Peak Planning Group, LLC

Q2 2025 13F-HR Holdings

Location
Centennial, CO
Holdings as of
6/30/2025
Date filed
6/24/2026
Form type
13F-HR
Num holdings
90
Total value ($000)
$156,309
Net value change ($000)
-81,474 (-34.3%)
New positions
10
Sold out positions
42
Turnover %
31.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 6/24/2026 Next filing: 5/26/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 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)
IYK 4,370 NEW
PULS 2,422 80.7%
SMH 645 105.4%
PG 485 154.0%
ACIO 455 NEW
AVGO 391 36.0%
VOO 309 19.0%
GSLC 263 NEW
EFV 255 NEW
TFC 246 NEW
Top Reduces (Value $000, Stocks/ETFs)
IVV -9,870 -37.3%
BRK-B -8,536 -37.7%
FPF -5,830 -100.0%
AAPL -5,821 -27.6%
SDVY -5,811 -100.0%
EAD -5,352 -100.0%
QQQ -4,630 -20.9%
AMAT -3,552 -86.0%
SPY -2,535 -56.5%
EVTR -2,383 -100.0%
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