§ 13F · FUND PROFILE
Peak Planning Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 120Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$356.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 61K | $41.5T | 11.6% | NEW |
| 2 | QQQ | INVESCO QQQ TR | 63K | $38.9T | 10.9% | NEW |
| 3 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 52K | $26.4T | 7.4% | NEW |
| 4 | AAPL | APPLE INC | 87K | $23.7T | 6.6% | NEW |
| 5 | PULS | PGIM ETF TR | 469K | $23.3T | 6.5% | NEW |
| 6 | MSFT | MICROSOFT CORP | 28K | $13.5T | 3.8% | NEW |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 189K | $13.1T | 3.7% | NEW |
| 8 | XMMO | INVESCO EXCHANGE TRADED FD T | 90K | $12.4T | 3.5% | NEW |
| 9 | NVDA | NVIDIA CORPORATION | 59K | $10.9T | 3.1% | NEW |
| 10 | AMZN | AMAZON COM INC | 37K | $8.5T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Planning Group, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed