Peak Planning Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed June 24, 2026), Peak Planning Group, LLC reported 122 stock positions worth $237.8 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.1% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 9.5%) and Invesco QQQ Trust Series 1 (QQQ, 9.3%). Compared with Q4 2024, it opened 15 new positions, sold out of 9, added to 51 and reduced 46. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +10%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- CENTENNIAL, CO
- CIK
- 0002097384
- Portfolio Value
- $237.8M (Q1 2025)
- SEC Filing
- 0001951757-26-000925 ↗ filed Jun 24, 2026
Holdings Value
Holdings 122 stocks · $237.8M
| IVV iShares Core S&P 500 ETF | 11.12% | 47,041 | $26.4M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 9.53% | 42,534 | $22.7M | Add +10.3% |
| QQQ Invesco QQQ Trust Series 1 | 9.32% | 47,210 | $22.2M | Add +5.5% |
| AAPL Apple Inc. | 8.88% | 95,110 | $21.1M | Reduce -1.9% |
| MSFT Microsoft Corp. | 4.43% | 28,043 | $10.5M | Reduce -3.4% |
| RDVY First Trust Rising Dividend | 2.98% | 121,154 | $7.1M | Add +19.8% |
| AMZN Amazon.com Inc. | 2.86% | 35,742 | $6.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 2.48% | 54,474 | $5.9M | Add +3.0% |
| FPF First TR Interm Dur & Inc. | 2.45% | 317,026 | $5.8M | Add +5.3% |
| SDVY First Trust Smid Cap Rising | 2.44% | 173,454 | $5.8M | Add +0.4% |
| XEADX Allspring Income Opport | 2.25% | 782,407 | $5.4M | Add +9.5% |
| JPM JPMorgan Chase & Co. | 1.92% | 18,652 | $4.6M | Reduce -1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.89% | 8,021 | $4.5M | Add +3.0% |
| GOOG Alphabet Inc. Class C | 1.80% | 27,393 | $4.3M | Add +11.6% |
| AMAT Applied Materials Inc. | 1.74% | 28,473 | $4.1M | Reduce -2.6% |
| RSP Invesco S&P 500 Equal Weight | 1.38% | 18,930 | $3.3M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 1.29% | 19,881 | $3.1M | Add +0.9% |
| PULS Pgim Ultra Short Bond ETF | 1.26% | 60,321 | $3.0M | New |
| EVTR Eaton Vance Total Return | 1.00% | 47,059 | $2.4M | Reduce -4.8% |
| GLD SPDR Gold Shares | 0.96% | 7,953 | $2.3M | Reduce -2.8% |
| V Visa Inc. Class A | 0.96% | 6,497 | $2.3M | Add +3.6% |
| KLAC KLA Corp. | 0.95% | 3,313 | $2.3M | Add +0.1% |
| XLE SS Energy Select Sector | 0.79% | 20,049 | $1.9M | Add +29.5% |
| XOM Exxon Mobil Corp. | 0.77% | 15,390 | $1.8M | Reduce -2.9% |
| FXO First Trust Financial Alphad | 0.74% | 33,026 | $1.8M | Add +0.4% |
| MID American Century Mid Cap Gro | 0.71% | 29,972 | $1.7M | Reduce -2.7% |
| FTCS First Trust Capital Strength | 0.70% | 18,452 | $1.7M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.69% | 3,171 | $1.6M | Add +41.1% |
| WMT Walmart Inc. | 0.64% | 17,356 | $1.5M | Reduce -0.7% |
| TOWN Towne Bank | 0.64% | 44,561 | $1.5M | No change |
| ETN Eaton Corp. PLC | 0.60% | 5,282 | $1.4M | Add +3.6% |
