Peak Planning Group, LLC

13F filer · CIK 0002097384

Reported Aug 12, 2026

Net buyer this quarter

13F portfolio value$443MU.S. long equity reported on 13F

Positions828 new · 3 closed

Net flow last quarter+$13.6MBuys minus sells

Top 10 positions weight47.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 202682 positions
QQQInvesco QQQ Trust, Series 1	$51.4M	11.60%	Not reported	+3.9%	Q3 2020
PULSPulse Electronics Corp	$37.1M	8.38%	4.27%	+27.1%	Q1 2025
BRK.BBerkshire Hathaway Inc	$26.9M	6.08%	Not reported	+1.8%	Q3 2020
AAPLApple Inc.	$23.6M	5.33%	0.00%	-1.8%	Q3 2020
AMATApplied Materials Inc	$18.4M	4.16%	0.00%	+0.5%	Q1 2021
NVDANvidia Corp	$12.1M	2.73%	0.00%	+1.3%	Q4 2021
MSFTMicrosoft Corp	$10.2M	2.31%	0.00%	-1.6%	Q3 2020
GOOGAlphabet Inc.	$10.1M	2.28%	Not reported	+1.2%	Q3 2020
KLACKla Corp	$10.1M	2.28%	0.00%	0.0%	Q3 2020
AMZNAmazon Com Inc	$8.71M	1.97%	0.00%	+0.8%	Q3 2020
FRDMFreedom Environmental Services, Inc.	$7.45M	1.68%	Not reported	+14.5%	Q3 2025
SMHMarket Vectors ETF Trust	$7.31M	1.65%	Not reported	+11.0%	Q1 2025
FPFFirst Trust Intermediate Duration Preferred & Income Fund	$7.28M	1.64%	Not reported	+0.7%	Q3 2020
EADAllspring Income Opportunities Fund	$7.09M	1.60%	Not reported	-4.6%	Q1 2024
GOOGLAlphabet Inc.	$6.85M	1.54%	0.00%	+0.9%	Q3 2020
JPMJPMorgan Chase & Co	$6.25M	1.41%	0.00%	-1.2%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$5.77M	1.30%	Not reported	+3.1%	Q3 2020
INTCIntel Corp	$2.9M	0.65%	0.00%	-7.0%	Q3 2020
AVGOBroadcom Inc.	$2.9M	0.65%	0.00%	+5.2%	Q2 2022
GLDSPDR Gold Trust	$2.74M	0.62%	0.00%	-3.1%	Q3 2020
ETNEaton Corp plc	$2.52M	0.57%	0.00%	+1.5%	Q4 2020
AMDAdvanced Micro Devices Inc	$2.47M	0.56%	0.00%	+6.8%	Q3 2021
