Peak Planning Group, LLC

Q4 2020 13F-HR Holdings

Location
Centennial, CO
Holdings as of
12/31/2020
Date filed
6/3/2026
Form type
13F-HR
Num holdings
61
Total value ($000)
$88,032
Net value change ($000)
+16,561 (23.2%)
New positions
12
Sold out positions
0
Turnover %
6.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/29/2026 Next filing: 5/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2020
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 3,089 64.6%
AAPL 1,873 17.7%
GOOGL 1,232 38.3%
IJR 1,083 NEW
FNY 929 NEW
IVV 857 10.1%
FTSM 770 28.5%
AMZN 713 11.8%
IEMG 501 NEW
FPF 486 25.7%
Top Reduces (Value $000, Stocks/ETFs)
SHY -1,598 -30.6%
LQD -136 -22.7%
BABA -86 -9.4%
INTC -50 -4.0%
AMGN -17 -6.9%
LOW -10 -3.2%
T -1 -0.1%
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