Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Peak Planning Group

Latest statistics and disclosures from Peak Planning Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are QQQ, IVV, PULS, BRK.B, AAPL, and represent 42.73% of Peak Planning Group's stock portfolio.
Added to shares of these 10 stocks: KLAC (+$9.1M), PULS (+$7.9M), IVV, QQQ, DIVO, MU, XMMO, FRDM, RDVY, SMH.
Started 11 new stock positions in FENI, AVUS, DELL, GLW, SPCX, Proshares Tr Ii, XLG, NUE, LRCX, MU. CRDO.
Reduced shares in these 10 stocks: AAPL, ACIO, EAD, MSI, IBIT, SCHW, , RSP, PLTR, INTC.
Sold out of its positions in MCD, NFLX, TTE.
Peak Planning Group was a net buyer of stock by $30M.
Peak Planning Group has $443M in assets under management (AUM), dropping by 22.82%.
Central Index Key (CIK): 0002097384

Tip: Access up to 7 years of quarterly data

Positions held by Peak Planning Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Peak Planning Group

Peak Planning Group holds 128 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ)	11.6	$51M	+3%	70k	736.40	View chart
Ishares Tr Core S&p500 Etf (IVV)	11.3	$50M	+4%	67k	748.89	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	8.4	$37M	+27%	749k	49.55	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	6.1	$27M		54k	500.39	View chart
Apple (AAPL)	5.3	$24M		82k	289.36	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	4.2	$19M	+8%	110k	170.14	View chart
Applied Materials (AMAT)	4.2	$18M		26k	722.98	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	4.1	$18M	+4%	223k	81.06	View chart
NVIDIA Corporation (NVDA)	2.7	$12M		60k	200.09	View chart
Microsoft Corporation (MSFT)	2.3	$10M		27k	373.02	View chart
Alphabet Cap Stk Cl C (GOOG)	2.3	$10M		29k	353.34	View chart
Kla Corp Com New (KLAC)	2.3	$10M	+900%	33k	301.71	View chart
Amazon (AMZN)	2.0	$8.7M		37k	238.34	View chart
Ea Series Trust Freedom 100 Em (FRDM)	1.7	$7.5M	+14%	102k	72.90	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.6	$7.3M	+10%	11k	655.89	View chart
First Tr Inter Duration Pfd & Income (FPF)	1.6	$7.3M		401k	18.17	View chart
Allspring Income Opportunit Inc Oppty Fd (EAD)	1.6	$7.1M	-4%	1.1M	6.50	View chart
Amplify Etf Tr Cwp Enhanced Div (DIVO)	1.6	$7.0M	+32%	153k	45.70	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$6.8M		19k	357.37	View chart
JPMorgan Chase & Co. (JPM)	1.4	$6.3M		19k	327.33	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.3	$5.8M	+3%	7.7k	746.74	View chart
Morgan Stanley Etf Trust Eato Vanc Bd Etf (EVTR)	0.7	$3.2M		62k	50.71	View chart
Ishares Tr Broad Usd High (USHY)	0.7	$3.1M	+8%	84k	37.02	View chart
Intel Corporation (INTC)	0.7	$2.9M	-7%	21k	139.63	View chart
Broadcom (AVGO)	0.7	$2.9M	+5%	7.7k	377.72	View chart
Spdr Gold Tr Gold Shs (GLD)	0.6	$2.7M	-3%	7.4k	368.38	View chart
Eaton Corp SHS (ETN)	0.6	$2.5M		5.9k	426.10	View chart
Advanced Micro Devices (AMD)	0.6	$2.5M	+6%	4.3k	580.92	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.5	$2.3M	-5%	3.4k	686.81	View chart
Visa Com Cl A (V)	0.5	$2.2M		6.4k	343.10	View chart
American Centy Etf Tr Mid Cap Grw Imp (MID)	0.5	$2.2M	+5%	32k	68.75	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$2.1M	-10%	10k	212.76	View chart
Marathon Petroleum Corp (MPC)	0.5	$2.1M	+2%	8.3k	255.66	View chart
First Tr Exchange-traded Finls Alphadex (FXO)	0.5	$2.1M		33k	62.46	View chart
Wal-Mart Stores (WMT)	0.5	$2.0M		18k	113.26	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$2.0M		4.1k	477.62	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.4	$1.9M		15k	124.76	View chart
