Funds › Peak Planning Group, LLC
Peak Planning Group, LLC
13F for Q3 2026, filed Nov 12, 2026. 126 positions worth $459.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 12, 2026
Reported value
$459.1M
+$16.0M (3.6%) vs Q2 2026
Positions
126
128 in Q2 2026
Top 10 share
62.1%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
Ask your AI about this
Connect Claude, ChatGPT, Gemini or Grok (Microsoft 365 Copilot coming soon) to 13F.ai and ask in plain English. Copy a question to get started:
Using 13F.ai, what are the biggest new, added, trimmed and exited positions of Peak Planning Group, LLC in the latest 13F quarter?
Using 13F.ai, how has Peak Planning Group, LLC's portfolio concentration changed over the last four quarters?
Using 13F.ai, which of Peak Planning Group, LLC's top holdings have also been bought by insiders recently?
Connect your AI · Plans and the 7-day free trial (card required)
Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr Core S&P500 Etf | 69,842 | $53.5M | 11.7% | +4.0% | 13F ↗ |
| 2 | Invesco Qqq Tr | 71,991 | $53.3M | 11.6% | +3.2% | 13F ↗ |
| 3 | Pgim ETF Tr Pgim Ultra Sh Bd | 934,854 | $46.2M | 10.1% | +24.8% | 13F ↗ |
| 4 | BRK-B Berkshire Hathaway Inc. Class B | 57,418 | $28.6M | 6.2% | +6.6% | 13F ↗ |
| 5 | AAPL Apple Inc. | 80,568 | $26.8M | 5.8% | -1.3% | 13F ↗ |
| 6 | First Tr Exchange Traded Fd Risng Divd Achiv | 237,953 | $18.6M | 4.1% | +6.6% | 13F ↗ |
| 7 | Invesco Exchange Traded Fd T Etf | 118,254 | $17.4M | 3.8% | +7.9% | 13F ↗ |
| 8 | MSFT Microsoft Corporation | 26,916 | $13.8M | 3.0% | -1.7% | 13F ↗ |
| 9 | NVDA NVIDIA Corporation | 59,700 | $13.6M | 3.0% | -1.2% | 13F ↗ |
| 10 | AMAT Applied Materials, Inc. | 25,982 | $13.3M | 2.9% | +1.9% | 13F ↗ |
| 11 | Amplify ETF Tr Cwp Enhanced Div | 229,721 | $10.7M | 2.3% | +50.4% | 13F ↗ |
| 12 | GOOG Alphabet Inc. Class C | 28,989 | $9.9M | 2.2% | +1.3% | 13F ↗ |
| 13 | AMZN Amazon.com, Inc. | 35,166 | $8.8M | 1.9% | -3.8% | 13F ↗ |
| 14 | Ea Series Trust Freedom 100 Em | 108,306 | $7.6M | 1.7% | +6.0% | 13F ↗ |
| 15 | Vaneck ETF Trust Semiconductr Etf | 12,165 | $7.4M | 1.6% | +9.2% | 13F ↗ |
| 16 | GOOGL Alphabet Inc. Class A | 19,466 | $6.7M | 1.5% | +1.6% | 13F ↗ |
| 17 | FPF First Trust Intermediate Duration Preferred & Income Fund · Cef | 397,715 | $6.4M | 1.4% | -0.7% | 13F ↗ |
| 18 | JPM JPMorgan Chase & Co. | 19,202 | $6.4M | 1.4% | +0.5% | 13F ↗ |
| 19 | KLAC KLA Corporation | 32,334 | $6.3M | 1.4% | -3.3% | 13F ↗ |
| 20 | Allspring Income Opportunit Inc Oppty Fd | 1.02M | $6.1M | 1.3% | -6.3% | 13F ↗ |
| 21 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 7,639 | $5.8M | 1.3% | -1.2% | 13F ↗ |
| 22 | iShares Tr Broad Usd High | 102,054 | $3.6M | 0.8% | +21.8% | 13F ↗ |
| 23 | MPC Marathon Petroleum Corporation | 8,511 | $3.4M | 0.7% | +3.1% | 13F ↗ |
| 24 | GLD SPDR Gold Shares · Gold Shs | 7,043 | $2.7M | 0.6% | -5.3% | 13F ↗ |
| 25 | AMD Advanced Micro Devices, Inc. | 4,355 | $2.7M | 0.6% | +2.4% | 13F ↗ |
