Peak Planning Group, Llc Portfolio Stock Holdings
Peak Planning Group, Llc disclosed 120 stock positions valued at approximately $360.8 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, INVESCO QQQ TR, and PGIM ETF TR. The filing reflects positions held as of March 31, 2026 and was filed on April 22, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 120
- Portfolio Value
- $360.8M
Holdings by Sector
Peak Planning Group, Llc Portfolio Holdings in Q1 2026
117 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 11.63% | 64,215 | +3,645 | +6.02% | $41,946,260 |
| INVESCO QQQ TR | QQQ | Other | 10.74% | 67,158 | +3,956 | +6.26% | $38,762,462 |
| PGIM ETF TR | PULS | Other | 8.08% | 589,238 | +119,852 | +25.53% | $29,167,270 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 7.02% | 52,867 | +387 | +0.74% | $25,333,720 |
| APPLE INC | AAPL | Technology | 5.85% | 83,102 | -4,129 | -4.73% | $21,090,467 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 4.06% | 100,984 | +11,321 | +12.63% | $14,644,690 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 4.04% | 213,284 | +24,699 | +13.10% | $14,563,037 |
| NVIDIA CORPORATION | NVDA | Technology | 2.88% | 59,667 | +1,134 | +1.94% | $10,405,900 |
| MICROSOFT CORP | MSFT | Technology | 2.86% | 27,841 | -88 | -0.32% | $10,306,082 |
| APPLIED MATLS INC | AMAT | Technology | 2.41% | 25,368 | +105 | +0.42% | $8,685,434 |
| ALPHABET INC | GOOG | Communication Services | 2.25% | 28,297 | +2,086 | +7.96% | $8,117,229 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.09% | 36,261 | -695 | -1.88% | $7,552,078 |
| ALLSPRING INCOME OPPORTUNIT | XEADX | Other | 2.05% | 1,142,766 | -46,322 | -3.90% | $7,405,125 |
| FIRST TR INTER DURATN PFD & | FPF | Financial Services | 1.94% | 397,793 | +8,350 | +2.14% | $7,013,084 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.58% | 19,329 | -235 | -1.20% | $5,685,692 |
| ALPHABET INC | GOOGL | Communication Services | 1.51% | 18,992 | +136 | +0.72% | $5,461,265 |
| AMPLIFY ETF TR | DIVO | Other | 1.43% | 115,068 | +83,778 | +267.75% | $5,160,810 |
| KLA CORP | KLAC | Technology | 1.36% | 3,341 | - | - | $4,918,276 |
| EA SERIES TRUST | FRDM | Other | 1.35% | 89,297 | +30,639 | +52.23% | $4,880,078 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.35% | 7,494 | -19 | -0.25% | $4,873,945 |
| VANECK ETF TRUST | SMH | Other | 1.07% | 10,037 | +1,687 | +20.20% | $3,848,195 |
| SPDR GOLD TR | GLD | Other | 0.92% | 7,675 | -55 | -0.71% | $3,302,476 |
| MORGAN STANLEY ETF TRUST | EVTR | Other | 0.88% | 62,304 | +3,413 | +5.80% | $3,161,918 |
| ISHARES TR | USHY | Other | 0.79% | 77,248 | +22,284 | +40.54% | $2,845,830 |
| BROADCOM INC | AVGO | Technology | 0.63% | 7,289 | -51 | -0.69% | $2,255,838 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.62% | 15,329 | -1,098 | -6.68% | $2,242,326 |
| WALMART INC | WMT | Consumer Defensive | 0.62% | 17,929 | +92 | +0.52% | $2,228,218 |
| EXXON MOBIL CORP | XOM | Energy | 0.60% | 12,795 | +52 | +0.41% | $2,170,731 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.59% | 11,137 | -2,569 | -18.74% | $2,137,511 |
