# EDGAR Filing Document

**Accession Number:** 0002097384
**File Stem:** 0001951757-26-000428
**Filing Date:** 2026-2
**Character Count:** 15604
**Document Hash:** 7307a529c7965aa957cbd8b1490424b5
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000428.hdr.sgml**: 20260213

**ACCESSION NUMBER**: 0001951757-26-000428

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260213

**DATE AS OF CHANGE**: 20260213

**EFFECTIVENESS DATE**: 20260213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Peak Planning Group, LLC
- **CENTRAL INDEX KEY:** 0002097384

**ORGANIZATION NAME:**
- **EIN:** 710867089
- **STATE OF INCORPORATION:** CO
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26310
- **FILM NUMBER:** 26629102

**BUSINESS ADDRESS:**
- **STREET 1:** 5975 SOUTH QUEBEC STREET
- **STREET 2:** SUITE 310
- **CITY:** CENTENNIAL
- **STATE:** CO
- **ZIP:** 80111
- **BUSINESS PHONE:** 303-991-0056

**MAIL ADDRESS:**
- **STREET 1:** 5975 SOUTH QUEBEC STREET
- **STREET 2:** SUITE 310
- **CITY:** CENTENNIAL
- **STATE:** CO
- **ZIP:** 80111

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Peak Planning Group LLC<br>**Address:** 5975 SOUTH QUEBEC STREET<br>SUITE 310<br>CENTENNIAL, CO 80111

**Form 13F File Number:** 028-26310

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Louis Patierno<br>**Title:** Chief Compliance Officer<br>**Phone:** 303-991-0056

**Signature, Place, and Date of Signing:**

Louis Patierno  Centennial, CO  02-13-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 120