American Centy Etf Tr Quality Divrsfed (QINT)	0.4	$1.8M	+12%	26k	69.43	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.4	$1.7M	+4%	8.9k	190.52	View chart
Exxon Mobil Corporation (XOM)	0.4	$1.7M	-5%	12k	136.71	View chart
Palantir Technologies Cl A (PLTR)	0.4	$1.6M	-12%	13k	116.67	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.4	$1.6M		16k	96.58	View chart
Eli Lilly & Co. (LLY)	0.3	$1.5M		1.3k	1199.39	View chart
Micron Technology (MU)	0.3	$1.5M	NEW	1.3k	1154.32	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.3	$1.4M		30k	47.20	View chart
Goldman Sachs (GS)	0.3	$1.4M		1.3k	1011.01	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$1.3M		8.7k	148.30	View chart
TowneBank (TOWN)	0.3	$1.2M		33k	36.24	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.3	$1.1M		22k	52.41	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.1M	-10%	12k	93.92	View chart
Chevron Corporation (CVX)	0.2	$1.0M		6.2k	165.76	View chart
First Tr Exchange-traded Tech Alphadex (FXL)	0.2	$1.0M		4.7k	217.24	View chart
Vaneck Etf Trust Pharmaceutcl Etf (PPH)	0.2	$1.0M	+3%	9.2k	109.34	View chart
Rbc Cad (RY)	0.2	$967k	+25%	4.7k	206.97	View chart
Global X Fds Artificial Etf (AIQ)	0.2	$903k	+2%	14k	65.61	View chart
Abbvie (ABBV)	0.2	$877k		3.5k	251.63	View chart
Charles Schwab Corporation (SCHW)	0.2	$835k	-23%	9.0k	92.27	View chart
Welltower Inc Com reit (WELL)	0.2	$773k	-3%	3.4k	226.99	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.2	$764k	+11%	7.9k	96.49	View chart
Tesla Motors (TSLA)	0.2	$763k		1.8k	420.65	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.2	$736k	-4%	1.0k	703.07	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$717k	-2%	1.4k	522.50	View chart
Talen Energy Corp (TLN)	0.2	$717k	-3%	1.9k	384.26	View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL)	0.2	$672k		6.7k	100.16	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$666k		15k	43.50	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$654k	+262%	5.3k	124.17	View chart
Raymond James Financial (RJF)	0.1	$646k	-17%	4.2k	152.02	View chart
Procter & Gamble Company (PG)	0.1	$635k	-7%	4.3k	146.66	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$628k		2.9k	217.96	View chart
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)	0.1	$607k		5.0k	122.01	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$586k		7.6k	76.70	View chart
Enterprise Products Partners (EPD)	0.1	$555k		15k	36.76	View chart
Meta Platforms Cl A (META)	0.1	$547k	-10%	971.00	562.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$525k		3.4k	156.31	View chart
Ishares Tr Msci India Etf (INDA)	0.1	$513k		10k	49.39	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.1	$489k	+24%	3.0k	165.36	View chart
Wells Fargo & Company (WFC)	0.1	$482k		5.8k	82.64	View chart
International Business Machines (IBM)	0.1	$467k	+35%	1.7k	281.27	View chart
Chubb (CB)	0.1	$466k	-6%	1.4k	340.82	View chart
Morgan Stanley Com New (MS)	0.1	$458k		2.2k	209.04	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$458k		1.8k	252.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.1	$451k	-15%	2.4k	188.09	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$445k		3.2k	137.54	View chart
Lam Research Corp Com New (LRCX)	0.1	$422k	NEW	975.00	433.21	View chart
Lowe's Companies (LOW)	0.1	$422k		1.9k	220.47	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$409k	-17%	8.5k	48.18	View chart
Cisco Systems (CSCO)	0.1	$407k		3.5k	117.45	View chart
Capital One Financial (COF)	0.1	$395k		2.0k	200.62	View chart
American Centy Etf Tr Short Durtn Strg (SDSI)	0.1	$383k	-28%	7.4k	51.35	View chart
