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 51–100 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CVX | CHEVRON CORP NEW | 6K | $500K+ | SH |
| TLN | TALEN ENERGY CORP | 2K | $500K+ | SH |
| PPH | VANECK ETF TRUST | 9K | $500K+ | SH |
| ABBV | ABBVIE INC | 4K | $500K+ | SH |
| INTC | INTEL CORP | 23K | $500K+ | SH |
| TSLA | TESLA INC | 2K | $500K+ | SH |
| AMD | ADVANCED MICRO DEVICES INC | 4K | $500K+ | SH |
| FXL | FIRST TR EXCHANGE TRADED FD | 5K | $500K+ | SH |
| IWF | ISHARES TR | 2K | $500K+ | SH |
| META | META PLATFORMS INC | 1K | $500K+ | SH |
| WFC | WELLS FARGO CO NEW | 8K | $500K+ | SH |
| GBIL | GOLDMAN SACHS ETF TR | 7K | $500K+ | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1K | $500K+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 1K | $500K+ | SH |
| PG | PROCTER AND GAMBLE CO | 5K | $500K+ | SH |
| AIQ | GLOBAL X FDS | 13K | $500K+ | SH |
| WELL | WELLTOWER INC | 4K | $500K+ | SH |
| INDA | ISHARES TR | 12K | $500K+ | SH |
| RY | ROYAL BK CDA | 4K | $500K+ | SH |
| VTV | VANGUARD INDEX FDS | 3K | $500K+ | SH |
| FVD | FIRST TR EXCHANGE-TRADED FD | 13K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 12K | $500K+ | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 15K | $500K+ | SH |
| SDSI | AMERICAN CENTY ETF TR | 10K | $500K+ | SH |
| MSI | MOTOROLA SOLUTIONS INC | 1K | $500K+ | SH |
| CB | CHUBB LIMITED | 2K | $500K+ | SH |
| QQQE | DIREXION SHS ETF TR | 5K | $500K+ | SH |
| BIV | VANGUARD BD INDEX FDS | 7K | $500K+ | SH |
| IUSG | ISHARES TR | 3K | $100K–$500K | SH |
| CHKP | CHECK POINT SOFTWARE TECH LT | 3K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 15K | $100K–$500K | SH |
| AVEM | AMERICAN CENTY ETF TR | 6K | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| DVY | ISHARES TR | 3K | $100K–$500K | SH |
| LOW | LOWES COS INC | 2K | $100K–$500K | SH |
| BLDR | BUILDERS FIRSTSOURCE INC | 4K | $100K–$500K | SH |
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| MCK | MCKESSON CORP | 468 | $100K–$500K | SH |
| HD | HOME DEPOT INC | 1K | $100K–$500K | SH |
| IYW | ISHARES TR | 2K | $100K–$500K | SH |
| VIOO | VANGUARD ADMIRAL FDS INC | 3K | $100K–$500K | SH |
| FLV | AMERICAN CENTY ETF TR | 5K | $100K–$500K | SH |
| IJH | ISHARES TR | 5K | $100K–$500K | SH |
| KKR | KKR & CO INC | 3K | $100K–$500K | SH |
| NXST | NEXSTAR MEDIA GROUP INC | 2K | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 4K | $100K–$500K | SH |
| IBM | INTERNATIONAL BUSINESS MACHS | 982 | $100K–$500K | SH |
| GDXJ | VANECK ETF TRUST | 3K | $100K–$500K | SH |
| DUK | DUKE ENERGY CORP NEW | 2K | $100K–$500K | SH |
| JCI | JOHNSON CTLS INTL PLC | 2K | $100K–$500K | SH |