Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 22, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 120
- 0 vs. Q4 2025
- Portfolio value
- $360.8M
- +$4.15M (+1.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 7,494 | $4.87M | 1.4% | −19−0.3% | Reduced | History |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 89,297 | $4.88M | 1.4% | +30,639+52.2% | Added | – |
| KLACKLA Corp | COM NEW | 3,341 | $4.92M | 1.4% | 00.0% | Unchanged | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 115,068 | $5.16M | 1.4% | +83,778+267.7% | Added | – |
| GOOGLAlphabet Inc. | Stock | 18,992 | $5.46M | 1.5% | +136+0.7% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 19,329 | $5.69M | 1.6% | −235−1.2% | Reduced | History |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 397,793 | $7.01M | 1.9% | +8,350+2.1% | Added | History |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 1,142,766 | $7.41M | 2.1% | −46,322−3.9% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 36,261 | $7.55M | 2.1% | −695−1.9% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 28,297 | $8.12M | 2.2% | +2,086+8.0% | Added | History |
| AMATApplied Materials Inc | Stock | 25,368 | $8.69M | 2.4% | +105+0.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 27,841 | $10.3M | 2.9% | −88−0.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 59,667 | $10.4M | 2.9% | +1,134+1.9% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 213,284 | $14.6M | 4.0% | +24,699+13.1% | Added | – |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 100,984 | $14.6M | 4.1% | +11,321+12.6% | Added | – |
| AAPLApple Inc. | Stock | 83,102 | $21.1M | 5.8% | −4,129−4.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 52,867 | $25.3M | 7.0% | +387+0.7% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 589,238 | $29.2M | 8.1% | +119,852+25.5% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 67,158 | $38.8M | 10.7% | +3,956+6.3% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 64,215 | $41.9M | 11.6% | +3,645+6.0% | Added | – |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.