# EDGAR Filing Document

**Accession Number:** 0002056697
**File Stem:** 0002056697-26-000001
**Filing Date:** 2026-2
**Character Count:** 21690
**Document Hash:** 490290caea2df8d148524dfdf9ee9952
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002056697-26-000001.hdr.sgml**: 20260210

**ACCESSION NUMBER**: 0002056697-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260210

**DATE AS OF CHANGE**: 20260210

**EFFECTIVENESS DATE**: 20260210

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Peak Retirement Planning, Inc.
- **CENTRAL INDEX KEY:** 0002056697

**ORGANIZATION NAME:**
- **EIN:** 400013357

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25389
- **FILM NUMBER:** 26615393

**BUSINESS ADDRESS:**
- **STREET 1:** 3600 OLENTANGY RIVER RD
- **STREET 2:** BUILDING 501
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43214
- **BUSINESS PHONE:** 6145004121

**MAIL ADDRESS:**
- **STREET 1:** 3600 OLENTANGY RIVER RD
- **STREET 2:** BUILDING 501
- **CITY:** COLUMBUS
- **STATE:** OH
- **ZIP:** 43214

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Peak Retirement Planning Inc.<br>**Address:** 3600 OLENTANGY RIVER RD<br>BUILDING 501<br>COLUMBUS, OH 43214

**Form 13F File Number:** 028-25389

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Brandon Smith<br>**Title:** Operations Lead<br>**Phone:** 6145004121

**Signature, Place, and Date of Signing:**

Brandon Smith  Columbus, OH  02-10-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 145

