Peak Planning Group, LLC

Q1 2026 13F-HR Holdings

Location
Centennial, CO
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$360,811
Net value change ($000)
+4,150 (1.2%)
New positions
3
Sold out positions
3
Turnover %
0.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
PULS 5,890 25.3%
DIVO 3,769 270.8%
XMMO 2,230 18.0%
AMAT 2,193 33.8%
FRDM 1,873 62.3%
RDVY 1,462 11.2%
KLAC 859 21.2%
SMH 841 28.0%
USHY 791 38.5%
MPC 658 50.4%
Top Reduces (Value $000, Stocks/ETFs)
ACIO -4,016 -88.0%
MSFT -3,201 -23.7%
AAPL -2,624 -11.1%
BRK-B -1,045 -4.0%
AMZN -978 -11.5%
PLTR -678 -23.2%
EAD -657 -8.1%
JPM -618 -9.8%
NVDA -510 -4.7%
RSP -488 -18.6%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type