# EDGAR Filing Document

**Accession Number:** 0002097384
**File Stem:** 0001951757-26-000920
**Filing Date:** 2026-6
**Character Count:** 11009
**Document Hash:** 89ed257ea4e39d384ca9802db5f73dc9
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001951757-26-000920.hdr.sgml**: 20260622

**ACCESSION NUMBER**: 0001951757-26-000920

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20210331

**FILED AS OF DATE**: 20260622

**DATE AS OF CHANGE**: 20260622

**EFFECTIVENESS DATE**: 20260622

**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:** 261105350

**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:** 03-31-2021

**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  06-22-2026<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:** 75

**Form 13F Information Table Value Total:** $102508650

      (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 |
| AIR PRODS  CHEMS INC | COM | 009158106 |  | 319647 | 1136 | SH |  | SOLE |  | 0 | 0 | 1136 |
| AMGEN INC | COM | 031162100 |  | 275454 | 1107 | SH |  | SOLE |  | 0 | 0 | 1107 |
| BEST BUY INC | COM | 086516101 |  | 203696 | 1774 | SH |  | SOLE |  | 0 | 0 | 1774 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 342310 | 2083 | SH |  | SOLE |  | 0 | 0 | 2083 |
| LOWES COS INC | COM | 548661107 |  | 353318 | 1858 | SH |  | SOLE |  | 0 | 0 | 1858 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 257137 | 1367 | SH |  | SOLE |  | 0 | 0 | 1367 |
| PORCH GROUP INC | COM | 733245104 |  | 203833 | 11516 | SH |  | SOLE |  | 0 | 0 | 11516 |
| SOUTHWEST AIRLS CO | COM | 844741108 |  | 266832 | 4370 | SH |  | SOLE |  | 0 | 0 | 4370 |
| UNION PAC CORP | COM | 907818108 |  | 299465 | 1359 | SH |  | SOLE |  | 0 | 0 | 1359 |
| WELLS FARGO CO NEW | COM | 949746101 |  | 439747 | 11255 | SH |  | SOLE |  | 0 | 0 | 11255 |
| AT INC | COM | 00206R102 |  | 762378 | 25186 | SH |  | SOLE |  | 0 | 0 | 25186 |
| ARK ETF TR | INNOVATION ETF | 00214Q104 |  | 994571 | 8292 | SH |  | SOLE |  | 0 | 0 | 8292 |
| ABBVIE INC | COM | 00287Y109 |  | 391920 | 3622 | SH |  | SOLE |  | 0 | 0 | 3622 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 728256 | 3212 | SH |  | SOLE |  | 0 | 0 | 3212 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 4504255 | 2177 | SH |  | SOLE |  | 0 | 0 | 2177 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1720141 | 834 | SH |  | SOLE |  | 0 | 0 | 834 |
| AMAZON COM INC | COM | 023135106 |  | 6584202 | 2128 | SH |  | SOLE |  | 0 | 0 | 2128 |
| AMERICAN CENTY ETF TR | DIVERSIFID CRP | 025072109 |  | 262867 | 5079 | SH |  | SOLE |  | 0 | 0 | 5079 |
| AMERICAN CENTY ETF TR | QUALITY DIVRSFED | 025072406 |  | 656916 | 13156 | SH |  | SOLE |  | 0 | 0 | 13156 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 522599 | 7953 | SH |  | SOLE |  | 0 | 0 | 7953 |
| AMERICAN CENTY ETF TR | FOCUSED LRG CAP | 025072794 |  | 228556 | 3944 | SH |  | SOLE |  | 0 | 0 | 3944 |
| APPLE INC | COM | 037833100 |  | 11600901 | 94973 | SH |  | SOLE |  | 0 | 0 | 94973 |
| APPLIED MATLS INC | COM | 038222105 |  | 535217 | 4006 | SH |  | SOLE |  | 0 | 0 | 4006 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1927265 | 7544 | SH |  | SOLE |  | 0 | 0 | 7544 |
| CME GROUP INC | COM | 12572Q105 |  | 234980 | 1151 | SH |  | SOLE |  | 0 | 0 | 1151 |
| CHEVRON CORP NEW | COM | 166764100 |  | 871089 | 8312 | SH |  | SOLE |  | 0 | 0 | 8312 |
| CISCO SYS INC | COM | 17275R102 |  | 361671 | 6994 | SH |  | SOLE |  | 0 | 0 | 6994 |
| COMCAST CORP NEW | CL A | 20030N101 |  | 253948 | 4693 | SH |  | SOLE |  | 0 | 0 | 4693 |
| EMBRAER S.A. | SPONSORED ADS | 29082A107 |  | 124404 | 12428 | SH |  | SOLE |  | 0 | 0 | 12428 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 902499 | 16165 | SH |  | SOLE |  | 0 | 0 | 16165 |
| FACEBOOK INC | CL A | 30303M102 |  | 581402 | 1974 | SH |  | SOLE |  | 0 | 0 | 1974 |
| FIRST TR INTER DUR PFD  IN | COM | 33718W103 |  | 2421832 | 101120 | SH |  | SOLE |  | 0 | 0 | 101120 |
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 |  | 1032860 | 14584 | SH |  | SOLE |  | 0 | 0 | 14584 |
| FIRST TR EXCHANGE TRADED FD | FINLS ALPHADEX | 33734X135 |  | 1085293 | 26089 | SH |  | SOLE |  | 0 | 0 | 26089 |
