Peak Retirement Planning, Inc.

Q4 2025 13F-HR Holdings

Location
Columbus, OH
Holdings as of
12/31/2025
Date filed
2/10/2026
Form type
13F-HR
Num holdings
145
Total value ($000)
$427,109
Net value change ($000)
+72,008 (20.3%)
New positions
28
Sold out positions
13
Turnover %
17.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
XLE 10,561 NEW
XLP 9,681 4545.1%
VWO 8,225 73.7%
VEA 7,055 44.5%
SGOV 4,618 8.7%
NVDA 3,605 134.6%
MU 3,105 NEW
ELAN 2,756 NEW
UTHR 2,719 NEW
ACN 1,964 NEW
Top Reduces (Value $000, Stocks/ETFs)
QQQ -15,414 -100.0%
WORLD GOLD TR -12,711 -100.0%
XLY -10,398 -94.4%
VOO -4,669 -35.5%
VOT -3,102 -39.9%
CNC -2,576 -100.0%
JBL -2,277 -100.0%
WSM -2,271 -100.0%
DHI -2,218 -100.0%
DGX -1,863 -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