Peak Retirement Planning, Inc. Portfolio Holdings

Peak Retirement Planning, Inc.

  • $355 Billion
  • Q3 2025

Peak Retirement Planning, Inc. has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $355 Billion distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Trishares 0 3 Mnth Tre with a value of $52.8B, Vanguard Ftse Developed Market with a value of $15.8B, Invesco Qqq Trust, Series 1 with a value of $15.4B, Vanguard Index Fds S&P 500 ETF with a value of $13.1B, and Spdr Gold Mini Shares Trust with a value of $12.7B.

Examining the 13F form we can see an increase of $107B in the current position value, from $248B to 355B.

Peak Retirement Planning, Inc. is based out at Columbus, OH

Below you can find more details about Peak Retirement Planning, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $355 Billion
ETFs: $198 Billion
Technology: $28.4 Billion
Healthcare: $24.6 Billion
Consumer Defensive: $19 Billion
Consumer Cyclical: $16.1 Billion
Communication Services: $13.4 Billion
Financial Services: $13.1 Billion
Industrials: $5.45 Billion
Other: $7.92 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$3.93 Billion 1.11% of portfolio
7,583
Q3 2025 Added 21.76%
$4.3T
$3.34 Billion 0.94% of portfolio
13,126
Q3 2025 Added 4.93%
$163B
$3.19 Billion 0.9% of portfolio
4,441
Q3 2025 Added 14.14%
$1.65T
$3.1 Billion 0.87% of portfolio
12,764
Q3 2025 Added 16.33%
$662B
$2.95 Billion 0.83% of portfolio
5,858
Q3 2025 Added 10.11%
$7.35B
$2.84 Billion 0.8% of portfolio
50,096
Q3 2025 New
$465B
$2.68 Billion 0.75% of portfolio
14,354
Q3 2025 Added 8.97%
$228B
$2.59 Billion 0.73% of portfolio
19,369
Q3 2025 Added 46.63%
$20.6B
$2.58 Billion 0.73% of portfolio
72,201
Q3 2025 Added 181.61%
$139B
$2.58 Billion 0.73% of portfolio
7,821
Q3 2025 Added 17.33%
$20.8B
$2.4 Billion 0.68% of portfolio
11,821
Q3 2025 Added 32.49%
$61.4B
$2.36 Billion 0.67% of portfolio
11,613
Q3 2025 Added 42.88%
$881B
$2.36 Billion 0.67% of portfolio
7,491
Q3 2025 Added 38.67%
$43.2B
$2.37 Billion 0.67% of portfolio
2,577
Q3 2025 Added 16.82%
$27.2B
$2.34 Billion 0.66% of portfolio
40,409
Q3 2025 Added 16.68%
$13.4B
$2.33 Billion 0.66% of portfolio
56,475
Q3 2025 New
$12.2B
$2.27 Billion 0.64% of portfolio
11,619
Q3 2025 Added 24.88%
$32.4B
$2.21 Billion 0.62% of portfolio
8,027
Q3 2025 Added 115.49%
$49.5B
$2.22 Billion 0.62% of portfolio
13,088
Q3 2025 Added 7.41%
$27B
$2.19 Billion 0.62% of portfolio
16,605
Q3 2025 Added 12.81%
$14.2B
$2.15 Billion 0.61% of portfolio
6,855
Q3 2025 New
$21.1B
$2.17 Billion 0.61% of portfolio
26,297
Q3 2025 Added 44.74%
$3.74B
$2.13 Billion 0.6% of portfolio
52,604
Q3 2025 Added 71.5%
$522B
$2.1 Billion 0.59% of portfolio
11,312
Q3 2025 Added 25.06%
$13.9B
$2.07 Billion 0.58% of portfolio
14,711
Q3 2025 Added 23.69%
$4.84B
$2 Billion 0.56% of portfolio
23,978
Q3 2025 Added 55.44%
$23.1B
$1.97 Billion 0.55% of portfolio
6,380
Q3 2025 Added 39.15%
$346B
$1.87 Billion 0.53% of portfolio
12,148
Q3 2025 Added 52.15%
$17.5B
$1.88 Billion 0.53% of portfolio
5,412
Q3 2025 Added 35.37%
$19.8B
$1.87 Billion 0.53% of portfolio
29,708
Q3 2025 Added 27.24%
$15.6B
$1.85 Billion 0.52% of portfolio
57,502
Q3 2025 New
$2.2B
$1.86 Billion 0.52% of portfolio
18,343
Q3 2025 Added 34.48%
$15.6B
$1.86 Billion 0.52% of portfolio
9,775
Q3 2025 Added 33.25%
$27.4B
$1.83 Billion 0.52% of portfolio
7,479
Q3 2025 Added 33.48%
$104B
$1.84 Billion 0.52% of portfolio
27,875
Q3 2025 Added 23.43%
$235B
$1.86 Billion 0.52% of portfolio
22,158
Q3 2025 Added 28.85%
$172B
$1.85 Billion 0.52% of portfolio
42,184
Q3 2025 Added 32.21%
$16.9B
$1.82 Billion 0.51% of portfolio
20,258
Q3 2025 Added 44.19%
$204B
$1.82 Billion 0.51% of portfolio
12,977
Q3 2025 Added 28.29%
$65.7B
$1.79 Billion 0.5% of portfolio
22,404
Q3 2025 Added 42.87%
$28.1B
$1.79 Billion 0.5% of portfolio
35,453
Q3 2025 Added 51.15%
$74.9B
$1.77 Billion 0.5% of portfolio
6,797
Q3 2025 New
$67.6B
$1.76 Billion 0.5% of portfolio
36,405
Q3 2025 Added 26.71%
$26.3B
$1.73 Billion 0.49% of portfolio
9,271
Q3 2025 Added 18.15%
$35.1B
$1.76 Billion 0.49% of portfolio
14,118
Q3 2025 Added 49.43%
$29.2B
$1.71 Billion 0.48% of portfolio
52,416
Q3 2025 Added 31.52%
$100B
$1.72 Billion 0.48% of portfolio
6,357
Q3 2025 Added 39.84%
$156B
$1.7 Billion 0.48% of portfolio
15,309
Q3 2025 Added 29.44%
$8.36B
$1.67 Billion 0.47% of portfolio
91,447
Q3 2025 Added 67.37%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $355 Billion
  • Prior Value $248 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 22 stocks
  • Additional Purchases 96 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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