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CIK: 0002097384
Total reported value
$443.1M
$443.1M
90 檔
16.7%
According to the latest 13F quarterly dataset, Peak Planning Group, LLC managed an equity portfolio of $443.1M at the end of Q2 2025, spanning 90 distinct U.S. exchange-listed positions.
In Q2 2025, Peak Planning Group, LLC adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 42 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.22% | +0.86% | -32.68% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 10.60% | -0.28% | -43.30% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.79% | -0.52% | -21.56% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 9.03% | -0.94% | -31.67% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 6.67% | -0.55% | -25.20% | |
| 6 | RDVY | First Trust Rising Dividend | ETF-Other | 4.37% | +0.04% | -10.20% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.86% | -0.12% | -23.15% | |
| 8 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 3.47% | +0.30% | +80.65% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | -0.15% | -47.83% | |
| 10 | IYK | Ishares US Consumer Staples | ETF-Other | 2.80% | — | — | |
| 11 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.07% | -0.17% | -40.24% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.94% | +0.03% | -37.50% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.37% | -0.11% | -37.80% | |
| 14 | GLD | Spdr Gold Shares | ETF-Commodities | 1.28% | -0.30% | -17.52% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | -0.05% | -60.62% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.24% | -0.07% | +7.63% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +0.03% | -50.64% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.95% | +0.02% | -17.38% | |
| 19 | TOWN | Towne Bank | Stock-Other | 0.93% | -0.04% | -4.78% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | -0.01% | -24.20% | |
| 21 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.87% | +0.14% | +0.48% | |
| 22 | RJF | Raymond James Financial Inc | Stock-Financials | 0.84% | -0.06% | -7.37% | |
| 23 | CGGR | Cap Group Growth Equity | ETF-Other | 0.82% | -0.01% | -2.88% | |
| 24 | XLE | Ss Energy Select Sector | ETF-Other | 0.81% | -0.02% | -25.17% | |
| 25 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.80% | +0.58% | +55.82% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.78% | -0.16% | -27.90% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.64% | -0.23% | -39.43% | |
| 28 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.63% | -0.06% | -31.73% | |
| 29 | FTCS | First Trust Capital Strength | ETF-Other | 0.62% | -0.09% | -42.11% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.51% | -0.05% | +172.16% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.46% | -0.02% | -2.56% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.45% | -0.02% | -34.55% | |
| 33 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.44% | -0.02% | -6.16% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.41% | -0.01% | -29.32% | |
| 35 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.41% | -0.02% | -5.48% | |
| 36 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.40% | -0.09% | +44.95% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | +1.75% | -88.87% | |
| 38 | EPI | Wisdomtree India Earnings | ETF-Other | 0.37% | — | +45.81% | |
| 39 | EMLP | First Trust North American E | ETF-Other | 0.36% | -0.03% | -18.36% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.03% | -75.59% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | -0.01% | -49.32% | |
| 42 | WELL | Welltower Inc | Stock-Real Estate | 0.35% | -0.02% | +0.28% | |
| 43 | CB | Chubb Limited | Stock-Financials | 0.34% | -0.02% | -29.56% | |
| 44 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.34% | — | -4.99% | |
| 45 | AR | Antero Resources CORP | Stock-Energy | 0.34% | — | -34.99% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.33% | -0.03% | -13.00% | |
| 47 | RY | Royal Bank Of Canada | Stock-Financials | 0.32% | +0.05% | -1.16% | |
