Peak Planning Group, LLC

Q4 2025 13F-HR Holdings

Location
Centennial, CO
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$356,661
Net value change ($000)
+164,697 (85.8%)
New positions
33
Sold out positions
7
Turnover %
17.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/26/2026 Next filing: 4/22/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IVV 19,866 91.9%
QQQ 15,946 69.5%
XMMO 12,415 NEW
PULS 11,209 92.9%
BRK-B 10,312 64.2%
EAD 8,062 NEW
FPF 7,259 NEW
AMAT 5,983 1175.4%
NVDA 5,454 99.9%
AAPL 5,034 26.9%
Top Reduces (Value $000, Stocks/ETFs)
IYK -4,549 -100.0%
SPOT -276 -100.0%
IUSV -230 -100.0%
ORCL -225 -100.0%
JEPQ -212 -100.0%
JEPI -212 -100.0%
XLE -201 -100.0%
TOWN -179 -12.2%
HD -140 -27.7%
IJH -139 -29.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type