Peak Retirement Planning, Inc.

CIK 0002056697 • 6 13F filings • Nov 4, 2025 – Aug 10, 2026

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Filer information

Filed by: Peak Retirement Planning, Inc., Operations Lead
Address: 3600 OLENTANGY RIVER RD, BUILDING 501, COLUMBUS, OH, 43214
Phone: 6145004121
AUM: $427.1M

AUM over time

$631.6M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $427.1M145 positionsView on SEC.gov

			% of Portfolio
Abbott Laboratories Common Stock	Common Stock	$3.3M	0.8%	25,960 SH	New
AbbVie Inc. Common Stock	Common Stock	$526K	0.1%Prev: 0.1%	2,302 SH	Increased+278 SH
Accenture plc Class A Ordinary Shares (Ireland)	Class A Common Stock	$2.0M	0.5%	7,322 SH	New
Advanced Micro Devices, Inc. - Common Stock	Common Stock	$221K	0.1%	1,031 SH	New
Alphabet Inc. - Class A Common Stock	Class A Common Stock	$3.8M	0.9%	12,295 SH	New
Alphabet Inc. - Class C Capital Stock	Common Stock	$412K	0.1%	1,313 SH	New
Altria Group, Inc.	Common Stock	$2.1M	0.5%	36,261 SH	New
Amazon.com, Inc. - Common Stock	Common Stock	$1.6M	0.4%	6,873 SH	New
American Electric Power Company, Inc. - Common Stock	Common Stock	$960K	0.2%Prev: 0.3%	8,325 SH	Increased-144 SH
American Express Company Common Stock	Common Stock	$327K	0.1%Prev: 0.1%	884 SH	Increased+118 SH
Apple Inc. - Common Stock	Common Stock	$3.8M	0.9%	13,873 SH	New
Applovin Corporation - Class A Common Stock	Class A Common Stock	$2.8M	0.7%	4,201 SH	New
Avantis U.S. Equity ETF	Exchange Traded Fund	$208K	0.0%	1,865 SH	New
Avery Dennison Corporation Common Stock	Common Stock	$2.0M	0.5%	10,754 SH	New
Berkshire Hathaway Inc. New Common Stock	Common Stock	$2.8M	0.7%	5,576 SH	New
Broadcom Inc. - Common Stock	Common Stock	$3.5M	0.8%	10,030 SH	New
Caterpillar, Inc. Common Stock	Common Stock	$288K	0.1%	503 SH	New
Cboe Global Markets, Inc. Common Stock	Common Stock	$2.0M	0.5%	8,005 SH	New
CF Industries Holdings, Inc. Common Stock	Common Stock	$2.0M	0.5%	25,976 SH	New
Charter Communications, Inc. - Class A Common Stock	Class A Common Stock	$2.8M	0.7%	13,540 SH	New
Chewy, Inc. Class A Common Stock	Class A Common Stock	$2.8M	0.7%	86,057 SH	New
CME Group Inc. - Class A Common Stock	Class A Common Stock	$2.0M	0.5%Prev: 0.5%	7,367 SH	Increased+1,010 SH
Colgate-Palmolive Company Common Stock	Common Stock	$2.1M	0.5%	26,955 SH	New
Comcast Corporation - Class A Common Stock	Class A Common Stock	$2.0M	0.5%	67,834 SH	New
ConAgra Brands, Inc. Common Stock	Common Stock	$2.0M	0.5%	115,744 SH	New
Deckers Outdoor Corporation Common Stock	Common Stock	$2.9M	0.7%	27,937 SH	New
Dimensional ETF U.S. Core Equity 2 ETF	Exchange Traded Fund	$325K	0.1%Prev: 0.1%	8,207 SH	Increased+19 SH
Elanco Animal Health Incorporated Common Stock	Common Stock	$2.8M	0.6%	121,770 SH	New