VVisa Inc.	$2.2M	0.50%	0.00%	+1.5%	Q3 2020
MPCMarathon Petroleum Corp	$2.11M	0.48%	0.00%	+2.6%	Q3 2021
WMTWalmart Inc.	$2.03M	0.46%	0.00%	0.0%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.98M	0.45%	0.00%	+0.5%	Q3 2024
XOMExxonMobil Holdings Corp	$1.66M	0.37%	0.00%	-5.3%	Q3 2020
PLTRPalantir Technologies Inc.	$1.56M	0.35%	0.00%	-12.8%	Q2 2024
LLYELI LILLY & Co	$1.54M	0.35%	0.00%	+0.3%	Q3 2022
MUMicron Technology Inc	$1.49M	0.34%	0.00%	New	Q2 2026
GSGoldman Sachs Group Inc	$1.36M	0.31%	0.00%	+0.2%	Q3 2022
CVXChevron Corp	$1.03M	0.23%	0.00%	-1.8%	Q3 2020
RYRoyal Bank of Canada	$967K	0.22%	0.00%	+25.1%	Q2 2024
AIQAlliance HealthCare Services, Inc	$902K	0.20%	0.13%	+2.5%	Q4 2025
ABBVAbbVie Inc.	$877K	0.20%	0.00%	0.0%	Q3 2020
SCHWSchwab Charles Corp	$835K	0.19%	0.00%	-23.9%	Q3 2022
WELLWelltower Inc.	$773K	0.17%	0.00%	-3.8%	Q2 2024
TSLATesla, Inc.	$763K	0.17%	0.00%	+0.8%	Q3 2020
MDYSPDR S&P Midcap 400 ETF Trust	$736K	0.17%	Not reported	-4.6%	Q3 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$717K	0.16%	Not reported	-2.8%	Q3 2022
TLNTalen Energy Corp	$717K	0.16%	0.00%	-3.1%	Q1 2025
RJFRaymond James Financial Inc	$646K	0.15%	0.00%	-17.4%	Q2 2024
PGPROCTER & GAMBLE Co	$635K	0.14%	0.00%	-7.6%	Q2 2022
EPDEnterprise Products Partners L.P.	$555K	0.13%	0.00%	+0.3%	Q2 2024
METAMeta Platforms, Inc.	$547K	0.12%	Not reported	-10.3%	Q3 2020
QTUMQuantum Group Inc	$489K	0.11%	Not reported	+24.4%	Q4 2025
WFCWells Fargo & Company	$482K	0.11%	0.00%	Not reported	Q3 2020
IBMInternational Business Machines Corp	$467K	0.11%	0.00%	+35.3%	Q1 2025
CBChubb Ltd	$466K	0.11%	0.00%	-6.8%	Q3 2021
MSMorgan Stanley	$458K	0.10%	0.00%	+0.3%	Q3 2022

