Peak Planning Group, LLC

CENTENNIAL, CO · CIK 2097384 · 13F filing filed 2026-08-12

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyEnglewood, CO

$443.1m reported value +22.8% vs Q1 2026

128positions

60.2%in top 10

11 new 56 added 45 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	69,787	$51.4m11.60%	11.60%	Added +2.6k	+2,629 3.9%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	67,160	$50.3m11.35%	11.35%	Added +2.9k	+2,945 4.6%
3	PGIM ETF TR PGIM ULTRA SH BD PULS	PULS	749,150	$37.1m8.38%	8.38%	Added +159.9k	+159,912 27.1%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	53,838	$26.9m6.08%	6.08%	Added +971	+971 1.8%
5	APPLE INC COM AAPL	AAPL	81,639	$23.6m5.33%	5.33%	Reduced -1.5k	-1,463 -1.8%
6	INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM XMMO	XMMO	109,569	$18.6m4.21%	4.21%	Added +8.6k	+8,585 8.5%
7	APPLIED MATLS INC COM AMAT	AMAT	25,499	$18.4m4.16%	4.16%	Added +131	+131 0.5%
8	FIRST TR EXCHANGE TRADED FD RISNG DIVD ACHIV RDVY	RDVY	223,203	$18.1m4.08%	4.08%	Added +9.9k	+9,919 4.7%
9	NVIDIA CORPORATION COM NVDA	NVDA	60,440	$12.1m2.73%	2.73%	Added +773	+773 1.3%
10	MICROSOFT CORP COM MSFT	MSFT	27,395	$10.2m2.31%	2.31%	Reduced -446	-446 -1.6%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	28,629	$10.1m2.28%	2.28%	Added +332	+332 1.2%
12	KLA CORP COM NEW KLAC	KLAC	33,422	$10.1m2.28%	2.28%	Added +12	+12 0.0%
13	AMAZON COM INC COM AMZN	AMZN	36,563	$8.7m1.97%	1.97%	Added +302	+302 0.8%
14	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	102,201	$7.5m1.68%	1.68%	Added +12.9k	+12,904 14.4%
15	VANECK ETF TRUST SEMICONDUCTR ETF SMH	SMH	11,138	$7.3m1.65%	1.65%	Added +1.1k	+1,101 11.0%
16	FIRST TR INTER DURATN PFD & COM FPF	FPF	400,589	$7.3m1.64%	1.64%	Added +2.8k	+2,796 0.7%
17	ALLSPRING INCOME OPPORTUNIT INC OPPTY FD XEADX	XEADX	1,090,407	$7.1m1.60%	1.60%	Reduced -52.4k	-52,359 -4.6%
18	AMPLIFY ETF TR CWP ENHANCED DIV DIVO	DIVO	152,710	$7.0m1.57%	1.57%	Added +37.6k	+37,642 32.7%
19	ALPHABET INC CAP STK CL A GOOGL	GOOGL	19,156	$6.8m1.54%	1.54%	Added +164	+164 0.9%
20	JPMORGAN CHASE & CO COM JPM	JPM	19,098	$6.3m1.41%	1.41%	Reduced -231	-231 -1.2%
21	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	7,729	$5.8m1.30%	1.30%	Added +235	+235 3.1%
22	MORGAN STANLEY ETF TRUST EATON VANCE TOTA EVTR	EVTR	62,279	$3.2m0.71%	0.71%	Reduced -25	-25 -0.0%
23	ISHARES TR BROAD USD HIGH USHY	USHY	83,765	$3.1m0.70%	0.70%	Added +6.5k	+6,517 8.4%
24	INTEL CORP COM INTC	INTC	20,759	$2.9m0.65%	0.65%	Reduced -1.6k	-1,570 -7.0%
25	BROADCOM INC COM AVGO	AVGO	7,665	$2.9m0.65%	0.65%	Added +376	+376 5.2%
26	SPDR GOLD TR GOLD SHS GLD	GLD	7,438	$2.7m0.62%	0.62%	Reduced -237	-237 -3.1%
27	EATON CORP PLC SHS ETN	ETN	5,913	$2.5m0.57%	0.57%	Added +87	+87 1.5%
28	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,251	$2.5m0.56%	0.56%	Added +270	+270 6.8%
29	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	3,353	$2.3m0.52%	0.52%	Reduced -187	-187 -5.3%
30	VISA INC COM CL A V	V	6,410	$2.2m0.50%	0.50%	Added +97	+97 1.5%
31	AMERICAN CENTY ETF TR MID CAP GRW IMP ACMG	ACMG	31,538	$2.2m0.49%	0.49%	Added +1.8k	+1,784 6.0%