| DIVO Amplify CWP Enhan Divid ETF | 0.55% | 31,914 | $1.3M | Add +0.6% |
| RJF Raymond James Financial Inc. | 0.54% | 9,289 | $1.3M | Add +0.0% |
| MPC Marathon Petroleum Corp. | 0.53% | 8,654 | $1.3M | Reduce -8.6% |
| AVUV Avantis US Small Cap Value | 0.52% | 14,286 | $1.2M | Reduce -7.0% |
| CGGR Cap Group Growth Equity | 0.47% | 32,489 | $1.1M | Reduce -1.3% |
| CVX Chevron Corp. | 0.47% | 6,627 | $1.1M | Reduce -2.0% |
| PLTR Palantir Technologies Inc. Class A | 0.46% | 13,013 | $1.1M | Reduce -17.8% |
| AVGO Broadcom Inc. | 0.46% | 6,486 | $1.1M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 10,114 | $1.1M | Reduce -11.2% |
| LLY Eli Lilly & Co. | 0.44% | 1,274 | $1.1M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 0.40% | 12,152 | $951K | Add +0.2% |
| IWF iShares Russell 1000 Growth | 0.39% | 2,541 | $918K | Reduce -0.6% |
| XLK SS Technology Select Sector | 0.38% | 4,425 | $914K | Add +0.2% |
| FVD First Trust Value Line DVD | 0.37% | 19,680 | $878K | Reduce -9.9% |
| IJH iShares Core S&P Midcap ETF | 0.36% | 14,607 | $852K | Reduce -5.6% |
| INDA iShares MSCI India ETF | 0.35% | 16,217 | $835K | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.35% | 3,955 | $829K | Add +0.5% |
| AR Antero Resources Corp. | 0.34% | 20,018 | $810K | Add +25.4% |
| GBIL Goldman Sachs Access Treasur | 0.34% | 8,072 | $809K | Reduce -5.3% |
| PPH Vaneck Pharmaceutical ETF | 0.33% | 8,659 | $789K | Reduce -14.1% |
| CB Chubb Ltd. | 0.33% | 2,612 | $789K | Reduce -7.2% |
| QINT American Century QLTY Diver | 0.31% | 14,347 | $743K | Add +8.3% |
| MSI Motorola Solutions Inc. | 0.30% | 1,645 | $720K | Add +0.2% |
| GS Goldman Sachs Group Inc. | 0.30% | 1,294 | $707K | Add +16.5% |
| FXL First Trust Technology Alpha | 0.29% | 5,292 | $700K | Reduce -2.4% |
| EMLP First Trust North American E | 0.29% | 18,598 | $697K | Add +0.3% |
| MDY State Street SPDR S&P Midcap | 0.29% | 1,291 | $689K | Reduce -3.7% |
| TSLA Tesla Inc. | 0.28% | 2,606 | $675K | Reduce -22.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.27% | 1,534 | $644K | Reduce -34.8% |
| IUSG iShares Core S&P U.S. Growth | 0.26% | 4,869 | $619K | Reduce -10.5% |
| SMH Vaneck Semiconductor ETF | 0.26% | 2,893 | $612K | New |
| CHKP Check Point Software Tech | 0.25% | 2,636 | $601K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 7,808 | $591K | Add +0.1% |
| HD Home Depot Inc. | 0.25% | 1,600 | $586K | Reduce -27.3% |
| INTC Intel Corp. | 0.24% | 25,018 | $568K | Reduce -6.4% |
| WELL Welltower Inc. | 0.23% | 3,542 | $543K | Add +0.2% |
| EPD Enterprise Products Partners | 0.21% | 14,861 | $507K | Add +1.0% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.21% | 5,692 | $496K | Reduce -0.4% |
| LOW Lowe's Cos Inc. | 0.19% | 1,915 | $447K | Add +0.3% |
| DVY iShares Select Dividend ETF | 0.19% | 3,322 | $446K | Add +0.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.18% | 2,645 | $439K | Reduce -0.7% |