**Form 13F Information Table Value Total:** $427108746

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| iShares 0-3 Month Treasury Bond ETF | Exchange Traded Fund | 46436E718 |  | 57445496 | 572280 | SH |  | SOLE |  | 0 | 0 | 572280 |
| Vanguard FTSE Developed Markets ETF | Exchange Traded Fund | 921943858 |  | 22894609 | 366490 | SH |  | SOLE |  | 0 | 0 | 366490 |
| Vanguard FTSE Emerging Markets ETF | Exchange Traded Fund | 922042858 |  | 19388975 | 360658 | SH |  | SOLE |  | 0 | 0 | 360658 |
| State Street Real Estate Select Sector SPDR ETF | Exchange Traded Fund | 81369Y860 |  | 10320265 | 255769 | SH |  | SOLE |  | 0 | 0 | 255769 |
| State Street Energy Select Sector SPDR ETF | Exchange Traded Fund | 81369Y506 |  | 10560523 | 236200 | SH |  | SOLE |  | 0 | 0 | 236200 |
| State Street Materials Select Sector SPDR ETF | Exchange Traded Fund | 81369Y100 |  | 10477955 | 231046 | SH |  | SOLE |  | 0 | 0 | 231046 |
| SPDR Gold MiniShares Trust | Exchange Traded Fund | 98149E303 |  | 14522197 | 170109 | SH |  | SOLE |  | 0 | 0 | 170109 |
| State Street Consumer Staples Select Sector SPDR ETF | Exchange Traded Fund | 81369Y308 |  | 9894129 | 127370 | SH |  | SOLE |  | 0 | 0 | 127370 |
| Elanco Animal Health Incorporated Common Stock | Common Stock | 28414H103 |  | 2755659 | 121770 | SH |  | SOLE |  | 0 | 0 | 121770 |
| ConAgra Brands Inc. Common Stock | Common Stock | 205887102 |  | 2003525 | 115744 | SH |  | SOLE |  | 0 | 0 | 115744 |
| Pinterest Inc. Class A Common Stock | Class A Common Stock | 72352L106 |  | 2754729 | 106401 | SH |  | SOLE |  | 0 | 0 | 106401 |
| State Street Communication Services Select Sector SPDR ETF | Exchange Traded Fund | 81369Y852 |  | 10632474 | 90320 | SH |  | SOLE |  | 0 | 0 | 90320 |
| Chewy Inc. Class A Common Stock | Class A Common Stock | 16679L109 |  | 2844189 | 86057 | SH |  | SOLE |  | 0 | 0 | 86057 |
| The Kraft Heinz Company - Common Stock | Common Stock | 500754106 |  | 2011980 | 82968 | SH |  | SOLE |  | 0 | 0 | 82968 |
| Hims  Hers Health Inc. Class A Common Stock | Class A Common Stock | 433000106 |  | 2680961 | 82567 | SH |  | SOLE |  | 0 | 0 | 82567 |
| VICI Properties Inc. Common Stock | Common Stock | 925652109 |  | 1997532 | 71036 | SH |  | SOLE |  | 0 | 0 | 71036 |
| Comcast Corporation - Class A Common Stock | Class A Common Stock | 20030N101 |  | 2027565 | 67834 | SH |  | SOLE |  | 0 | 0 | 67834 |
| Exelixis Inc. - Common Stock | Common Stock | 30161Q104 |  | 2739637 | 62506 | SH |  | SOLE |  | 0 | 0 | 62506 |
| Verizon Communications Inc. Common Stock | Common Stock | 92343V104 |  | 2122878 | 52121 | SH |  | SOLE |  | 0 | 0 | 52121 |
| Vanguard Real Estate ETF | Exchange Traded Fund | 922908553 |  | 4200875 | 47473 | SH |  | SOLE |  | 0 | 0 | 47473 |
| Flex Ltd. - Ordinary Shares | Common Stock | Y2573F102 |  | 2777016 | 45962 | SH |  | SOLE |  | 0 | 0 | 45962 |
| General Mills Inc. Common Stock | Common Stock | 370334104 |  | 2001108 | 43035 | SH |  | SOLE |  | 0 | 0 | 43035 |
