Peak Retirement Planning »

Toast shares owned by Peak Retirement Planning

Quarter-by-quarter ownership of Toast (TOST) shares owned by Peak Retirement Planning from 13F filings

Historical chart of Peak Retirement Planning investment in Toast

Tip: Access up to 7 years of quarterly data

All positions including Toast held by Peak Retirement Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Toast by Peak Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.0M 114k 26.51

More positions owned by Peak Retirement Planning

iShares 0-3 Month Treasury Bond Exchange Traded Fund (SGOV)
Vanguard FTSE Developed Markets Exchange Traded Fund (VEA)
Vanguard FTSE Emerging Markets Exchange Traded Fund (VWO)
SPDR Gold MiniShares Exchange Traded Fund (TIPX)
State Street Energy Select Sector SPDR Exchange Traded Fund (XLE)
State Street Materials Select Sector SPDR Exchange Traded Fund (XLB)
State Street Communication Services Select Sector SPDR Exchange Traded Fund (XLC)
State Street Consumer Staples Select Sector SPDR Exchange Traded Fund (XLP)
State Street Health Care Select Sector SPDR Exchange Traded Fund (XLV)
Invesco QQQ Exchange Traded Fund (QQQ)
Vanguard Small-Cap Value Exchange Traded Fund (VBR)
Vanguard Small-Cap Growth Exchange Traded Fund (VBK)
Vanguard Value Exchange Traded Fund (VTV)
Vanguard Mid-Cap Value Exchange Traded Fund (VOE)
Vanguard Small-Cap Exchange Traded Fund (VB)

View all positions for Peak Retirement Planning

Top funds holding Toast

Vanguard Group
Capital Research and Management Company - Division 3
FMR
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Alliancebernstein
ValueAct Holdings
Morgan Stanley
Jane Street
State Street Corporation
XN
Geode Capital Management
Principal Financial Group
T. Rowe Price Investment Management

View all funds holding Toast