| BLDR Builders Firstsource Inc. | 0.18% | 3,500 | $437K | No change |
| MCK McKesson Corp. | 0.18% | 637 | $429K | Add +0.8% |
| RY Royal Bank of Canada | 0.18% | 3,799 | $428K | No change |
| USHY iShares Broad Usd High Yield | 0.18% | 11,562 | $426K | Add +19.1% |
| MRK Merck & Co. Inc. | 0.18% | 4,646 | $417K | Reduce -55.4% |
| WFC Wells Fargo & Co. | 0.17% | 5,744 | $412K | Add +3.6% |
| EPI Wisdomtree India Earnings | 0.15% | 8,360 | $365K | Reduce -58.1% |
| SPGI S&P Global Inc. | 0.15% | 701 | $356K | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.15% | 666 | $349K | Add +7.8% |
| FLV American Century Focused Lar | 0.15% | 4,975 | $348K | Reduce -1.1% |
| IBIT iShares Bitcoin Trust ETF | 0.14% | 7,321 | $343K | Add +9.0% |
| FV First Trust DW Focus 5 Fund | 0.14% | 6,239 | $342K | Add +0.0% |
| KKR KKR & Co. Inc. | 0.14% | 2,878 | $333K | Add +23.8% |
| META Meta Platforms Inc. Class A | 0.14% | 576 | $332K | Add +58.2% |
| AMD Advanced Micro Devices | 0.14% | 3,222 | $331K | Reduce -25.3% |
| DFS Discover Financial Services | 0.14% | 1,901 | $325K | No change |
| IWM iShares Russell 2000 ETF | 0.14% | 1,624 | $324K | Add +0.1% |
| JNJ Johnson & Johnson | 0.14% | 1,940 | $322K | Reduce -19.5% |
| TLN Talen Energy Corp. | 0.13% | 1,607 | $321K | New |
| PG The Procter & Gamble Co. | 0.13% | 1,846 | $315K | Add +18.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.13% | 5,987 | $314K | Add +10.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.13% | 3,236 | $312K | No change |
| AVEM Avantis Emerging Markets Eq | 0.13% | 5,169 | $311K | Reduce -2.5% |
| NXST Nexstar Media Group Inc. | 0.12% | 1,612 | $289K | Reduce -9.0% |
| COST Costco Wholesale Corp. | 0.12% | 294 | $278K | Add +2.4% |
| DUK Duke Energy Corp. | 0.11% | 2,235 | $273K | Add +9.4% |
| AGG iShares Core U.S. Aggregate | 0.11% | 2,732 | $270K | Reduce -9.1% |
| CME Cme Group Inc. | 0.11% | 988 | $262K | New |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -1.9% | 8.88% | −1.23 |
| MSFT Microsoft Corp. | Reduce -3.4% | 4.43% | −0.67 |
| AMZN Amazon.com Inc. | Reduce -0.3% | 2.86% | −0.42 |
| TSLA Tesla Inc. | Reduce -22.4% | 0.28% | −0.28 |
| MRK Merck & Co. Inc. | Reduce -55.4% | 0.18% | −0.26 |
| AMAT Applied Materials Inc. | Reduce -2.6% | 1.74% | −0.24 |
| EPI Wisdomtree India Earnings | Reduce -58.1% | 0.15% | −0.22 |
| MMIN Nylim Mackay Muni Insured Et | Sold out | 0.00% | −0.17 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.46% | −0.17 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -34.8% | 0.27% | −0.15 |
| CMRX Chimerix Inc. | Sold out | 0.00% | −0.14 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.14 |
| ANET Arista Networks Inc. | Sold out | 0.00% | −0.14 |
| HD Home Depot Inc. | Reduce -27.3% | 0.25% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -11.2% | 0.44% | −0.10 |
