Peak Retirement Planning, Inc.

Q2 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
6/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
118
Total value ($000)
$247,721
Net value change ($000)
+67,441 (37.4%)
New positions
20
Sold out positions
6
Turnover %
12.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 11/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SGOV 26,503 103.4%
XLV 7,479 NEW
XLY 7,476 NEW
VEA 6,223 382.7%
VWO 4,365 206.7%
BND 2,903 90.5%
VUG 2,433 47.8%
VOT 2,431 79.9%
XLC 2,409 42.1%
XLRE 1,757 30.1%
Top Reduces (Value $000, Stocks/ETFs)
QQQ -7,195 -92.4%
XLP -5,525 -94.0%
XLB -5,453 -95.9%
GLDM -4,861 -94.7%
VO -2,457 -75.0%
VNQ -1,825 -32.3%
TOL -1,105 -100.0%
AVT -1,092 -100.0%
SKAA -1,049 -100.0%
AN -1,029 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type