Peak Retirement Planning, Inc.

13F Portfolio Filings

Most recent 13F
Q3 2025
Location
Columbus, OH
CIK
0002056697
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2025 128 355,100 SGOV, VEA, Invesco QQQ Trust, Series 1, VOO 13F-HR 11/4/2025 000205669725000006
Q2 2025 118 247,721 SGOV, XLC, VOO, VEA 13F-HR 11/4/2025 000205669725000005
Q1 2025 105 180,279 SGOV, QQQ, VOO, XLP 13F-HR 11/4/2025 000205669725000004
Q4 2024 96 147,981 SGOV, VOO, QQQ, XLF 13F-HR 2/20/2025 000205669725000001