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 101–120 of 120
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| BDJ | BLACKROCK ENHANCED EQUITY DI | 28K | $100K–$500K | SH |
| CSCO | CISCO SYS INC | 3K | $100K–$500K | SH |
| SPGI | S&P GLOBAL INC | 510 | $100K–$500K | SH |
| COST | COSTCO WHSL CORP NEW | 307 | $100K–$500K | SH |
| QTUM | ETF SER SOLUTIONS | 2K | $100K–$500K | SH |
| AR | ANTERO RESOURCES CORP | 7K | $100K–$500K | SH |
| IGLB | ISHARES TR | 5K | $100K–$500K | SH |
| EFV | ISHARES TR | 3K | $100K–$500K | SH |
| GILD | GILEAD SCIENCES INC | 2K | $100K–$500K | SH |
| MMM | 3M CO | 1K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 736 | $100K–$500K | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 3K | $100K–$500K | SH |
| GSLC | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| PH | PARKER-HANNIFIN CORP | 247 | $100K–$500K | SH |
| JNJ | JOHNSON & JOHNSON | 1K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| ECL | ECOLAB INC | 800 | $100K–$500K | SH |
| MRK | MERCK & CO INC | 2K | $100K–$500K | SH |
| MGX | METAGENOMI INC | 13K | $15K–$50K | SH |