Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed May 26, 2026. Long positions only.
- Positions
- 78
- No filing for Q1 2022
- Portfolio value
- $119.0M
- No filing for Q1 2022
Peak Planning Group, LLC did not file a 13F for Q1 2022, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 44,822 | $17.0M | 14.3% | – | – | – |
| AAPLApple Inc. | Stock | 96,592 | $13.2M | 11.1% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 33,169 | $9.30M | 7.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 3,370 | $7.37M | 6.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 18,716 | $4.81M | 4.0% | – | – | History |
| AMZNAmazon Com Inc | Stock | 38,109 | $4.05M | 3.4% | – | – | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 98,250 | $4.02M | 3.4% | – | – | – |
| New York Life Invts Active E45409F843 | MACK MU INSD ETF | 156,692 | $3.80M | 3.2% | – | – | – |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 156,223 | $2.92M | 2.5% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 21,737 | $2.92M | 2.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,071 | $2.67M | 2.2% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 979 | $2.13M | 1.8% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 22,711 | $2.10M | 1.8% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 7,564 | $2.07M | 1.7% | – | – | History |
| GLDSPDR Gold Trust | ETF | 12,220 | $2.06M | 1.7% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 14,631 | $1.65M | 1.4% | – | – | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 26,526 | $1.58M | 1.3% | – | – | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 20,937 | $1.50M | 1.3% | – | – | – |
| VVisa Inc. | Stock | 7,469 | $1.47M | 1.2% | – | – | History |
| First Tr Exchange-Traded Alp33737M102 | MID CP GR ALPH | 26,606 | $1.45M | 1.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 16,062 | $1.38M | 1.2% | – | – | History |
| First Trust Financials Alphadex Fund33734X135 | ETF | 33,161 | $1.29M | 1.1% | – | – | – |
| KLACKLA Corp | COM NEW | 3,330 | $1.06M | 0.9% | – | – | History |
| DVNDevon Energy Corp | Stock | 18,559 | $1.02M | 0.9% | – | – | History |
| iShares Tr46429B655 | FLTG RATE NT ETF | 20,240 | $1.01M | 0.8% | – | – | – |
| TSLATesla, Inc. | Stock | 1,479 | $996.0K | 0.8% | – | – | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 37,025 | $990.8K | 0.8% | – | – | – |
| American Centy ETF Tr025072406 | QUALITY DIVRSFED | 24,493 | $958.4K | 0.8% | – | – | – |
| HDHome Depot, Inc. | Stock | 3,400 | $932.5K | 0.8% | – | – | History |
| NXSTNexstar Media Group, Inc. | COMMON STOCK | 5,698 | $928.1K | 0.8% | – | – | History |
| JNJJohnson & Johnson | Stock | 4,685 | $831.6K | 0.7% | – | – | History |
| INTCIntel Corp | Stock | 22,054 | $825.0K | 0.7% | – | – | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,346 | $798.4K | 0.7% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 14,763 | $724.2K | 0.6% | – | – | – |
| CVXChevron Corp | Stock | 4,991 | $722.5K | 0.6% | – | – | History |
| VanEck ETF Trust92189F692 | PHARMACEUTCL ETF | 9,400 | $722.3K | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 14,143 | $717.7K | 0.6% | – | – | History |
| SOSouthern Co | Stock | 9,978 | $711.5K | 0.6% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 7,791 | $710.2K | 0.6% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 9,287 | $710.2K | 0.6% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 5,985 | $704.3K | 0.6% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,280 | $655.5K | 0.6% | – | – | History |
| iShares MSCI India ETF46429B598 | ETF | 16,177 | $636.9K | 0.5% | – | – | – |
| ETNEaton Corp plc | Stock | 4,668 | $588.2K | 0.5% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 7,138 | $586.8K | 0.5% | – | – | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 9,386 | $552.4K | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 3,371 | $428.4K | 0.4% | – | – | – |
| First Tr Exchange Traded FD33734X143 | HLTH CARE ALPH | 3,925 | $404.7K | 0.3% | – | – | – |
| Invesco Exchange Traded FD T46137V266 | S&P500 PUR GWT | 2,727 | $402.6K | 0.3% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,836 | $391.6K | 0.3% | – | – | History |
| WFCWells Fargo & Company | Stock | 9,854 | $386.0K | 0.3% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,300 | $369.0K | 0.3% | – | – | – |
| TTETotalEnergies SE | SPONSORED ADS | 6,788 | $357.3K | 0.3% | – | – | History |
| American Centy ETF Tr025072794 | FOCUSED LRG CAP | 6,269 | $355.5K | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 2,886 | $350.9K | 0.3% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,369 | $329.3K | 0.3% | – | – | History |
| LOWLowes Companies Inc | Stock | 1,838 | $321.0K | 0.3% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 752 | $311.0K | 0.3% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 2,226 | $296.1K | 0.2% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 6,926 | $295.3K | 0.2% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 1,345 | $282.0K | 0.2% | – | – | History |
| AMATApplied Materials Inc | Stock | 3,080 | $280.3K | 0.2% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 3,871 | $270.7K | 0.2% | – | – | – |
| CMECME Group Inc. | COM | 1,270 | $260.0K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 1,273 | $250.2K | 0.2% | – | – | History |
| AVGOBroadcom Inc. | Stock | 509 | $247.3K | 0.2% | – | – | History |
| COPConocoPhillips | Stock | 2,672 | $239.9K | 0.2% | – | – | History |
| SPGIS&P Global Inc. | Stock | 703 | $237.0K | 0.2% | – | – | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 3,461 | $236.6K | 0.2% | – | – | – |
| iShares Tr46435U135 | CYBERSECURITY | 6,442 | $225.7K | 0.2% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,480 | $224.4K | 0.2% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 1,350 | $217.7K | 0.2% | – | – | History |
| PGProcter & Gamble Co | Stock | 1,509 | $217.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 2,416 | $216.8K | 0.2% | – | – | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 1,634 | $215.4K | 0.2% | – | – | – |
| EQNREquinor ASA | SPONSORED ADR | 6,099 | $212.0K | 0.2% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 5,167 | $200.5K | 0.2% | – | – | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 11,142 | $192.0K | 0.2% | – | – | – |