| U.S. Bancorp Common Stock | Common Stock | 902973304 |  | 2028080 | 38008 | SH |  | SOLE |  | 0 | 0 | 38008 |
| Invesco QQQ Trust Series 1 | Exchange Traded Fund | 46090E103 |  | 23018915 | 37471 | SH |  | SOLE |  | 0 | 0 | 37471 |
| Altria Group Inc. | Common Stock | 02209S103 |  | 2090823 | 36261 | SH |  | SOLE |  | 0 | 0 | 36261 |
| Vanguard Small-Cap Value ETF | Exchange Traded Fund | 922908611 |  | 7358183 | 34743 | SH |  | SOLE |  | 0 | 0 | 34743 |
| NVIDIA Corporation - Common Stock | Common Stock | 67066G104 |  | 6283090 | 33689 | SH |  | SOLE |  | 0 | 0 | 33689 |
| Zoom Communications Inc. - Class A Common Stock | Class A Common Stock | 98980L101 |  | 2809734 | 32562 | SH |  | SOLE |  | 0 | 0 | 32562 |
| Merit Medical Systems Inc. - Common Stock | Common Stock | 589889104 |  | 2862105 | 32472 | SH |  | SOLE |  | 0 | 0 | 32472 |
| Vanguard Value ETF | Exchange Traded Fund | 922908744 |  | 6184870 | 32383 | SH |  | SOLE |  | 0 | 0 | 32383 |
| Fox Corporation - Class A Common Stock | Class A Common Stock | 35137L105 |  | 2071105 | 28344 | SH |  | SOLE |  | 0 | 0 | 28344 |
| Deckers Outdoor Corporation Common Stock | Common Stock | 243537107 |  | 2896224 | 27937 | SH |  | SOLE |  | 0 | 0 | 27937 |
| Colgate-Palmolive Company Common Stock | Common Stock | 194162103 |  | 2129977 | 26955 | SH |  | SOLE |  | 0 | 0 | 26955 |
| CF Industries Holdings Inc. Common Stock | Common Stock | 125269100 |  | 2009014 | 25976 | SH |  | SOLE |  | 0 | 0 | 25976 |
| Abbott Laboratories Common Stock | Common Stock | 002824100 |  | 3252473 | 25960 | SH |  | SOLE |  | 0 | 0 | 25960 |
| Vanguard Mid-Cap Value ETF | Exchange Traded Fund | 922908512 |  | 4601624 | 25944 | SH |  | SOLE |  | 0 | 0 | 25944 |
| PulteGroup Inc. Common Stock | Common Stock | 745867101 |  | 2812145 | 23982 | SH |  | SOLE |  | 0 | 0 | 23982 |
| Vanguard Growth ETF | Exchange Traded Fund | 922908736 |  | 11389461 | 23346 | SH |  | SOLE |  | 0 | 0 | 23346 |
| MGIC Investment Corporation Common Stock | Common Stock | 552848103 |  | 632607 | 21650 | SH |  | SOLE |  | 0 | 0 | 21650 |
| Merck  Company Inc. Common Stock (new) | Common Stock | 58933Y105 |  | 2130123 | 20237 | SH |  | SOLE |  | 0 | 0 | 20237 |
| Kimberly-Clark Corporation - Common Stock | Common Stock | 494368103 |  | 2036664 | 20187 | SH |  | SOLE |  | 0 | 0 | 20187 |
| T. Rowe Price Group Inc. - Common Stock | Common Stock | 74144T108 |  | 2018186 | 19713 | SH |  | SOLE |  | 0 | 0 | 19713 |
| Neurocrine Biosciences Inc. - Common Stock | Common Stock | 64125C109 |  | 2782220 | 19617 | SH |  | SOLE |  | 0 | 0 | 19617 |
| EOG Resources Inc. Common Stock | Common Stock | 26875P101 |  | 2030043 | 19332 | SH |  | SOLE |  | 0 | 0 | 19332 |
| Procter  Gamble Company (The) Common Stock | Common Stock | 742718109 |  | 2610783 | 18218 | SH |  | SOLE |  | 0 | 0 | 18218 |
| INVSC BULLETSHA 2026 CRPBND ETF IV | Exchange Traded Fund | 46138J791 |  | 350823 | 17922 | SH |  | SOLE |  | 0 | 0 | 17922 |
| Vanguard Total Stock Market ETF | Exchange Traded Fund | 922908769 |  | 5726598 | 17081 | SH |  | SOLE |  | 0 | 0 | 17081 |
