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Peak Planning Group

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

Central Index Key (CIK): 0002097384

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

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

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