Peak Planning Group

Peak Planning Group as of June 30, 2026

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