Peak Planning Group, LLC
- SEC CIK
- 0002097384
- Latest filing
- Aug 12, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 128
- +8 vs. Q1 2026
- Portfolio value
- $443.1M
- +$82.3M (+22.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 4,251 | $2.47M | 0.6% | +270+6.8% | Added | History |
| ETNEaton Corp plc | Stock | 5,913 | $2.52M | 0.6% | +87+1.5% | Added | History |
| GLDSPDR Gold Trust | ETF | 7,438 | $2.74M | 0.6% | −237−3.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 7,665 | $2.90M | 0.7% | +376+5.2% | Added | History |
| INTCIntel Corp | Stock | 20,759 | $2.90M | 0.7% | −1,570−7.0% | Reduced | History |
| iShares Tr46435U853 | BROAD USD HIGH | 83,765 | $3.10M | 0.7% | +6,517+8.4% | Added | – |
| Morgan Stanley ETF Trust61774R841 | EATO VANC BD ETF | 62,279 | $3.16M | 0.7% | −250.0% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 7,729 | $5.77M | 1.3% | +235+3.1% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 19,098 | $6.25M | 1.4% | −231−1.2% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 19,156 | $6.85M | 1.5% | +164+0.9% | Added | History |
| Amplify ETF Tr032108409 | CWP ENHANCED DIV | 152,710 | $6.98M | 1.6% | +37,642+32.7% | Added | – |
| EADAllspring Income Opportunities Fund | INC OPPTY FD | 1,090,407 | $7.09M | 1.6% | −52,359−4.6% | Reduced | History |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 400,589 | $7.28M | 1.6% | +2,796+0.7% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 11,138 | $7.31M | 1.6% | +1,101+11.0% | Added | – |
| Ea Series Trust02072L607 | FREEDOM 100 EM | 102,201 | $7.45M | 1.7% | +12,904+14.5% | Added | – |
| AMZNAmazon Com Inc | Stock | 36,563 | $8.71M | 2.0% | +302+0.8% | Added | History |
| KLACKLA Corp | COM NEW | 33,422 | $10.1M | 2.3% | 00.0% | UnchangedConverted for a 10-for-1 split | History |
| GOOGAlphabet Inc. | Stock | 28,629 | $10.1M | 2.3% | +332+1.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 27,395 | $10.2M | 2.3% | −446−1.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 60,440 | $12.1M | 2.7% | +773+1.3% | Added | History |
| First Trust Rising Dividend Achievers ETF33738R506 | ETF | 223,203 | $18.1M | 4.1% | +9,919+4.7% | Added | – |
| AMATApplied Materials Inc | Stock | 25,499 | $18.4M | 4.2% | +131+0.5% | Added | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 109,569 | $18.6M | 4.2% | +8,585+8.5% | Added | – |
| AAPLApple Inc. | Stock | 81,639 | $23.6M | 5.3% | −1,463−1.8% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 53,838 | $26.9M | 6.1% | +971+1.8% | Added | History |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 749,150 | $37.1M | 8.4% | +159,912+27.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 67,160 | $50.3M | 11.3% | +2,945+4.6% | Added | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 69,787 | $51.4M | 11.6% | +2,629+3.9% | Added | – |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.