Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed May 26, 2026. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 116
- +8 vs. Q3 2024
- Portfolio value
- $240.0M
- +$11.9M (+5.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GOOGLAlphabet Inc. | Stock | 19,695 | $3.73M | 1.6% | +67+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 18,945 | $4.54M | 1.9% | +138+0.7% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,786 | $4.56M | 1.9% | −167−2.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 24,540 | $4.67M | 1.9% | +1,602+7.0% | Added | History |
| AMATApplied Materials Inc | Stock | 29,225 | $4.75M | 2.0% | −481−1.6% | Reduced | History |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 714,682 | $4.92M | 2.1% | +16,789+2.4% | Added | History |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 300,978 | $5.42M | 2.3% | +9,299+3.2% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 101,104 | $5.98M | 2.5% | +6,229+6.6% | Added | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 172,738 | $6.19M | 2.6% | +28,113+19.4% | Added | – |
| NVDANVIDIA Corp | Stock | 52,867 | $7.10M | 3.0% | +2,294+4.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 35,860 | $7.87M | 3.3% | +689+2.0% | Added | History |
| MSFTMicrosoft Corp | Stock | 29,043 | $12.2M | 5.1% | −45−0.2% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 38,578 | $17.5M | 7.3% | +2,811+7.9% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 44,746 | $22.9M | 9.5% | +3,275+7.9% | Added | – |
| AAPLApple Inc. | Stock | 96,907 | $24.3M | 10.1% | −1,825−1.8% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 46,370 | $27.3M | 11.4% | +3,232+7.5% | Added | – |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.