Peak Planning Group, LLC

OtherOther

AUM: --·Q4 2025

Filed: Feb 13, 2026

CIK: 0002097384

Peak Planning Group, LLC is classified as a Other fund.

Top 10 Holdings

#	Stock	Value	% Port.	Chg
1	IVVNEW ISHARES TR	$41.5T	11.6%	—	★
2	QQQNEW INVESCO QQQ TR	$38.9T	10.9%	—	★
3	BRK/BNEW BERKSHIRE HATHAWAY INC DEL	$26.4T	7.4%	—	★
4	AAPLNEW APPLE INC	$23.7T	6.6%	—	★
5	PULSNEW PGIM ETF TR	$23.3T	6.5%	—	★
6	MSFTNEW MICROSOFT CORP	$13.5T	3.8%	—	★
7	RDVYNEW FIRST TR EXCHANGE TRADED FD	$13.1T	3.7%	—	★
8	XMMONEW INVESCO EXCHANGE TRADED FD T	$12.4T	3.5%	—	★
9	NVDANEW NVIDIA CORPORATION	$10.9T	3.1%	—	★
10	AMZNNEW AMAZON COM INC	$8.5T	2.4%	—	★

Notable Moves

New Positions

$41.5T (11.6%)

$38.9T (10.9%)

$26.4T (7.4%)

$23.7T (6.6%)

$23.3T (6.5%)

$13.5T (3.8%)

$13.1T (3.7%)

$12.4T (3.5%)

Fund Analysis

Fund analysis is being prepared.

All Holdings

Sort:

