Managers / Q4 2025 · view latest →
Peak Retirement Planning, Inc.
CIK 0002056697 · 3600 OLENTANGY RIVER RD, BUILDING 501, COLUMBUS, OH, 43214 · 6145004121
Reported Value
$427M
Q4 2025
Positions
145
Filings on Record
6
2019–present window
Filed
Feb 10, 2026
original filing
Summary
Peak Retirement Planning, Inc. reported $427M in U.S.-listed holdings across 145 positions for Q4 2025.
Its largest position, Ishares 0 3 Month Treasury Bond Etf, represents 13.4% of the portfolio.
Compared with Q3 2025, the fund opened 28 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 63.4% · $271M
- Common Stock · 34.9% · $149M
- Other · 1.2% · $5M
- REIT · 0.5% · $2M
- Closed-End Fund · 0.1% · $234,553
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 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 ↗.