Peak Planning Group, LLC — 13F holdings

Peak Planning Group, LLC reported 128 holdings worth $443M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

  1. QQQ Invesco Qqq Tr — $51.4M (11.6%)
  2. IVV ISHARES TR — $50.3M (11.3%)
  3. PULS PGIM ETF TR — $37.1M (8.4%)
  4. BRK.B BERKSHIRE HATHAWAY INC DEL — $26.9M (6.1%)
  5. AAPL APPLE INC — $23.6M (5.3%)
  6. XMMO INVESCO EXCHANGE TRADED FD T — $18.6M (4.2%)
  7. AMAT APPLIED MATLS INC — $18.4M (4.2%)
  8. RDVY FIRST TR EXCHANGE TRADED FD — $18.1M (4.1%)
  9. NVDA NVIDIA CORPORATION — $12.1M (2.7%)
  10. MSFT MICROSOFT CORP — $10.2M (2.3%)