| Vanguard Mid-Cap Growth ETF | Exchange Traded Fund | 922908538 |  | 4672652 | 16739 | SH |  | SOLE |  | 0 | 0 | 16739 |
| Gilead Sciences Inc. - Common Stock | Common Stock | 375558103 |  | 2038346 | 16607 | SH |  | SOLE |  | 0 | 0 | 16607 |
| Vanguard Small-Cap Growth ETF | Exchange Traded Fund | 922908595 |  | 4957301 | 16409 | SH |  | SOLE |  | 0 | 0 | 16409 |
| Palo Alto Networks Inc. - Common Stock | Common Stock | 697435105 |  | 2852486 | 15486 | SH |  | SOLE |  | 0 | 0 | 15486 |
| PepsiCo Inc. - Common Stock | Common Stock | 713448108 |  | 2137677 | 14895 | SH |  | SOLE |  | 0 | 0 | 14895 |
| Tenet Healthcare Corporation Common Stock | Common Stock | 88033G407 |  | 2853511 | 14359 | SH |  | SOLE |  | 0 | 0 | 14359 |
| Sprott Physical Platinum and Palladium Trust | Exchange Traded Fund | 85207Q104 |  | 234553 | 13928 | SH |  | SOLE |  | 0 | 0 | 13928 |
| Apple Inc. - Common Stock | Common Stock | 037833100 |  | 3771573 | 13873 | SH |  | SOLE |  | 0 | 0 | 13873 |
| Charter Communications Inc. - Class A Common Stock | Class A Common Stock | 16119P108 |  | 2826510 | 13540 | SH |  | SOLE |  | 0 | 0 | 13540 |
| United Parcel Service Inc. Common Stock | Common Stock | 911312106 |  | 1341272 | 13522 | SH |  | SOLE |  | 0 | 0 | 13522 |
| Vanguard S 500 ETF | Exchange Traded Fund | 922908363 |  | 8466463 | 13500 | SH |  | SOLE |  | 0 | 0 | 13500 |
| Fidelity Enhanced Large Cap Core ETF | Exchange Traded Fund | 316092113 |  | 481686 | 12619 | SH |  | SOLE |  | 0 | 0 | 12619 |
| Alphabet Inc. - Class A Common Stock | Class A Common Stock | 02079K305 |  | 3848334 | 12295 | SH |  | SOLE |  | 0 | 0 | 12295 |
| Vanguard Tax-Exempt Bond ETF | Exchange Traded Fund | 922907746 |  | 584889 | 11630 | SH |  | SOLE |  | 0 | 0 | 11630 |
| Johnson  Johnson Common Stock | Common Stock | 478160104 |  | 2367875 | 11442 | SH |  | SOLE |  | 0 | 0 | 11442 |
| Micron Technology Inc. - Common Stock | Common Stock | 595112103 |  | 3105398 | 10880 | SH |  | SOLE |  | 0 | 0 | 10880 |
| Avery Dennison Corporation Common Stock | Common Stock | 053611109 |  | 1955955 | 10754 | SH |  | SOLE |  | 0 | 0 | 10754 |
| Schwab US Dividend Equity ETF | Exchange Traded Fund | 808524797 |  | 294971 | 10754 | SH |  | SOLE |  | 0 | 0 | 10754 |
| Vanguard Total International Stock ETF | Exchange Traded Fund | 921909768 |  | 788370 | 10450 | SH |  | SOLE |  | 0 | 0 | 10450 |
| Microsoft Corporation - Common Stock | Common Stock | 594918104 |  | 4905378 | 10143 | SH |  | SOLE |  | 0 | 0 | 10143 |
| Broadcom Inc. - Common Stock | Common Stock | 11135F101 |  | 3471334 | 10030 | SH |  | SOLE |  | 0 | 0 | 10030 |
| iShares Silver Trust | Exchange Traded Fund | 46428Q109 |  | 638598 | 9913 | SH |  | SOLE |  | 0 | 0 | 9913 |
| Insulet Corporation - Common Stock | Common Stock | 45784P101 |  | 2769057 | 9742 | SH |  | SOLE |  | 0 | 0 | 9742 |
| PIMCO Multisector Bond Active Exchange-Traded Fund | Exchange Traded Fund | 72201R585 |  | 255781 | 9587 | SH |  | SOLE |  | 0 | 0 | 9587 |
