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Peak Planning Group, LLC

Diversified strategyMomentum followerSector-focused

Total reported value

$360.8M

Reporting period: 2026-03-31 · Number of holdings: 120

Peak Planning Group, LLC disclosed 120 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $360.8M and a quarterly turnover rate of 13.0%.

Personality snowflake

Concentration
19.77
Portfolio Stability
13.01
Momentum/Contrarian
100
Sector conviction
89.5
Diversification
100
Sizing Uniformity
77.7

Recent moves

  • Add PULS

    +25.5%　$5.9M

  • Trim ACIO

    -87.5%　-$4.0M

  • Add DIVO

    +267.7%　$3.8M

  • Trim MSFT

    -0.3%　-$3.2M

  • Trim AAPL

    -4.7%　-$2.6M

  • Add AMAT

    +0.4%　$2.2M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1IVVIshares Core S&p 500 ETFETF-Large Cap & Growth11.63%—+6.02%
2QQQInvesco Qqq Trust Series 1ETF-Tech10.74%—+6.26%
3PULSPgim Ultra Short Bond ETFETF-Other8.08%+1.55%+25.53%
4BRK-BBerkshire Hathaway Inc-cl BStock-Other7.02%-0.38%+0.74%
5AAPLApple INCStock-Tech5.85%-0.80%-4.73%
6XMMOInvesco S&p Midcap MomentumETF-Other4.06%+0.58%+12.63%
7RDVYFirst Trust Rising DividendETF-Other4.04%+0.37%+13.10%
8NVDANvidia CORPStock-Tech2.88%-0.18%+1.94%
9MSFTMicrosoft CORPStock-Tech2.86%-0.93%-0.32%
10AMATApplied Materials INCStock-Tech2.41%+0.59%+0.42%
11GOOGAlphabet Inc-cl CStock-Comm Services2.25%—+7.96%
12AMZNAmazon.com INCStock-Consumer Disc2.09%-0.30%-1.88%
13XEADXAllspring Income OpportStock-Other2.05%-0.21%-3.90%
14FPFFirst Tr Interm Dur & INCStock-Other1.94%-0.10%+2.14%
15JPMJpmorgan Chase & CoStock-Financials1.58%-0.19%-1.20%
16GOOGLAlphabet Inc-cl AStock-Comm Services1.51%-0.14%+0.72%
17DIVOAmplify Cwp Enhan Divid ETFETF-Other1.43%+1.04%+267.75%
18KLACKla CORPStock-Tech1.36%+0.22%—
19FRDMFreedom 100 Emeging Mrkt ETFETF-Other1.35%+0.51%+52.23%
20SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.35%-0.09%-0.25%
21SMHVaneck Semiconductor ETFETF-Other1.07%+0.23%+20.20%
22GLDSpdr Gold SharesETF-Commodities0.92%+0.06%-0.71%
23EVTREaton Vance Total ReturnETF-Other0.88%—+5.80%
24USHYIshares Broad Usd High YieldETF-High Yield0.79%+0.21%+40.54%
25AVGOBroadcom INCStock-Tech0.63%-0.08%-0.69%
26PLTRPalantir Technologies Inc-aStock-Tech0.62%-0.20%-6.68%
27WMTWalmart INCStock-Consumer Staples0.62%+0.06%+0.52%
28XOMExxon Mobil CORPStock-Energy0.60%+0.17%+0.41%
29RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.59%-0.15%-18.74%
30VOOVanguard S&p 500 ETFETF-Large Cap & Growth0.59%—-0.08%
31ETNEaton Corporation plcStock-Industrials0.58%+0.05%-2.41%
32MPCMarathon Petroleum CORPStock-Energy0.54%+0.17%+0.15%
33VVisa Inc-class A SharesStock-Financials0.53%-0.10%-2.06%
34FXOFirst Trust Financial AlphadETF-Other0.52%—-0.70%
35MIDAmerican Century Mid Cap GroETF-Other0.50%—+2.63%
36AVUVAvantis US Small Cap ValueETF-Small Cap0.46%+0.05%+2.75%
37QINTAmerican Century Qlty DiverETF-Other0.42%+0.07%+18.09%
38IEFAIshares Core Msci Eafe ETFETF-Other0.41%+0.04%+11.12%
39TSMTaiwan Semiconductor-sp AdrStock-Tech0.39%+0.07%+9.66%
40CVXChevron CORPStock-Energy0.36%+0.10%+6.25%
41FTCSFirst Trust Capital StrengthETF-Other0.34%—-1.75%
42CGGRCap Group Growth EquityETF-Other0.33%—-0.26%
43LLYEli Lilly & CoStock-Healthcare0.33%-0.05%+0.71%
44IGSBIshares 1-5y Inv Grade CORPETF-Other0.32%—+3.54%
45XLKSs Technology Select SectorETF-Tech0.32%—-0.83%
46GSGoldman Sachs Group INCStock-Financials0.31%—-0.07%
47TOWNTowne BankStock-Other0.31%-0.05%-13.55%
48SCHWSchwab (charles) CORPStock-Financials0.31%—-1.38%
49IJRIshares Core S&p Small-cap EETF-Small Cap0.30%—-1.28%
50INTCIntel CORPStock-Tech0.27%+0.04%-0.99%
1–50 of 120

Holding changes this quarter

Peak Planning Group, LLC's most significant position changes for 2026-03-31: Sold out: Kkr & Co INC (KKR); New buy: Ss Energy Select Sector (XLE); Sold out: Rtx CORP (RTX); Sold out: Antero Resources CORP (AR); New buy: Totalenergies Se.