#	Stock	Value	% Port.	Chg
1	IVVNEW ISHARES TR	$41.5T	11.6%	—	▼
2	QQQNEW INVESCO QQQ TR	$38.9T	10.9%	—	▼
3	BRK/BNEW BERKSHIRE HATHAWAY INC DEL	$26.4T	7.4%	—	▼
4	AAPLNEW APPLE INC	$23.7T	6.6%	—	▼
5	PULSNEW PGIM ETF TR	$23.3T	6.5%	—	▼
6	MSFTNEW MICROSOFT CORP	$13.5T	3.8%	—	▼
7	RDVYNEW FIRST TR EXCHANGE TRADED FD	$13.1T	3.7%	—	▼
8	XMMONEW INVESCO EXCHANGE TRADED FD T	$12.4T	3.5%	—	▼
9	NVDANEW NVIDIA CORPORATION	$10.9T	3.1%	—	▼
10	AMZNNEW AMAZON COM INC	$8.5T	2.4%	—	▼
11	GOOGNEW ALPHABET INC	$8.2T	2.3%	—	▼
12	XEADXNEW ALLSPRING INCOME OPPORTUNIT	$8.1T	2.3%	—	▼
13	FPFNEW FIRST TR INTER DURATN PFD &	$7.3T	2.0%	—	▼
14	AMATNEW APPLIED MATLS INC	$6.5T	1.8%	—	▼
15	JPMNEW JPMORGAN CHASE & CO.	$6.3T	1.8%	—	▼
16	GOOGLNEW ALPHABET INC	$5.9T	1.7%	—	▼
17	SPYNEW SPDR S&P 500 ETF TR	$5.1T	1.4%	—	▼
18	ACIONEW ETF SER SOLUTIONS	$4.6T	1.3%	—	▼
19	KLACNEW KLA CORP	$4.1T	1.1%	—	▼
20	GLDNEW SPDR GOLD TR	$3.1T	0.9%	—	▼
21	EVTRNEW MORGAN STANLEY ETF TRUST	$3.0T	0.9%	—	▼
22	FRDMNEW EA SERIES TRUST	$3.0T	0.8%	—	▼
23	SMHNEW VANECK ETF TRUST	$3.0T	0.8%	—	▼
24	PLTRNEW PALANTIR TECHNOLOGIES INC	$2.9T	0.8%	—	▼
25	RSPNEW INVESCO EXCHANGE TRADED FD T	$2.6T	0.7%	—	▼
26	AVGONEW BROADCOM INC	$2.5T	0.7%	—	▼
27	VNEW VISA INC	$2.3T	0.6%	—	▼
28	VOONEW VANGUARD INDEX FDS	$2.2T	0.6%	—	▼
29	USHYNEW ISHARES TR	$2.1T	0.6%	—	▼
30	FXONEW FIRST TR EXCHANGE TRADED FD	$2.0T	0.6%	—	▼
31	WMTNEW WALMART INC	$2.0T	0.6%	—	▼
32	ETNNEW EATON CORP PLC	$1.9T	0.5%	—	▼
33	MIDNEW AMERICAN CENTY ETF TR	$1.9T	0.5%	—	▼
34	XOMNEW EXXON MOBIL CORP	$1.5T	0.4%	—	▼
35	AVUVNEW AMERICAN CENTY ETF TR	$1.5T	0.4%	—	▼
36	DIVONEW AMPLIFY ETF TR	$1.4T	0.4%	—	▼
37	LLYNEW ELI LILLY & CO	$1.4T	0.4%	—	▼
38	CGGRNEW CAPITAL GROUP GROWTH ETF	$1.3T	0.4%	—	▼
39	IEFANEW ISHARES TR	$1.3T	0.4%	—	▼
40	MPCNEW MARATHON PETE CORP	$1.3T	0.4%	—	▼
41	TOWNNEW TOWNEBANK PORTSMOUTH VA	$1.3T	0.4%	—	▼
42	QINTNEW AMERICAN CENTY ETF TR	$1.3T	0.4%	—	▼
43	FTCSNEW FIRST TR EXCHANGE-TRADED FD	$1.2T	0.3%	—	▼
44	XLKNEW SELECT SECTOR SPDR TR	$1.2T	0.3%	—	▼
45	SCHWNEW SCHWAB CHARLES CORP	$1.2T	0.3%	—	▼
46	GSNEW GOLDMAN SACHS GROUP INC	$1.2T	0.3%	—	▼
47	TSMNEW TAIWAN SEMICONDUCTOR MFG LTD	$1.1T	0.3%	—	▼
48	IGSBNEW ISHARES TR	$1.1T	0.3%	—	▼
49	IJRNEW ISHARES TR	$1.1T	0.3%	—	▼
50	RJFNEW RAYMOND JAMES FINL INC	$992.1B	0.3%	—	▼
51	CVXNEW CHEVRON CORP NEW	$911.7B	0.3%	—	▼
52	TLNNEW TALEN ENERGY CORP	$898.9B	0.3%	—	▼
53	PPHNEW VANECK ETF TRUST	$881.9B	0.2%	—	▼
54	ABBVNEW ABBVIE INC	$837.4B	0.2%	—	▼
55	INTCNEW INTEL CORP	$832.2B	0.2%	—	▼
56	TSLANEW TESLA INC	$827.6B	0.2%	—	▼
57	AMDNEW ADVANCED MICRO DEVICES INC	$819.2B	0.2%	—	▼
58	FXLNEW FIRST TR EXCHANGE TRADED FD	$807.7B	0.2%	—	▼
59	IWFNEW ISHARES TR	$780.0B	0.2%	—	▼
60	METANEW META PLATFORMS INC	$764.1B	0.2%	—	▼
61	WFCNEW WELLS FARGO CO NEW	$757.4B	0.2%	—	▼
62	GBILNEW GOLDMAN SACHS ETF TR	$743.7B	0.2%	—	▼
63	MDYNEW SPDR S&P MIDCAP 400 ETF TR	$728.4B	0.2%	—	▼
64	DIANEW SPDR DOW JONES INDL AVERAGE	$686.8B	0.2%	—	▼