| FTXL First Trust Nasdaq Semicondu | Sold out | 0.00% | −0.10 |
| DON Wisdomtree US Midcap Dividen | Sold out | 0.00% | −0.09 |
| AVUV Avantis US Small Cap Value | Reduce -7.0% | 0.52% | −0.09 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.08 |
| AMD Advanced Micro Devices | Reduce -25.3% | 0.14% | −0.08 |
| MID American Century Mid Cap Gro | Reduce -2.7% | 0.71% | −0.06 |
| IUSG iShares Core S&P U.S. Growth | Reduce -10.5% | 0.26% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -5.6% | 0.36% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -0.6% | 0.39% | −0.04 |
| CGGR Cap Group Growth Equity | Reduce -1.3% | 0.47% | −0.04 |
| FXL First Trust Technology Alpha | Reduce -2.4% | 0.29% | −0.04 |
| GSAT Globalstar Inc. | Sold out | 0.00% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -2.5% | 1.38% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -17.8% | 0.46% | −0.04 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -0.7% | 0.18% | −0.03 |
| WOLF Wolfspeed Inc. | Sold out | 0.00% | −0.03 |
| PPH Vaneck Pharmaceutical ETF | Reduce -14.1% | 0.33% | −0.03 |
| MDY State Street SPDR S&P Midcap | Reduce -3.7% | 0.29% | −0.03 |
| FVD First Trust Value Line DVD | Reduce -9.9% | 0.37% | −0.03 |
| EVTR Eaton Vance Total Return | Reduce -4.8% | 1.00% | −0.02 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -17.7% | 0.10% | −0.02 |
| MPC Marathon Petroleum Corp. | Reduce -8.6% | 0.53% | −0.02 |
| WMT Walmart Inc. | Reduce -0.7% | 0.64% | −0.02 |
| GBIL Goldman Sachs Access Treasur | Reduce -5.3% | 0.34% | −0.01 |
| JNJ Johnson & Johnson | Reduce -19.5% | 0.14% | −0.01 |
| AGG iShares Core U.S. Aggregate | Reduce -9.1% | 0.11% | −0.01 |
| INDA iShares MSCI India ETF | Reduce -0.5% | 0.35% | −0.01 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Reduce -0.4% | 0.21% | −0.01 |
| AVEM Avantis Emerging Markets Eq | Reduce -2.5% | 0.13% | +0.00 |
| SPGI S&P Global Inc. | Reduce -0.7% | 0.15% | +0.00 |
| NXST Nexstar Media Group Inc. | Reduce -9.0% | 0.12% | +0.00 |
| COP Conocophillips | Reduce -0.7% | 0.11% | +0.01 |
| FLV American Century Focused Lar | Reduce -1.1% | 0.15% | +0.01 |
| CB Chubb Ltd. | Reduce -7.2% | 0.33% | +0.01 |
| INTC Intel Corp. | Reduce -6.4% | 0.24% | +0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.3% | 9.53% | +2.24 |
| PULS Pgim Ultra Short Bond ETF | New | 1.26% | +1.26 |
| RDVY First Trust Rising Dividend | Add +19.8% | 2.98% | +0.49 |
| SMH Vaneck Semiconductor ETF | New | 0.26% | +0.26 |
| XLE SS Energy Select Sector | Add +29.5% | 0.79% | +0.24 |
| XEADX Allspring Income Opport | Add +9.5% | 2.25% | +0.20 |
| FPF First TR Interm Dur & Inc. | Add +5.3% | 2.45% | +0.19 |
| VOO Vanguard S&P 500 ETF | Add +41.1% | 0.69% | +0.18 |
| TLN Talen Energy Corp. | New | 0.13% | +0.13 |
| V Visa Inc. Class A | Add +3.6% | 0.96% | +0.13 |
| CME Cme Group Inc. | New | 0.11% | +0.11 |
