13F Filings History of Peak Planning Group, LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Value $
$356,661,016
Signature - Title
Louis Patierno - Chief Compliance Officer
Location
Centennial, CO
Summary
This page shows a list of all the recent 13F filings made by Peak Planning Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Peak Planning Group, LLC reported 120 stock holdings with total value $356,661,016 as of Q4 2025. Top holdings included IVV, QQQ, BRKB, AAPL, and PULS.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 120 $356,661,016 $0 $0 $0 IVV, QQQ, BRKB, AAPL, PULS 13F-HR 13 Feb 2026, 08:46