Peak Planning Group
Latest statistics and disclosures from Peak Planning Group's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, PULS, BRK.B, AAPL, and represent 43.32% of Peak Planning Group's stock portfolio.
- Added to shares of these 10 stocks: IVV (+$21M), PULS (+$17M), QQQ (+$17M), XMMO (+$15M), BRK.B (+$10M), AMAT (+$7.8M), EAD (+$7.4M), FPF (+$7.0M), RDVY (+$5.5M), NVDA (+$5.3M).
- Started 35 new stock positions in DVY, AIQ, CHKP, PH, GS, FXO, LLY, AVUV, INTC, MRK.
- Reduced shares in these 10 stocks: IYK, ACIO, KKR, AR, TOWN, SPOT, RTX, IUSV, , JEPQ.
- Sold out of its positions in AR, IUSV, IYK, JEPI, JEPQ, KKR, ORCL, RTX, SPOT.
- Peak Planning Group was a net buyer of stock by $172M.
- Peak Planning Group has $361M in assets under management (AUM), dropping by 87.96%.
- Central Index Key (CIK): 0002097384
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Portfolio Holdings for Peak Planning Group
Peak Planning Group holds 120 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 11.6 | $42M | +98% | 64k | 653.22 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 10.7 | $39M | +75% | 67k | 577.18 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 8.1 | $29M | +143% | 589k | 49.50 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.0 | $25M | +65% | 53k | 479.20 |
|
| Apple (AAPL) | 5.8 | $21M | +13% | 83k | 253.79 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 4.1 | $15M | NEW | 101k | 145.02 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 4.0 | $15M | +61% | 213k | 68.28 |
|
| NVIDIA Corporation (NVDA) | 2.9 | $10M | +103% | 60k | 174.40 |
|
| Microsoft Corporation (MSFT) | 2.9 | $10M | +34% | 28k | 370.18 |
|
| Applied Materials (AMAT) | 2.4 | $8.7M | +920% | 25k | 342.38 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $8.1M | +66% | 28k | 286.86 |
|
| Amazon (AMZN) | 2.1 | $7.6M | +28% | 36k | 208.27 |
|
| Allspring Income Opportunit Inc Oppty Fd (EAD) | 2.1 | $7.4M | NEW | 1.1M | 6.48 |
|
| First Tr Inter Duration Pfd & Income (FPF) | 1.9 | $7.0M | NEW | 398k | 17.63 |
|
| JPMorgan Chase & Co. (JPM) | 1.6 | $5.7M | +73% | 19k | 294.15 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.5 | $5.5M | +92% | 19k | 287.56 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 1.4 | $5.2M | +268% | 115k | 44.85 |
|
| Kla Corp Com New (KLAC) | 1.4 | $4.9M | NEW | 3.3k | 1472.10 |
|
| Ea Series Trust Freedom 100 Em (FRDM) | 1.4 | $4.9M | +197% | 89k | 54.65 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.4 | $4.9M | +137% | 7.5k | 650.38 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 1.1 | $3.8M | +69% | 10k | 383.40 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $3.3M | +16% | 7.7k | 430.29 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 0.9 | $3.2M | NEW | 62k | 50.75 |
|
| Ishares Tr Broad Usd High (USHY) | 0.8 | $2.8M | +123% | 77k | 36.84 |
|
| Broadcom (AVGO) | 0.6 | $2.3M | +35% | 7.3k | 309.49 |
|
| Palantir Technologies Cl A (PLTR) | 0.6 | $2.2M | +420% | 15k | 146.28 |
|
| Wal-Mart Stores (WMT) | 0.6 | $2.2M | +44% | 18k | 124.28 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.2M | +46% | 13k | 169.65 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.6 | $2.1M | 11k | 191.93 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $2.1M | +4% | 3.5k | 597.55 |
|
| Eaton Corp SHS (ETN) | 0.6 | $2.1M | +39% | 5.8k | 357.65 |
|
| Marathon Petroleum Corp (MPC) | 0.5 | $2.0M | +39% | 8.0k | 244.16 |
|
| Visa Com Cl A (V) | 0.5 | $1.9M | +305% | 6.3k | 302.25 |
