Peak Retirement Planning, Inc.

Q2 2026 13F-HR Holdings

Location
Columbus, OH
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
194
Total value ($000)
$631,631
Net value change ($000)
+130,146 (26.0%)
New positions
49
Sold out positions
7
Turnover %
9.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 22,526 185.8%
XLY 16,807 4885.8%
XLRE 16,582 3709.6%
VOO 6,963 162.8%
VBK 6,697 62.0%
XLV 5,927 47.4%
AMD 5,909 NEW
VUG 5,279 64.4%
V 5,075 NEW
UHS 4,652 NEW
Top Reduces (Value $000, Stocks/ETFs)
TIPX -17,622 -100.0%
XLB -12,208 -92.5%
XLP -11,991 -94.6%
VO -4,501 -69.6%
VWO -4,493 -19.2%
HIMS -3,855 -93.6%
BND -3,371 -67.3%
PHM -3,076 -100.0%
DECK -2,919 -93.8%
ABT -2,822 -87.4%
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