Peak Planning Group, LLC

13F Portfolio Filings

Most recent 13F: Q4 2025
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
Q4 2025	120	356,661	IVV, QQQ, BRK-B, AAPL	13F-HR	2/13/2026	000195175726000428