Peak Planning Group, LLC - Q42025 Holdings

Peak Planning Group, LLC holds 120 stocks with a total portfolio value of $ 356.66M as of Q42025. In Q42025, Peak Planning Group, LLC added 120 new positions, increased stakes in 0 stocks, reduced 0 holdings, and fully exited 0 positions. The largest holding is Ishares Tr (IVV), representing 11.63% of the total portfolio.