| Vanguard Div Appreciation ETF | Exchange Traded Fund | 921908844 |  | 2033285 | 9251 | SH |  | SOLE |  | 0 | 0 | 9251 |
| Vanguard Total Bond Market ETF | Exchange Traded Fund | 921937835 |  | 666690 | 9001 | SH |  | SOLE |  | 0 | 0 | 9001 |
| iShares 1-5 Year Investment Grade Corporate Bond ETF | Exchange Traded Fund | 464288646 |  | 459817 | 8695 | SH |  | SOLE |  | 0 | 0 | 8695 |
| Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | Exchange Traded Fund | 922020805 |  | 423705 | 8567 | SH |  | SOLE |  | 0 | 0 | 8567 |
| American Electric Power Company Inc. - Common Stock | Common Stock | 025537101 |  | 959946 | 8325 | SH |  | SOLE |  | 0 | 0 | 8325 |
| State Street Utilities Select Sector SPDR ETF | Exchange Traded Fund | 81369Y886 |  | 354723 | 8309 | SH |  | SOLE |  | 0 | 0 | 8309 |
| Illinois Tool Works Inc. Common Stock | Common Stock | 452308109 |  | 2046119 | 8307 | SH |  | SOLE |  | 0 | 0 | 8307 |
| Dimensional ETF U.S. Core Equity 2 ETF | Exchange Traded Fund | 25434V708 |  | 324920 | 8207 | SH |  | SOLE |  | 0 | 0 | 8207 |
| JP Morgan Chase  Co. Common Stock | Common Stock | 46625H100 |  | 2599529 | 8068 | SH |  | SOLE |  | 0 | 0 | 8068 |
| SPDR GOLD MINISHARES ETV | Exchange Traded Fund | 98149E303 |  | 684582 | 8019 | SH |  | SOLE |  | 0 | 0 | 8019 |
| Cboe Global Markets Inc. Common Stock | Common Stock | 12503M108 |  | 2009180 | 8005 | SH |  | SOLE |  | 0 | 0 | 8005 |
| Vanguard High Dividend Yield ETF | Exchange Traded Fund | 921946406 |  | 1137405 | 7925 | SH |  | SOLE |  | 0 | 0 | 7925 |
| Ralph Lauren Corporation Common Stock | Common Stock | 751212101 |  | 2778132 | 7856 | SH |  | SOLE |  | 0 | 0 | 7856 |
| iShares Broad USD High Yield Corporate Bond ETF | Exchange Traded Fund | 46435U853 |  | 278254 | 7440 | SH |  | SOLE |  | 0 | 0 | 7440 |
| CME Group Inc. - Class A Common Stock | Class A Common Stock | 12572Q105 |  | 2011655 | 7367 | SH |  | SOLE |  | 0 | 0 | 7367 |
| Accenture plc Class A Ordinary Shares (Ireland) | Class A Common Stock | G1151C101 |  | 1964409 | 7322 | SH |  | SOLE |  | 0 | 0 | 7322 |
| State Street Financial Select Sector SPDR ETF | Exchange Traded Fund | 81369Y605 |  | 379561 | 6930 | SH |  | SOLE |  | 0 | 0 | 6930 |
| Invesco S 500 Equal Weight ETF | Exchange Traded Fund | 46137V357 |  | 1322304 | 6903 | SH |  | SOLE |  | 0 | 0 | 6903 |
| Wells Fargo  Company Common Stock | Common Stock | 949746101 |  | 642576 | 6895 | SH |  | SOLE |  | 0 | 0 | 6895 |
| Amazon.com Inc. - Common Stock | Common Stock | 023135106 |  | 1586382 | 6873 | SH |  | SOLE |  | 0 | 0 | 6873 |
| Exxon Mobil Corporation Common Stock | Common Stock | 30231G102 |  | 815237 | 6774 | SH |  | SOLE |  | 0 | 0 | 6774 |
| iShares Preferred and Income Securities ETF | Exchange Traded Fund | 464288687 |  | 205981 | 6653 | SH |  | SOLE |  | 0 | 0 | 6653 |
| Vanguard Intermediate-Term Treasury ETF | Exchange Traded Fund | 92206C706 |  | 374654 | 6252 | SH |  | SOLE |  | 0 | 0 | 6252 |
| Snap-On Incorporated Common Stock | Common Stock | 833034101 |  | 2001211 | 5807 | SH |  | SOLE |  | 0 | 0 | 5807 |