32	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	10,020	$2.1m0.48%	0.48%	Reduced -1.1k	-1,117 -10.0%
33	MARATHON PETE CORP COM MPC	MPC	8,252	$2.1m0.48%	0.48%	Added +210	+210 2.6%
34	FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX FXO	FXO	33,121	$2.1m0.47%	0.47%	Reduced -65	-65 -0.2%
35	WALMART INC COM WMT	WMT	17,928	$2.0m0.46%	0.46%	Reduced -1	-1 -0.0%
36	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	4,142	$2.0m0.45%	0.45%	Added +20	+20 0.5%
37	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	15,149	$1.9m0.43%	0.43%	Added +252	+252 1.7%
38	AMERICAN CENTY ETF TR QUALITY DIVRSFED QINT	QINT	25,968	$1.8m0.41%	0.41%	Added +3.0k	+2,962 12.9%
39	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	8,937	$1.7m0.38%	0.38%	Added +352	+352 4.1%
40	EXXON MOBIL CORP COM XOM	XOM	12,123	$1.7m0.37%	0.37%	Reduced -672	-672 -5.2%
41	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	13,371	$1.6m0.35%	0.35%	Reduced -2.0k	-1,958 -12.8%
42	ISHARES TR CORE MSCI EAFE IEFA	IEFA	16,131	$1.6m0.35%	0.35%	Reduced -173	-173 -1.1%
43	ELI LILLY & CO COM LLY	LLY	1,286	$1.5m0.35%	0.35%	Added +4	+4 0.3%
44	MICRON TECHNOLOGY INC COM MU	MU	1,291	$1.5m0.34%	0.34%	New
45	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	29,761	$1.4m0.32%	0.32%	Reduced -200	-200 -0.7%
46	GOLDMAN SACHS GROUP INC COM GS	GS	1,342	$1.4m0.31%	0.31%	Added +3	+3 0.2%
47	ISHARES TR CORE S&P SCP ETF IJR	IJR	8,654	$1.3m0.29%	0.29%	Added +11	+11 0.1%
48	TOWNEBANK PORTSMOUTH VA COM TOWN	TOWN	33,081	$1.2m0.27%	0.27%	Reduced -286	-286 -0.9%
49	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	21,641	$1.1m0.26%	0.26%	Reduced -231	-231 -1.1%
50	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	11,875	$1.1m0.25%	0.25%	Reduced -1.4k	-1,365 -10.3%
51	CHEVRON CORP NEW COM CVX	CVX	6,241	$1.0m0.23%	0.23%	Reduced -115	-115 -1.8%
52	FIRST TR EXCHANGE TRADED FD TECH ALPHADEX FXL	FXL	4,741	$1.0m0.23%	0.23%	Unchanged
53	VANECK ETF TRUST PHARMACEUTCL ETF PPH	PPH	9,187	$1.0m0.23%	0.23%	Added +287	+287 3.2%
54	ROYAL BK CDA COM RY	RY	4,673	$967.2k0.22%	0.22%	Added +937	+937 25.1%
55	GLOBAL X FDS ARTIFICIAL ETF AIQ	AIQ	13,755	$902.5k0.20%	0.20%	Added +338	+338 2.5%
56	ABBVIE INC COM ABBV	ABBV	3,487	$877.5k0.20%	0.20%	Added +1	+1 0.0%
57	SCHWAB CHARLES CORP COM SCHW	SCHW	9,047	$834.8k0.19%	0.19%	Reduced -2.8k	-2,834 -23.9%
58	WELLTOWER INC COM WELL	WELL	3,406	$773.1k0.17%	0.17%	Reduced -134	-134 -3.8%
59	AMERICAN CENTY ETF TR AVANTIS EMGMKT AVEM	AVEM	7,918	$764.0k0.17%	0.17%	Added +818	+818 11.5%
60	TESLA INC COM TSLA	TSLA	1,814	$763.1k0.17%	0.17%	Added +14	+14 0.8%
61	SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY	MDY	1,047	$736.1k0.17%	0.17%	Reduced -50	-50 -4.6%
62	SPDR DOW JONES INDL AVERAGE UT SER 1 DIA	DIA	1,373	$717.4k0.16%	0.16%	Reduced -40	-40 -2.8%
63	TALEN ENERGY CORP COM TLN	TLN	1,866	$717.0k0.16%	0.16%	Reduced -60	-60 -3.1%
64	GOLDMAN SACHS ETF TR ACCES TREASURY GBIL	GBIL	6,707	$671.7k0.15%	0.15%	Added +8	+8 0.1%
65	FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY EMLP	EMLP	15,319	$666.4k0.15%	0.15%	Added +29	+29 0.2%
