# EDGAR Filing Document

**Accession Number:** 0002097384
**File Stem:** 0001951757-26-000898
**Filing Date:** 2026-5
**Character Count:** 11271
**Document Hash:** 0b4b1cd56e323ab6c9449c018c6dcc20
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000898.hdr.sgml**: 20260526

**ACCESSION NUMBER**: 0001951757-26-000898

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20230630

**FILED AS OF DATE**: 20260526

**DATE AS OF CHANGE**: 20260526

**EFFECTIVENESS DATE**: 20260526

**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:** 261016922

**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:** 06-30-2023

**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:** David Wrench<br>**Title:** Chief Compliance Officer<br>**Phone:** 303-991-0056

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

David Wrench  Centennial, CO  05-26-2026<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:** 77

**Form 13F Information Table Value Total:** $134588379

      (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 |  | 785715 | 5832 | SH |  | SOLE |  | 0 | 0 | 5832 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 487990 | 4284 | SH |  | SOLE |  | 0 | 0 | 4284 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 360378 | 1203 | SH |  | SOLE |  | 0 | 0 | 1203 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3602854 | 29783 | SH |  | SOLE |  | 0 | 0 | 29783 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2200685 | 18385 | SH |  | SOLE |  | 0 | 0 | 18385 |
| AMAZON COM INC | COM | 023135106 |  | 4166567 | 31962 | SH |  | SOLE |  | 0 | 0 | 31962 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 |  | 1064863 | 24110 | SH |  | SOLE |  | 0 | 0 | 24110 |
| AMERICAN CENTY ETF TR | QUALITY PREFER | 025072539 |  | 221735 | 6248 | SH |  | SOLE |  | 0 | 0 | 6248 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 900061 | 16727 | SH |  | SOLE |  | 0 | 0 | 16727 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 |  | 359674 | 6022 | SH |  | SOLE |  | 0 | 0 | 6022 |
| APPLE INC | COM | 037833100 |  | 18622269 | 96006 | SH |  | SOLE |  | 0 | 0 | 96006 |
| APPLIED MATLS INC | COM | 038222105 |  | 3457286 | 23920 | SH |  | SOLE |  | 0 | 0 | 23920 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 080694102 |  | 434158 | 5046 | SH |  | SOLE |  | 0 | 0 | 5046 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 10160436 | 29796 | SH |  | SOLE |  | 0 | 0 | 29796 |
| BROADCOM INC | COM | 11135F101 |  | 341600 | 394 | SH |  | SOLE |  | 0 | 0 | 394 |
| CHEVRON CORP NEW | COM | 166764100 |  | 774457 | 4922 | SH |  | SOLE |  | 0 | 0 | 4922 |
| CISCO SYS INC | COM | 17275R102 |  | 293560 | 5674 | SH |  | SOLE |  | 0 | 0 | 5674 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 264556 | 2553 | SH |  | SOLE |  | 0 | 0 | 2553 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 1056339 | 21852 | SH |  | SOLE |  | 0 | 0 | 21852 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 |  | 465073 | 6041 | SH |  | SOLE |  | 0 | 0 | 6041 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1707302 | 15919 | SH |  | SOLE |  | 0 | 0 | 15919 |
| FIRST TR INTER DURATN PFD | COM | 33718W103 |  | 2844020 | 183367 | SH |  | SOLE |  | 0 | 0 | 183367 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 296284 | 3946 | SH |  | SOLE |  | 0 | 0 | 3946 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 3932103 | 98082 | SH |  | SOLE |  | 0 | 0 | 98082 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 1232836 | 32701 | SH |  | SOLE |  | 0 | 0 | 32701 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 |  | 499523 | 4612 | SH |  | SOLE |  | 0 | 0 | 4612 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 3508574 | 74492 | SH |  | SOLE |  | 0 | 0 | 74492 |
| FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 33739H101 |  | 324125 | 14235 | SH |  | SOLE |  | 0 | 0 | 14235 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 402248 | 6770 | SH |  | SOLE |  | 0 | 0 | 6770 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 366112 | 1135 | SH |  | SOLE |  | 0 | 0 | 1135 |
| HOME DEPOT INC | COM | 437076102 |  | 976802 | 3144 | SH |  | SOLE |  | 0 | 0 | 3144 |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 45409F843 |  | 1682242 | 69485 | SH |  | SOLE |  | 0 | 0 | 69485 |