| FIRST TR EXCHANGE TRADED FD | HLTH CARE ALPH | 33734X143 |  | 425100 | 3914 | SH |  | SOLE |  | 0 | 0 | 3914 |
| FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 33734X192 |  | 817397 | 8536 | SH |  | SOLE |  | 0 | 0 | 8536 |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 33737M102 |  | 1289743 | 18972 | SH |  | SOLE |  | 0 | 0 | 18972 |
| FIRST TR EXCH TRADED FD III | PFD SECS INC ETF | 33739E108 |  | 239413 | 11882 | SH |  | SOLE |  | 0 | 0 | 11882 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 428904 | 8400 | SH |  | SOLE |  | 0 | 0 | 8400 |
| FIRST TR EXCHANGE-TRADED FD | FIRST TR ENH NEW | 33739Q408 |  | 4158066 | 69336 | SH |  | SOLE |  | 0 | 0 | 69336 |
| HOME DEPOT INC | COM | 437076102 |  | 838635 | 2748 | SH |  | SOLE |  | 0 | 0 | 2748 |
| INTEL CORP | COM | 458140100 |  | 1521032 | 23766 | SH |  | SOLE |  | 0 | 0 | 23766 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 8754879 | 27434 | SH |  | SOLE |  | 0 | 0 | 27434 |
| INVESCO EXCHANGE TRADED FD T | S PUR GWT | 46137V266 |  | 689774 | 4199 | SH |  | SOLE |  | 0 | 0 | 4199 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 612989 | 4327 | SH |  | SOLE |  | 0 | 0 | 4327 |
| ISHARES TR | TIPS BD ETF | 464287176 |  | 426887 | 3401 | SH |  | SOLE |  | 0 | 0 | 3401 |
| ISHARES TR | CORE S ETF | 464287200 |  | 11471471 | 28836 | SH |  | SOLE |  | 0 | 0 | 28836 |
| ISHARES TR | IBOXX INV CP ETF | 464287242 |  | 308505 | 2372 | SH |  | SOLE |  | 0 | 0 | 2372 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 3448045 | 39978 | SH |  | SOLE |  | 0 | 0 | 39978 |
| ISHARES TR | CORE S SCP ETF | 464287804 |  | 1611783 | 14851 | SH |  | SOLE |  | 0 | 0 | 14851 |
| ISHARES TR | IBOXX HI YD ETF | 464288513 |  | 247535 | 2839 | SH |  | SOLE |  | 0 | 0 | 2839 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 |  | 579170 | 10592 | SH |  | SOLE |  | 0 | 0 | 10592 |
| ISHARES TR | MSCI INDIA ETF | 46429B598 |  | 670340 | 15892 | SH |  | SOLE |  | 0 | 0 | 15892 |
| ISHARES TR | FLTG RATE NT ETF | 46429B655 |  | 897042 | 17665 | SH |  | SOLE |  | 0 | 0 | 17665 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 |  | 201933 | 2803 | SH |  | SOLE |  | 0 | 0 | 2803 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 |  | 675029 | 10488 | SH |  | SOLE |  | 0 | 0 | 10488 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1552653 | 10200 | SH |  | SOLE |  | 0 | 0 | 10200 |
| KLA CORP | COM NEW | 482480100 |  | 1164769 | 3525 | SH |  | SOLE |  | 0 | 0 | 3525 |
| MERCK  CO. INC | COM | 58933Y105 |  | 265882 | 3449 | SH |  | SOLE |  | 0 | 0 | 3449 |
| MICROSOFT CORP | COM | 594918104 |  | 2935757 | 12452 | SH |  | SOLE |  | 0 | 0 | 12452 |
| NETFLIX INC | COM | 64110L106 |  | 438194 | 840 | SH |  | SOLE |  | 0 | 0 | 840 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 2875657 | 7255 | SH |  | SOLE |  | 0 | 0 | 7255 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 2767148 | 17299 | SH |  | SOLE |  | 0 | 0 | 17299 |
| SPDR S MIDCAP 400 ETF TR | UTSER1 S | 78467Y107 |  | 400549 | 841 | SH |  | SOLE |  | 0 | 0 | 841 |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 81369Y803 |  | 455251 | 3428 | SH |  | SOLE |  | 0 | 0 | 3428 |
| SOUTHERN CO | COM | 842587107 |  | 832541 | 13394 | SH |  | SOLE |  | 0 | 0 | 13394 |
| TESLA INC | COM | 88160R101 |  | 1130138 | 1692 | SH |  | SOLE |  | 0 | 0 | 1692 |
| TOTAL SE | SPONSORED ADS | 89151E109 |  | 484528 | 10411 | SH |  | SOLE |  | 0 | 0 | 10411 |
| VANECK VECTORS ETF TR | PHARMACEUTICAL | 92189F692 |  | 547896 | 7938 | SH |  | SOLE |  | 0 | 0 | 7938 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1052457 | 18099 | SH |  | SOLE |  | 0 | 0 | 18099 |
| VISA INC | COM CL A | 92826C839 |  | 1668132 | 7879 | SH |  | SOLE |  | 0 | 0 | 7879 |
| WALMART INC | COM | 931142103 |  | 577613 | 4253 | SH |  | SOLE |  | 0 | 0 | 4253 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 256265 | 6340 | SH |  | SOLE |  | 0 | 0 | 6340 |
| EATON CORP PLC | SHS | G29183103 |  | 311950 | 2256 | SH |  | SOLE |  | 0 | 0 | 2256 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 226137 | 1914 | SH |  | SOLE |  | 0 | 0 | 1914 |

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