| AR Antero Resources Corp. | Add +25.4% | 0.34% | +0.11 |
| JEPI JPMorgan Equity Premium Inco | New | 0.10% | +0.10 |
| IBM Intl Business Machines Corp. | New | 0.09% | +0.09 |
| GILD Gilead Sciences Inc. | New | 0.09% | +0.09 |
| IYW iShares Ustechnology ETF | New | 0.09% | +0.09 |
| MCD McDonald's Corp. | New | 0.09% | +0.09 |
| MMM 3M Co. | New | 0.09% | +0.09 |
| ECL Ecolab Inc. | New | 0.09% | +0.09 |
| IGLB iShares 10+ Year Inv GR Corp. | New | 0.08% | +0.08 |
| JCI Johnson Controls Internation | New | 0.08% | +0.08 |
| KLAC KLA Corp. | Add +0.1% | 0.95% | +0.08 |
| ABBV Abbvie Inc. | Add +0.5% | 0.35% | +0.06 |
| META Meta Platforms Inc. Class A | Add +58.2% | 0.14% | +0.05 |
| QINT American Century QLTY Diver | Add +8.3% | 0.31% | +0.05 |
| WELL Welltower Inc. | Add +0.2% | 0.23% | +0.04 |
| LLY Eli Lilly & Co. | Add +2.3% | 0.44% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +16.5% | 0.30% | +0.03 |
| MCK McKesson Corp. | Add +0.8% | 0.18% | +0.03 |
| USHY iShares Broad Usd High Yield | Add +19.1% | 0.18% | +0.03 |
| SCHW Schwab (charles) Corp. | Add +0.2% | 0.40% | +0.03 |
| PG The Procter & Gamble Co. | Add +18.5% | 0.13% | +0.02 |
| DUK Duke Energy Corp. | Add +9.4% | 0.11% | +0.02 |
| EPD Enterprise Products Partners | Add +1.0% | 0.21% | +0.02 |
| FTCS First Trust Capital Strength | Add +0.1% | 0.70% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 0.25% | +0.02 |
| EMLP First Trust North American E | Add +0.3% | 0.29% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +7.8% | 0.15% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.5% | 0.13% | +0.02 |
| DIVO Amplify CWP Enhan Divid ETF | Add +0.6% | 0.55% | +0.01 |
| WFC Wells Fargo & Co. | Add +3.6% | 0.17% | +0.01 |
| RR Richtech Robotics Inc. Class B | New | 0.01% | +0.01 |
| COST Costco Wholesale Corp. | Add +2.4% | 0.12% | +0.01 |
| DVY iShares Select Dividend ETF | Add +0.7% | 0.19% | +0.01 |
| BDJ BlackRock Enhanced Eqty DVD | Add +1.8% | 0.11% | +0.01 |
| ET Energy Transfer LP | Add +11.7% | 0.10% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.3% | 0.10% | +0.01 |
| OCGN Ocugen Inc. | New | 0.00% | +0.00 |
| KKR KKR & Co. Inc. | Add +23.8% | 0.14% | −0.00 |
| IBIT iShares Bitcoin Trust ETF | Add +9.0% | 0.14% | −0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 128 | $443.1M | QQQ, IVV, PULS, BRK.B, AAPL |
| Q1 2026 | 120 | $360.8M | IVV, QQQ, PULS, BRK.B, AAPL |
| Q4 2025 | 120 | $356.7M | IVV, QQQ, BRK.B, AAPL, PULS |
| Q3 2025 | 94 | $192.0M | QQQ, IVV, AAPL, BRK.B, PULS |
| Q2 2025 | 90 | $156.3M | QQQ, IVV, AAPL, BRK.B, MSFT |
| Q1 2025 | 122 | $237.8M | IVV, BRK.B, QQQ, AAPL, MSFT |
| Q4 2024 | 116 | $240.0M | IVV, AAPL, QQQ, BRK.B, MSFT |
| Q3 2024 | 108 | $228.1M | IVV, AAPL, QQQ, BRK.B, MSFT |
| Q2 2024 | 105 | $203.4M | IVV, AAPL, QQQ, BRK.B, MSFT |
| Q1 2024 | 76 | $159.6M | IVV, AAPL, BRK.B, QQQ, MSFT |