65	PGNEW PROCTER AND GAMBLE CO	$676.5B	0.2%	—	▼
66	AIQNEW GLOBAL X FDS	$667.0B	0.2%	—	▼
67	WELLNEW WELLTOWER INC	$661.1B	0.2%	—	▼
68	INDANEW ISHARES TR	$642.1B	0.2%	—	▼
69	RYNEW ROYAL BK CDA	$640.2B	0.2%	—	▼
70	VTVNEW VANGUARD INDEX FDS	$587.5B	0.2%	—	▼
71	FVDNEW FIRST TR EXCHANGE-TRADED FD	$584.4B	0.2%	—	▼
72	IBITNEW ISHARES BITCOIN TRUST ETF	$583.8B	0.2%	—	▼
73	EMLPNEW FIRST TR EXCHANGE-TRADED FD	$578.0B	0.2%	—	▼
74	SDSINEW AMERICAN CENTY ETF TR	$536.3B	0.2%	—	▼
75	MSINEW MOTOROLA SOLUTIONS INC	$531.9B	0.1%	—	▼
76	CBNEW CHUBB LIMITED	$529.0B	0.1%	—	▼
77	QQQENEW DIREXION SHS ETF TR	$527.0B	0.1%	—	▼
78	BIVNEW VANGUARD BD INDEX FDS	$517.3B	0.1%	—	▼
79	IUSGNEW ISHARES TR	$495.3B	0.1%	—	▼
80	CHKPNEW CHECK POINT SOFTWARE TECH LT	$483.6B	0.1%	—	▼
81	EPDNEW ENTERPRISE PRODS PARTNERS L	$482.1B	0.1%	—	▼
82	AVEMNEW AMERICAN CENTY ETF TR	$479.6B	0.1%	—	▼
83	COFNEW CAPITAL ONE FINL CORP	$472.1B	0.1%	—	▼
84	DVYNEW ISHARES TR	$467.6B	0.1%	—	▼
85	LOWNEW LOWES COS INC	$461.8B	0.1%	—	▼
86	BLDRNEW BUILDERS FIRSTSOURCE INC	$408.8B	0.1%	—	▼
87	MSNEW MORGAN STANLEY	$385.4B	0.1%	—	▼
88	MCKNEW MCKESSON CORP	$383.8B	0.1%	—	▼
89	HDNEW HOME DEPOT INC	$366.1B	0.1%	—	▼
90	IYWNEW ISHARES TR	$362.2B	0.1%	—	▼
91	VIOONEW VANGUARD ADMIRAL FDS INC	$359.1B	0.1%	—	▼
92	FLVNEW AMERICAN CENTY ETF TR	$342.3B	0.1%	—	▼
93	IJHNEW ISHARES TR	$340.8B	0.1%	—	▼
94	KKRNEW KKR & CO INC	$332.7B	0.1%	—	▼
95	NXSTNEW NEXSTAR MEDIA GROUP INC	$327.3B	0.1%	—	▼
96	GDXNEW VANECK ETF TRUST	$302.4B	0.1%	—	▼
97	IBMNEW INTERNATIONAL BUSINESS MACHS	$290.8B	0.1%	—	▼
98	GDXJNEW VANECK ETF TRUST	$287.2B	0.1%	—	▼
99	DUKNEW DUKE ENERGY CORP NEW	$277.8B	0.1%	—	▼
100	JCINEW JOHNSON CTLS INTL PLC	$276.1B	0.1%	—	▼
101	RTXNEW RTX CORPORATION	$271.3B	0.1%	—	▼
102	BDJNEW BLACKROCK ENHANCED EQUITY DI	$269.2B	0.1%	—	▼
103	CSCONEW CISCO SYS INC	$268.8B	0.1%	—	▼
104	SPGINEW S&P GLOBAL INC	$266.3B	0.1%	—	▼
105	COSTNEW COSTCO WHSL CORP NEW	$264.4B	0.1%	—	▼
106	QTUMNEW ETF SER SOLUTIONS	$255.8B	0.1%	—	▼
107	ARNEW ANTERO RESOURCES CORP	$254.7B	0.1%	—	▼
108	IGLBNEW ISHARES TR	$247.6B	0.1%	—	▼
109	EFVNEW ISHARES TR	$245.1B	0.1%	—	▼
110	GILDNEW GILEAD SCIENCES INC	$237.8B	0.1%	—	▼
111	MMMNEW 3M CO	$229.3B	0.1%	—	▼
112	MCDNEW MCDONALDS CORP	$225.0B	0.1%	—	▼
113	FVNEW FIRST TR EXCHANGE TRADED FD	$218.7B	0.1%	—	▼
114	GSLCNEW GOLDMAN SACHS ETF TR	$217.2B	0.1%	—	▼
115	PHNEW PARKER-HANNIFIN CORP	$217.1B	0.1%	—	▼
116	JNJNEW JOHNSON & JOHNSON	$216.0B	0.1%	—	▼
117	NFLXNEW NETFLIX INC	$212.1B	0.1%	—	▼
118	ECLNEW ECOLAB INC	$210.1B	0.1%	—	▼
119	MRKNEW MERCK & CO INC	$206.1B	0.1%	—	▼
120	MGXNEW METAGENOMI INC	$20.3B	0.0%	—	▼

Showing 120 of 120 positions

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Holdings reflect 13F filings with the SEC — quarterly disclosures required of institutional managers with $100M+ in AUM. Positions are as of quarter-end and may have changed significantly since filing. See full disclaimer.