Eli Lilly and Company Common Stock	Common Stock	$691K	0.2%	643 SH	New
EOG Resources, Inc. Common Stock	Common Stock	$2.0M	0.5%	19,332 SH	New
Exelixis, Inc. - Common Stock	Common Stock	$2.7M	0.6%	62,506 SH	New
Exxon Mobil Corporation Common Stock	Common Stock	$815K	0.2%Prev: 0.2%	6,774 SH	Increased+59 SH
FedEx Corporation Common Stock	Common Stock	$208K	0.0%	720 SH	New
Fidelity Enhanced Large Cap Core ETF	Exchange Traded Fund	$482K	0.1%	12,619 SH	New
Flex Ltd. - Ordinary Shares	Common Stock	$2.8M	0.7%	45,962 SH	New
Fox Corporation - Class A Common Stock	Class A Common Stock	$2.1M	0.5%	28,344 SH	New
GE Aerospace Common Stock	Common Stock	$1.2M	0.3%Prev: 0.3%	3,812 SH	Increased+93 SH
GE Vernova Inc. Common Stock	Common Stock	$670K	0.2%Prev: 0.2%	1,026 SH	Increased+74 SH
General Mills, Inc. Common Stock	Common Stock	$2.0M	0.5%	43,035 SH	New
Gilead Sciences, Inc. - Common Stock	Common Stock	$2.0M	0.5%Prev: 0.5%	16,607 SH	Increased+1,298 SH
Hims & Hers Health, Inc. Class A Common Stock	Class A Common Stock	$2.7M	0.6%	82,567 SH	New
Home Depot, Inc. (The) Common Stock	Common Stock	$634K	0.1%	1,843 SH	New
Illinois Tool Works Inc. Common Stock	Common Stock	$2.0M	0.5%	8,307 SH	New
Insulet Corporation - Common Stock	Common Stock	$2.8M	0.6%	9,742 SH	New
International Business Machines Corporation Common Stock	Common Stock	$319K	0.1%Prev: 0.1%	1,076 SH	Decreased-93 SH
Invesco QQQ Trust, Series 1	Exchange Traded Fund	$23.0M	5.4%Prev: 4.3%	37,471 SH	Increased+11,797 SH
Invesco S&P 500 Equal Weight ETF	Exchange Traded Fund	$1.3M	0.3%Prev: 0.3%	6,903 SH	Increased+1,830 SH
INVSC BULLETSHA 2026 CRPBND ETF IV	Exchange Traded Fund	$351K	0.1%	17,922 SH	New
INVSC QQQ TRUST SRS 1 ETF	Exchange Traded Fund	$1.2M	0.3%Prev: 0.3%	1,992 SH	Increased+190 SH
iShares 0-3 Month Treasury Bond ETF	Exchange Traded Fund	$57.4M	13.4%	572,280 SH	New
iShares 0-5 Year High Yield Corporate Bond ETF	Exchange Traded Fund	$236K	0.1%	5,517 SH	New
iShares 1-5 Year Investment Grade Corporate Bond ETF	Exchange Traded Fund	$460K	0.1%	8,695 SH	New
iShares Broad USD High Yield Corporate Bond ETF	Exchange Traded Fund	$278K	0.1%	7,440 SH	New
iShares Core Dividend Growth ETF	Exchange Traded Fund	$291K	0.1%	4,187 SH	New
iShares Core MSCI EAFE ETF	Exchange Traded Fund	$401K	0.1%Prev: 0.1%	4,483 SH	Increased+83 SH
iShares Core S&P 500 ETF	Exchange Traded Fund	$830K	0.2%Prev: 0.2%	1,211 SH	Increased-27 SH
iShares Core S&P U.S. Value ETF	Exchange Traded Fund	$393K	0.1%Prev: 0.1%	3,832 SH	Decreased-840 SH
iShares Preferred and Income Securities ETF	Exchange Traded Fund	$206K	0.0%	6,653 SH	New
iShares Russell 3000 Fund	Exchange Traded Fund	$203K	0.0%	524 SH	New
iShares S&P 500 Growth ETF	Exchange Traded Fund	$397K	0.1%Prev: 0.1%	3,218 SH	Increased+247 SH