**Form 13F Information Table Value Total:** $356661016

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 837407 | 3665 | SH |  | SOLE |  | 0 | 0 | 3665 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 819156 | 3787 | SH |  | SOLE |  | 0 | 0 | 3787 |
| EA SERIES TRUST | FREEDOM 100 EM | 02072L607 |  | 3007393 | 58658 | SH |  | SOLE |  | 0 | 0 | 58658 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 8224902 | 26211 | SH |  | SOLE |  | 0 | 0 | 26211 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 5901851 | 18856 | SH |  | SOLE |  | 0 | 0 | 18856 |
| AMAZON COM INC | COM | 023135106 |  | 8530184 | 36956 | SH |  | SOLE |  | 0 | 0 | 36956 |
| AMERICAN CENTY ETF TR | SHORT DURTN STRG | 025072257 |  | 536252 | 10397 | SH |  | SOLE |  | 0 | 0 | 10397 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 |  | 1250893 | 19481 | SH |  | SOLE |  | 0 | 0 | 19481 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 479644 | 6228 | SH |  | SOLE |  | 0 | 0 | 6228 |
| AMERICAN CENTY ETF TR | MID CAP GRW IMP | 025072760 |  | 1889066 | 28991 | SH |  | SOLE |  | 0 | 0 | 28991 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 |  | 342292 | 4518 | SH |  | SOLE |  | 0 | 0 | 4518 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1478572 | 14499 | SH |  | SOLE |  | 0 | 0 | 14499 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 1392404 | 31290 | SH |  | SOLE |  | 0 | 0 | 31290 |
| ANTERO RESOURCES CORP | COM | 03674X106 |  | 254694 | 7391 | SH |  | SOLE |  | 0 | 0 | 7391 |
| APPLE INC | COM | 037833100 |  | 23714494 | 87231 | SH |  | SOLE |  | 0 | 0 | 87231 |
| APPLIED MATLS INC | COM | 038222105 |  | 6492294 | 25263 | SH |  | SOLE |  | 0 | 0 | 25263 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 26378918 | 52480 | SH |  | SOLE |  | 0 | 0 | 52480 |
| BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 |  | 269231 | 28400 | SH |  | SOLE |  | 0 | 0 | 28400 |
| BROADCOM INC | COM | 11135F101 |  | 2540360 | 7340 | SH |  | SOLE |  | 0 | 0 | 7340 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 408782 | 3973 | SH |  | SOLE |  | 0 | 0 | 3973 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 1335790 | 30038 | SH |  | SOLE |  | 0 | 0 | 30038 |
| CAPITAL ONE FINL CORP | COM | 14040H105 |  | 472117 | 1948 | SH |  | SOLE |  | 0 | 0 | 1948 |
| CHEVRON CORP NEW | COM | 166764100 |  | 911656 | 5982 | SH |  | SOLE |  | 0 | 0 | 5982 |
| CISCO SYS INC | COM | 17275R102 |  | 268772 | 3489 | SH |  | SOLE |  | 0 | 0 | 3489 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 264426 | 307 | SH |  | SOLE |  | 0 | 0 | 307 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 |  | 527004 | 5151 | SH |  | SOLE |  | 0 | 0 | 5151 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 277764 | 2370 | SH |  | SOLE |  | 0 | 0 | 2370 |
| ETF SER SOLUTIONS | APTUS COLLRD INV | 26922A222 |  | 4565428 | 104472 | SH |  | SOLE |  | 0 | 0 | 104472 |
| ETF SER SOLUTIONS | DEFIANCE QUANTUM | 26922A420 |  | 255817 | 2333 | SH |  | SOLE |  | 0 | 0 | 2333 |
| ECOLAB INC | COM | 278865100 |  | 210111 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 482057 | 15036 | SH |  | SOLE |  | 0 | 0 | 15036 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1533505 | 12743 | SH |  | SOLE |  | 0 | 0 | 12743 |
| META PLATFORMS INC | CL A | 30303M102 |  | 764064 | 1158 | SH |  | SOLE |  | 0 | 0 | 1158 |
| FIRST TR INTER DURATN PFD | COM | 33718W103 |  | 7259219 | 389443 | SH |  | SOLE |  | 0 | 0 | 389443 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1246645 | 13476 | SH |  | SOLE |  | 0 | 0 | 13476 |
| FIRST TR EXCHANGE-TRADED FD | SHS | 33734H106 |  | 584378 | 12681 | SH |  | SOLE |  | 0 | 0 | 12681 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 2016974 | 33421 | SH |  | SOLE |  | 0 | 0 | 33421 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 33734X176 |  | 807661 | 4799 | SH |  | SOLE |  | 0 | 0 | 4799 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 577963 | 15262 | SH |  | SOLE |  | 0 | 0 | 15262 |
