Peak Retirement Planning, Inc.

Q3 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
128
Total value ($000)
$355,101
Net value change ($000)
+107,380 (43.3%)
New positions
22
Sold out positions
12
Turnover %
18.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
QQQ 15,414 NEW
WORLD GOLD TR 12,711 NEW
XLB 10,399 4444.0%
VEA 7,991 101.8%
VOO 5,075 63.0%
VWO 4,687 72.4%
XLY 3,533 47.3%
XLC 3,345 41.1%
XLRE 3,152 41.5%
VUG 2,865 38.1%
Top Reduces (Value $000, Stocks/ETFs)
XLV -7,479 -100.0%
BND -5,559 -91.0%
LAD -1,549 -100.0%
LNTH -1,545 -100.0%
OPCH -1,479 -100.0%
CSCO -1,441 -100.0%
GAP -1,434 -100.0%
COP -1,356 -100.0%
LMT -1,255 -100.0%
VNQ -1,096 -28.7%
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