| VANGUARD INDEX FDS | VOO | Other | 0.59% | 3,540 | -3 | -0.08% | $2,115,327 |
| EATON CORP PLC | ETN | Other | 0.58% | 5,826 | -144 | -2.41% | $2,083,684 |
| MARATHON PETE CORP | MPC | Energy | 0.54% | 8,042 | +12 | +0.15% | $1,963,573 |
| VISA INC | V | Financial Services | 0.53% | 6,313 | -133 | -2.06% | $1,908,085 |
| FIRST TR EXCHANGE-TRADED FD | FXO | Other | 0.52% | 33,186 | -235 | -0.70% | $1,864,709 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.46% | 14,897 | +398 | +2.75% | $1,645,619 |
| AMERICAN CENTY ETF TR | QINT | Other | 0.42% | 23,006 | +3,525 | +18.09% | $1,505,491 |
| ISHARES TR | IEFA | Other | 0.41% | 16,304 | +1,631 | +11.12% | $1,475,995 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.39% | 4,122 | +363 | +9.66% | $1,392,890 |
| CHEVRON CORPORATION | CVX | Energy | 0.36% | 6,356 | +374 | +6.25% | $1,314,912 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.34% | 13,240 | -236 | -1.75% | $1,228,116 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.33% | 29,961 | -77 | -0.26% | $1,204,133 |
| ELI LILLY & CO | LLY | Healthcare | 0.33% | 1,282 | +9 | +0.71% | $1,179,008 |
| ISHARES TR | IGSB | Other | 0.32% | 21,872 | +748 | +3.54% | $1,149,617 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.32% | 8,585 | -72 | -0.83% | $1,140,925 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.31% | 1,339 | -1 | -0.07% | $1,132,775 |
| TOWNEBANK PORTSMOUTH VA | TOWN | Financial Services | 0.31% | 33,367 | -5,229 | -13.55% | $1,123,467 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.31% | 11,881 | -166 | -1.38% | $1,116,615 |
| ISHARES TR | IJR | Other | 0.30% | 8,643 | -112 | -1.28% | $1,074,460 |
| INTEL CORP | INTC | Technology | 0.27% | 22,329 | -224 | -0.99% | $985,398 |
| VANECK ETF TRUST | PPH | Other | 0.26% | 8,900 | +352 | +4.12% | $924,536 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.23% | 3,981 | +194 | +5.12% | $816,834 |
| ABBVIE INC | ABBV | Healthcare | 0.21% | 3,486 | -179 | -4.88% | $758,101 |
| FIRST TR EXCHANGE-TRADED FD | FXL | Other | 0.21% | 4,741 | -58 | -1.21% | $753,283 |
| RAYMOND JAMES FINL INC | RJF | Financial Services | 0.21% | 5,140 | -1,038 | -16.80% | $744,222 |
| WELLTOWER INC | WELL | Real Estate | 0.19% | 3,540 | -22 | -0.62% | $699,951 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.19% | 4,685 | -35 | -0.74% | $676,670 |
| STATE STR SPDR S&P MIDCAP 40 | MDY | Other | 0.19% | 1,097 | -110 | -9.11% | $676,340 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.19% | 6,699 | -742 | -9.97% | $671,186 |
| TESLA INC | TSLA | Consumer Cyclical | 0.19% | 1,800 | -40 | -2.17% | $669,224 |
| FIRST TR EXCHANGE-TRADED FD | EMLP | Other | 0.19% | 15,290 | +28 | +0.18% | $667,544 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.18% | 1,413 | -16 | -1.12% | $654,506 |
| GLOBAL X FDS | AIQ | Other | 0.17% | 13,417 | +303 | +2.31% | $626,182 |
| ISHARES TR | IWF | Other | 0.17% | 1,452 | -196 | -11.89% | $619,133 |
| META PLATFORMS INC | META | Communication Services | 0.17% | 1,082 | -76 | -6.56% | $619,019 |
