Peak Planning Group, LLC

Q1 2024 13F-HR Holdings

Location
Centennial, CO
Holdings as of
3/31/2024
Date filed
5/26/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$159,584
Net value change ($000)
+20,569 (14.8%)
New positions
8
Sold out positions
2
Turnover %
2.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/26/2026 Next filing: 5/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q4 2023
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)
QQQ 2,432 23.2%
BRK-B 2,419 22.6%
IVV 2,325 15.3%
EAD 2,095 NEW
NVDA 1,701 125.6%
MSFT 1,494 15.1%
AMAT 1,435 32.9%
AMZN 953 19.5%
FPF 629 19.3%
JPM 590 21.1%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -2,033 -11.2%
TSLA -443 -38.5%
FTSM -299 -100.0%
XLE -280 -18.9%
INTC -256 -16.2%
FXH -203 -100.0%
DVN -135 -15.4%
APD -77 -25.1%
IEFA -64 -17.5%
AVEM -48 -11.9%
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