 M

Top Sells

Q2 2026

1. TIPX Spdr Bloomberg 1-10 Year Tips Etf

−$17.62 M

2. XLB Materials Select Sector Spdr Fund

−$12.44 M

3. XLP Consumer Staples Select Sector Spdr Fund

−$12.16 M

4. VWO Vanguard Ftse Emerging Markets Etf

−$6.94 M

5. HIMS Hims & Hers Health

−$6.62 M

Stocks/ETFs

+25.91%

$631.12 M 99.92%

Options

$0 0.00%

Debt

$0 0.00%

Other

+134.85%

$508,156 0.08%

Name	Shares	Market Value	Weight	Change	Activity
Ishares 0-3 Month Treasury Bond Etf ETF-SGOV	653,810	$65.82 M	10.42%	▼ 13,705	Reduce -2.1%
Invesco Qqq Trust Series I ETF-QQQ	47,055	$34.65 M	5.49%	▲ 26,048	Add 124.0%
Vanguard Ftse Developed Markets Etf ETF-VEA	403,062	$28.72 M	4.55%	▼ 44,576	Reduce -10.0%
Vanguard Ftse Emerging Markets Etf ETF-VWO	317,385	$18.94 M	3.00%	▼ 116,260	Reduce -26.8%
Health Care Select Sector Spdr Fund ETF-XLV	116,103	$18.42 M	2.92%	▲ 30,884	Add 36.2%
Vanguard Small-Cap Growth Etf ETF-VBK	47,871	$17.51 M	2.77%	▲ 12,108	Add 33.9%
Energy Select Sector Spdr Fund ETF-XLE	329,503	$17.5 M	2.77%	▲ 66,808	Add 25.4%
Consumer Discretionary Select Sector Spdr Fund ETF-XLY	146,239	$17.15 M	2.72%	▲ 143,082	Add 4532.2%
Real Estate Select Sector Spdr Fund ETF-XLRE	386,766	$17.03 M	2.70%	▲ 375,820	Add 3433.4%
Communication Services Select Sector Spdr Fund ETF-XLC	155,779	$16.69 M	2.64%	▲ 40,063	Add 34.6%

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Peak Retirement Planning, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Peak Retirement Planning, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 7 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Peak Retirement Planning, Inc. Quarterly 13F Statistics

Discover detailed insights into Peak Retirement Planning, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Peak Retirement Planning, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Peak Retirement Planning, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Peak Retirement Planning, Inc. 13F Filings, Portfolio & Analysis

Peak Retirement Planning, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q2 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q2 2026)

Historical Portfolio Charts

Peak Retirement Planning, Inc.'s Portfolio

Peak Retirement Planning, Inc. Quarterly 13F Statistics

Peak Retirement Planning, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)