Peak Planning Group, LLC

Q4 2024 13F-HR Holdings

Location
Centennial, CO
Holdings as of
12/31/2024
Date filed
5/26/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$239,992
Net value change ($000)
—
New positions
116
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/26/2026 Next filing: 5/26/2026 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
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 27,297 —
AAPL 24,271 —
QQQ 22,876 —
BRK-B 17,486 —
MSFT 12,242 —
AMZN 7,867 —
NVDA 7,100 —
SDVY 6,193 —
RDVY 5,979 —
FPF 5,418 —
Top Reduces (Value $000, Stocks/ETFs)
—
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