| TALEN ENERGY CORP | TLN | Other | 0.17% | 1,926 | -472 | -19.68% | $614,837 |
| ROYAL BK CDA | RY | Financial Services | 0.17% | 3,736 | -19 | -0.51% | $604,410 |
| VANGUARD BD INDEX FDS | BIV | Other | 0.16% | 7,692 | +1,050 | +15.81% | $593,669 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.16% | 15,443 | +3,684 | +31.33% | $593,320 |
| AMERICAN CENTY ETF TR | AVEM | Other | 0.16% | 7,100 | +872 | +14.00% | $572,117 |
| ENTERPRISE PRODS PARTNERS L | EPD | Energy | 0.16% | 15,058 | +22 | +0.15% | $569,796 |
| VANGUARD INDEX FDS | VTV | Other | 0.16% | 2,886 | -190 | -6.18% | $566,294 |
| MOTOROLA SOLUTIONS INC | MSI | Technology | 0.16% | 1,300 | -88 | -6.34% | $564,053 |
| ETF SER SOLUTIONS | ACIO | Other | 0.15% | 13,096 | -91,376 | -87.46% | $549,488 |
| ISHARES TR | DVY | Other | 0.14% | 3,336 | +23 | +0.69% | $505,051 |
| DIREXION SHARES ETF TRUST | QQQE | Other | 0.14% | 4,972 | -179 | -3.48% | $489,875 |
| ISHARES TR | INDA | Other | 0.13% | 10,387 | -1,494 | -12.57% | $486,508 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.13% | 10,330 | -2,351 | -18.54% | $485,797 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.13% | 1,468 | -227 | -13.39% | $478,355 |
| WELLS FARGO & CO | WFC | Financial Services | 0.13% | 5,829 | -2,297 | -28.27% | $464,047 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.13% | 1,915 | - | - | $452,431 |
| ISHARES TR | IUSG | Other | 0.12% | 2,819 | -130 | -4.41% | $437,255 |
| MCKESSON CORP | MCK | Healthcare | 0.11% | 458 | -10 | -2.14% | $396,271 |
| CHECK POINT SOFTWARE TECH LT | CHKP | Other | 0.10% | 2,606 | - | - | $372,267 |
| VANGUARD ADMIRAL FDS INC | VIOO | Other | 0.10% | 3,236 | - | - | $371,590 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 2,184 | +13 | +0.60% | $359,421 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.10% | 1,958 | +10 | +0.51% | $357,198 |
| AMERICAN CENTY ETF TR | FLV | Other | 0.10% | 4,473 | -45 | -1.00% | $343,004 |
| ISHARES TR | IJH | Other | 0.09% | 4,892 | -272 | -5.27% | $330,357 |
| ISHARES TR | IYW | Other | 0.09% | 1,814 | - | - | $329,096 |
| BUILDERS FIRSTSOURCE INC | BLDR | Industrials | 0.09% | 3,973 | - | - | $327,097 |
| VANECK ETF TRUST | GDX | Other | 0.09% | 3,526 | - | - | $323,564 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.08% | 307 | - | - | $305,543 |
| VANECK ETF TRUST | GDXJ | Other | 0.08% | 2,524 | - | - | $303,014 |
| JOHNSON CONTROLS INTERNATION | JCI | Industrials | 0.08% | 2,314 | +8 | +0.35% | $302,995 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.08% | 4,933 | +2,681 | +119.05% | $302,183 |
| DUKE ENERGY CORP NEW | DUK | Utilities | 0.08% | 2,304 | -66 | -2.78% | $301,660 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.08% | 1,227 | +245 | +24.95% | $297,347 |
| NEXSTAR MEDIA GROUP INC | NXST | Communication Services | 0.08% | 1,612 | - | - | $291,498 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.08% | 878 | -186 | -17.48% | $288,729 |
| CISCO SYS INC | CSCO | Technology | 0.08% | 3,496 | +7 | +0.20% | $271,288 |