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Manager record

Peak Retirement Planning, Inc.

Columbus, OH · CIK 2056697 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$631.63MReported 13F valueQ2 2026 · as filed
194Holdings listed
+26.0%vs prior quartervalue change includes market moves
4Quarters on record
Aug 10Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $783.1M$783.1MQ3 2025351 holdingsQ4 2025: $427.1M$427.1MQ4 2025145 holdingsQ1 2026: $501.5M$501.5MQ1 2026152 holdingsQ2 2026: $631.6M$631.6MQ2 2026194 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 10 2026 13F-HR · period Q2 2026

$631.63M · 194 holdings listed · View original SEC filing ↗
May 11 2026 13F-HR · period Q1 2026

$501.49M · 152 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$427.11M · 145 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$180.28M · 105 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$247.72M · 118 holdings listed · View original SEC filing ↗
Nov 04 2025 13F-HR · period Q3 2025

$355.10M · 128 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 10, 2026 · Change methodology