Q1 2026Reported Apr 22, 202677 positions
QQQInvesco QQQ Trust, Series 1	$38.8M	10.74%	Not reported	+6.3%	Q3 2020
PULSPulse Electronics Corp	$29.2M	8.08%	3.36%	+25.5%	Q1 2025
BRK.BBerkshire Hathaway Inc	$25.3M	7.02%	Not reported	+0.7%	Q3 2020
AAPLApple Inc.	$21.1M	5.85%	0.00%	-4.7%	Q3 2020
NVDANvidia Corp	$10.4M	2.88%	0.00%	+1.9%	Q4 2021
MSFTMicrosoft Corp	$10.3M	2.86%	0.00%	-0.3%	Q3 2020
AMATApplied Materials Inc	$8.69M	2.41%	0.00%	+0.4%	Q1 2021
GOOGAlphabet Inc.	$8.12M	2.25%	Not reported	+8.0%	Q3 2020
AMZNAmazon Com Inc	$7.55M	2.09%	0.00%	-1.9%	Q3 2020
EADAllspring Income Opportunities Fund	$7.41M	2.05%	Not reported	-3.9%	Q1 2024
FPFFirst Trust Intermediate Duration Preferred & Income Fund	$7.01M	1.94%	Not reported	+2.1%	Q3 2020
JPMJPMorgan Chase & Co	$5.69M	1.58%	0.00%	-1.2%	Q3 2020
GOOGLAlphabet Inc.	$5.46M	1.51%	0.00%	+0.7%	Q3 2020
KLACKla Corp	$4.92M	1.36%	0.00%	Not reported	Q3 2020
FRDMFreedom Environmental Services, Inc.	$4.88M	1.35%	Not reported	+52.2%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$4.87M	1.35%	Not reported	-0.3%	Q3 2020
SMHMarket Vectors ETF Trust	$3.85M	1.07%	Not reported	+20.2%	Q1 2025
GLDSPDR Gold Trust	$3.3M	0.92%	0.00%	-0.7%	Q3 2020
AVGOBroadcom Inc.	$2.26M	0.63%	0.00%	-0.7%	Q2 2022
PLTRPalantir Technologies Inc.	$2.24M	0.62%	0.00%	-6.7%	Q2 2024
WMTWalmart Inc.	$2.23M	0.62%	0.00%	+0.5%	Q3 2020
XOMExxonMobil Holdings Corp	$2.17M	0.60%	0.00%	+0.4%	Q3 2020
ETNEaton Corp plc	$2.08M	0.58%	0.00%	-2.4%	Q4 2020
MPCMarathon Petroleum Corp	$1.96M	0.54%	0.00%	+0.2%	Q3 2021
VVisa Inc.	$1.91M	0.53%	0.00%	-2.1%	Q3 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.39M	0.39%	0.00%	+9.7%	Q3 2024
CVXChevron Corp	$1.31M	0.36%	0.00%	+6.3%	Q3 2020
LLYELI LILLY & Co	$1.18M	0.33%	0.00%	+0.7%	Q3 2022
GSGoldman Sachs Group Inc	$1.13M	0.31%	0.00%	-0.1%	Q3 2022
SCHWSchwab Charles Corp	$1.12M	0.31%	0.00%	-1.4%	Q3 2022
INTCIntel Corp	$985K	0.27%	0.00%	-1.0%	Q3 2020
AMDAdvanced Micro Devices Inc	$817K	0.23%	0.00%	+5.1%	Q3 2021
ABBVAbbVie Inc.	$758K	0.21%	0.00%	-4.9%	Q3 2020
RJFRaymond James Financial Inc	$744K	0.21%	0.00%	-16.8%	Q2 2024
WELLWelltower Inc.	$700K	0.19%	0.00%	-0.6%	Q2 2024
PGPROCTER & GAMBLE Co	$677K	0.19%	0.00%	-0.7%	Q2 2022
MDYSPDR S&P Midcap 400 ETF Trust	$676K	0.19%	Not reported	-9.1%	Q3 2020
TSLATesla, Inc.	$669K	0.19%	0.00%	-2.2%	Q3 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$655K	0.18%	Not reported	-1.1%	Q3 2022
AIQAlliance HealthCare Services, Inc	$626K	0.17%	0.12%	+2.3%	Q4 2025
METAMeta Platforms, Inc.	$619K	0.17%	Not reported	-6.6%	Q3 2020
TLNTalen Energy Corp	$615K	0.17%	0.00%	-19.7%	Q1 2025
RYRoyal Bank of Canada	$604K	0.17%	0.00%	-0.5%	Q2 2024
IBITiShares Bitcoin Trust ETF	$593K	0.16%	0.00%	+31.3%	Q4 2024
EPDEnterprise Products Partners L.P.	$570K	0.16%	0.00%	+0.2%	Q2 2024
MSIMotorola Solutions, Inc.	$564K	0.16%	0.00%	-6.3%	Q1 2021
FVDFirst Trust Value Line Dividend Fund	$486K	0.13%	Not reported	-18.5%	Q2 2022
CBChubb Ltd	$478K	0.13%	0.00%	-13.4%	Q3 2021
WFCWells Fargo & Company	$464K	0.13%	0.00%	-28.3%	Q3 2020
LOWLowes Companies Inc	$452K	0.13%	0.00%	Not reported	Q3 2020

