Peak Retirement Planning, Inc.

Q4 2024 13F Holdings Report, Stock Holdings

Signature - Title
Brandon Smith - Operations Lead
Location
Columbus, OH
Holdings as of
31 Dec 2024
Value $
$145,098,557
Num holdings
96
Filing time
20 Feb 2025, 10:10:14 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included SGOV, VOO, QQQ, XLF, and XLP.
Next filing
Q1 2025 - 04 Nov 2025
Sym Weight Trade Impact Company Class Share Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Brandon Smith Operations Lead Columbus, Ohio 20 Feb 2025