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CIK: 0002097384
Total reported value
$443.1M
$443.1M
122 檔
23.2%
At the close of Q1 2025, Peak Planning Group, LLC disclosed equity holdings valued at approximately $443.1M, spread across 122 reported holdings.
Peak Planning Group, LLC executed strategic sector rebalancing during Q1 2025, establishing 15 new positions while fully exiting 9 holdings and trimming 46 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.12% | -0.28% | +1.45% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.53% | -0.94% | +10.25% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 9.32% | +0.86% | +5.51% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 8.88% | -0.52% | -1.85% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.43% | -0.55% | -3.44% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 2.98% | +0.04% | +19.83% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.86% | -0.12% | -0.33% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.15% | +3.04% | |
| 9 | FPF | First Tr Interm Dur & Inc | Stock-Other | 2.45% | -0.30% | +5.33% | |
| 10 | SDVY | First Trust Smid Cap Rising | ETF-Other | 2.44% | — | +0.41% | |
| 11 | XEADX | Allspring Income Opport | Stock-Other | 2.25% | -0.45% | +9.48% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.92% | -0.17% | -1.55% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.89% | -0.05% | +3.02% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.80% | +0.03% | +11.63% | |
| 15 | AMAT | Applied Materials Inc | Stock-Tech | 1.74% | +1.75% | -2.57% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.38% | -0.11% | -2.54% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.03% | +0.94% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.26% | +0.30% | — | |
| 19 | EVTR | Eaton Vance Total Return | ETF-Other | 1.00% | -0.17% | -4.76% | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.96% | -0.30% | -2.78% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.96% | -0.03% | +3.59% | |
| 22 | KLAC | Kla CORP | Stock-Tech | 0.95% | +0.92% | +0.12% | |
| 23 | XLE | Ss Energy Select Sector | ETF-Other | 0.79% | -0.02% | +29.47% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.77% | -0.23% | -2.94% | |
| 25 | FXO | First Trust Financial Alphad | ETF-Other | 0.74% | -0.05% | +0.36% | |
| 26 | MID | American Century Mid Cap Gro | ETF-Other | 0.71% | -0.01% | -2.67% | |
| 27 | FTCS | First Trust Capital Strength | ETF-Other | 0.70% | -0.09% | +0.08% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | -0.07% | +41.06% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.64% | -0.16% | -0.69% | |
| 30 | TOWN | Towne Bank | Stock-Other | 0.64% | -0.04% | — | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.60% | -0.01% | +3.61% | |
| 32 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.55% | +0.14% | +0.63% | |
| 33 | RJF | Raymond James Financial Inc | Stock-Financials | 0.54% | -0.06% | +0.04% | |
| 34 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.53% | -0.06% | -8.57% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.52% | -0.03% | -6.97% | |
| 36 | CGGR | Cap Group Growth Equity | ETF-Other | 0.47% | -0.01% | -1.26% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.47% | -0.13% | -2.05% | |
| 38 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.46% | -0.27% | -17.82% | |
| 39 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.02% | -0.70% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | -0.01% | -11.22% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.44% | +0.02% | +2.33% | |
| 42 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.40% | -0.12% | +0.16% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.39% | -0.02% | -0.59% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.06% | +0.16% | |
| 45 | FVD | First Trust Value Line Dvd | ETF-Other | 0.37% | -0.04% | -9.91% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.36% | -0.01% | -5.60% | |
| 47 | INDA | Ishares Msci India ETF | ETF-Other | 0.35% | -0.01% | -0.49% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.35% | -0.01% | +0.51% | |