| FIRST TR EXCHANGE TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 13100981 | 188585 | SH |  | SOLE |  | 0 | 0 | 188585 |
| FIRST TR EXCHANGE TRADED FD | DORSEY WRT 5 ETF | 33738R605 |  | 218669 | 3475 | SH |  | SOLE |  | 0 | 0 | 3475 |
| GILEAD SCIENCES INC | COM | 375558103 |  | 237842 | 1938 | SH |  | SOLE |  | 0 | 0 | 1938 |
| GLOBAL X FDS | ARTIFICIAL ETF | 37954Y632 |  | 666978 | 13114 | SH |  | SOLE |  | 0 | 0 | 13114 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 1177838 | 1340 | SH |  | SOLE |  | 0 | 0 | 1340 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 381430503 |  | 217219 | 1641 | SH |  | SOLE |  | 0 | 0 | 1641 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 743687 | 7441 | SH |  | SOLE |  | 0 | 0 | 7441 |
| HOME DEPOT INC | COM | 437076102 |  | 366074 | 1064 | SH |  | SOLE |  | 0 | 0 | 1064 |
| INTEL CORP | COM | 458140100 |  | 832222 | 22553 | SH |  | SOLE |  | 0 | 0 | 22553 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 290757 | 982 | SH |  | SOLE |  | 0 | 0 | 982 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 38894144 | 63202 | SH |  | SOLE |  | 0 | 0 | 63202 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2625589 | 13706 | SH |  | SOLE |  | 0 | 0 | 13706 |
| INVESCO EXCHANGE TRADED FD T | S MDCP MOMNTUM | 46137V464 |  | 12414717 | 89663 | SH |  | SOLE |  | 0 | 0 | 89663 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 467644 | 3313 | SH |  | SOLE |  | 0 | 0 | 3313 |
| ISHARES TR | CORE S ETF | 464287200 |  | 41486369 | 60570 | SH |  | SOLE |  | 0 | 0 | 60570 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 340824 | 5164 | SH |  | SOLE |  | 0 | 0 | 5164 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 779998 | 1648 | SH |  | SOLE |  | 0 | 0 | 1648 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 495255 | 2949 | SH |  | SOLE |  | 0 | 0 | 2949 |
| ISHARES TR | U.S. TECH ETF | 464287721 |  | 362220 | 1814 | SH |  | SOLE |  | 0 | 0 | 1814 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1052175 | 8755 | SH |  | SOLE |  | 0 | 0 | 8755 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 1117018 | 21124 | SH |  | SOLE |  | 0 | 0 | 21124 |
| ISHARES TR | EAFE VALUE ETF | 464288877 |  | 245141 | 3433 | SH |  | SOLE |  | 0 | 0 | 3433 |
| ISHARES TR | 10+ YR INVST GRD | 464289511 |  | 247558 | 4907 | SH |  | SOLE |  | 0 | 0 | 4907 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 642145 | 11881 | SH |  | SOLE |  | 0 | 0 | 11881 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 1312623 | 14673 | SH |  | SOLE |  | 0 | 0 | 14673 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 2055389 | 54964 | SH |  | SOLE |  | 0 | 0 | 54964 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 583834 | 11759 | SH |  | SOLE |  | 0 | 0 | 11759 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 6304036 | 19564 | SH |  | SOLE |  | 0 | 0 | 19564 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 216000 | 1044 | SH |  | SOLE |  | 0 | 0 | 1044 |
| KLA CORP | COM NEW | 482480100 |  | 4058592 | 3341 | SH |  | SOLE |  | 0 | 0 | 3341 |
| KKR  CO INC | COM | 48251W104 |  | 332710 | 2610 | SH |  | SOLE |  | 0 | 0 | 2610 |
| ELI LILLY  CO | COM | 532457108 |  | 1367774 | 1273 | SH |  | SOLE |  | 0 | 0 | 1273 |
| LOWES COS INC | COM | 548661107 |  | 461776 | 1915 | SH |  | SOLE |  | 0 | 0 | 1915 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1305896 | 8030 | SH |  | SOLE |  | 0 | 0 | 8030 |
| MCDONALDS CORP | COM | 580135101 |  | 225034 | 736 | SH |  | SOLE |  | 0 | 0 | 736 |
| MCKESSON CORP | COM | 58155Q103 |  | 383835 | 468 | SH |  | SOLE |  | 0 | 0 | 468 |
| MERCK  CO INC | COM | 58933Y105 |  | 206111 | 1958 | SH |  | SOLE |  | 0 | 0 | 1958 |
| METAGENOMI INC | COM | 59102M104 |  | 20250 | 12500 | SH |  | SOLE |  | 0 | 0 | 12500 |
| MICROSOFT CORP | COM | 594918104 |  | 13507018 | 27929 | SH |  | SOLE |  | 0 | 0 | 27929 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 385417 | 2171 | SH |  | SOLE |  | 0 | 0 | 2171 |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 |  | 3032876 | 58891 | SH |  | SOLE |  | 0 | 0 | 58891 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 531926 | 1388 | SH |  | SOLE |  | 0 | 0 | 1388 |