| Vanguard Small-Cap ETF | Exchange Traded Fund | 922908751 |  | 1491381 | 5782 | SH |  | SOLE |  | 0 | 0 | 5782 |
| United Therapeutics Corporation - Common Stock | Common Stock | 91307C102 |  | 2719156 | 5581 | SH |  | SOLE |  | 0 | 0 | 5581 |
| Berkshire Hathaway Inc. New Common Stock | Common Stock | 084670702 |  | 2802771 | 5576 | SH |  | SOLE |  | 0 | 0 | 5576 |
| iShares 0-5 Year High Yield Corporate Bond ETF | Exchange Traded Fund | 46434V407 |  | 236498 | 5517 | SH |  | SOLE |  | 0 | 0 | 5517 |
| Vanguard Mid-Cap ETF | Exchange Traded Fund | 922908629 |  | 1570926 | 5413 | SH |  | SOLE |  | 0 | 0 | 5413 |
| State Street Consumer Discretionary Select Sector SPDR ETF | Exchange Traded Fund | 81369Y407 |  | 611300 | 5119 | SH |  | SOLE |  | 0 | 0 | 5119 |
| National Fuel Gas Company Common Stock | Common Stock | 636180101 |  | 405436 | 5064 | SH |  | SOLE |  | 0 | 0 | 5064 |
| Truist Financial Corporation Common Stock | Common Stock | 89832Q109 |  | 247715 | 5034 | SH |  | SOLE |  | 0 | 0 | 5034 |
| iShares Core MSCI EAFE ETF | Exchange Traded Fund | 46432F842 |  | 401080 | 4483 | SH |  | SOLE |  | 0 | 0 | 4483 |
| Applovin Corporation - Class A Common Stock | Class A Common Stock | 03831W108 |  | 2830400 | 4201 | SH |  | SOLE |  | 0 | 0 | 4201 |
| iShares Core Dividend Growth ETF | Exchange Traded Fund | 46434V621 |  | 290694 | 4187 | SH |  | SOLE |  | 0 | 0 | 4187 |
| NextEra Energy Inc. Common Stock | Common Stock | 65339F101 |  | 307807 | 3834 | SH |  | SOLE |  | 0 | 0 | 3834 |
| iShares Core S U.S. Value ETF | Exchange Traded Fund | 464287663 |  | 392959 | 3832 | SH |  | SOLE |  | 0 | 0 | 3832 |
| GE Aerospace Common Stock | Common Stock | 369604301 |  | 1174308 | 3812 | SH |  | SOLE |  | 0 | 0 | 3812 |
| State Street SPDR Portfolio S 500 ETF | Exchange Traded Fund | 78464A854 |  | 296230 | 3693 | SH |  | SOLE |  | 0 | 0 | 3693 |
| Southern Company (The) Common Stock | Common Stock | 842587107 |  | 321029 | 3682 | SH |  | SOLE |  | 0 | 0 | 3682 |
| iShares S 500 Growth ETF | Exchange Traded Fund | 464287309 |  | 396673 | 3218 | SH |  | SOLE |  | 0 | 0 | 3218 |
| Monolithic Power Systems Inc. - Common Stock | Common Stock | 609839105 |  | 2756076 | 3041 | SH |  | SOLE |  | 0 | 0 | 3041 |
| Vanguard Large-Cap ETF | Exchange Traded Fund | 922908637 |  | 801904 | 2547 | SH |  | SOLE |  | 0 | 0 | 2547 |
| Vanguard Intermediate-Term Corporate Bond ETF | Exchange Traded Fund | 92206C870 |  | 211048 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| PACCAR Inc. - Common Stock | Common Stock | 693718108 |  | 259612 | 2371 | SH |  | SOLE |  | 0 | 0 | 2371 |
| AbbVie Inc. Common Stock | Common Stock | 00287Y109 |  | 526064 | 2302 | SH |  | SOLE |  | 0 | 0 | 2302 |
| Walmart Inc. - Common Stock | Common Stock | 931142103 |  | 252777 | 2269 | SH |  | SOLE |  | 0 | 0 | 2269 |
| Medtronic plc. Ordinary Shares | Common Stock | G5960L103 |  | 209987 | 2186 | SH |  | SOLE |  | 0 | 0 | 2186 |
| INVSC QQQ TRUST SRS 1   ETF | Exchange Traded Fund | 46090E103 |  | 1223706 | 1992 | SH |  | SOLE |  | 0 | 0 | 1992 |