| 49 | AR | Antero Resources CORP | Stock-Energy | 0.34% | — | +25.41% | |
| 50 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.34% | -0.04% | -5.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +2.2% | +10.25% | Add |
| 2 | RDVY | First Trust Rising Dividend | +0.5% | +19.83% | Add |
| 3 | XLE | Ss Energy Select Sector | +0.2% | +29.47% | Add |
| 4 | XEADX | Allspring Income Opport | +0.2% | +9.48% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.2% | +41.06% | Add |
| 6 | FPF | First Tr Interm Dur & Inc | +0.2% | +5.33% | Add |
| 7 | GLD | Spdr Gold Shares | +0.1% | -2.78% | Trim |
| 8 | V | Visa Inc-class A Shares | +0.1% | +3.59% | Add |
| 9 | AR | Antero Resources CORP | +0.1% | +25.41% | Add |
| 10 | KLAC | Kla CORP | +0.1% | +0.12% | Add |
| 11 | ABBV | Abbvie Inc | +0.1% | +0.51% | Add |
| 12 | CVX | Chevron CORP | +0.1% | -2.05% | Trim |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -2.94% | Trim |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +58.24% | Add |
| 15 | QINT | American Century Qlty Diver | +0.1% | +8.32% | Add |
| 16 | CHKP | Check Point Software Technologies Ltd. | 0% | — | Unchanged |
| 17 | WELL | Welltower Inc | 0% | +0.20% | Add |
| 18 | LLY | Eli Lilly & Co | 0% | +2.33% | Add |
| 19 | GS | Goldman Sachs Group Inc | 0% | +16.47% | Add |
| 20 | MCK | Mckesson CORP | 0% | +0.79% | Add |
| 21 | USHY | Ishares Broad Usd High Yield | 0% | +19.05% | Add |
| 22 | SCHW | Schwab (charles) CORP | 0% | +0.16% | Add |
| 23 | FTCS | First Trust Capital Strength | 0% | +0.08% | Add |
| 24 | JPM | Jpmorgan Chase & Co | 0% | -1.55% | Trim |
| 25 | PG | Procter & Gamble Co/the | 0% | +18.49% | Add |
| 26 | DUK | Duke Energy CORP | 0% | +9.40% | Add |
| 27 | EPD | Enterprise Products Partners | 0% | +1.02% | Add |
| 28 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.05% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +7.77% | Add |
| 30 | INTC | Intel CORP | 0% | -6.38% | Trim |
| 31 | DIVO | Amplify Cwp Enhan Divid ETF | 0% | +0.63% | Add |
| 32 | EMLP | First Trust North American E | 0% | +0.25% | Add |
| 33 | TTEN | Totalenergies Se -spon Adr | 0% | -1.54% | Trim |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +10.54% | Add |
| 35 | WFC | Wells Fargo & Co | 0% | +3.64% | Add |
| 36 | COST | Costco Wholesale CORP | 0% | +2.44% | Add |
| 37 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | +1.83% | Add |
| 38 | ET | Energy Transfer LP | 0% | +11.72% | Add |
| 39 | DVY | Ishares Select Dividend ETF | 0% | +0.70% | Add |
| 40 | COP | Conocophillips | 0% | -0.70% | Trim |
| 41 | FLV | American Century Focused Lar | 0% | -1.05% | Trim |
| 42 | CB | Chubb Limited | 0% | -7.21% | Trim |
| 43 | CSCO | Cisco Systems Inc | 0% | +0.26% | Add |
| 44 | TOWN | Towne Bank | 0% | — | Unchanged |
| 45 | FXO | First Trust Financial Alphad | — | +0.36% | Add |
| 46 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | — | -0.40% | Trim |
| 47 | KKR | Kkr & Co Inc | — | +23.78% | Add |
| 48 | NXST | Nexstar Media Group Inc | — | -9.03% | Trim |
| 49 | DFSEUR | Discover Financial Services | — | — | Unchanged |
| 50 | SPGI | S&p Global Inc | — | -0.71% | Trim |
According to official SEC Form 13F filings, Peak Planning Group, LLC reported a total U.S. public equity portfolio value of $443.1M across 122 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, BRK-B, QQQ) accounted for 23.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
PULS
市值: $3.0M
Top Position Liquidated / Trimmed
MMIN
前期市值: $420.0K
During Q1 2025, Peak Planning Group, LLC's top holdings by market value included IVV (11.1%)、BRK-B (9.5%)、QQQ (9.3%). The largest single position, IVV, represented 11.1% of total portfolio value.
In Q1 2025, Peak Planning Group, LLC made 121 total portfolio adjustments, initiating 15 new buys, adding to 51 positions, trimming 46 holdings, and fully liquidating 9 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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