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CIK: 0002097384
Total reported value
$443.1M
$443.1M
120 檔
34.7%
According to the latest 13F quarterly dataset, Peak Planning Group, LLC managed an equity portfolio of $443.1M at the end of Q4 2025, spanning 120 distinct U.S. exchange-listed positions.
In Q4 2025, Peak Planning Group, LLC displayed an active expansion posture, initiating 33 new positions and adding to 57 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.63% | -0.28% | +87.51% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.91% | +0.86% | +65.35% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.40% | -0.94% | +64.22% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.65% | -0.52% | +18.90% | |
| 5 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 6.53% | +0.30% | +93.82% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.79% | -0.55% | +34.67% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 3.67% | +0.04% | +42.69% | |
| 8 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 3.48% | +0.15% | — | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 3.06% | -0.15% | +99.94% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.39% | -0.12% | +30.98% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.31% | +0.03% | +54.59% | |
| 12 | XEADX | Allspring Income Opport | Stock-Other | 2.26% | -0.45% | — | |
| 13 | FPF | First Tr Interm Dur & Inc | Stock-Other | 2.04% | -0.30% | — | |
| 14 | AMAT | Applied Materials Inc | Stock-Tech | 1.82% | +1.75% | +915.80% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | -0.17% | +75.18% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.65% | +0.03% | +91.04% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.44% | -0.05% | +138.51% | |
| 18 | ACIO | Aptus Collared Invest Opp | ETF-Other | 1.28% | -0.09% | +47.80% | |
| 19 | KLAC | Kla CORP | Stock-Tech | 1.14% | +0.92% | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.86% | -0.30% | +17.50% | |
| 21 | EVTR | Eaton Vance Total Return | ETF-Other | 0.85% | -0.17% | — | |
| 22 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 0.84% | +0.33% | +95.18% | |
| 23 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.84% | +0.58% | +40.74% | |
| 24 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.82% | -0.27% | +458.17% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.74% | -0.11% | +21.13% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.71% | +0.02% | +36.84% | |
| 27 | V | Visa Inc-class A Shares | Stock-Financials | 0.63% | -0.03% | +314.00% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | -0.07% | +4.36% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.58% | -0.09% | +59.04% | |
| 30 | FXO | First Trust Financial Alphad | ETF-Other | 0.57% | -0.05% | — | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.56% | -0.16% | +44.25% | |
| 32 | ETN | Eaton Corporation plc | Stock-Industrials | 0.53% | -0.01% | +42.79% | |
| 33 | MID | American Century Mid Cap Gro | ETF-Other | 0.53% | -0.01% | — | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.43% | -0.23% | +45.95% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.41% | -0.03% | — | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 0.39% | +0.14% | +0.21% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.02% | — | |
| 38 | CGGR | Cap Group Growth Equity | ETF-Other | 0.37% | -0.01% | -4.08% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.37% | -0.06% | +125.95% | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.37% | -0.06% | +39.26% | |
| 41 | TOWN | Towne Bank | Stock-Other | 0.36% | -0.04% | -9.04% | |
| 42 | QINT | American Century Qlty Diver | ETF-Other | 0.35% | -0.01% | — | |
| 43 | FTCS | First Trust Capital Strength | ETF-Other | 0.35% | -0.09% | +26.07% | |
| 44 | XLK | Ss Technology Select Sector | ETF-Tech | 0.35% | +0.06% | — | |
| 45 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.34% | -0.12% | — | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.33% | — | — | |
