Q2 2026 13F · SEC CIK 1743863

Peachtree Investment Partners, LLC

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $311.9M
Reported positions: 143
Top holdings a year, 3 yrs: +18.1%
Assets under management: $335.8M

Peachtree Investment Partners, LLC is a wealth manager that reported 143 positions worth $311.9M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Apple Inc (AAPL, 13.2%), Eli Lilly & Co (LLY, 8.4%), Vanguard Index Fds (VOO, 8.1%). A portfolio copying its top holdings returned 18.1% a year over the last 3 years, against 20.4% for the S&P 500.

Peachtree Investment Partners, LLC holdings largest 50 of 143 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Peachtree Investment Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
AAPLApple Inc	13.2%	13.6%	142,280	+1.5%	$41.2M
LLYEli Lilly & Co	8.4%	7.6%	21,737	-0.2%	$26.1M
VOOVanguard Index Fds	8.1%	5.9%	36,932	+42.2%	$25.4M
MSFTMicrosoft Corp	7.3%	9.0%	61,390	-3.9%	$22.9M
VVisa Inc	4.7%	5.0%	42,656	-2.5%	$14.6M
SOXXIshares Tr	3.6%	—	17,499	—	$11.2M
COSTCostco Wholesale Corporation	3.5%	4.4%	11,594	+0.6%	$10.8M
HDHome Depot Inc	3.1%	3.7%	27,624	-5.2%	$9.7M
SCHGSchwab Strategic Tr	3.1%	3.2%	282,747	-2.1%	$9.6M
MCKMckesson Corp	2.7%	4.4%	11,332	-14.2%	$8.6M
NVDANvidia Corporation	2.7%	2.6%	42,264	+8.7%	$8.5M
TJXTjx Cos Inc New	2.5%	3.0%	51,379	+3.1%	$7.8M
AMZNAmazon Com Inc	2.4%	2.3%	31,122	+7.4%	$7.4M
JPMJpmorgan Chase & Co	2.3%	2.5%	22,114	-0.6%	$7.2M
SPYState Str Spdr S&p 500 ETF T	2.3%	1.8%	9,566	+33.9%	$7.1M
MAMastercard Incorporated	2.2%	2.5%	13,080	-0.8%	$6.7M
MTUMIshares Tr	1.7%	—	15,210	—	$5.2M
SCHXSchwab Strategic Tr	1.6%	1.5%	166,609	+11.3%	$4.9M
GOOGLAlphabet Inc	1.5%	1.3%	12,879	+8.5%	$4.6M
SCHBSchwab Strategic Tr	1.0%	1.1%	105,452	-8.8%	$3.1M
GOOGAlphabet Inc	1.0%	1.0%	8,576	-1.8%	$3.0M
IVVIshares Tr	0.9%	0.4%	3,686	+147.2%	$2.8M
VGTVanguard World Fd	0.9%	0.7%	22,304	+778.8%	$2.7M
AVGOBroadcom Inc	0.8%	0.7%	6,912	+13.3%	$2.6M
GLWCorning Inc	0.8%	0.4%	9,784	+18.4%	$2.5M
NOCNorthrop Grumman Corp	0.7%	1.3%	4,581	-6.7%	$2.3M
SCHDSchwab Strategic Tr	0.7%	2.0%	72,242	-58.7%	$2.3M
JNJJohnson & Johnson	0.7%	0.9%	8,948	-10.5%	$2.3M
ADPAutomatic Data Processing in	0.7%	0.8%	9,869	-4.6%	$2.2M
CORCencora Inc	0.7%	1.4%	7,789	-34.1%	$2.2M
BRK-BBerkshire Hathaway Inc Del	0.7%	0.8%	4,269	-6.6%	$2.1M
ROSTRoss Stores Inc	0.6%	0.6%	8,639	+13.8%	$1.8M
KMBKimberly-Clark Corp	0.6%	0.6%	15,995	+0.1%	$1.8M
SPMOInvesco Exch Traded Fd Tr II	0.5%	0.4%	10,027	+0.0%	$1.6M
CATCaterpillar Inc	0.5%	0.3%	1,394	+31.5%	$1.5M
MUMicron Technology Inc	0.4%	—	1,083	—	$1.3M
PLTRPalantir Technologies Inc	0.4%	0.6%	9,704	-12.2%	$1.1M
MCDMcdonalds Corp	0.4%	0.5%	4,052	-2.0%	$1.1M
GEVGe Vernova Inc	0.3%	—	878	—	$1.0M
QQQMInvesco Exch Traded Fd Tr II	0.3%	—	3,192	—	$967K
ABTAbbott Laboratories	0.3%	0.5%	10,397	-20.8%	$943K
MARMarriott Intl Inc New	0.3%	0.3%	2,484	+2.0%	$921K
KOCoca Cola Co	0.3%	0.3%	11,021	+5.5%	$896K
ACNAccenture PLC Ireland	0.3%	0.6%	7,121	-5.5%	$886K
GEGe Aerospace	0.3%	0.3%	2,313	-22.2%	$864K
SYKStryker Corporation	0.3%	0.6%	2,692	-39.4%	$847K
AMDAdvanced Micro Devices Inc	0.3%	—	1,437	—	$835K
IWFIshares Tr	0.3%	0.3%	6,539	+321.9%	$812K
AMATApplied Matls Inc	0.3%	—	1,120	—	$810K
METAMeta Platforms Inc	0.3%	0.3%	1,384	+11.1%	$780K

