Peak Planning Group

Peak Planning Group as of March 31, 2026

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 64k 653.22
Invesco Qqq Tr Unit Ser 1 (QQQ) 10.7 $39M 67k 577.18
Pgim Etf Tr Pgim Ultra Sh Bd (PULS) 8.1 $29M 589k 49.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 7.0 $25M 53k 479.20
Apple (AAPL) 5.8 $21M 83k 253.79
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 4.1 $15M 101k 145.02
First Tr Exchange Traded Risng Divd Achiv (RDVY) 4.0 $15M 213k 68.28
NVIDIA Corporation (NVDA) 2.9 $10M 60k 174.40
Microsoft Corporation (MSFT) 2.9 $10M 28k 370.18
Applied Materials (AMAT) 2.4 $8.7M 25k 342.38
Alphabet Cap Stk Cl C (GOOG) 2.2 $8.1M 28k 286.86
Amazon (AMZN) 2.1 $7.6M 36k 208.27
Allspring Income Opportunit Inc Oppty Fd (EAD) 2.1 $7.4M 1.1M 6.48
First Tr Inter Duration Pfd & Income (FPF) 1.9 $7.0M 398k 17.63
JPMorgan Chase & Co. (JPM) 1.6 $5.7M 19k 294.15
Alphabet Cap Stk Cl A (GOOGL) 1.5 $5.5M 19k 287.56
Amplify Etf Tr Cwp Enhanced Div (DIVO) 1.4 $5.2M 115k 44.85
Kla Corp Com New (KLAC) 1.4 $4.9M 3.3k 1472.10
Ea Series Trust Freedom 100 Em (FRDM) 1.4 $4.9M 89k 54.65
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.4 $4.9M 7.5k 650.38
Vaneck Etf Trust Semiconductr Etf (SMH) 1.1 $3.8M 10k 383.40
Spdr Gold Tr Gold Shs (GLD) 0.9 $3.3M 7.7k 430.29
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) 0.9 $3.2M 62k 50.75
Ishares Tr Broad Usd High (USHY) 0.8 $2.8M 77k 36.84
Broadcom (AVGO) 0.6 $2.3M 7.3k 309.49
Palantir Technologies Cl A (PLTR) 0.6 $2.2M 15k 146.28
Wal-Mart Stores (WMT) 0.6 $2.2M 18k 124.28
Exxon Mobil Corporation (XOM) 0.6 $2.2M 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 3.5k 597.55
Eaton Corp SHS (ETN) 0.6 $2.1M 5.8k 357.65
Marathon Petroleum Corp (MPC) 0.5 $2.0M 8.0k 244.16
Visa Com Cl A (V) 0.5 $1.9M 6.3k 302.25
First Tr Exchange-traded Finls Alphadex (FXO) 0.5 $1.9M 33k 56.19
American Centy Etf Tr Mid Cap Grw Imp (MID) 0.5 $1.8M 30k 61.10
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.5 $1.6M 15k 110.47
American Centy Etf Tr Quality Divrsfed (QINT) 0.4 $1.5M 23k 65.44
Ishares Tr Core Msci Eafe (IEFA) 0.4 $1.5M 16k 90.53
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $1.4M 4.1k 337.92
Chevron Corporation (CVX) 0.4 $1.3M 6.4k 206.88
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $1.2M 13k 92.76
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.3 $1.2M 30k 40.19
Eli Lilly & Co. (LLY) 0.3 $1.2M 1.3k 919.66
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.3 $1.1M 22k 52.56
Select Sector Spdr Tr State Street Tec (XLK) 0.3 $1.1M 8.6k 132.90
Goldman Sachs (GS) 0.3 $1.1M 1.3k 845.99
TowneBank (TOWN) 0.3 $1.1M 33k 33.67
Charles Schwab Corporation (SCHW) 0.3 $1.1M 12k 93.98
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $1.1M 8.6k 124.32
Intel Corporation (INTC) 0.3 $985k 22k 44.13
Vaneck Etf Trust Pharmaceutcl Etf (PPH) 0.3 $925k 8.9k 103.88
Advanced Micro Devices (AMD) 0.2 $817k 4.0k 205.18
Abbvie (ABBV) 0.2 $758k 3.5k 217.47
First Tr Exchange-traded Tech Alphadex (FXL) 0.2 $753k 4.7k 158.89
