13F Filings History of Peak Retirement Planning, Inc.

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$427,108,746
Signature - Title
Brandon Smith - Operations Lead
Location
Columbus, OH
Summary
This page shows a list of all the recent 13F filings made by Peak Retirement Planning, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peak Retirement Planning, Inc. reported 143 stock holdings with total value $427,108,746 as of Q4 2025. Top holdings included SGOV, QQQ, VEA, VWO, and GLDM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 143 $427,108,746 +$141,036,327 -$56,929,306 +$84,107,021 SGOV, QQQ, VEA, VWO, GLDM 13F-HR 10 Feb 2026, 15:06
Q3 2025 128 $355,100,872 +$120,956,766 -$26,124,512 +$94,832,254 SGOV, VEA, Invesco QQQ Trust, Series 1, VOO, SPDR Gold MiniShares Trust 13F-HR 04 Nov 2025, 13:50
Q2 2025 118 $247,721,262 +$93,473,886 -$36,012,347 +$57,461,539 SGOV, XLC, VOO, VEA, XLRE 13F-HR 04 Nov 2025, 13:34
Q1 2025 105 $179,961,430 +$48,964,910 -$14,002,174 +$34,962,736 SGOV, QQQ, VOO, XLP, XLRE 13F-HR 04 Nov 2025, 13:09
Q4 2024 96 $145,098,557 $0 $0 $0 SGOV, VOO, QQQ, XLF, XLP 13F-HR 20 Feb 2025, 10:10