| 47 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.06% | +142.36% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.31% | -0.06% | +86.03% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.01% | +70.80% | |
| 50 | RJF | Raymond James Financial Inc | Stock-Financials | 0.28% | -0.06% | -4.57% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +1.6% | +915.80% | Add |
| 2 | PLTR | Palantir Technologies Inc-a | +0.5% | +458.17% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.4% | +91.04% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +87.51% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +138.51% | Add |
| 6 | V | Visa Inc-class A Shares | +0.4% | +314.00% | Add |
| 7 | PULS | Pgim Ultra Short Bond ETF | +0.2% | +93.82% | Add |
| 8 | NVDA | Nvidia CORP | +0.2% | +99.94% | Add |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +54.59% | Add |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +95.18% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +235.77% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +142.36% | Add |
| 13 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +125.95% | Add |
| 14 | FVD | First Trust Value Line Dvd | +0.1% | +166.13% | Add |
| 15 | CVX | Chevron CORP | 0% | +118.72% | Add |
| 16 | IGSB | Ishares 1-5y Inv Grade CORP | — | +86.03% | Add |
| 17 | IJR | Ishares Core S&p Small-cap E | 0% | +70.80% | Add |
| 18 | IBIT | Ishares Bitcoin Trust ETF | 0% | +116.96% | Add |
| 19 | META | Meta Platforms Inc-class A | 0% | +85.28% | Add |
| 20 | WFC | Wells Fargo & Co | 0% | +39.41% | Add |
| 21 | RTX | Rtx CORP | 0% | +3.35% | Add |
| 22 | GILD | Gilead Sciences Inc | 0% | +1.63% | Add |
| 23 | JNJ | Johnson & Johnson | -0.1% | +0.35% | Add |
| 24 | BDJ | Blackrock Enhanced Eqty Dvd | -0.1% | +2.13% | Add |
| 25 | EFV | Ishares Msci Eafe Value ETF | -0.1% | +0.67% | Add |
| 26 | ECL | Ecolab Inc | -0.1% | — | Unchanged |
| 27 | JNJ | Johnson & Johnson | -0.1% | -7.36% | Trim |
| 28 | GSLC | Goldman Activebeta US Lc ETF | -0.1% | — | Unchanged |
| 29 | NFLX | Netflix Inc | -0.1% | +1163.69% | Add |
| 30 | SPGI | S&p Global Inc | -0.1% | +0.20% | Add |
| 31 | CSCO | Cisco Systems Inc | -0.1% | -8.01% | Trim |
| 32 | IGLB | Ishares 10+ Year Inv Gr CORP | -0.1% | — | Unchanged |
| 33 | MCD | Mcdonald's CORP | -0.1% | -2.26% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | +75.18% | Add |
| 35 | GDX | Vaneck Gold Miners ETF | -0.1% | -9.22% | Trim |
| 36 | IBM | Intl Business Machines CORP | -0.1% | -2.87% | Trim |
| 37 | XOM | Exxon Mobil CORP | -0.1% | +45.95% | Add |
| 38 | DUK | Duke Energy CORP | -0.1% | -4.20% | Trim |
| 39 | COST | Costco Wholesale CORP | -0.1% | — | Unchanged |
| 40 | NXST | Nexstar Media Group Inc | -0.1% | — | Unchanged |
| 41 | GDXJ | Vaneck Junior Gold Miners | -0.1% | -23.33% | Trim |
| 42 | IYW | Ishares Ustechnology ETF | -0.1% | — | Unchanged |
| 43 | KKR | Kkr & Co Inc | -0.1% | +0.15% | Add |
| 44 | VIOO | Vanguard S&p Small-cap 600 E | -0.1% | — | Unchanged |
| 45 | USHY | Ishares Broad Usd High Yield | -0.1% | +59.04% | Add |
| 46 | WMT | Walmart Inc | -0.1% | +44.25% | Add |
| 47 | AR | Antero Resources CORP | -0.1% | -25.74% | Trim |
| 48 | MSI | Motorola Solutions Inc | -0.1% | +32.70% | Add |
| 49 | EPD | Enterprise Products Partners | -0.1% | +1.08% | Add |
| 50 | FV | First Trust Dw Focus 5 Fund | -0.1% | -34.59% | 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 120 disclosed positions in Q4 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, QQQ, BRK-B) accounted for 34.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
XMMO
市值: $12.4M
Top Position Liquidated / Trimmed
IYK
前期市值: $4.5M
During Q4 2025, Peak Planning Group, LLC's top holdings by market value included IVV (11.6%)、QQQ (10.9%)、BRK-B (7.4%). The largest single position, IVV, represented 11.6% of total portfolio value.
In Q4 2025, Peak Planning Group, LLC made 118 total portfolio adjustments, initiating 33 new buys, adding to 57 positions, trimming 21 holdings, and fully liquidating 7 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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