# EDGAR Filing Document

**Accession Number:** 0002097384
**File Stem:** 0001951757-26-000926
**Filing Date:** 2026-6
**Character Count:** 14428
**Document Hash:** 2dff089b63e0f929c3193977f3a174ea
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000926.hdr.sgml**: 20260624

**ACCESSION NUMBER**: 0001951757-26-000926

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20240930

**FILED AS OF DATE**: 20260624

**DATE AS OF CHANGE**: 20260624

**EFFECTIVENESS DATE**: 20260624

**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:** 261116365

**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:** 09-30-2024

**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  06-24-2026<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:** 108

**Form 13F Information Table Value Total:** $228101209

      (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 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 924741 | 5636 | SH |  | SOLE |  | 0 | 0 | 5636 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 249293 | 837 | SH |  | SOLE |  | 0 | 0 | 837 |
| AMAZON COM INC | COM | 023135106 |  | 6553413 | 35171 | SH |  | SOLE |  | 0 | 0 | 35171 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 |  | 689656 | 13342 | SH |  | SOLE |  | 0 | 0 | 13342 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 350359 | 5424 | SH |  | SOLE |  | 0 | 0 | 5424 |
| AMERICAN CENTY ETF TR | MID CAP GRW IMP | 025072760 |  | 1814343 | 29574 | SH |  | SOLE |  | 0 | 0 | 29574 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 |  | 365391 | 5223 | SH |  | SOLE |  | 0 | 0 | 5223 |
| AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 |  | 1425866 | 14861 | SH |  | SOLE |  | 0 | 0 | 14861 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 032108409 |  | 1308823 | 31775 | SH |  | SOLE |  | 0 | 0 | 31775 |
| APPLE INC | COM | 037833100 |  | 23021534 | 98732 | SH |  | SOLE |  | 0 | 0 | 98732 |
| APPLIED MATLS INC | COM | 038222105 |  | 6002060 | 29706 | SH |  | SOLE |  | 0 | 0 | 29706 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 16461979 | 35767 | SH |  | SOLE |  | 0 | 0 | 35767 |
| CHEVRON CORP NEW | COM | 166764100 |  | 1033432 | 7018 | SH |  | SOLE |  | 0 | 0 | 7018 |
| DISCOVER FINL SVCS | COM | 254709108 |  | 266692 | 1901 | SH |  | SOLE |  | 0 | 0 | 1901 |
| ECOLAB INC | COM | 278865100 |  | 204357 | 800 | SH |  | SOLE |  | 0 | 0 | 800 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 423722 | 14556 | SH |  | SOLE |  | 0 | 0 | 14556 |
| GOLDMAN SACHS ETF TR | ACCES TREASURY | 381430529 |  | 367470 | 3664 | SH |  | SOLE |  | 0 | 0 | 3664 |
| HOME DEPOT INC | COM | 437076102 |  | 992035 | 2448 | SH |  | SOLE |  | 0 | 0 | 2448 |
| INTEL CORP | COM | 458140100 |  | 691204 | 29463 | SH |  | SOLE |  | 0 | 0 | 29463 |
| ISHARES TR | SELECT DIVID ETF | 464287168 |  | 444365 | 3290 | SH |  | SOLE |  | 0 | 0 | 3290 |
| ISHARES TR | CORE S ETF | 464287200 |  | 24882849 | 43138 | SH |  | SOLE |  | 0 | 0 | 43138 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 1025811 | 16460 | SH |  | SOLE |  | 0 | 0 | 16460 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 |  | 374872 | 1626 | SH |  | SOLE |  | 0 | 0 | 1626 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 |  | 962099 | 2563 | SH |  | SOLE |  | 0 | 0 | 2563 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 358241 | 1622 | SH |  | SOLE |  | 0 | 0 | 1622 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 258205 | 2704 | SH |  | SOLE |  | 0 | 0 | 2704 |
| ISHARES TR | CORE S US GWT | 464287671 |  | 816523 | 6190 | SH |  | SOLE |  | 0 | 0 | 6190 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1374231 | 11750 | SH |  | SOLE |  | 0 | 0 | 11750 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 284152 | 5396 | SH |  | SOLE |  | 0 | 0 | 5396 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 521913 | 3220 | SH |  | SOLE |  | 0 | 0 | 3220 |
