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CIK: 0002097384
Total reported value
$443.1M
$443.1M
120 檔
35.3%
As reported in its official Q1 2026 Form 13F filing, Peak Planning Group, LLC's tracked investment portfolio stood at $443.1M with 120 total positions.
Peak Planning Group, LLC executed strategic sector rebalancing during Q1 2026, establishing 3 new positions while fully exiting 3 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.63% | -0.28% | +6.02% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 10.74% | +0.86% | +6.26% | |
| 3 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 8.08% | +0.30% | +25.53% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 7.02% | -0.94% | +0.74% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.85% | -0.52% | -4.73% | |
| 6 | XMMO | Invesco S&p Midcap Momentum | ETF-Other | 4.06% | +0.15% | +12.63% | |
| 7 | RDVY | First Trust Rising Dividend | ETF-Other | 4.04% | +0.04% | +13.10% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.88% | -0.15% | +1.94% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.55% | -0.32% | |
| 10 | AMAT | Applied Materials Inc | Stock-Tech | 2.41% | +1.75% | +0.42% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | +0.03% | +7.96% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.09% | -0.12% | -1.88% | |
| 13 | XEADX | Allspring Income Opport | Stock-Other | 2.05% | -0.45% | -3.90% | |
| 14 | FPF | First Tr Interm Dur & Inc | Stock-Other | 1.94% | -0.30% | +2.14% | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | -0.17% | -1.20% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.51% | +0.03% | +0.72% | |
| 17 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-Other | 1.43% | +0.14% | +267.75% | |
| 18 | KLAC | Kla CORP | Stock-Tech | 1.36% | +0.92% | — | |
| 19 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 1.35% | +0.33% | +52.23% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.35% | -0.05% | -0.25% | |
| 21 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.07% | +0.58% | +20.20% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 0.92% | -0.30% | -0.71% | |
| 23 | EVTR | Eaton Vance Total Return | ETF-Other | 0.88% | -0.17% | +5.80% | |
| 24 | USHY | Ishares Broad Usd High Yield | ETF-High Yield | 0.79% | -0.09% | +40.54% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.63% | +0.02% | -0.69% | |
| 26 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.62% | -0.27% | -6.68% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 0.62% | -0.16% | +0.52% | |
| 28 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.23% | +0.41% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.59% | -0.11% | -18.74% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.59% | -0.07% | -0.08% | |
| 31 | ETN | Eaton Corporation plc | Stock-Industrials | 0.58% | -0.01% | -2.41% | |
| 32 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.54% | -0.06% | +0.15% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | -0.03% | -2.06% | |
| 34 | FXO | First Trust Financial Alphad | ETF-Other | 0.52% | -0.05% | -0.70% | |
| 35 | MID | American Century Mid Cap Gro | ETF-Other | 0.50% | -0.01% | +2.63% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.46% | -0.03% | +2.75% | |
| 37 | QINT | American Century Qlty Diver | ETF-Other | 0.42% | -0.01% | +18.09% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.41% | -0.06% | +11.12% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.39% | +0.06% | +9.66% | |
| 40 | CVX | Chevron CORP | Stock-Energy | 0.36% | -0.13% | +6.25% | |
| 41 | FTCS | First Trust Capital Strength | ETF-Other | 0.34% | -0.09% | -1.75% | |
| 42 | CGGR | Cap Group Growth Equity | ETF-Other | 0.33% | -0.01% | -0.26% | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.33% | +0.02% | +0.71% | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.32% | -0.06% | +3.54% | |
| 45 | XLK | Ss Technology Select Sector | ETF-Tech | 0.32% | +0.06% | -0.83% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.31% | — | -0.07% | |
| 47 | TOWN | Towne Bank | Stock-Other | 0.31% | -0.04% | -13.55% | |
| 48 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.31% | -0.12% | -1.38% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.30% | -0.01% | -1.28% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.27% | +0.38% | -0.99% |
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 Q1 2026.
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, PULS) accounted for 35.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
XLE
市值: $302.2K
Top Position Liquidated / Trimmed
KKR
前期市值: $332.7K
During Q1 2026, Peak Planning Group, LLC's top holdings by market value included IVV (11.6%)、QQQ (10.7%)、PULS (8.1%). The largest single position, IVV, represented 11.6% of total portfolio value.
In Q1 2026, Peak Planning Group, LLC made 108 total portfolio adjustments, initiating 3 new buys, adding to 48 positions, trimming 54 holdings, and fully liquidating 3 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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