CIK 2097384
Peak Planning Group, LLC
Institutional 13F holdings & portfolio
Holdings
120
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| IVV | ISHARES TR | 61K | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 63K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 52K | $1M+ | SH |
| AAPL | APPLE INC | 87K | $1M+ | SH |
| PULS | PGIM ETF TR | 469K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 28K | $1M+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 189K | $1M+ | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 90K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 59K | $1M+ | SH |
| AMZN | AMAZON COM INC | 37K | $1M+ | SH |
| GOOG | ALPHABET INC | 26K | $1M+ | SH |
| EAD | ALLSPRING INCOME OPPORTUNIT | 1.2M | $1M+ | SH |
| FPF | FIRST TR INTER DURATN PFD & | 389K | $1M+ | SH |
| AMAT | APPLIED MATLS INC | 25K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 20K | $1M+ | SH |
| GOOGL | ALPHABET INC | 19K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 8K | $1M+ | SH |
| ACIO | ETF SER SOLUTIONS | 104K | $1M+ | SH |
| KLAC | KLA CORP | 3K | $1M+ | SH |
| GLD | SPDR GOLD TR | 8K | $1M+ | SH |
| EVTR | MORGAN STANLEY ETF TRUST | 59K | $1M+ | SH |
| FRDM | EA SERIES TRUST | 59K | $1M+ | SH |
| SMH | VANECK ETF TRUST | 8K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 16K | $1M+ | SH |
| RSP | INVESCO EXCHANGE TRADED FD T | 14K | $1M+ | SH |
| AVGO | BROADCOM INC | 7K | $1M+ | SH |
| V | VISA INC | 6K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| USHY | ISHARES TR | 55K | $1M+ | SH |
| FXO | FIRST TR EXCHANGE TRADED FD | 33K | $1M+ | SH |
| WMT | WALMART INC | 18K | $1M+ | SH |
| ETN | EATON CORP PLC | 6K | $1M+ | SH |
| MID | AMERICAN CENTY ETF TR | 29K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 13K | $1M+ | SH |
| AVUV | AMERICAN CENTY ETF TR | 14K | $1M+ | SH |
| DIVO | AMPLIFY ETF TR | 31K | $1M+ | SH |
| LLY | ELI LILLY & CO | 1K | $1M+ | SH |
| CGGR | CAPITAL GROUP GROWTH ETF | 30K | $1M+ | SH |
| IEFA | ISHARES TR | 15K | $1M+ | SH |
| MPC | MARATHON PETE CORP | 8K | $1M+ | SH |
| TOWN | TOWNEBANK PORTSMOUTH VA | 39K | $1M+ | SH |
| QINT | AMERICAN CENTY ETF TR | 19K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 13K | $1M+ | SH |
| XLK | SELECT SECTOR SPDR TR | 9K | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 12K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 4K | $1M+ | SH |
| IGSB | ISHARES TR | 21K | $1M+ | SH |
| IJR | ISHARES TR | 9K | $1M+ | SH |
| RJF | RAYMOND JAMES FINL INC | 6K | $500K+ | SH |