Managers / Q3 2025 · view latest →
Peak Retirement Planning, Inc.
CIK 0002056697 · 3600 OLENTANGY RIVER RD, BUILDING 501, COLUMBUS, OH, 43214 · 6145004121
Reported Value
$355M
Q3 2025
Positions
128
Filings on Record
6
2019–present window
Filed
Nov 4, 2025
original filing
Summary
Peak Retirement Planning, Inc. reported $355M in U.S.-listed holdings across 128 positions for Q3 2025.
Its largest position, Ishares 0 3 Month Treasury Bond Etf, represents 14.9% of the portfolio.
Compared with Q4 2024, the fund opened 49 new positions and exited 17.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 55.9% · $198M
- Common Stock · 35.1% · $125M
- Other · 8.6% · $30M
- REIT · 0.5% · $2M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.