§ 13F · FUND PROFILE
Peak Planning Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $384M (13F)Positions · 188Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$771K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 64K | $42M | 11.6% | +6% |
| 2 | QQQ | INVESCO QQQ TR | 67K | $39M | 10.7% | +6% |
| 3 | PULS | PGIM ETF TR | 589K | $29M | 8.1% | +26% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 53K | $25M | 7.0% | +1% |
| 5 | AAPL | APPLE INC | 83K | $21M | 5.8% | −5% |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 101K | $15M | 4.1% | +13% |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 213K | $15M | 4.0% | +13% |
| 8 | NVDA | NVIDIA CORPORATION | 60K | $10M | 2.9% | +2% |
| 9 | MSFT | MICROSOFT CORP | 28K | $10M | 2.9% | ±0% |
| 10 | AMAT | APPLIED MATLS INC | 25K | $9M | 2.4% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PEAK SIGNAL
AC read
Peak Planning Group, LLC is a Other fund managing $384 million in assets. The fund runs a portfolio of 188 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
16 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2024
Steady book
+0 buys · −0 exits · 0 changed