Dell Technologies CL C (DELL)	0.1	$371k	NEW	859.00	431.49	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$368k	-2%	4.8k	77.11	View chart
American Centy Etf Tr Focused Lrg Cap (FLV)	0.1	$365k		4.5k	81.30	View chart
McKesson Corporation (MCK)	0.1	$346k		458.00	755.48	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$343k		2.6k	131.43	View chart
Caterpillar (CAT)	0.1	$340k		319.00	1064.90	View chart
Johnson Controls Internation SHS (JCI)	0.1	$339k		2.3k	146.12	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$331k	NEW	2.6k	128.06	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$329k	NEW	1.9k	170.86	View chart
Builders FirstSource (BLDR)	0.1	$322k	-9%	3.6k	89.48	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	0.1	$311k	NEW	7.8k	40.13	View chart
Nucor Corporation (NUE)	0.1	$289k	NEW	1.3k	222.67	View chart
Nexstar Media Group Common Stock (NXST)	0.1	$288k		1.6k	178.59	View chart
Costco Wholesale Corporation (COST)	0.1	$287k		307.00	934.36	View chart
Johnson & Johnson (JNJ)	0.1	$277k	+5%	1.1k	253.89	View chart
Corning Incorporated (GLW)	0.1	$274k	NEW	1.1k	255.53	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$272k	+3%	5.1k	53.10	View chart
Motorola Solutions Com New (MSI)	0.1	$271k	-49%	652.00	415.59	View chart
Duke Energy Corp Com New (DUK)	0.1	$261k	-10%	2.1k	126.57	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.1	$256k	-57%	5.5k	46.14	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$254k		3.3k	76.55	View chart
Merck & Co (MRK)	0.1	$253k		2.0k	128.47	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$249k	-6%	3.3k	75.45	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.1	$248k		2.5k	98.26	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$247k	-51%	7.4k	33.29	View chart
Ishares Tr 10+ Yr Invst Grd (IGLB)	0.1	$246k		4.9k	50.04	View chart
Parker-Hannifin Corporation (PH)	0.1	$246k		251.00	977.91	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.1	$237k	-10%	3.1k	75.88	View chart
3M Company (MMM)	0.1	$234k		1.4k	161.91	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.1	$233k	-15%	24k	9.57	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$233k		1.6k	141.89	View chart
Ecolab (ECL)	0.1	$223k		800.00	278.74	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.0	$219k	NEW	806.00	271.95	View chart
Gilead Sciences (GILD)	0.0	$216k		1.7k	126.34	View chart
Proshares Tr Ii Ulsht Bloomb Oil	0.0	$210k	NEW	6.0k	35.02	View chart
S&p Global (SPGI)	0.0	$208k		512.00	407.06	View chart
Home Depot (HD)	0.0	$208k	-32%	590.00	352.90	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.0	$203k	NEW	3.3k	61.23	View chart
Metagenomi (MGX)	0.0	$15k		13k	1.19	View chart

Past Filings by Peak Planning Group

SEC 13F filings are viewable for Peak Planning Group going back to 2026

Peak Planning Group 2026 Q2 filed Aug. 12, 2026
Peak Planning Group 2025 Q1 filed June 24, 2026
Peak Planning Group 2024 Q3 filed June 24, 2026
Peak Planning Group 2025 Q2 filed June 24, 2026
Peak Planning Group 2021 Q1 filed June 22, 2026
Peak Planning Group 2020 Q4 filed June 3, 2026
Peak Planning Group 2020 Q3 filed May 29, 2026
Peak Planning Group 2021 Q3 filed May 26, 2026
Peak Planning Group 2021 Q4 filed May 26, 2026
Peak Planning Group 2022 Q2 filed May 26, 2026
Peak Planning Group 2023 Q1 filed May 26, 2026
Peak Planning Group 2022 Q3 filed May 26, 2026
Peak Planning Group 2023 Q2 filed May 26, 2026
Peak Planning Group 2023 Q3 filed May 26, 2026
Peak Planning Group 2022 Q4 filed May 26, 2026
Peak Planning Group 2023 Q4 filed May 26, 2026

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z