Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed May 26, 2026. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 105
- +29 vs. Q1 2024
- Portfolio value
- $203.4M
- +$43.9M (+27.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 28,888 | $12.9M | 6.3% | +1,792+6.6% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 33,546 | $13.6M | 6.7% | +2,322+7.4% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 34,194 | $16.4M | 8.1% | +5,098+17.5% | Added | – |
| AAPLApple Inc. | Stock | 98,872 | $20.8M | 10.2% | +4,978+5.3% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 38,362 | $21.0M | 10.3% | +5,123+15.4% | Added | – |
Sold out since Q1 2024 (2)
Positions held at the end of Q1 2024 that are gone from this filing.