| KLA CORP | COM NEW | 482480100 |  | 2504762 | 3234 | SH |  | SOLE |  | 0 | 0 | 3234 |
| ELI LILLY  CO | COM | 532457108 |  | 1101321 | 1243 | SH |  | SOLE |  | 0 | 0 | 1243 |
| LOWES COS INC | COM | 548661107 |  | 517272 | 1910 | SH |  | SOLE |  | 0 | 0 | 1910 |
| MICROSOFT CORP | COM | 594918104 |  | 12516751 | 29088 | SH |  | SOLE |  | 0 | 0 | 29088 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 222552 | 2135 | SH |  | SOLE |  | 0 | 0 | 2135 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 737078 | 1640 | SH |  | SOLE |  | 0 | 0 | 1640 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 262754 | 1517 | SH |  | SOLE |  | 0 | 0 | 1517 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 1417800 | 11578 | SH |  | SOLE |  | 0 | 0 | 11578 |
| ROYAL BK CDA | COM | 780087102 |  | 473849 | 3799 | SH |  | SOLE |  | 0 | 0 | 3799 |
| SCHWAB CHARLES CORP | COM | 808513105 |  | 785629 | 12122 | SH |  | SOLE |  | 0 | 0 | 12122 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 425851 | 2452 | SH |  | SOLE |  | 0 | 0 | 2452 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 220535 | 1618 | SH |  | SOLE |  | 0 | 0 | 1618 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 921932828 |  | 365216 | 3376 | SH |  | SOLE |  | 0 | 0 | 3376 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 880681 | 1669 | SH |  | SOLE |  | 0 | 0 | 1669 |
| WALMART INC | COM | 931142103 |  | 1519189 | 18813 | SH |  | SOLE |  | 0 | 0 | 18813 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 595518 | 10542 | SH |  | SOLE |  | 0 | 0 | 10542 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 20240946 | 41471 | SH |  | SOLE |  | 0 | 0 | 41471 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1695253 | 18671 | SH |  | SOLE |  | 0 | 0 | 18671 |
| TOTALENERGIES SE | SPONSORED ADS | 89151E109 |  | 263456 | 4077 | SH |  | SOLE |  | 0 | 0 | 4077 |
| ABBVIE INC | COM | 00287Y109 |  | 841808 | 4263 | SH |  | SOLE |  | 0 | 0 | 4263 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 3834879 | 22938 | SH |  | SOLE |  | 0 | 0 | 22938 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 3255255 | 19628 | SH |  | SOLE |  | 0 | 0 | 19628 |
| BLACKROCK ENHANCED EQUITY DI | COM | 09251A104 |  | 244404 | 28255 | SH |  | SOLE |  | 0 | 0 | 28255 |
| BROADCOM INC | COM | 11135F101 |  | 1061084 | 6152 | SH |  | SOLE |  | 0 | 0 | 6152 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 |  | 775440 | 4000 | SH |  | SOLE |  | 0 | 0 | 4000 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 1217024 | 34982 | SH |  | SOLE |  | 0 | 0 | 34982 |
| CHIMERIX INC | COM | 16934W106 |  | 92707 | 99685 | SH |  | SOLE |  | 0 | 0 | 99685 |
| CISCO SYS INC | COM | 17275R102 |  | 203279 | 3820 | SH |  | SOLE |  | 0 | 0 | 3820 |
| CONOCOPHILLIPS | COM | 20825C104 |  | 252165 | 2395 | SH |  | SOLE |  | 0 | 0 | 2395 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 254104 | 287 | SH |  | SOLE |  | 0 | 0 | 287 |
| DIREXION SHS ETF TR | NAS100 EQL WGT | 25459Y207 |  | 515129 | 5711 | SH |  | SOLE |  | 0 | 0 | 5711 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 240787 | 2088 | SH |  | SOLE |  | 0 | 0 | 2088 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 2265352 | 19326 | SH |  | SOLE |  | 0 | 0 | 19326 |
| FIRST TR INTER DURATN PFD | COM | 33718W103 |  | 5696487 | 291679 | SH |  | SOLE |  | 0 | 0 | 291679 |
| FIRST TR VALUE LINE DIVID IN | SHS | 33734H106 |  | 1141724 | 25099 | SH |  | SOLE |  | 0 | 0 | 25099 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 1675501 | 32769 | SH |  | SOLE |  | 0 | 0 | 32769 |
| FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 33734X176 |  | 743162 | 5360 | SH |  | SOLE |  | 0 | 0 | 5360 |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 33738D101 |  | 621942 | 18510 | SH |  | SOLE |  | 0 | 0 | 18510 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 33738R506 |  | 5617507 | 94875 | SH |  | SOLE |  | 0 | 0 | 94875 |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 33738R605 |  | 363339 | 6235 | SH |  | SOLE |  | 0 | 0 | 6235 |
