Long-term investor
Peak Retirement Planning, Inc. @peakretirementplanningin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056697).
Record
- Tracked since 2025-06-30 (546 days), 252 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +5.5% · all +15.7%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46436E718 · 10.4% · long · since 2025-06-30
- 46090E103 · 5.5% · long · since 2025-06-30
- 921943858 · 4.5% · long · since 2025-06-30
- 922042858 · 3.0% · long · since 2025-06-30
- 81369Y209 · 2.9% · long · since 2025-06-30
- 922908595 · 2.8% · long · since 2025-06-30
- 81369Y506 · 2.8% · long · since 2025-12-31
- 81369Y407 · 2.7% · long · since 2025-06-30
- 81369Y860 · 2.7% · long · since 2025-06-30
- 81369Y852 · 2.6% · long · since 2025-06-30
- 922908611 · 2.2% · long · since 2025-06-30
- 922908744 · 2.2% · long · since 2025-06-30