| NETFLIX INC | COM | 64110L106 |  | 212085 | 2262 | SH |  | SOLE |  | 0 | 0 | 2262 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 |  | 327317 | 1612 | SH |  | SOLE |  | 0 | 0 | 1612 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 10916277 | 58533 | SH |  | SOLE |  | 0 | 0 | 58533 |
| PGIM ETF TR | PGIM ULTRA SH BD | 69344A107 |  | 23276814 | 469386 | SH |  | SOLE |  | 0 | 0 | 469386 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 2919899 | 16427 | SH |  | SOLE |  | 0 | 0 | 16427 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 217056 | 247 | SH |  | SOLE |  | 0 | 0 | 247 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 676466 | 4720 | SH |  | SOLE |  | 0 | 0 | 4720 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 992076 | 6178 | SH |  | SOLE |  | 0 | 0 | 6178 |
| RTX CORPORATION | COM | 75513E101 |  | 271305 | 1479 | SH |  | SOLE |  | 0 | 0 | 1479 |
| ROYAL BK CDA | COM | 780087102 |  | 640190 | 3755 | SH |  | SOLE |  | 0 | 0 | 3755 |
| S GLOBAL INC | COM | 78409V104 |  | 266269 | 510 | SH |  | SOLE |  | 0 | 0 | 510 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 5123159 | 7513 | SH |  | SOLE |  | 0 | 0 | 7513 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 3063477 | 7730 | SH |  | SOLE |  | 0 | 0 | 7730 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 686757 | 1429 | SH |  | SOLE |  | 0 | 0 | 1429 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 728433 | 1207 | SH |  | SOLE |  | 0 | 0 | 1207 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 1203634 | 12047 | SH |  | SOLE |  | 0 | 0 | 12047 |
| SELECT SECTOR SPDR TR | STATE STREET TEC | 81369Y803 |  | 1246410 | 8657 | SH |  | SOLE |  | 0 | 0 | 8657 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1142401 | 3759 | SH |  | SOLE |  | 0 | 0 | 3759 |
| TALEN ENERGY CORP | COM | 87422Q109 |  | 898866 | 2398 | SH |  | SOLE |  | 0 | 0 | 2398 |
| TESLA INC | COM | 88160R101 |  | 827575 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| 3M CO | COM | 88579Y101 |  | 229264 | 1432 | SH |  | SOLE |  | 0 | 0 | 1432 |
| TOWNEBANK PORTSMOUTH VA | COM | 89214P109 |  | 1287949 | 38596 | SH |  | SOLE |  | 0 | 0 | 38596 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 302410 | 3526 | SH |  | SOLE |  | 0 | 0 | 3526 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 |  | 3007162 | 8350 | SH |  | SOLE |  | 0 | 0 | 8350 |
| VANECK ETF TRUST | PHARMACEUTCL ETF | 92189F692 |  | 881854 | 8548 | SH |  | SOLE |  | 0 | 0 | 8548 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 |  | 287212 | 2524 | SH |  | SOLE |  | 0 | 0 | 2524 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 359067 | 3236 | SH |  | SOLE |  | 0 | 0 | 3236 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 |  | 517279 | 6642 | SH |  | SOLE |  | 0 | 0 | 6642 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 2221922 | 3543 | SH |  | SOLE |  | 0 | 0 | 3543 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 587514 | 3076 | SH |  | SOLE |  | 0 | 0 | 3076 |
| VISA INC | COM CL A | 92826C839 |  | 2260776 | 6446 | SH |  | SOLE |  | 0 | 0 | 6446 |
| WALMART INC | COM | 931142103 |  | 1987190 | 17837 | SH |  | SOLE |  | 0 | 0 | 17837 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 757368 | 8126 | SH |  | SOLE |  | 0 | 0 | 8126 |
| ALLSPRING INCOME OPPORTUNIT | INC OPPTY FD | 94987B105 |  | 8062018 | 1189088 | SH |  | SOLE |  | 0 | 0 | 1189088 |
| WELLTOWER INC | COM | 95040Q104 |  | 661127 | 3562 | SH |  | SOLE |  | 0 | 0 | 3562 |
| EATON CORP PLC | SHS | G29183103 |  | 1901384 | 5970 | SH |  | SOLE |  | 0 | 0 | 5970 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 276140 | 2306 | SH |  | SOLE |  | 0 | 0 | 2306 |
| CHUBB LIMITED | COM | H1467J104 |  | 529044 | 1695 | SH |  | SOLE |  | 0 | 0 | 1695 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 483569 | 2606 | SH |  | SOLE |  | 0 | 0 | 2606 |

---