Peak Planning Group, LLC
All 13F Filings
- Location
- Centennial, CO
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 443,130
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 128 | 443,130 | 13F-HR | Peak Planning Group, LLC |
| Q1 2026 | 4/22/2026 | 120 | 360,811 | 13F-HR | Peak Planning Group, LLC |
| Q4 2025 | 2/13/2026 | 120 | 356,661 | 13F-HR | Peak Planning Group, LLC |
| Q3 2025 | 5/26/2026 | 94 | 191,964 | 13F-HR | Peak Planning Group, LLC |
| Q2 2025 | 6/24/2026 | 90 | 156,309 | 13F-HR | Peak Planning Group, LLC |
| Q1 2025 | 6/24/2026 | 122 | 237,783 | 13F-HR | Peak Planning Group, LLC |
| Q4 2024 | 5/26/2026 | 116 | 239,992 | 13F-HR | Peak Planning Group, LLC |
| Q3 2024 | 6/24/2026 | 108 | 228,101 | 13F-HR | Peak Planning Group, LLC |
| Q2 2024 | 5/26/2026 | 105 | 203,439 | 13F-HR | Peak Planning Group, LLC |
| Q1 2024 | 5/26/2026 | 76 | 159,584 | 13F-HR | Peak Planning Group, LLC |
| Q4 2023 | 5/26/2026 | 70 | 139,015 | 13F-HR | Peak Planning Group, LLC |
| Q3 2023 | 5/26/2026 | 73 | 127,716 | 13F-HR | Peak Planning Group, LLC |
| Q2 2023 | 5/26/2026 | 77 | 134,588 | 13F-HR | Peak Planning Group, LLC |
| Q1 2023 | 5/26/2026 | 77 | 123,244 | 13F-HR | Peak Planning Group, LLC |
| Q4 2022 | 5/26/2026 | 80 | 113,654 | 13F-HR | Peak Planning Group, LLC |
| Q3 2022 | 5/26/2026 | 77 | 108,042 | 13F-HR | Peak Planning Group, LLC |
| Q2 2022 | 5/26/2026 | 78 | 119,039 | 13F-HR | Peak Planning Group, LLC |
| Q4 2021 | 5/26/2026 | 83 | 135,420 | 13F-HR | Peak Planning Group, LLC |
| Q3 2021 | 5/26/2026 | 77 | 116,199 | 13F-HR | Peak Planning Group, LLC |
| Q1 2021 | 6/22/2026 | 75 | 102,509 | 13F-HR | Peak Planning Group, LLC |
| Q4 2020 | 6/3/2026 | 61 | 88,032 | 13F-HR | Peak Planning Group, LLC |
| Q3 2020 | 5/29/2026 | 49 | 71,471 | 13F-HR | Peak Planning Group, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 205.8 K | 46.5% | 36.72 K | 0 | 36.72 K |
| ETFs | 236.7 K | 53.5% | 45.49 K | 0 | 45.49 K |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
443,130
Holdings
128
QoQ value change ($000)
82,319
(22.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.