| INTEL CORP | COM | 458140100 |  | 1154245 | 34517 | SH |  | SOLE |  | 0 | 0 | 34517 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 8866315 | 24000 | SH |  | SOLE |  | 0 | 0 | 24000 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 276625 | 1813 | SH |  | SOLE |  | 0 | 0 | 1813 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 2504728 | 16739 | SH |  | SOLE |  | 0 | 0 | 16739 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 674519 | 5953 | SH |  | SOLE |  | 0 | 0 | 5953 |
| ISHARES TR | CORE S ETF | 464287200 |  | 14105168 | 31646 | SH |  | SOLE |  | 0 | 0 | 31646 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 221271 | 2220 | SH |  | SOLE |  | 0 | 0 | 2220 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 259630 | 5175 | SH |  | SOLE |  | 0 | 0 | 5175 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 695338 | 15912 | SH |  | SOLE |  | 0 | 0 | 15912 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 617343 | 9146 | SH |  | SOLE |  | 0 | 0 | 9146 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2531284 | 17405 | SH |  | SOLE |  | 0 | 0 | 17405 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1172546 | 7084 | SH |  | SOLE |  | 0 | 0 | 7084 |
| KLA CORP | COM NEW | 482480100 |  | 1568714 | 3234 | SH |  | SOLE |  | 0 | 0 | 3234 |
| LILLY ELI  CO | COM | 532457108 |  | 551405 | 1176 | SH |  | SOLE |  | 0 | 0 | 1176 |
| LOWES COS INC | COM | 548661107 |  | 414794 | 1838 | SH |  | SOLE |  | 0 | 0 | 1838 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1108992 | 9511 | SH |  | SOLE |  | 0 | 0 | 9511 |
| MARRIOTT INTL INC NEW | CL A | 571903202 |  | 368115 | 2004 | SH |  | SOLE |  | 0 | 0 | 2004 |
| MERCK  CO INC | COM | 58933Y105 |  | 1156307 | 10021 | SH |  | SOLE |  | 0 | 0 | 10021 |
| MICROSOFT CORP | COM | 594918104 |  | 7825058 | 22978 | SH |  | SOLE |  | 0 | 0 | 22978 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 337488 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 |  | 615902 | 3698 | SH |  | SOLE |  | 0 | 0 | 3698 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 820554 | 1940 | SH |  | SOLE |  | 0 | 0 | 1940 |
| S GLOBAL INC | COM | 78409V104 |  | 276578 | 690 | SH |  | SOLE |  | 0 | 0 | 690 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2865999 | 6466 | SH |  | SOLE |  | 0 | 0 | 6466 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1396210 | 7832 | SH |  | SOLE |  | 0 | 0 | 7832 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 1744981 | 5075 | SH |  | SOLE |  | 0 | 0 | 5075 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 816167 | 1704 | SH |  | SOLE |  | 0 | 0 | 1704 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 629311 | 11103 | SH |  | SOLE |  | 0 | 0 | 11103 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1669695 | 20570 | SH |  | SOLE |  | 0 | 0 | 20570 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 518957 | 2984 | SH |  | SOLE |  | 0 | 0 | 2984 |
| SOUTHERN CO | COM | 842587107 |  | 672298 | 9570 | SH |  | SOLE |  | 0 | 0 | 9570 |
| TESLA INC | COM | 88160R101 |  | 1184509 | 4525 | SH |  | SOLE |  | 0 | 0 | 4525 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 356158 | 6179 | SH |  | SOLE |  | 0 | 0 | 6179 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 302553 | 1688 | SH |  | SOLE |  | 0 | 0 | 1688 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 270491 | 563 | SH |  | SOLE |  | 0 | 0 | 563 |
| VANECK ETF TRUST | PHARMACEUTCL ETF | 92189F692 |  | 969257 | 12305 | SH |  | SOLE |  | 0 | 0 | 12305 |
| VISA INC | COM CL A | 92826C839 |  | 1702025 | 7167 | SH |  | SOLE |  | 0 | 0 | 7167 |
| WALMART INC | COM | 931142103 |  | 738681 | 4699 | SH |  | SOLE |  | 0 | 0 | 4699 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 335209 | 7854 | SH |  | SOLE |  | 0 | 0 | 7854 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 202743 | 4821 | SH |  | SOLE |  | 0 | 0 | 4821 |
| EATON CORP PLC | SHS | G29183103 |  | 893014 | 4441 | SH |  | SOLE |  | 0 | 0 | 4441 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 315897 | 4636 | SH |  | SOLE |  | 0 | 0 | 4636 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 455087 | 5166 | SH |  | SOLE |  | 0 | 0 | 5166 |
| CHUBB LIMITED | COM | H1467J104 |  | 306425 | 1591 | SH |  | SOLE |  | 0 | 0 | 1591 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 327366 | 2606 | SH |  | SOLE |  | 0 | 0 | 2606 |

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