iShares Silver Trust	Exchange Traded Fund	$639K	0.1%	9,913 SH	New
Johnson & Johnson Common Stock	Common Stock	$2.4M	0.6%	11,442 SH	New
JP Morgan Chase & Co. Common Stock	Common Stock	$2.6M	0.6%Prev: 0.7%	8,068 SH	Increased+577 SH
Kimberly-Clark Corporation - Common Stock	Common Stock	$2.0M	0.5%	20,187 SH	New
Lowe's Companies, Inc. Common Stock	Common Stock	$397K	0.1%	1,645 SH	New
McDonald's Corporation Common Stock	Common Stock	$220K	0.1%	719 SH	New
Medtronic plc. Ordinary Shares	Common Stock	$210K	0.0%	2,186 SH	New
Merck & Company, Inc. Common Stock (new)	Common Stock	$2.1M	0.5%	20,237 SH	New
Merit Medical Systems, Inc. - Common Stock	Common Stock	$2.9M	0.7%	32,472 SH	New
Meta Platforms, Inc. - Class A Common Stock	Class A Common Stock	$932K	0.2%	1,411 SH	New
MGIC Investment Corporation Common Stock	Common Stock	$633K	0.1%	21,650 SH	New
Micron Technology, Inc. - Common Stock	Common Stock	$3.1M	0.7%	10,880 SH	New
Microsoft Corporation - Common Stock	Common Stock	$4.9M	1.1%	10,143 SH	New
Monolithic Power Systems, Inc. - Common Stock	Common Stock	$2.8M	0.6%	3,041 SH	New
National Fuel Gas Company Common Stock	Common Stock	$405K	0.1%Prev: 0.1%	5,064 SH	Decreased+32 SH
Neurocrine Biosciences, Inc. - Common Stock	Common Stock	$2.8M	0.7%Prev: 0.6%	19,617 SH	Increased+4,906 SH
NextEra Energy, Inc. Common Stock	Common Stock	$308K	0.1%Prev: 0.1%	3,834 SH	Increased+476 SH
NVIDIA Corporation - Common Stock	Common Stock	$6.3M	1.5%	33,689 SH	New
Oracle Corporation Common Stock	Common Stock	$319K	0.1%Prev: 0.1%	1,639 SH	Decreased+170 SH
PACCAR Inc. - Common Stock	Common Stock	$260K	0.1%Prev: 0.1%	2,371 SH	Increased-1 SH
Palantir Technologies Inc. - Class A Common Stock	Class A Common Stock	$215K	0.1%Prev: 0.1%	1,209 SH	Decreased+7 SH
Palo Alto Networks, Inc. - Common Stock	Common Stock	$2.9M	0.7%	15,486 SH	New
Park National Corporation Common Stock	Common Stock	$295K	0.1%	1,940 SH	New
PepsiCo, Inc. - Common Stock	Common Stock	$2.1M	0.5%	14,895 SH	New
PIMCO Multisector Bond Active Exchange-Traded Fund	Exchange Traded Fund	$256K	0.1%	9,587 SH	New
Pinterest, Inc. Class A Common Stock	Class A Common Stock	$2.8M	0.6%	106,401 SH	New
Procter & Gamble Company (The) Common Stock	Common Stock	$2.6M	0.6%	18,218 SH	New
PulteGroup, Inc. Common Stock	Common Stock	$2.8M	0.7%	23,982 SH	New
Ralph Lauren Corporation Common Stock	Common Stock	$2.8M	0.7%	7,856 SH	New
Schwab US Dividend Equity ETF	Exchange Traded Fund	$295K	0.1%Prev: 0.1%	10,754 SH	Decreased-3,794 SH
Snap-On Incorporated Common Stock	Common Stock	$2.0M	0.5%	5,807 SH	New
Southern Company (The) Common Stock	Common Stock	$321K	0.1%Prev: 0.1%	3,682 SH	Decreased-110 SH
SPDR GOLD MINISHARES ETV	Exchange Traded Fund	$685K	0.2%Prev: 0.2%	8,019 SH	Increased+167 SH
