Peak Planning Group, LLC

Q2 2024 13F-HR Holdings

Location
Centennial, CO
Holdings as of
6/30/2024
Date filed
5/26/2026
Form type
13F-HR
Num holdings
105
Total value ($000)
$203,439
Net value change ($000)
+43,855 (27.5%)
New positions
31
Sold out positions
2
Turnover %
8.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/26/2026 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2024
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)
AAPL 4,731 29.4%
IVV 3,518 20.1%
QQQ 3,464 26.8%
NVDA 2,518 82.4%
EAD 1,670 79.7%
MSFT 1,512 13.3%
RJF 1,431 NEW
FTCS 1,275 420.8%
CGGR 1,272 NEW
TOWN 1,238 NEW
Top Reduces (Value $000, Stocks/ETFs)
GOOGL -587 -12.7%
FVD -484 -14.6%
DKNG -458 -100.0%
INTC -419 -31.6%
DIA -219 -14.4%
ACN -214 -100.0%
HD -195 -16.4%
NXST -134 -28.0%
AMD -131 -11.4%
MPC -118 -6.2%
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