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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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