Peak Planning Group, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Peak Planning Group, Llc disclosed 124 stock positions valued at approximately $443.13M as of quarter-end June 30, 2026. The largest holdings include INVESCO QQQ TR, ISHARES TR, and PGIM ETF TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 124
- Portfolio Value
- $443.13M
Holdings by Sector
Peak Planning Group, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| INVESCO QQQ TR | QQQ | Other | 11.60% | 69,787 | +2,629 | +3.91% | $51,391,361 |
| ISHARES TR | IVV | Other | 11.35% | 67,160 | +2,945 | +4.59% | $50,295,265 |
| PGIM ETF TR | PULS | Other | 8.38% | 749,150 | +159,912 | +27.14% | $37,120,368 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 6.08% | 53,838 | +971 | +1.84% | $26,939,844 |
| APPLE INC | AAPL | Technology | 5.33% | 81,639 | -1,463 | -1.76% | $23,622,924 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 4.21% | 109,569 | +8,585 | +8.50% | $18,642,109 |
| APPLIED MATLS INC | AMAT | Technology | 4.16% | 25,499 | +131 | +0.52% | $18,435,270 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 4.08% | 223,203 | +9,919 | +4.65% | $18,092,864 |
| NVIDIA CORPORATION | NVDA | Technology | 2.73% | 60,440 | +773 | +1.30% | $12,093,369 |
| MICROSOFT CORP | MSFT | Technology | 2.31% | 27,395 | -446 | -1.60% | $10,218,811 |
| ALPHABET INC | GOOG | Communication Services | 2.28% | 28,629 | +332 | +1.17% | $10,115,691 |
| KLA CORP | KLAC | Technology | 2.28% | 33,422 | +30,081 | +900.36% | $10,083,754 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.97% | 36,563 | +302 | +0.83% | $8,714,425 |
| EA SERIES TRUST | FRDM | Other | 1.68% | 102,201 | +12,904 | +14.45% | $7,450,459 |
| VANECK ETF TRUST | SMH | Other | 1.65% | 11,138 | +1,101 | +10.97% | $7,305,318 |
| FIRST TR INTER DURATN PFD & | FPF | Financial Services | 1.64% | 400,589 | +2,796 | +0.70% | $7,278,710 |
| ALLSPRING INCOME OPPORTUNIT | XEADX | Other | 1.60% | 1,090,407 | -52,359 | -4.58% | $7,087,647 |
| AMPLIFY ETF TR | DIVO | Other | 1.57% | 152,710 | +37,642 | +32.71% | $6,978,838 |
| ALPHABET INC | GOOGL | Communication Services | 1.54% | 19,156 | +164 | +0.86% | $6,845,768 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.41% | 19,098 | -231 | -1.20% | $6,251,277 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.30% | 7,729 | +235 | +3.14% | $5,771,523 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 0.71% | 62,279 | -25 | -0.04% | $3,158,188 |
| ISHARES TR | USHY | Other | 0.70% | 83,765 | +6,517 | +8.44% | $3,100,966 |
| INTEL CORP | INTC | Technology | 0.65% | 20,759 | -1,570 | -7.03% | $2,898,641 |
| BROADCOM INC | AVGO | Technology | 0.65% | 7,665 | +376 | +5.16% | $2,895,240 |
| SPDR GOLD TR | GLD | Other | 0.62% | 7,438 | -237 | -3.09% | $2,740,011 |
| EATON CORP PLC | ETN | Other | 0.57% | 5,913 | +87 | +1.49% | $2,519,517 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.56% | 4,251 | +270 | +6.78% | $2,469,479 |
| VANGUARD INDEX FDS | VOO | Other | 0.52% | 3,353 | -187 | -5.28% | $2,302,874 |
| VISA INC | V | Financial Services | 0.50% | 6,410 | +97 | +1.54% | $2,199,277 |
Showing 30 of 124 holdings in the latest reporting period.