13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002097384
Total reported value
$443.1M
$443.1M
94 檔
20.6%
In Q3 2025, Peak Planning Group, LLC's U.S. equity holdings reached a combined market value of $443.1M, distributed across 94 disclosed stock positions.
Peak Planning Group, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 5 holdings and trimming 38 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 11.95% | +0.86% | +20.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.26% | -0.28% | +21.10% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 9.73% | -0.52% | -1.66% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 8.37% | -0.94% | +9.96% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 6.29% | +0.30% | +122.24% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 5.60% | -0.55% | -1.13% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 4.63% | +0.04% | +21.48% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.23% | -0.12% | +2.72% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.85% | -0.15% | +3.02% | |
| 10 | IYK | Ishares US Consumer Staples | ETF-Other | 2.37% | — | +7.28% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.15% | +0.03% | -0.96% | |
| 12 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.84% | -0.17% | +0.19% | |
| 13 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.60% | -0.09% | +542.60% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | +0.03% | +0.57% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.22% | -0.30% | +0.29% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.12% | -0.11% | -3.91% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.09% | -0.05% | -0.28% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.08% | -0.07% | -0.53% | |
| 19 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.01% | +0.58% | +31.61% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.92% | +0.02% | +0.09% | |
| 21 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | -0.01% | +4.42% | |
| 22 | TOWN | Towne Bank | Stock-Other | 0.76% | -0.04% | — | |
| 23 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.72% | +0.14% | -2.63% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-Other | 0.72% | -0.01% | -0.75% | |
| 25 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.69% | +0.33% | — | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.68% | -0.09% | +106.21% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.66% | -0.16% | -1.19% | |
| 28 | RJF | Raymond James Financial Inc | Stock-Financials | 0.58% | -0.06% | -24.76% | |
| 29 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.58% | -0.06% | -2.40% | |
| 30 | FTCS | First Trust Capital Strength | ETF-Other | 0.52% | -0.09% | +0.07% | |
| 31 | XOM | Exxon Mobil CORP | Stock-Energy | 0.51% | -0.23% | -6.34% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.41% | -0.02% | — | |
| 33 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.40% | -0.05% | -0.48% | |
| 34 | TLN | Talen Energy CORP | Stock-Utilities | 0.40% | -0.01% | +6.50% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.38% | -0.02% | -1.59% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.35% | -0.02% | -1.03% | |
| 37 | WELL | Welltower Inc | Stock-Real Estate | 0.33% | -0.02% | +0.11% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.32% | -0.01% | — | |
| 39 | IUSG | Ishares Core S&p U.s. Growth | ETF-Other | 0.32% | -0.02% | -19.15% | |
| 40 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.06% | — | |
| 41 | EMLP | First Trust North American E | ETF-Other | 0.30% | -0.03% | +0.32% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.30% | -0.06% | — | |
| 43 | RY | Royal Bank Of Canada | Stock-Financials | 0.29% | +0.05% | — | |
| 44 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.28% | -0.27% | -10.05% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | -0.03% | -1.83% | |
| 46 | QQQE | Dirx Nasdaq-100eq Wi Etf-usd | ETF-Tech | 0.27% | — | -4.77% | |