SPDR Gold MiniShares Trust	Exchange Traded Fund	$14.5M	3.4%Prev: 3.6%	170,109 SH	Increased+3,845 SH
SPDR Gold Shares	Exchange Traded Fund	$276K	0.1%	697 SH	New
Sprott Physical Platinum and Palladium Trust	Exchange Traded Fund	$235K	0.1%	13,928 SH	New
State Street Communication Services Select Sector SPDR ETF	Exchange Traded Fund	$10.6M	2.5%	90,320 SH	New
State Street Consumer Discretionary Select Sector SPDR ETF	Exchange Traded Fund	$611K	0.1%	5,119 SH	New
State Street Consumer Staples Select Sector SPDR ETF	Exchange Traded Fund	$9.9M	2.3%	127,370 SH	New
State Street Energy Select Sector SPDR ETF	Exchange Traded Fund	$10.6M	2.5%	236,200 SH	New
State Street Financial Select Sector SPDR ETF	Exchange Traded Fund	$380K	0.1%	6,930 SH	New
State Street Materials Select Sector SPDR ETF	Exchange Traded Fund	$10.5M	2.5%	231,046 SH	New
State Street Real Estate Select Sector SPDR ETF	Exchange Traded Fund	$10.3M	2.4%	255,769 SH	New
State Street SPDR Portfolio S&P 500 ETF	Exchange Traded Fund	$296K	0.1%	3,693 SH	New
State Street SPDR S&P 500 ETF Trust	Exchange Traded Fund	$1.3M	0.3%	1,884 SH	New
State Street Utilities Select Sector SPDR ETF	Exchange Traded Fund	$355K	0.1%	8,309 SH	New
T. Rowe Price Group, Inc. - Common Stock	Common Stock	$2.0M	0.5%Prev: 0.5%	19,713 SH	Increased+3,798 SH
Tenet Healthcare Corporation Common Stock	Common Stock	$2.9M	0.7%	14,359 SH	New
Tesla, Inc. - Common Stock	Common Stock	$615K	0.1%Prev: 0.1%	1,368 SH	Increased+273 SH
The Kraft Heinz Company - Common Stock	Common Stock	$2.0M	0.5%	82,968 SH	New
Truist Financial Corporation Common Stock	Common Stock	$248K	0.1%	5,034 SH	New
U.S. Bancorp Common Stock	Common Stock	$2.0M	0.5%Prev: 0.5%	38,008 SH	Increased+1,603 SH
United Parcel Service, Inc. Common Stock	Common Stock	$1.3M	0.3%	13,522 SH	New
United Therapeutics Corporation - Common Stock	Common Stock	$2.7M	0.6%	5,581 SH	New
UnitedHealth Group Incorporated Common Stock (DE)	Common Stock	$299K	0.1%	906 SH	New
Vanguard Div Appreciation ETF	Exchange Traded Fund	$2.0M	0.5%	9,251 SH	New
Vanguard FTSE Developed Markets ETF	Exchange Traded Fund	$22.9M	5.4%Prev: 4.5%	366,490 SH	Increased+102,130 SH
Vanguard FTSE Emerging Markets ETF	Exchange Traded Fund	$19.4M	4.5%	360,658 SH	New
Vanguard Growth ETF	Exchange Traded Fund	$11.4M	2.7%Prev: 2.9%	23,346 SH	Increased+1,694 SH
Vanguard High Dividend Yield ETF	Exchange Traded Fund	$1.1M	0.3%Prev: 0.1%	7,925 SH	Increased+5,059 SH
Vanguard Information Tech ETF	Exchange Traded Fund	$926K	0.2%Prev: 0.3%	1,228 SH	Decreased-40 SH
Vanguard Intermediate-Term Corporate Bond ETF	Exchange Traded Fund	$211K	0.0%Prev: 0.1%	2,520 SH	Decreased-180 SH