Q4 2025Reported Feb 13, 202678 positions
QQQInvesco QQQ Trust, Series 1	$38.9M	10.91%	Not reported	+65.4%	Q3 2020
BRK.BBerkshire Hathaway Inc	$26.4M	7.40%	Not reported	+64.2%	Q3 2020
AAPLApple Inc.	$23.7M	6.65%	0.00%	+18.9%	Q3 2020
PULSPulse Electronics Corp	$23.3M	6.53%	2.67%	+93.8%	Q1 2025
MSFTMicrosoft Corp	$13.5M	3.79%	0.00%	+34.7%	Q3 2020
NVDANvidia Corp	$10.9M	3.06%	0.00%	+99.9%	Q4 2021
AMZNAmazon Com Inc	$8.53M	2.39%	0.00%	+31.0%	Q3 2020
GOOGAlphabet Inc.	$8.22M	2.31%	Not reported	+54.6%	Q3 2020
EADAllspring Income Opportunities Fund	$8.06M	2.26%	Not reported	Not reported	Q1 2024
FPFFirst Trust Intermediate Duration Preferred & Income Fund	$7.26M	2.04%	Not reported	Not reported	Q3 2020
AMATApplied Materials Inc	$6.49M	1.82%	0.00%	+915.8%	Q1 2021
JPMJPMorgan Chase & Co	$6.3M	1.77%	0.00%	+75.2%	Q3 2020
GOOGLAlphabet Inc.	$5.9M	1.65%	0.00%	+91.0%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$5.12M	1.44%	Not reported	+138.5%	Q3 2020
KLACKla Corp	$4.06M	1.14%	0.00%	Not reported	Q3 2020
GLDSPDR Gold Trust	$3.06M	0.86%	0.00%	+17.5%	Q3 2020
FRDMFreedom Environmental Services, Inc.	$3.01M	0.84%	Not reported	+95.2%	Q3 2025
SMHMarket Vectors ETF Trust	$3.01M	0.84%	Not reported	+40.7%	Q1 2025
PLTRPalantir Technologies Inc.	$2.92M	0.82%	0.00%	+458.2%	Q2 2024
AVGOBroadcom Inc.	$2.54M	0.71%	0.00%	+36.8%	Q2 2022
VVisa Inc.	$2.26M	0.63%	0.00%	+314.0%	Q3 2020
WMTWalmart Inc.	$1.99M	0.56%	0.00%	+44.3%	Q3 2020
ETNEaton Corp plc	$1.9M	0.53%	0.00%	+42.8%	Q4 2020
XOMExxonMobil Holdings Corp	$1.53M	0.43%	0.00%	+46.0%	Q3 2020
LLYELI LILLY & Co	$1.37M	0.38%	0.00%	Not reported	Q3 2022
MPCMarathon Petroleum Corp	$1.31M	0.37%	0.00%	+39.3%	Q3 2021
SCHWSchwab Charles Corp	$1.2M	0.34%	0.00%	Not reported	Q3 2022
GSGoldman Sachs Group Inc	$1.18M	0.33%	0.00%	Not reported	Q3 2022
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.14M	0.32%	0.00%	+142.4%	Q3 2024
RJFRaymond James Financial Inc	$992K	0.28%	0.00%	-4.6%	Q2 2024
CVXChevron Corp	$912K	0.26%	0.00%	+118.7%	Q3 2020
TLNTalen Energy Corp	$899K	0.25%	0.01%	+34.3%	Q1 2025
ABBVAbbVie Inc.	$837K	0.23%	0.00%	Not reported	Q3 2020
INTCIntel Corp	$832K	0.23%	0.00%	Not reported	Q3 2020
TSLATesla, Inc.	$828K	0.23%	0.00%	+235.8%	Q3 2020
AMDAdvanced Micro Devices Inc	$819K	0.23%	0.00%	Not reported	Q3 2021
METAMeta Platforms, Inc.	$764K	0.21%	Not reported	+85.3%	Q3 2020
WFCWells Fargo & Company	$757K	0.21%	0.00%	+39.4%	Q3 2020
MDYSPDR S&P Midcap 400 ETF Trust	$728K	0.20%	Not reported	-2.5%	Q3 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$687K	0.19%	Not reported	-0.4%	Q3 2022
PGPROCTER & GAMBLE Co	$676K	0.19%	0.00%	-5.6%	Q2 2022
AIQAlliance HealthCare Services, Inc	$667K	0.19%	0.12%	New	Q4 2025
WELLWelltower Inc.	$661K	0.19%	0.00%	+0.2%	Q2 2024
RYRoyal Bank of Canada	$640K	0.18%	0.00%	Not reported	Q2 2024
FVDFirst Trust Value Line Dividend Fund	$584K	0.16%	Not reported	+166.1%	Q2 2022
IBITiShares Bitcoin Trust ETF	$584K	0.16%	0.00%	+117.0%	Q4 2024
MSIMotorola Solutions, Inc.	$532K	0.15%	0.00%	+32.7%	Q1 2021
CBChubb Ltd	$529K	0.15%	0.00%	-5.6%	Q3 2021
CHKPCheck Point Software Technologies Ltd	$484K	0.14%	0.00%	Not reported	Q3 2022
EPDEnterprise Products Partners L.P.	$482K	0.14%	0.00%	+1.1%	Q2 2024

