Peak Planning Group, LLC

Q3 2026 13F-HR Holdings

Location
Centennial, CO
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
126
Total value ($000)
$459,110
Net value change ($000)
+15,980 (3.6%)
New positions
6
Sold out positions
8
Turnover %
1.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
PULS 9,118 24.6%
DIVO 3,701 53.0%
MSFT 3,586 35.1%
AAPL 3,208 13.6%
IVV 3,193 6.3%
QQQ 1,866 3.6%
BRK-B 1,651 6.1%
NVDA 1,541 12.7%
MPC 1,256 59.5%
XOM 766 NEW
Top Reduces (Value $000, Stocks/ETFs)
AMAT -5,148 -27.9%
KLAC -3,781 -37.5%
XOM -1,657 -100.0%
XMMO -1,288 -6.9%
EAD -950 -13.4%
FPF -912 -12.5%
EVTR -518 -16.4%
INTC -394 -13.6%
RSP -393 -18.4%
IJR -278 -21.7%
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