|
| First Tr Exchange-traded Finls Alphadex (FXO) | 0.5 | $1.9M | NEW | 33k | 56.19 |
|
| American Centy Etf Tr Mid Cap Grw Imp (MID) | 0.5 | $1.8M | NEW | 30k | 61.10 |
|
| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.5 | $1.6M | NEW | 15k | 110.47 |
|
| American Centy Etf Tr Quality Divrsfed (QINT) | 0.4 | $1.5M | NEW | 23k | 65.44 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.4 | $1.5M | +151% | 16k | 90.53 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $1.4M | +165% | 4.1k | 337.92 |
|
| Chevron Corporation (CVX) | 0.4 | $1.3M | +132% | 6.4k | 206.88 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.2M | +23% | 13k | 92.76 |
|
| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.3 | $1.2M | -4% | 30k | 40.19 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.2M | NEW | 1.3k | 919.66 |
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $1.1M | +92% | 22k | 52.56 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.3 | $1.1M | NEW | 8.6k | 132.90 |
|
| Goldman Sachs (GS) | 0.3 | $1.1M | NEW | 1.3k | 845.99 |
|
| TowneBank (TOWN) | 0.3 | $1.1M | -21% | 33k | 33.67 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $1.1M | NEW | 12k | 93.98 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $1.1M | +68% | 8.6k | 124.32 |
|
| Intel Corporation (INTC) | 0.3 | $985k | NEW | 22k | 44.13 |
|
| Vaneck Etf Trust Pharmaceutcl Etf (PPH) | 0.3 | $925k | NEW | 8.9k | 103.88 |
|
| Advanced Micro Devices (AMD) | 0.2 | $817k | NEW | 4.0k | 205.18 |
|
| Abbvie (ABBV) | 0.2 | $758k | NEW | 3.5k | 217.47 |
|
| First Tr Exchange-traded Tech Alphadex (FXL) | 0.2 | $753k | NEW | 4.7k | 158.89 |
|
| Raymond James Financial (RJF) | 0.2 | $744k | -20% | 5.1k | 144.79 |
|
| Welltower Inc Com reit (WELL) | 0.2 | $700k | 3.5k | 197.73 |
|
|
| Procter & Gamble Company (PG) | 0.2 | $677k | -6% | 4.7k | 144.43 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $676k | -11% | 1.1k | 616.54 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $671k | NEW | 6.7k | 100.19 |
|
| Tesla Motors (TSLA) | 0.2 | $669k | +228% | 1.8k | 371.79 |
|
| First Tr Exchange-traded No Amer Energy (EMLP) | 0.2 | $668k | 15k | 43.66 |
|
|
| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.2 | $655k | 1.4k | 463.20 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.2 | $626k | NEW | 13k | 46.67 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $619k | -12% | 1.5k | 426.40 |
|
| Meta Platforms Cl A (META) | 0.2 | $619k | +73% | 1.1k | 572.11 |
|
| Talen Energy Corp (TLN) | 0.2 | $615k | +7% | 1.9k | 319.23 |
|
| Rbc Cad (RY) | 0.2 | $604k | 3.7k | 161.78 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.2 | $594k | +20% | 7.7k | 77.18 |
|
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.2 | $593k | +184% | 15k | 38.42 |
|
| American Centy Etf Tr Avantis Emgmkt (AVEM) | 0.2 | $572k | NEW | 7.1k | 80.58 |
|
| Enterprise Products Partners (EPD) | 0.2 | $570k | 15k | 37.84 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.2 | $566k | +2% | 2.9k | 196.22 |
|
| Motorola Solutions Com New (MSI) | 0.2 | $564k | +24% | 1.3k | 433.89 |
|
| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.2 | $550k | -81% | 13k | 41.96 |
|
| American Centy Etf Tr Short Durtn Strg (SDSI) | 0.1 | $537k | NEW | 11k | 51.29 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.1 | $505k | NEW | 3.3k | 151.39 |
|
| Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) | 0.1 | $490k | -3% | 5.0k | 98.53 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $487k | NEW | 10k | 46.84 |
