Managers / Q1 2026
Peak Retirement Planning, Inc.
CIK 0002056697 · 3600 OLENTANGY RIVER RD, BUILDING 501, COLUMBUS, OH, 43214 · 6145004121
Reported Value
$501M
Q1 2026
Positions
152
Filings on Record
6
2019–present window
Filed
May 11, 2026
original filing
Summary
Peak Retirement Planning, Inc. reported $501M in U.S.-listed holdings across 152 positions for Q1 2026.
Its largest position, Ishares 0 3 Month Treasury Bond, represents 13.4% of the portfolio.
Compared with Q4 2025, the fund opened 23 new positions and exited 14.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 64.7% · $325M
- Common Stock · 33.6% · $169M
- Other · 1.1% · $6M
- REIT · 0.4% · $2M
- ADR · 0.0% · $221,019
- Other · 0.0% · $216,375
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2026
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 ↗.