Peak Retirement Planning, Inc.

Q1 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
152
Total value ($000)
$501,485
Net value change ($000)
+74,376 (17.4%)
New positions
23
Sold out positions
14
Turnover %
11.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/10/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
TIPX 17,622 NEW
XLV 12,494 NEW
QQQ 10,901 890.6%
SGOV 9,747 17.0%
VB 7,554 506.6%
VBK 5,852 118.1%
VEA 5,790 25.3%
XLE 5,532 52.4%
VO 4,895 311.6%
VOE 4,814 104.6%
Top Reduces (Value $000, Stocks/ETFs)
XLRE -9,873 -95.7%
VOO -4,190 -49.5%
VUG -3,194 -28.0%
PANW -2,852 -100.0%
CHTR -2,827 -100.0%
PINS -2,755 -100.0%
USB -2,028 -100.0%
VTI -1,729 -30.2%
GLDM -685 -100.0%
XLU -355 -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