| Park National Corporation Common Stock | Common Stock | 700658107 |  | 295219 | 1940 | SH |  | SOLE |  | 0 | 0 | 1940 |
| State Street SPDR S 500 ETF Trust | Exchange Traded Fund | 78462F103 |  | 1284654 | 1884 | SH |  | SOLE |  | 0 | 0 | 1884 |
| Avantis U.S. Equity ETF | Exchange Traded Fund | 025072885 |  | 208422 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| Home Depot Inc. (The) Common Stock | Common Stock | 437076102 |  | 634233 | 1843 | SH |  | SOLE |  | 0 | 0 | 1843 |
| Lowe's Companies Inc. Common Stock | Common Stock | 548661107 |  | 396663 | 1645 | SH |  | SOLE |  | 0 | 0 | 1645 |
| Oracle Corporation Common Stock | Common Stock | 68389X105 |  | 319410 | 1639 | SH |  | SOLE |  | 0 | 0 | 1639 |
| Meta Platforms Inc. - Class A Common Stock | Class A Common Stock | 30303M102 |  | 931668 | 1411 | SH |  | SOLE |  | 0 | 0 | 1411 |
| Tesla Inc. - Common Stock | Common Stock | 88160R101 |  | 615193 | 1368 | SH |  | SOLE |  | 0 | 0 | 1368 |
| Alphabet Inc. - Class C Capital Stock | Common Stock | 02079K107 |  | 412046 | 1313 | SH |  | SOLE |  | 0 | 0 | 1313 |
| Vanguard Mega Cap Growth ETF | Exchange Traded Fund | 921910816 |  | 513845 | 1245 | SH |  | SOLE |  | 0 | 0 | 1245 |
| Vanguard Information Tech ETF | Exchange Traded Fund | 92204A702 |  | 925996 | 1228 | SH |  | SOLE |  | 0 | 0 | 1228 |
| iShares Core S 500 ETF | Exchange Traded Fund | 464287200 |  | 829675 | 1211 | SH |  | SOLE |  | 0 | 0 | 1211 |
| Palantir Technologies Inc. - Class A Common Stock | Class A Common Stock | 69608A108 |  | 214873 | 1209 | SH |  | SOLE |  | 0 | 0 | 1209 |
| International Business Machines Corporation Common Stock | Common Stock | 459200101 |  | 318830 | 1076 | SH |  | SOLE |  | 0 | 0 | 1076 |
| Advanced Micro Devices Inc. - Common Stock | Common Stock | 007903107 |  | 220787 | 1031 | SH |  | SOLE |  | 0 | 0 | 1031 |
| GE Vernova Inc. Common Stock | Common Stock | 36828A101 |  | 670292 | 1026 | SH |  | SOLE |  | 0 | 0 | 1026 |
| UnitedHealth Group Incorporated Common Stock (DE) | Common Stock | 91324P102 |  | 299126 | 906 | SH |  | SOLE |  | 0 | 0 | 906 |
| American Express Company Common Stock | Common Stock | 025816109 |  | 326987 | 884 | SH |  | SOLE |  | 0 | 0 | 884 |
| FedEx Corporation Common Stock | Common Stock | 31428X106 |  | 207876 | 720 | SH |  | SOLE |  | 0 | 0 | 720 |
| McDonald's Corporation Common Stock | Common Stock | 580135101 |  | 219673 | 719 | SH |  | SOLE |  | 0 | 0 | 719 |
| SPDR Gold Shares | Exchange Traded Fund | 78463V107 |  | 276189 | 697 | SH |  | SOLE |  | 0 | 0 | 697 |
| Eli Lilly and Company Common Stock | Common Stock | 532457108 |  | 690766 | 643 | SH |  | SOLE |  | 0 | 0 | 643 |
| Visa Inc. | Common Stock | 92826C839 |  | 217472 | 620 | SH |  | SOLE |  | 0 | 0 | 620 |
| iShares Russell 3000 Fund | Exchange Traded Fund | 464287689 |  | 202725 | 524 | SH |  | SOLE |  | 0 | 0 | 524 |
| Caterpillar Inc. Common Stock | Common Stock | 149123101 |  | 288215 | 503 | SH |  | SOLE |  | 0 | 0 | 503 |

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