Peak Planning Group, LLC 13F holdings
Peak Planning Group, LLC reported 94 positions with a total reported value of $443.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-12. Top holdings by reported value: ISHARES TR (13.7%), QQQ INVESCO QQQ TR (11.6%), PGIM ETF TR (8.4%), BRK-B BERKSHIRE HATHAWAY INC DEL (6.1%), AAPL APPLE INC (5.3%). Against 2026-03-31 it opened 9 new positions and exited 3. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 94 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ISHARES TR | 233,570 | $60.8M | 13.7% |
| QQQ INVESCO QQQ TR | 69,787 | $51.4M | 11.6% |
| PGIM ETF TR | 749,150 | $37.1M | 8.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 53,838 | $26.9M | 6.1% |
| AAPL APPLE INC | 81,639 | $23.6M | 5.3% |
| IVZ INVESCO EXCHANGE TRADED FD T | 122,898 | $21.0M | 4.7% |
| APPLIED MATLS INC | 25,499 | $18.4M | 4.2% |
| FIRST TR EXCHANGE TRADED FD | 226,330 | $18.3M | 4.1% |
| GOOGL ALPHABET INC | 47,785 | $17.0M | 3.8% |
| NVDA NVIDIA CORPORATION | 60,440 | $12.1M | 2.7% |
| MSFT MICROSOFT CORP | 27,395 | $10.2M | 2.3% |
| KLAC KLA CORP | 33,422 | $10.1M | 2.3% |
| VANECK ETF TRUST | 26,150 | $8.8M | 2.0% |
| AMZN AMAZON COM INC | 36,563 | $8.7M | 2.0% |
| AMERICAN CENTY ETF TR | 95,096 | $7.7M | 1.7% |
| EA SERIES TRUST | 102,201 | $7.5M | 1.7% |
| FIRST TR INTER DURATN PFD & | 400,589 | $7.3M | 1.6% |
| EAD ALLSPRING INCOME OPPORTUNIT | 1,090,407 | $7.1M | 1.6% |
| AMPLIFY ETF TR | 152,710 | $7.0M | 1.6% |
| JPM JPMORGAN CHASE & CO | 19,098 | $6.3M | 1.4% |
| SPY STATE STR SPDR S&P 500 ETF T | 7,729 | $5.8M | 1.3% |
| FIRST TR EXCHANGE-TRADED FD | 73,551 | $5.3M | 1.2% |
| MORGAN STANLEY ETF TRUST | 62,279 | $3.2M | 0.7% |
| VANGUARD INDEX FDS | 6,233 | $2.9M | 0.7% |
| INTC INTEL CORP | 20,759 | $2.9M | 0.7% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 9 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| MU MICRON TECHNOLOGY INC | 1,291 | $1.5M | 0.3% |
| LRCX LAM RESEARCH CORP | 975 | $422.4K | <0.1% |
| DELL DELL TECHNOLOGIES INC | 859 | $370.7K | <0.1% |
| SPCX SPACE EXPLORATION TECHN CORP | 1,928 | $329.4K | <0.1% |
| FIDELITY COVINGTON TRUST | 7,760 | $311.4K | <0.1% |
| NUE NUCOR CORP | 1,298 | $289.0K | <0.1% |
| GLW CORNING INC | 1,071 | $273.7K | <0.1% |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 806 | $219.2K | <0.1% |
| PROSHARES TR II | 5,987 | $209.7K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 3 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| KLAC KLA CORP | 3,341 | 33,422 | +900.4% | $10.1M |
| PGIM ETF TR | 589,238 | 749,150 | +27.1% | $37.1M |
| ISHARES TR | 221,180 | 233,570 | +5.6% | $60.8M |
| QQQ INVESCO QQQ TR | 67,158 | 69,787 | +3.9% | $51.4M |
| IVZ INVESCO EXCHANGE TRADED FD T | 112,121 | 122,898 | +9.6% | $21.0M |
| AMPLIFY ETF TR | 115,068 | 152,710 | +32.7% | $7.0M |
| EA SERIES TRUST | 89,297 | 102,201 | +14.5% | $7.5M |
| FIRST TR EXCHANGE TRADED FD | 216,761 | 226,330 | +4.4% | $18.3M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 52,867 | 53,838 | +1.8% | $26.9M |
| AMERICAN CENTY ETF TR | 89,707 | 95,096 | +6.0% | $7.7M |
| VANECK ETF TRUST | 24,987 | 26,150 | +4.7% | $8.8M |
| ROYAL BK CDA | 3,736 | 4,673 | +25.1% | $967.2K |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ETF SER SOLUTIONS | 15,473 | 8,497 | -45.1% | $744.6K |
| AAPL APPLE INC | 83,102 | 81,639 | -1.8% | $23.6M |
| EAD ALLSPRING INCOME OPPORTUNIT | 1,142,766 | 1,090,407 | -4.6% | $7.1M |
| MSI MOTOROLA SOLUTIONS INC | 1,300 | 652 | -49.8% | $271.0K |
| IBIT ISHARES BITCOIN TRUST ETF | 15,443 | 7,426 | -51.9% | $247.2K |
| SCHW SCHWAB CHARLES CORP | 11,881 | 9,047 | -23.9% | $834.8K |
| FIRST TR EXCHANGE-TRADED FD | 76,787 | 73,551 | -4.2% | $5.3M |
| PLTR PALANTIR TECHNOLOGIES INC | 15,329 | 13,371 | -12.8% | $1.6M |
| INTC INTEL CORP | 22,329 | 20,759 | -7.0% | $2.9M |
| MSFT MICROSOFT CORP | 27,841 | 27,395 | -1.6% | $10.2M |
| RJF RAYMOND JAMES FINL INC | 5,140 | 4,247 | -17.4% | $645.6K |
| HD HOME DEPOT INC | 878 | 590 | -32.8% | $208.2K |
CIK 2097384 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
