Peak Planning Group, LLC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Centennial, CO
CIK
0002097384
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
120
360,810
IVV, QQQ, PULS, BRK-B
13F-HR
4/22/2026
000195175726000701
Q4 2025
120
356,661
IVV, QQQ, BRK-B, AAPL
13F-HR
2/13/2026
000195175726000428