| 47 | VTV | Vanguard Value ETF | ETF-Other | 0.27% | -0.02% | — | |
| 48 | AMAT | Applied Materials Inc | Stock-Tech | 0.27% | +1.75% | -21.50% | |
| 49 | CB | Chubb Limited | Stock-Financials | 0.26% | -0.02% | -2.39% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.03% | -10.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | +2.8% | +122.24% | Add |
| 2 | ACIO | Aptus Collared Invest Opp | +1.3% | +542.60% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.7% | +20.27% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.7% | +21.10% | Add |
| 5 | USHY | Ishares Broad Usd High Yield | +0.3% | +106.21% | Add |
| 6 | RDVY | First Trust Rising Dividend | +0.3% | +21.48% | Add |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | -0.96% | Trim |
| 8 | SMH | Vaneck Semiconductor ETF | +0.2% | +31.61% | Add |
| 9 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.57% | Add |
| 10 | TLN | Talen Energy CORP | +0.1% | +6.50% | Add |
| 11 | GDXJ | Vaneck Junior Gold Miners | 0% | — | Unchanged |
| 12 | GDX | Vaneck Gold Miners ETF | 0% | — | Unchanged |
| 13 | PLTR | Palantir Technologies Inc-a | 0% | -10.05% | Trim |
| 14 | SPOT | Spotify Technology S.A. | 0% | +29.84% | Add |
| 15 | IYW | Ishares Ustechnology ETF | 0% | — | Unchanged |
| 16 | NXST | Nexstar Media Group Inc | 0% | — | Unchanged |
| 17 | RTX | Rtx CORP | 0% | — | Unchanged |
| 18 | NVDA | Nvidia CORP | 0% | +3.02% | Add |
| 19 | WELL | Welltower Inc | 0% | +0.11% | Add |
| 20 | LOW | Lowe's Cos Inc | 0% | -0.42% | Trim |
| 21 | IBIT | Ishares Bitcoin Trust ETF | 0% | +4.59% | Add |
| 22 | VIOO | Vanguard S&p Small-cap 600 E | 0% | — | Unchanged |
| 23 | JNJ | Johnson & Johnson | 0% | +2.22% | Add |
| 24 | MCD | Mcdonald's CORP | 0% | -0.13% | Trim |
| 25 | AVGO | Broadcom Inc | 0% | +0.09% | Add |
| 26 | RY | Royal Bank Of Canada | 0% | — | Unchanged |
| 27 | MSI | Motorola Solutions Inc | 0% | +0.19% | Add |
| 28 | CVX | Chevron CORP | 0% | -0.83% | Trim |
| 29 | FV | First Trust Dw Focus 5 Fund | 0% | +0.06% | Add |
| 30 | IGLB | Ishares 10+ Year Inv Gr CORP | 0% | — | Unchanged |
| 31 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 32 | CSCO | Cisco Systems Inc | 0% | +0.16% | Add |
| 33 | GILD | Gilead Sciences Inc | 0% | +0.10% | Add |
| 34 | IWF | Ishares Russell 1000 Growth | 0% | — | Unchanged |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | — | Unchanged |
| 36 | IUSV | Ishares Core S&p U.s. Value | 0% | -15.05% | Trim |
| 37 | NFLX | Netflix Inc | 0% | — | Unchanged |
| 38 | EFV | Ishares Msci Eafe Value ETF | 0% | -15.26% | Trim |
| 39 | SPGI | S&p Global Inc | 0% | +0.20% | Add |
| 40 | BLDR | Builders Firstsource Inc | 0% | — | Unchanged |
| 41 | IBM | Intl Business Machines CORP | 0% | +0.30% | Add |
| 42 | BDJ | Blackrock Enhanced Eqty Dvd | 0% | -6.76% | Trim |
| 43 | KKR | Kkr & Co Inc | 0% | +0.12% | Add |
| 44 | MPC | Marathon Petroleum CORP | -0.1% | -2.40% | Trim |
| 45 | JNJ | Johnson & Johnson | -0.1% | -29.65% | Trim |
| 46 | COST | Costco Wholesale CORP | -0.1% | -0.97% | Trim |
| 47 | WFC | Wells Fargo & Co | -0.1% | — | Unchanged |
| 48 | META | Meta Platforms Inc-class A | -0.1% | +3.31% | Add |
| 49 | EPD | Enterprise Products Partners | -0.1% | +1.09% | Add |
| 50 | AAPL | Apple Inc | -0.1% | -1.66% | 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 94 disclosed positions in Q3 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 20.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
FRDM
市值: $1.3M
Top Position Liquidated / Trimmed
EPI
前期市值: $578.6K
During Q3 2025, Peak Planning Group, LLC's top holdings by market value included QQQ (11.9%)、IVV (11.3%)、AAPL (9.7%). The largest single position, QQQ, represented 11.9% of total portfolio value.
In Q3 2025, Peak Planning Group, LLC made 84 total portfolio adjustments, initiating 9 new buys, adding to 32 positions, trimming 38 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.