Position changes disclosed by Peak Planning Group, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1PULSPgim Ultra Short Bond ETF+1.6%+25.53%Add
2DIVOAmplify Cwp Enhan Divid ETF+1%+267.75%Add
3AMATApplied Materials INC+0.6%+0.42%Add
4XMMOInvesco S&p Midcap Momentum+0.6%+12.63%Add
5FRDMFreedom 100 Emeging Mrkt ETF+0.5%+52.23%Add
6RDVYFirst Trust Rising Dividend+0.4%+13.10%Add
7SMHVaneck Semiconductor ETF+0.2%+20.20%Add
8KLACKla CORP+0.2%—Unchanged
9USHYIshares Broad Usd High Yield+0.2%+40.54%Add
10MPCMarathon Petroleum CORP+0.2%+0.15%Add
11XOMExxon Mobil CORP+0.2%+0.41%Add
12CVXChevron CORP+0.1%+6.25%Add
13QINTAmerican Century Qlty Diver+0.1%+18.09%Add
14TSMTaiwan Semiconductor-sp Adr+0.1%+9.66%Add
15WMTWalmart INC+0.1%+0.52%Add
16GLDSpdr Gold Shares+0.1%-0.71%Trim
17ETNEaton Corporation plc+0.1%-2.41%Trim
18AVUVAvantis US Small Cap Value+0.1%+2.75%Add
19IEFAIshares Core Msci Eafe ETF0%+11.12%Add
20INTCIntel CORP0%-0.99%Trim
21IVVIshares Core S&p 500 ETF—+6.02%Add
22TSLATesla INC0%-2.17%Trim
23LLYEli Lilly & Co-0.1%+0.71%Add
24TOWNTowne Bank-0.1%-13.55%Trim
25IWFIshares Russell 1000 Growth-0.1%-11.89%Trim
26INDAIshares Msci India ETF-0.1%-12.57%Trim
27RJFRaymond James Financial INC-0.1%-16.80%Trim
28WFCWells Fargo & Co-0.1%-28.27%Trim
29AVGOBroadcom INC-0.1%-0.69%Trim
30TLNTalen Energy CORP-0.1%-19.68%Trim
31SPYSs Spdr S&p 500 ETF Trust-us-0.1%-0.25%Trim
32VVisa Inc-class A Shares-0.1%-2.06%Trim
33FPFFirst Tr Interm Dur & INC-0.1%+2.14%Add
34GOOGLAlphabet Inc-cl A-0.1%+0.72%Add
35RSPInvesco S&p 500 Equal Weight-0.2%-18.74%Trim
36NVDANvidia CORP-0.2%+1.94%Add
37JPMJpmorgan Chase & Co-0.2%-1.20%Trim
38PLTRPalantir Technologies Inc-a-0.2%-6.68%Trim
39XEADXAllspring Income Opport-0.2%-3.90%Trim
40AMZNAmazon.com INC-0.3%-1.88%Trim
41BRK-BBerkshire Hathaway Inc-cl B-0.4%+0.74%Add
42AAPLApple INC-0.8%-4.73%Trim
43MSFTMicrosoft CORP-0.9%-0.32%Trim
44ACIOAptus Collared Invest Opp-1.1%-87.46%Trim
45KKRKkr & Co INC—EXITSold out
46XLESs Energy Select Sector—NEWNew buy
47RTXRtx CORP—EXITSold out
48ARAntero Resources CORP—EXITSold out
49✓ Totalenergies Se—NEWNew buy
50CATCaterpillar INC—NEWNew buy

FAQ

What is Peak Planning Group, LLC and what type of investor is it?
Peak Planning Group, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $360.8M, spread across 120 disclosed positions.
What are Peak Planning Group, LLC's largest equity positions?
Based on the latest 13F filing, Peak Planning Group, LLC's top holdings by market value are: 1. Ishares Core S&p 500 ETF (IVV) — $41.9M (11.6%) 2. Invesco Qqq Trust Series 1 (QQQ) — $38.8M (10.7%) 3. Pgim Ultra Short Bond ETF (PULS) — $29.2M (8.1%) 4. Berkshire Hathaway Inc-cl B (BRK-B) — $25.3M (7.0%) 5. Apple INC (AAPL) — $21.1M (5.8%)
What changes did Peak Planning Group, LLC make in its most recent portfolio filing?
In the latest reported quarter, Peak Planning Group, LLC made 49 notable position adjustments: 3 new positions were initiated, 22 existing holdings were added to, 21 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Kkr & Co INC (KKR); New buy: Ss Energy Select Sector (XLE); Sold out: Rtx CORP (RTX); Sold out: Antero Resources CORP (AR); New buy: Totalenergies Se
What sectors does Peak Planning Group, LLC focus on?
Peak Planning Group, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Information Technology: 44.8% • Financials: 27.9% • Communication Services: 11.0% • Consumer Discretionary: 7.0% • Energy: 4.2% • Health Care: 2.6%