Q3 2025Reported May 26, 202662 positions
QQQInvesco QQQ Trust, Series 1	$22.9M	11.95%	Not reported	+20.3%	Q3 2020
AAPLApple Inc.	$18.7M	9.73%	0.00%	-1.7%	Q3 2020
BRK.BBerkshire Hathaway Inc	$16.1M	8.37%	Not reported	+10.0%	Q3 2020
PULSPulse Electronics Corp	$12.1M	6.29%	1.38%	+122.2%	Q1 2025
MSFTMicrosoft Corp	$10.7M	5.60%	0.00%	-1.1%	Q3 2020
AMZNAmazon Com Inc	$6.2M	3.23%	0.00%	+2.7%	Q3 2020
NVDANvidia Corp	$5.46M	2.85%	0.00%	+3.0%	Q4 2021
GOOGAlphabet Inc.	$4.13M	2.15%	Not reported	-1.0%	Q3 2020
JPMJPMorgan Chase & Co	$3.52M	1.84%	0.00%	+0.2%	Q3 2020
GOOGLAlphabet Inc.	$2.4M	1.25%	0.00%	+0.6%	Q3 2020
GLDSPDR Gold Trust	$2.34M	1.22%	0.00%	+0.3%	Q3 2020
SPYSPDR S&P 500 ETF Trust	$2.1M	1.09%	Not reported	-0.3%	Q3 2020
SMHMarket Vectors ETF Trust	$1.94M	1.01%	Not reported	+31.6%	Q1 2025
AVGOBroadcom Inc.	$1.77M	0.92%	0.00%	+0.1%	Q2 2022
ETNEaton Corp plc	$1.56M	0.82%	0.00%	+4.4%	Q4 2020
FRDMFreedom Environmental Services, Inc.	$1.33M	0.69%	Not reported	New	Q3 2025
WMTWalmart Inc.	$1.27M	0.66%	0.00%	-1.2%	Q3 2020
RJFRaymond James Financial Inc	$1.12M	0.58%	0.00%	-24.8%	Q2 2024
MPCMarathon Petroleum Corp	$1.11M	0.58%	0.00%	-2.4%	Q3 2021
XOMExxonMobil Holdings Corp	$984K	0.51%	0.00%	-6.3%	Q3 2020
PGPROCTER & GAMBLE Co	$768K	0.40%	0.00%	-0.5%	Q2 2022
TLNTalen Energy Corp	$759K	0.40%	0.00%	+6.5%	Q1 2025
MDYSPDR S&P Midcap 400 ETF Trust	$738K	0.38%	Not reported	-1.6%	Q3 2020
DIASPDR Dow Jones Industrial Average ETF Trust	$665K	0.35%	Not reported	-1.0%	Q3 2022
WELLWelltower Inc.	$633K	0.33%	0.00%	+0.1%	Q2 2024
RYRoyal Bank of Canada	$553K	0.29%	0.00%	Not reported	Q2 2024
PLTRPalantir Technologies Inc.	$537K	0.28%	0.00%	-10.1%	Q2 2024
VVisa Inc.	$532K	0.28%	0.00%	-1.8%	Q3 2020
AMATApplied Materials Inc	$509K	0.27%	0.00%	-21.5%	Q1 2021
CBChubb Ltd	$507K	0.26%	0.00%	-2.4%	Q3 2021
HDHome Depot, Inc.	$506K	0.26%	0.00%	-10.3%	Q3 2020
WFCWells Fargo & Company	$489K	0.25%	0.00%	Not reported	Q3 2020
LOWLowes Companies Inc	$481K	0.25%	0.00%	-0.4%	Q3 2020
MSIMotorola Solutions, Inc.	$478K	0.25%	0.00%	+0.2%	Q1 2021
EPDEnterprise Products Partners L.P.	$465K	0.24%	0.00%	+1.1%	Q2 2024
METAMeta Platforms, Inc.	$459K	0.24%	Not reported	+3.3%	Q3 2020
MCKMckesson Corp	$454K	0.24%	0.00%	-7.7%	Q2 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$433K	0.23%	0.00%	Not reported	Q3 2024
CVXChevron Corp	$425K	0.22%	0.00%	-0.8%	Q3 2020
BLDRBuilders FirstSource, Inc.	$424K	0.22%	0.00%	Not reported	Q2 2024
IBITiShares Bitcoin Trust ETF	$352K	0.18%	0.00%	+4.6%	Q4 2024
KKRKKR & Co. Inc.	$339K	0.18%	0.00%	+0.1%	Q3 2024
ARANTERO RESOURCES Corp	$334K	0.17%	0.00%	-23.5%	Q4 2024
NXSTNexstar Media Group, Inc.	$319K	0.17%	0.01%	Not reported	Q4 2021
DUKDuke Energy CORP	$306K	0.16%	0.00%	-16.7%	Q2 2024
IBMInternational Business Machines Corp	$285K	0.15%	0.00%	+0.3%	Q1 2025
COSTCostco Wholesale Corp	$284K	0.15%	0.00%	-1.0%	Q1 2024
SPOTSpotify Technology S.A.	$276K	0.14%	0.00%	+29.8%	Q2 2025
CSCOCisco Systems, Inc.	$260K	0.14%	0.00%	+0.2%	Q3 2020
BDJBlackRock Enhanced Equity Dividend Trust	$253K	0.13%	Not reported	-6.8%	Q2 2024

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