|
| First Tr Exchange-traded SHS (FVD) | 0.1 | $486k | +116% | 10k | 47.03 |
|
| Chubb (CB) | 0.1 | $478k | -18% | 1.5k | 325.85 |
|
| Wells Fargo & Company (WFC) | 0.1 | $464k | 5.8k | 79.61 |
|
|
| Lowe's Companies (LOW) | 0.1 | $452k | 1.9k | 236.26 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.1 | $437k | -23% | 2.8k | 155.11 |
|
| McKesson Corporation (MCK) | 0.1 | $396k | -22% | 458.00 | 865.22 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.1 | $372k | NEW | 2.6k | 142.85 |
|
| Vanguard Admiral Fds Smllcp 600 Idx (VIOO) | 0.1 | $372k | 3.2k | 114.83 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $359k | NEW | 2.2k | 164.57 |
|
| Capital One Financial (COF) | 0.1 | $357k | NEW | 2.0k | 182.43 |
|
| American Centy Etf Tr Focused Lrg Cap (FLV) | 0.1 | $343k | NEW | 4.5k | 76.68 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $330k | -33% | 4.9k | 67.53 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $329k | 1.8k | 181.42 |
|
|
| Builders FirstSource (BLDR) | 0.1 | $327k | +13% | 4.0k | 82.33 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $324k | -9% | 3.5k | 91.77 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $306k | 307.00 | 995.25 |
|
|
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $303k | -23% | 2.5k | 120.05 |
|
| Johnson Controls Internation SHS (JCI) | 0.1 | $303k | 2.3k | 130.94 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $302k | +119% | 4.9k | 61.26 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $302k | -6% | 2.3k | 130.93 |
|
| International Business Machines (IBM) | 0.1 | $297k | +21% | 1.2k | 242.34 |
|
| Nexstar Media Group Common Stock (NXST) | 0.1 | $292k | 1.6k | 180.83 |
|
|
| Home Depot (HD) | 0.1 | $289k | -29% | 878.00 | 328.85 |
|
| Cisco Systems (CSCO) | 0.1 | $271k | -7% | 3.5k | 77.60 |
|
| Etf Ser Solutions Defiance Quantum (QTUM) | 0.1 | $255k | NEW | 2.4k | 107.29 |
|
| Johnson & Johnson (JNJ) | 0.1 | $253k | -8% | 1.0k | 244.38 |
|
| BlackRock Enhanced Dividend Achievers Tr (BDJ) | 0.1 | $249k | +3% | 29k | 8.62 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.1 | $245k | -3% | 3.3k | 74.35 |
|
| Ishares Tr 10+ Yr Invst Grd (IGLB) | 0.1 | $244k | 4.9k | 49.63 |
|
|
| Totalenergies Se Act (TTE) | 0.1 | $243k | NEW | 2.7k | 90.98 |
|
| Gilead Sciences (GILD) | 0.1 | $238k | -10% | 1.7k | 139.36 |
|
| Merck & Co (MRK) | 0.1 | $236k | NEW | 2.0k | 120.26 |
|
| Caterpillar (CAT) | 0.1 | $226k | NEW | 319.00 | 708.46 |
|
| Parker-Hannifin Corporation (PH) | 0.1 | $221k | NEW | 247.00 | 895.04 |
|
| McDonald's Corporation (MCD) | 0.1 | $218k | -7% | 700.00 | 310.65 |
|
| S&p Global (SPGI) | 0.1 | $217k | 511.00 | 425.02 |
|
|
| Ecolab (ECL) | 0.1 | $213k | 800.00 | 266.14 |
|
|
| First Tr Exchange Traded Dorsey Wrt 5 Etf (FV) | 0.1 | $210k | -34% | 3.5k | 60.44 |
|
| Netflix (NFLX) | 0.1 | $210k | +1117% | 2.2k | 96.15 |
|
| 3M Company (MMM) | 0.1 | $208k | NEW | 1.4k | 145.23 |
|
| Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) | 0.1 | $205k | 1.6k | 125.13 |
|
|
| Metagenomi (MGX) | 0.0 | $17k | NEW | 13k | 1.34 |
|
Past Filings by Peak Planning Group
SEC 13F filings are viewable for Peak Planning Group going back to 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
- Peak Planning Group 2024 Q1 filed May 26, 2026
- Peak Planning Group 2024 Q2 filed May 26, 2026
- Peak Planning Group 2024 Q4 filed May 26, 2026
- Peak Planning Group 2025 Q3 filed May 26, 2026
- Peak Planning Group 2026 Q1 filed April 22, 2026