| 48 | TLN | Talen Energy CORP | Stock-Utilities | 0.31% | -0.01% | +4.29% | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.30% | -0.02% | +1.48% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.30% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | -25.20% | Trim |
| 2 | PULS | Pgim Ultra Short Bond ETF | +2.2% | +80.65% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1.9% | -32.68% | Trim |
| 4 | RDVY | First Trust Rising Dividend | +1.4% | -10.20% | Trim |
| 5 | AMZN | Amazon.com Inc | +1% | -23.15% | Trim |
| 6 | AAPL | Apple Inc | +0.9% | -21.56% | Trim |
| 7 | VOO | Vanguard S&p 500 ETF | +0.6% | +7.63% | Add |
| 8 | SMH | Vaneck Semiconductor ETF | +0.5% | +55.82% | Add |
| 9 | AVGO | Broadcom Inc | +0.5% | -17.38% | Trim |
| 10 | NVDA | Nvidia CORP | +0.4% | -47.83% | Trim |
| 11 | PG | Procter & Gamble Co/the | +0.4% | +172.16% | Add |
| 12 | CGGR | Cap Group Growth Equity | +0.4% | -2.88% | Trim |
| 13 | GLD | Spdr Gold Shares | +0.3% | -17.52% | Trim |
| 14 | DIVO | Amplify Cwp Enhan Divid ETF | +0.3% | +0.48% | Add |
| 15 | ETN | Eaton Corporation plc | +0.3% | -24.20% | Trim |
| 16 | RJF | Raymond James Financial Inc | +0.3% | -7.37% | Trim |
| 17 | TOWN | Towne Bank | +0.3% | -4.78% | Trim |
| 18 | EPI | Wisdomtree India Earnings | +0.2% | +45.81% | Add |
| 19 | USHY | Ishares Broad Usd High Yield | +0.2% | +44.95% | Add |
| 20 | TLN | Talen Energy CORP | +0.2% | +4.29% | Add |
| 21 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | -6.16% | Trim |
| 22 | MDY | State Street Spdr S&p Midcap | +0.2% | -2.56% | Trim |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | -40.24% | Trim |
| 24 | META | Meta Platforms Inc-class A | +0.2% | +5.03% | Add |
| 25 | GOOG | Alphabet Inc-cl C | +0.1% | -37.50% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | -27.90% | Trim |
| 27 | RY | Royal Bank Of Canada | +0.1% | -1.16% | Trim |
| 28 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | -5.48% | Trim |
| 29 | WFC | Wells Fargo & Co | +0.1% | +1.48% | Add |
| 30 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | +0.1% | -4.99% | Trim |
| 31 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 32 | WELL | Welltower Inc | +0.1% | +0.28% | Add |
| 33 | IYW | Ishares Ustechnology ETF | +0.1% | +19.42% | Add |
| 34 | DUK | Duke Energy CORP | +0.1% | +32.84% | Add |
| 35 | MPC | Marathon Petroleum CORP | +0.1% | -31.73% | Trim |
| 36 | IBM | Intl Business Machines CORP | +0.1% | +15.60% | Add |
| 37 | HD | Home Depot Inc | +0.1% | -13.00% | Trim |
| 38 | EPD | Enterprise Products Partners | +0.1% | -0.98% | Trim |
| 39 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | +22.74% | Add |
| 40 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +16.11% | Add |
| 41 | BLDR | Builders Firstsource Inc | +0.1% | — | Unchanged |
| 42 | COST | Costco Wholesale CORP | +0.1% | +5.44% | Add |
| 43 | LOW | Lowe's Cos Inc | +0.1% | +0.42% | Add |
| 44 | VIOO | Vanguard S&p Small-cap 600 E | +0.1% | — | Unchanged |
| 45 | KKR | Kkr & Co Inc | +0.1% | -9.56% | Trim |
| 46 | EMLP | First Trust North American E | +0.1% | -18.36% | Trim |
| 47 | JNJ | Johnson & Johnson | +0.1% | -10.33% | Trim |
| 48 | CSCO | Cisco Systems Inc | +0.1% | -0.84% | Trim |
| 49 | CME | Cme Group Inc | +0.1% | +0.51% | Add |
| 50 | IWF | Ishares Russell 1000 Growth | +0.1% | -34.55% | 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 90 disclosed positions in Q2 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 QQQ, IVV, AAPL) accounted for 16.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
IYK
市值: $4.4M
Top Position Liquidated / Trimmed
FPF
前期市值: $5.8M
During Q2 2025, Peak Planning Group, LLC's top holdings by market value included QQQ (11.2%)、IVV (10.6%)、AAPL (9.8%). The largest single position, QQQ, represented 11.2% of total portfolio value.
In Q2 2025, Peak Planning Group, LLC made 126 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 52 holdings, and fully liquidating 42 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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