| FIRST TR EXCHANGE-TRADED FD | NASDQ SEMCNDTR | 33738R811 |  | 336181 | 3604 | SH |  | SOLE |  | 0 | 0 | 3604 |
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 33741X102 |  | 5261443 | 144625 | SH |  | SOLE |  | 0 | 0 | 144625 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 540613 | 1092 | SH |  | SOLE |  | 0 | 0 | 1092 |
| NEW YORK LIFE INVTS ACTIVE E | NYLI MACKAY MUNI | 45409F843 |  | 817044 | 33240 | SH |  | SOLE |  | 0 | 0 | 33240 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 3294065 | 18387 | SH |  | SOLE |  | 0 | 0 | 18387 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 952326 | 16271 | SH |  | SOLE |  | 0 | 0 | 16271 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 586418 | 7513 | SH |  | SOLE |  | 0 | 0 | 7513 |
| ISHARES TR | BROAD USD HIGH | 46435U853 |  | 325937 | 8657 | SH |  | SOLE |  | 0 | 0 | 8657 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 3965664 | 18807 | SH |  | SOLE |  | 0 | 0 | 18807 |
| KKR  CO INC | COM | 48251W104 |  | 231481 | 1773 | SH |  | SOLE |  | 0 | 0 | 1773 |
| MARATHON PETE CORP | COM | 56585A102 |  | 1693277 | 10394 | SH |  | SOLE |  | 0 | 0 | 10394 |
| MCKESSON CORP | COM | 58155Q103 |  | 312437 | 632 | SH |  | SOLE |  | 0 | 0 | 632 |
| MERCK  CO INC | COM | 58933Y105 |  | 1453657 | 12800 | SH |  | SOLE |  | 0 | 0 | 12800 |
| MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 |  | 2420600 | 46730 | SH |  | SOLE |  | 0 | 0 | 46730 |
| NEXSTAR MEDIA GROUP INC | COMMON STOCK | 65336K103 |  | 293000 | 1772 | SH |  | SOLE |  | 0 | 0 | 1772 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6141488 | 50573 | SH |  | SOLE |  | 0 | 0 | 50573 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 430441 | 11571 | SH |  | SOLE |  | 0 | 0 | 11571 |
| PROSHARES TR | RUSS 2000 DIVD | 74347B698 |  | 409050 | 5906 | SH |  | SOLE |  | 0 | 0 | 5906 |
| S GLOBAL INC | COM | 78409V104 |  | 359650 | 696 | SH |  | SOLE |  | 0 | 0 | 696 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 4563275 | 7953 | SH |  | SOLE |  | 0 | 0 | 7953 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2014967 | 8290 | SH |  | SOLE |  | 0 | 0 | 8290 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 1041233 | 2461 | SH |  | SOLE |  | 0 | 0 | 2461 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 835746 | 1467 | SH |  | SOLE |  | 0 | 0 | 1467 |
| SELECT SECTOR SPDR TR | ENERGY | 81369Y506 |  | 1235702 | 14074 | SH |  | SOLE |  | 0 | 0 | 14074 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 1012362 | 4484 | SH |  | SOLE |  | 0 | 0 | 4484 |
| TESLA INC | COM | 88160R101 |  | 862123 | 3295 | SH |  | SOLE |  | 0 | 0 | 3295 |
| TOWNEBANK PORTSMOUTH VA | COM | 89214P109 |  | 1501288 | 45411 | SH |  | SOLE |  | 0 | 0 | 45411 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 345318 | 591 | SH |  | SOLE |  | 0 | 0 | 591 |
| VANECK ETF TRUST | PHARMACEUTCL ETF | 92189F692 |  | 1118393 | 11769 | SH |  | SOLE |  | 0 | 0 | 11769 |
| VISA INC | COM CL A | 92826C839 |  | 1756279 | 6388 | SH |  | SOLE |  | 0 | 0 | 6388 |
| ALLSPRING INCOME OPPORTUNIT | INC OPPTY FD | 94987B105 |  | 4975974 | 697893 | SH |  | SOLE |  | 0 | 0 | 697893 |
| WELLTOWER INC | COM | 95040Q104 |  | 451649 | 3528 | SH |  | SOLE |  | 0 | 0 | 3528 |
| WISDOMTREE TR | INDIA ERNGS FD | 97717W422 |  | 1006389 | 19944 | SH |  | SOLE |  | 0 | 0 | 19944 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 237386 | 4643 | SH |  | SOLE |  | 0 | 0 | 4643 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 222267 | 629 | SH |  | SOLE |  | 0 | 0 | 629 |
| EATON CORP PLC | SHS | G29183103 |  | 1678620 | 5065 | SH |  | SOLE |  | 0 | 0 | 5065 |
| CHUBB LIMITED | COM | H1467J104 |  | 800096 | 2774 | SH |  | SOLE |  | 0 | 0 | 2774 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 508247 | 2636 | SH |  | SOLE |  | 0 | 0 | 2636 |

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