Back to Peak Planning Group, LLC

Peak Planning Group, LLC

Q2 2026 13F filing

Updated 29 days ago

128 disclosed positions worth $443.1M

Portfolio value
$443.1M
Total holdings
128
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
Filed
2026-08-12

Full holdings

Every line item disclosed in Q2 2026

Q
1.QQQ

INVESCO QQQ TR

Value
$51.4M
Shares
69.8K
% Port
11.60%
E

ISHARES TR

Value
$50.3M
Shares
67.2K
% Port
11.35%
O
3.OKE

PGIM ETF TR

Value
$37.1M
Shares
749.1K
% Port
8.38%
B

BERKSHIRE HATHAWAY INC DEL

Value
$26.9M
Shares
53.8K
% Port
6.08%
A

APPLE INC

Value
$23.6M
Shares
81.6K
% Port
5.33%
I
6.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$18.6M
Shares
109.6K
% Port
4.21%
A

APPLIED MATLS INC

Value
$18.4M
Shares
25.5K
% Port
4.16%
F
8.FPF

FIRST TR EXCHANGE TRADED FD

Value
$18.1M
Shares
223.2K
% Port
4.08%
N

NVIDIA CORPORATION

Value
$12.1M
Shares
60.4K
% Port
2.73%
M
10.MSFT

MICROSOFT CORP

Value
$10.2M
Shares
27.4K
% Port
2.31%
G

ALPHABET INC

Value
$10.1M
Shares
28.6K
% Port
2.28%
K
12.KLAC

KLA CORP

Value
$10.1M
Shares
33.4K
% Port
2.28%
A
13.AMZN

AMAZON COM INC

Value
$8.7M
Shares
36.6K
% Port
1.97%
F
14.FRHC

EA SERIES TRUST

Value
$7.5M
Shares
102.2K
% Port
1.68%
H
15.HODL

VANECK ETF TRUST

Value
$7.3M
Shares
11.1K
% Port
1.65%
F
16.FPF

FIRST TR INTER DURATN PFD &

Value
$7.3M
Shares
400.6K
% Port
1.64%
E
17.EAD

ALLSPRING INCOME OPPORTUNIT

Value
$7.1M
Shares
1.09M
% Port
1.60%
A
18.AMPY

AMPLIFY ETF TR

Value
$7M
Shares
152.7K
% Port
1.57%
G

ALPHABET INC

Value
$6.8M
Shares
19.2K
% Port
1.54%
J

JPMORGAN CHASE & CO

Value
$6.3M
Shares
19.1K
% Port
1.41%
S
21.SPY

STATE STR SPDR S&P 500 ETF T

Value
$5.8M
Shares
7.7K
% Port
1.30%
M

MORGAN STANLEY ETF TRUST

Value
$3.2M
Shares
62.3K
% Port
0.71%
E
23.ETHA

ISHARES TR

Value
$3.1M
Shares
83.8K
% Port
0.70%
I
24.INTC

INTEL CORP

Value
$2.9M
Shares
20.8K
% Port
0.65%
A
25.AVGO

BROADCOM INC

Value
$2.9M
Shares
7.7K
% Port
0.65%
G
26.GLD

SPDR GOLD TR

Value
$2.7M
Shares
7.4K
% Port
0.62%
E
27.ETN

EATON CORP PLC

Value
$2.5M
Shares
5.9K
% Port
0.57%
A
28.AMD

ADVANCED MICRO DEVICES INC

Value
$2.5M
Shares
4.3K
% Port
0.56%
V
29.VGES

VANGUARD INDEX FDS

Value
$2.3M
Shares
3.4K
% Port
0.52%
V
30.V

VISA INC

Value
$2.2M
Shares
6.4K
% Port
0.50%
?
31.N/A

AMERICAN CENTY ETF TR

Value
$2.2M
Shares
31.5K
% Port
0.49%
I
32.IVZ

INVESCO EXCHANGE TRADED FD T

Value
$2.1M
Shares
10.0K
% Port
0.48%
M
33.MPC

MARATHON PETE CORP

Value
$2.1M
Shares
8.3K
% Port
0.48%
F
34.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$2.1M
Shares
33.1K
% Port
0.47%
W
35.WMT

WALMART INC

Value
$2M
Shares
17.9K
% Port
0.46%
T

TAIWAN SEMICONDUCTOR MANUFAC

Value
$2M
Shares
4.1K
% Port
0.45%
?
37.N/A

AMERICAN CENTY ETF TR

Value
$1.9M
Shares
15.1K
% Port
0.43%
?
38.N/A

AMERICAN CENTY ETF TR

Value
$1.8M
Shares
26.0K
% Port
0.41%
S

SELECT SECTOR SPDR TR

Value
$1.7M
Shares
8.9K
% Port
0.38%
X
40.XOM

EXXON MOBIL CORP

Value
$1.7M
Shares
12.1K
% Port
0.37%
P
41.PLTR

PALANTIR TECHNOLOGIES INC

Value
$1.6M
Shares
13.4K
% Port
0.35%
E
42.ETHA

ISHARES TR

Value
$1.6M
Shares
16.1K
% Port
0.35%
L
43.LLY

ELI LILLY & CO

Value
$1.5M
Shares
1.3K
% Port
0.35%
M
44.MU

MICRON TECHNOLOGY INC

Value
$1.5M
Shares
1.3K
% Port
0.34%
C

CAPITAL GROUP GROWTH ETF

Value
$1.4M
Shares
29.8K
% Port
0.32%
G

GOLDMAN SACHS GROUP INC

Value
$1.4M
Shares
1.3K
% Port
0.31%
E
47.ETHA

ISHARES TR

Value
$1.3M
Shares
8.7K
% Port
0.29%
R
48.RIG

TOWNEBANK PORTSMOUTH VA

Value
$1.2M
Shares
33.1K
% Port
0.27%
E
49.ETHA

ISHARES TR

Value
$1.1M
Shares
21.6K
% Port
0.26%
F
50.FPF

FIRST TR EXCHANGE-TRADED FD

Value
$1.1M
Shares
11.9K
% Port
0.25%