66	ISHARES TR RUS 1000 GRW ETF IWF	IWF	5,268	$654.1k0.15%	0.15%	Reduced -540	-540 -9.3%
67	RAYMOND JAMES FINL INC COM RJF	RJF	4,247	$645.6k0.15%	0.15%	Reduced -893	-893 -17.4%
68	PROCTER AND GAMBLE CO COM PG	PG	4,327	$634.6k0.14%	0.14%	Reduced -358	-358 -7.6%
69	VANGUARD INDEX FDS VALUE ETF VTV	VTV	2,880	$627.7k0.14%	0.14%	Reduced -6	-6 -0.2%
70	DIREXION SHS ETF TR NAS100 EQL WGT QQQE	QQQE	4,973	$606.8k0.14%	0.14%	Added +1	+1 0.0%
71	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	7,642	$586.1k0.13%	0.13%	Reduced -50	-50 -0.7%
72	ENTERPRISE PRODS PARTNERS L COM EPD	EPD	15,104	$555.2k0.13%	0.13%	Added +46	+46 0.3%
73	META PLATFORMS INC CL A META	META	971	$546.6k0.12%	0.12%	Reduced -111	-111 -10.3%
74	ISHARES TR SELECT DIVID ETF DVY	DVY	3,356	$524.6k0.12%	0.12%	Added +20	+20 0.6%
75	ISHARES TR MSCI INDIA ETF INDA	INDA	10,387	$513.0k0.12%	0.12%	Unchanged
76	ETF SER SOLUTIONS DEFIANCE QUANTUM QTUM	QTUM	2,957	$489.0k0.11%	0.11%	Added +580	+580 24.4%
77	WELLS FARGO CO NEW COM WFC	WFC	5,829	$481.7k0.11%	0.11%	Unchanged
78	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,660	$466.9k0.11%	0.11%	Added +433	+433 35.3%
79	CHUBB LIMITED COM CB	CB	1,368	$466.2k0.11%	0.11%	Reduced -100	-100 -6.8%
80	MORGAN STANLEY COM NEW MS	MS	2,191	$458.0k0.10%	0.10%	Added +7	+7 0.3%
81	ISHARES TR U.S. TECH ETF IYW	IYW	1,814	$457.5k0.10%	0.10%	Unchanged
82	ISHARES TR CORE S&P US GWT IUSG	IUSG	2,396	$450.7k0.10%	0.10%	Reduced -423	-423 -15.0%
83	VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX VIOO	VIOO	3,236	$445.1k0.10%	0.10%	Unchanged
84	LAM RESEARCH CORP COM NEW LRCX	LRCX	975	$422.4k0.10%	0.10%	New
85	LOWES COS INC COM LOW	LOW	1,915	$422.2k0.10%	0.10%	Unchanged
86	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	8,495	$409.3k0.09%	0.09%	Reduced -1.8k	-1,835 -17.8%
87	CISCO SYS INC COM CSCO	CSCO	3,466	$407.1k0.09%	0.09%	Reduced -30	-30 -0.9%
88	CAPITAL ONE FINL CORP COM COF	COF	1,968	$394.8k0.09%	0.09%	Added +10	+10 0.5%
89	AMERICAN CENTY ETF TR SHORT DURTN STRG SDSI	SDSI	7,449	$382.5k0.09%	0.09%	Reduced -3.0k	-3,028 -28.9%
90	DELL TECHNOLOGIES INC CL C DELL	DELL	859	$370.7k0.08%	0.08%	New
91	ISHARES TR CORE S&P MCP ETF IJH	IJH	4,777	$368.4k0.08%	0.08%	Reduced -115	-115 -2.4%
92	AMERICAN CENTY ETF TR FOCUSED LRG CAP FLV	FLV	4,493	$365.3k0.08%	0.08%	Added +20	+20 0.5%
93	MCKESSON CORP COM MCK	MCK	458	$346.0k0.08%	0.08%	Unchanged
94	CHECK POINT SOFTWARE TECH LT ORD CHKP	CHKP	2,606	$342.5k0.08%	0.08%	Unchanged
95	CATERPILLAR INC COM CAT	CAT	319	$339.7k0.08%	0.08%	Unchanged
96	JOHNSON CTLS INTL PLC SHS JCI	JCI	2,320	$339.0k0.08%	0.08%	Added +6	+6 0.3%
97	AMERICAN CENTY ETF TR US EQT ETF AVUS	AVUS	2,581	$330.5k0.07%	0.07%	New
98	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	1,928	$329.4k0.07%	0.07%	New
99	BUILDERS FIRSTSOURCE INC COM BLDR	BLDR	3,597	$321.9k0.07%	0.07%	Reduced -376	-376 -9.5%
100	FIDELITY COVINGTON TRUST ENHANCED INTL FENI	FENI	7,760	$311.4k0.07%	0.07%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
TOTALENERGIES SE TTE	TTE	2,665	$242.5k2.7k shares
MCDONALDS CORP MCD	MCD	700	$217.5k700 shares
NETFLIX INC NFLX	NFLX	2,180	$209.6k2.2k shares