Vanguard Intermediate-Term Treasury ETF	Exchange Traded Fund	$375K	0.1%Prev: 0.1%	6,252 SH	Increased+2,850 SH
Vanguard Large-Cap ETF	Exchange Traded Fund	$802K	0.2%Prev: 0.1%	2,547 SH	Increased+1,139 SH
Vanguard Mega Cap Growth ETF	Exchange Traded Fund	$514K	0.1%Prev: 0.1%	1,245 SH	Increased+399 SH
Vanguard Mid-Cap ETF	Exchange Traded Fund	$1.6M	0.4%	5,413 SH	New
Vanguard Mid-Cap Growth ETF	Exchange Traded Fund	$4.7M	1.1%	16,739 SH	New
Vanguard Mid-Cap Value ETF	Exchange Traded Fund	$4.6M	1.1%	25,944 SH	New
Vanguard Real Estate ETF	Exchange Traded Fund	$4.2M	1.0%	47,473 SH	New
Vanguard S&P 500 ETF	Exchange Traded Fund	$8.5M	2.0%Prev: 3.7%	13,500 SH	Decreased-7,949 SH
Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares	Exchange Traded Fund	$424K	0.1%Prev: 0.1%	8,567 SH	Increased+520 SH
Vanguard Small-Cap ETF	Exchange Traded Fund	$1.5M	0.3%Prev: 0.2%	5,782 SH	Increased+2,385 SH
Vanguard Small-Cap Growth ETF	Exchange Traded Fund	$5.0M	1.2%	16,409 SH	New
Vanguard Small-Cap Value ETF	Exchange Traded Fund	$7.4M	1.7%	34,743 SH	New
Vanguard Tax-Exempt Bond ETF	Exchange Traded Fund	$585K	0.1%Prev: 0.2%	11,630 SH	Decreased-3,738 SH
Vanguard Total Bond Market ETF	Exchange Traded Fund	$667K	0.2%	9,001 SH	New
Vanguard Total International Stock ETF	Exchange Traded Fund	$788K	0.2%	10,450 SH	New
Vanguard Total Stock Market ETF	Exchange Traded Fund	$5.7M	1.3%	17,081 SH	New
Vanguard Value ETF	Exchange Traded Fund	$6.2M	1.4%Prev: 1.5%	32,383 SH	Increased+4,087 SH
Verizon Communications Inc. Common Stock	Common Stock	$2.1M	0.5%	52,121 SH	New
VICI Properties Inc. Common Stock	Common Stock	$2.0M	0.5%	71,036 SH	New
Visa Inc.	Common Stock	$217K	0.1%	620 SH	New
Walmart Inc. - Common Stock	Common Stock	$253K	0.1%	2,269 SH	New
Wells Fargo & Company Common Stock	Common Stock	$643K	0.2%Prev: 0.2%	6,895 SH	Increased-295 SH
Zoom Communications, Inc. - Class A Common Stock	Class A Common Stock	$2.8M	0.7%	32,562 SH	New

Sold (vs prior filing)

ABBOTT LABS — $2.6M
ALPHABET INC CLASS CLASS A — $3.1M
Alphabet Inc. - Class C Capital Stock — $224K
ALTRIA GROUP INC — $1.8M
AMAZON.COM INC — $1.4M
APPLE INC — $3.3M
APPLOVIN CORP CLASS A — $3.2M
Berkshire Hathaway Inc. New Common Stock — $2.9M
BROADCOM INC — $2.6M
CATERPILLAR INC — $241K
CBOE GLOBAL MKTS INC — $1.8M
CENTENE CORP DEL — $2.6M
CF INDS HLDGS INC — $1.8M
CHARTER COMMUNICATIONS ICLASS A — $2.2M
CHEWY INC CLASS A — $2.1M
Clear Channel Outdoor Holdings, Inc. Common Stock — $20K
COLGATE PALMOLIVE CO — $1.8M
COMCAST CORP NEW CLASS A — $1.6M
COMMUNICAT SVS SLCT SEC SPDR ETF — $11.5M
CONAGRA BRANDS INC — $1.7M
… and 63 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 10, 2026	Q4 2025	13F-HR	0002056697-26-000001	$427.1M	View
Nov 4, 2025	Q3 2025	13F-HR	0002056697-25-000006	$355.1M	View
Aug 10, 2026	Q2 2026