Q2 2026 13F · SEC CIK 2097384

Peak Planning Group, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $443.1M
Reported positions: 128
Holdings vs S&P 500, 3 yrs: —
Assets under management: $710.0M

Peak Planning Group, LLC is a wealth manager that reported 128 positions worth $443.1M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Invesco Qqq Tr (QQQ, 11.6%), Ishares Tr (IVV, 11.3%), Pgim ETF Tr (PULS, 8.4%).

Peak Planning Group, LLC holdings largest 50 of 128 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.

Peak Planning Group, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
QQQInvesco Qqq Tr	11.6%	10.7%	69,787	+3.9%	$51.4M
IVVIshares Tr	11.3%	11.6%	67,160	+4.6%	$50.3M
PULSPgim ETF Tr	8.4%	8.1%	749,150	+27.1%	$37.1M
BRK-BBerkshire Hathaway Inc Del	6.1%	7.0%	53,838	+1.8%	$26.9M
AAPLApple Inc	5.3%	5.8%	81,639	-1.8%	$23.6M
XMMOInvesco Exchange Traded Fd T	4.2%	4.1%	109,569	+8.5%	$18.6M
AMATApplied Matls Inc	4.2%	2.4%	25,499	+0.5%	$18.4M
RDVYFirst Tr Exchange Traded Fd	4.1%	4.0%	223,203	+4.7%	$18.1M
NVDANvidia Corporation	2.7%	2.9%	60,440	+1.3%	$12.1M
MSFTMicrosoft Corp	2.3%	2.9%	27,395	-1.6%	$10.2M
GOOGAlphabet Inc	2.3%	2.3%	28,629	+1.2%	$10.1M
KLACKla Corp	2.3%	1.4%	33,422	+900.4%	$10.1M
AMZNAmazon Com Inc	2.0%	2.1%	36,563	+0.8%	$8.7M
FRDMEa Series Trust	1.7%	1.4%	102,201	+14.5%	$7.5M
SMHVaneck ETF Trust	1.6%	1.1%	11,138	+11.0%	$7.3M
FPFFirst Tr Inter Duratn Pfd &	1.6%	1.9%	400,589	+0.7%	$7.3M
EADWells Fargo Inc Opp	1.6%	2.1%	1,090,407	-4.6%	$7.1M
DIVOAmplify ETF Tr	1.6%	1.4%	152,710	+32.7%	$7.0M
GOOGLAlphabet Inc	1.5%	1.5%	19,156	+0.9%	$6.8M
JPMJpmorgan Chase & Co	1.4%	1.6%	19,098	-1.2%	$6.3M
SPYState Str Spdr S&p 500 ETF T	1.3%	1.4%	7,729	+3.1%	$5.8M
EVTRMorgan Stanley ETF Trust	0.7%	0.9%	62,279	-0.0%	$3.2M
USHYiShares Broad USD High Yield Corporate B	0.7%	0.8%	83,765	+8.4%	$3.1M
INTCIntel Corp	0.7%	0.3%	20,759	-7.0%	$2.9M
AVGOBroadcom Inc	0.7%	0.6%	7,665	+5.2%	$2.9M
GLDSpdr Gold Tr	0.6%	0.9%	7,438	-3.1%	$2.7M
ETNEaton Corp PLC	0.6%	0.6%	5,913	+1.5%	$2.5M
AMDAdvanced Micro Devices Inc	0.6%	—	4,251	—	$2.5M
VOOVanguard Index Fds	0.5%	0.6%	3,353	-5.3%	$2.3M
VVisa Inc	0.5%	0.5%	6,410	+1.5%	$2.2M
ACMGAmerican Centy ETF Tr	0.5%	0.5%	31,538	+6.0%	$2.2M
RSPInvesco Exchange Traded Fd T	0.5%	0.6%	10,020	-10.0%	$2.1M
MPCMarathon Petroleum	0.5%	0.5%	8,252	+2.6%	$2.1M
FXOFirst Tr Exchange-Traded Fd	0.5%	0.5%	33,121	-0.2%	$2.1M
WMTWalmart Inc	0.5%	0.6%	17,928	-0.0%	$2.0M
TSMTaiwan Semiconductor Manufac	0.4%	0.4%	4,142	+0.5%	$2.0M
AVUVAmerican Centy ETF Tr	0.4%	0.5%	15,149	+1.7%	$1.9M
QINTAmerican Centy ETF Tr	0.4%	0.4%	25,968	+12.9%	$1.8M
XLKSelect Sector Spdr Tr	0.4%	0.3%	8,937	+4.1%	$1.7M
XOMExxon Mobil Corp	0.4%	0.6%	12,123	-5.3%	$1.7M
PLTRPalantir Technologies Inc	0.4%	0.6%	13,371	-12.8%	$1.6M
IEFAIshares Tr	0.4%	0.4%	16,131	-1.1%	$1.6M
LLYEli Lilly & Co	0.3%	0.3%	1,286	+0.3%	$1.5M
MUMicron Technology Inc	0.3%	—	1,291	—	$1.5M
CGGRCapital Group Growth ETF	0.3%	0.3%	29,761	-0.7%	$1.4M
GSGoldman Sachs Group Inc	0.3%	0.3%	1,342	+0.2%	$1.4M
IJRIshares Tr	0.3%	0.3%	8,654	+0.1%	$1.3M
TOWNTownebank	0.3%	0.3%	33,081	-0.9%	$1.2M
IGSBIshares Tr	0.3%	0.3%	21,641	-1.1%	$1.1M
FTCSFirst Tr Exchange-Traded Fd	0.3%	0.3%	11,875	-10.3%	$1.1M

What Peak Planning Group, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

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

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: —
3 years: —
5 years: —

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	$443.1M	128
Q1 2026	$360.8M	120
Q4 2025	$356.7M	120

Questions about Peak Planning Group, LLC's portfolio

What stocks does Peak Planning Group, LLC own?

Peak Planning Group, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 128 positions worth $443.1M. The largest are Invesco Qqq Tr (QQQ) at 11.6%, Ishares Tr (IVV) at 11.3%, Pgim ETF Tr (PULS) at 8.4%, Berkshire Hathaway Inc Del (BRK-B) at 6.1% and Apple Inc (AAPL) at 5.3%.

What did Peak Planning Group, LLC buy last quarter?

In Q2 2026, Peak Planning Group, LLC added Kla Corp (KLAC) (+900.4% shares), Amplify ETF Tr (DIVO) (+32.7% shares) and Pgim ETF Tr (PULS) (+27.1% shares), compared with its Q1 2026 filing.

What did Peak Planning Group, LLC sell last quarter?

In Q2 2026, Peak Planning Group, LLC cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Charles Schwab Corp (the) (SCHW), Palantir Technologies Inc (PLTR) (-12.8% shares), First Tr Exchange-Traded Fd (FTCS) (-10.3% shares) and Invesco Exchange Traded Fd T (RSP) (-10.0% shares), compared with its Q1 2026 filing.

When is Peak Planning Group, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Peak Planning Group, 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 Peak Planning Group, LLC manage?

Peak Planning Group, LLC reported $710.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $443.1M.