§ 13F · FUND PROFILE
Peak Planning Group, LLC.
AUM · $443M (13F)Positions · 128Turnover · n/a · Q2Filed · Aug 12, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | 70K | $51M | 11.6% | +4% |
| 2 | IVV | ISHARES TR | 67K | $50M | 11.3% | +5% |
| 3 | PULS | PGIM ETF TR | 749K | $37M | 8.4% | +27% |
| 4 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 54K | $27M | 6.1% | +2% |
| 5 | AAPL | APPLE INC | 82K | $24M | 5.3% | −2% |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 110K | $19M | 4.2% | +9% |
| 7 | AMAT | APPLIED MATLS INC | 25K | $18M | 4.2% | +1% |
| 8 | RDVY | FIRST TR EXCHANGE TRADED FD | 223K | $18M | 4.1% | +5% |
| 9 | NVDA | NVIDIA CORPORATION | 60K | $12M | 2.7% | +1% |
| 10 | MSFT | MICROSOFT CORP | 27K | $10M | 2.3% | −2% |
§ 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 $443 million in assets. The fund runs a portfolio of 128 positions.
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