Peak Retirement Planning, Inc.
All 13F Filings
- Location
- Columbus, OH
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 427,109
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/10/2026 | 145 | 427,109 | 13F-HR | Peak Retirement Planning, Inc. |
| Q3 2025 | 11/4/2025 | 128 | 355,101 | 13F-HR | Peak Retirement Planning, Inc. |
| Q2 2025 | 11/4/2025 | 118 | 247,721 | 13F-HR | Peak Retirement Planning, Inc. |
| Q1 2025 | 11/4/2025 | 105 | 180,280 | 13F-HR | Peak Retirement Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 156 K | 36.5% | 27.31 K | 0 | 27.31 K |
| ETFs | 271.2 K | 63.5% | 44.7 K | 0 | 44.7 K |
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Fund Snapshot
Q4 2025
Latest filed
2/10/2026
Total value ($000)
427,109
Holdings
145
QoQ value change ($000)
72,008
(20.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.