What Peachtree Investment Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

VGT Vanguard World Fd+778.8% shares
IWF Ishares Tr+321.9% shares
IVV Ishares Tr+147.2% shares
VOO Vanguard Index Fds+42.2% shares
SPY State Str Spdr S&p 500 ETF T+33.9% shares
CAT Caterpillar Inc+31.5% shares
GLW Corning Inc+18.4% shares
ROST Ross Stores Inc+13.8% shares

Reduced

SCHD Schwab Strategic Tr-58.7% shares
SYK Stryker Corporation-39.4% shares
COR Cencora Inc-34.1% shares
GE Ge Aerospace-22.2% shares
ABT Abbott Laboratories-20.8% shares
MCK Mckesson Corp-14.2% shares
PLTR Palantir Technologies Inc-12.2% shares
JNJ Johnson & Johnson-10.5% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.6% /yr; S&P 500 +20.1%
3 years: +18.1% /yr; S&P 500 +20.4%
5 years: +10.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$311.9M	143
Q1 2026	$262.4M	129
Q4 2025	$301.3M	127
Q3 2025	$288.4M	128
Q2 2025	$262.1M	126
Q1 2025	$253.1M	125
Q4 2024	$266.9M	114
Q3 2024	$265.9M	113
Q2 2024	$254.9M	97
Q1 2024	$247.4M	98
Q4 2023	$243.7M	104
Q3 2023	$195.9M	102

Questions about Peachtree Investment Partners, LLC's portfolio

What stocks does Peachtree Investment Partners, LLC own?

Peachtree Investment Partners, LLC's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 143 positions worth $311.9M. The largest are Apple Inc (AAPL) at 13.2%, Eli Lilly & Co (LLY) at 8.4%, Vanguard Index Fds (VOO) at 8.1%, Microsoft Corp (MSFT) at 7.3% and Visa Inc (V) at 4.7%.

What did Peachtree Investment Partners, LLC buy last quarter?

In Q2 2026, Peachtree Investment Partners, LLC added Vanguard World Fd (VGT) (+778.8% shares), Ishares Tr (IWF) (+321.9% shares) and Ishares Tr (IVV) (+147.2% shares), compared with its Q1 2026 filing.

What did Peachtree Investment Partners, LLC sell last quarter?

In Q2 2026, Peachtree Investment Partners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 L3harris Technologies Inc (LHX), cut from its top 50 Walmart Inc (WMT), cut from its top 50 Rollins Inc (ROL), cut from its top 50 Procter & Gamble Co (PG), Schwab Strategic Tr (SCHD) (-58.7% shares), Stryker Corporation (SYK) (-39.4% shares) and Cencora Inc (COR) (-34.1% shares), compared with its Q1 2026 filing.

How has Peachtree Investment Partners, LLC's portfolio performed?

A portfolio copying Peachtree Investment Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.6% against +20.1%. Over 5 years: +10.5% a year against +11.6%.

When is Peachtree Investment Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peachtree Investment Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Peachtree Investment Partners, LLC manage?

Peachtree Investment Partners, LLC reported $335.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $311.9M.