Institutional Fund
Peak Retirement Planning, Inc.
Columbus, OHCIK 20566975 filings on record
Portfolio Value
$501.49M
Q1 2026
Holdings
152
Reported positions
New Buys
23
Opened this quarter
QoQ Change
+17.4%
from $427.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.4%
- Vanguard Tax-Managed Fds5.7%
- Vanguard Intl Equity Index F4.7%
- Spdr Series Trust3.5%
- Select Sector Spdr Tr3.2%
- Select Sector Spdr Tr2.6%
- Other66.9%
Portfolio Holdings
152 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 667.5K | $67.19M | 13.4% | +95.2K | Added |
| 2 | Vanguard Tax-Managed Fds | 447.6K | $28.68M | 5.7% | +81.1K | Added |
| 3 | Vanguard Intl Equity Index F | 433.6K | $23.44M | 4.7% | +73.0K | Added |
| 4 | Spdr Series Trust | 190.1K | $17.62M | 3.5% | +190.1K | New |
| 5 | Select Sector Spdr Tr | 262.7K | $16.09M | 3.2% | +26.5K | Added |
| 6 | Select Sector Spdr Tr | 264.0K | $13.19M | 2.6% | +33.0K | Added |
| 7 | Select Sector Spdr Tr | 115.7K | $12.83M | 2.6% | +25.4K | Added |
| 8 | Select Sector Spdr Tr | 154.7K | $12.68M | 2.5% | +27.3K | Added |
| 9 | Select Sector Spdr Tr | 85.2K | $12.49M | 2.5% | +85.2K | New |
| 10 | Invesco Qqq Tr | 21.0K | $12.12M | 2.4% | −18.5K | Reduced |
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