Raymond James Financial (RJF) 0.2 $744k 5.1k 144.79
Welltower Inc Com reit (WELL) 0.2 $700k 3.5k 197.73
Procter & Gamble Company (PG) 0.2 $677k 4.7k 144.43
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.2 $676k 1.1k 616.54
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $671k 6.7k 100.19
Tesla Motors (TSLA) 0.2 $669k 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 13k 46.67
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $619k 1.5k 426.40
Meta Platforms Cl A (META) 0.2 $619k 1.1k 572.11
Talen Energy Corp (TLN) 0.2 $615k 1.9k 319.23
Rbc Cad (RY) 0.2 $604k 3.7k 161.78
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $594k 7.7k 77.18
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.2 $593k 15k 38.42
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.2 $572k 7.1k 80.58
Enterprise Products Partners (EPD) 0.2 $570k 15k 37.84
Vanguard Index Fds Value Etf (VTV) 0.2 $566k 2.9k 196.22
Motorola Solutions Com New (MSI) 0.2 $564k 1.3k 433.89
Etf Ser Solutions Aptus Collrd Inv (ACIO) 0.2 $550k 13k 41.96
American Centy Etf Tr Short Durtn Strg (SDSI) 0.1 $537k 11k 51.29
Ishares Tr Select Divid Etf (DVY) 0.1 $505k 3.3k 151.39
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE) 0.1 $490k 5.0k 98.53
Ishares Tr Msci India Etf (INDA) 0.1 $487k 10k 46.84
First Tr Exchange-traded SHS (FVD) 0.1 $486k 10k 47.03
Chubb (CB) 0.1 $478k 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 2.8k 155.11
McKesson Corporation (MCK) 0.1 $396k 458.00 865.22
Check Point Software Tech Lt Ord (CHKP) 0.1 $372k 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 2.2k 164.57
Capital One Financial (COF) 0.1 $357k 2.0k 182.43
American Centy Etf Tr Focused Lrg Cap (FLV) 0.1 $343k 4.5k 76.68
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $330k 4.9k 67.53
Ishares Tr U.s. Tech Etf (IYW) 0.1 $329k 1.8k 181.42
Builders FirstSource (BLDR) 0.1 $327k 4.0k 82.33
Vaneck Etf Trust Gold Miners Etf (GDX) 0.1 $324k 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 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 4.9k 61.26
Duke Energy Corp Com New (DUK) 0.1 $302k 2.3k 130.93
International Business Machines (IBM) 0.1 $297k 1.2k 242.34
Nexstar Media Group Common Stock (NXST) 0.1 $292k 1.6k 180.83
Home Depot (HD) 0.1 $289k 878.00 328.85
Cisco Systems (CSCO) 0.1 $271k 3.5k 77.60
Etf Ser Solutions Defiance Quantum (QTUM) 0.1 $255k 2.4k 107.29
Johnson & Johnson (JNJ) 0.1 $253k 1.0k 244.38
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.1 $249k 29k 8.62
Ishares Tr Eafe Value Etf (EFV) 0.1 $245k 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 2.7k 90.98
Gilead Sciences (GILD) 0.1 $238k 1.7k 139.36
Merck & Co (MRK) 0.1 $236k 2.0k 120.26
Caterpillar (CAT) 0.1 $226k 319.00 708.46
Parker-Hannifin Corporation (PH) 0.1 $221k 247.00 895.04
McDonald's Corporation (MCD) 0.1 $218k 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 3.5k 60.44
Netflix (NFLX) 0.1 $210k 2.2k 96.15
3M Company (MMM) 0.1 $208k 1.4k 145.23
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 0.1 $205k 1.6k 125.13
Metagenomi (MGX) 0.0 $17k 13k 1.34