| 26 | AVGO Broadcom Inc. | 7,552 | $2.7M | 0.6% | -1.5% | 13F ↗ |
| 27 | Morgan Stanley ETF Trust Eato Vanc Bd Etf | 54,789 | $2.6M | 0.6% | -12.0% | 13F ↗ |
| 28 | ETN Eaton Corporation, PLC | 5,977 | $2.6M | 0.6% | +1.1% | 13F ↗ |
| 29 | INTC Intel Corporation | 20,837 | $2.5M | 0.5% | +0.4% | 13F ↗ |
| 30 | Vanguard Index Fds S&P 500 Etf Shs | 3,406 | $2.4M | 0.5% | +1.6% | 13F ↗ |
| 31 | PLTR Palantir Technologies Inc. | 12,428 | $2.3M | 0.5% | -7.1% | 13F ↗ |
| 32 | V Visa Inc. | 6,376 | $2.3M | 0.5% | -0.5% | 13F ↗ |
| 33 | American Centy ETF Tr Mid Cap Grw Imp | 32,843 | $2.3M | 0.5% | +4.1% | 13F ↗ |
| 34 | TSM Taiwan Semiconductor Manufacturing Company Ltd. | 4,481 | $2.0M | 0.4% | +8.2% | 13F ↗ |
| 35 | American Centy ETF Tr Quality Divrsfed | 28,900 | $2.0M | 0.4% | +11.3% | 13F ↗ |
| 36 | First Tr Exchange-Traded Fd Finls Alphadex | 32,220 | $2.0M | 0.4% | -2.7% | 13F ↗ |
| 37 | WMT Walmart Inc. | 17,910 | $1.9M | 0.4% | -0.1% | 13F ↗ |
| 38 | American Centy ETF Tr Us Sml Cp Valu | 15,254 | $1.8M | 0.4% | +0.7% | 13F ↗ |
| 39 | Select Sector Spdr Tr St Str Techn Etf | 9,171 | $1.8M | 0.4% | +2.6% | 13F ↗ |
| 40 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 8,359 | $1.7M | 0.4% | -16.6% | 13F ↗ |
| 41 | MU Micron Technology, Inc. | 1,541 | $1.6M | 0.4% | +19.4% | 13F ↗ |
| 42 | iShares Tr Core Msci Eafe | 16,252 | $1.6M | 0.3% | +0.8% | 13F ↗ |
| 43 | LLY Eli Lilly and Company | 1,291 | $1.5M | 0.3% | +0.4% | 13F ↗ |
| 44 | Capital Group Growth ETF Units | 29,544 | $1.4M | 0.3% | -0.7% | 13F ↗ |
| 45 | CVX Chevron Corporation | 6,383 | $1.3M | 0.3% | +2.3% | 13F ↗ |
| 46 | GS Goldman Sachs Group, Inc. | 1,343 | $1.2M | 0.3% | +0.1% | 13F ↗ |
| 47 | Townebank Portsmouth Va | 33,067 | $1.2M | 0.3% | Unchanged | 13F ↗ |
| 48 | IBM International Business Machines Corporation | 5,297 | $1.2M | 0.3% | +219% | 13F ↗ |
| 49 | iShares Tr Ishs 1-5YR Invs | 21,869 | $1.1M | 0.2% | +1.1% | 13F ↗ |
| 50 | First Tr Exchange-Traded Fd Tech Alphadex | 4,709 | $1.0M | 0.2% | -0.7% | 13F ↗ |
Showing the top 50 of 126 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
6 new, 55 added to, 54 trimmed, 8 exited, 11 unchanged. By estimated dollars.
New positions (6)
Added to (55)
| Pgim ETF Tr Pgim Ultra Sh Bd | 934,854 | +24.8% | $9.2M |
| Amplify ETF Tr Cwp Enhanced Div | 229,721 | +50.4% | $3.6M |
| iShares Tr Core S&P500 Etf | 69,842 | +4.0% | $2.1M |
| BRK-B Berkshire Hathaway Inc. Class B | 57,418 | +6.6% | $1.8M |
| Invesco Qqq Tr | 71,991 | +3.2% | $1.6M |
| Invesco Exchange Traded Fd T Etf | 118,254 | +7.9% | $1.3M |
| First Tr Exchange Traded Fd Risng Divd Achiv | 237,953 | +6.6% | $1.2M |
| IBM International Business Machines Corporation | 5,297 | +219% | $799.9K |
| iShares Tr Broad Usd High | 102,054 | +21.8% | $653.3K |
| Vaneck ETF Trust Semiconductr Etf | 12,165 | +9.2% | $625.5K |
Trimmed (54)
| Allspring Income Opportunit Inc Oppty Fd | 1.02M | -6.3% | -$415.8K |
| Morgan Stanley ETF Trust Eato Vanc Bd Etf | 54,789 | -12.0% | -$360.9K |
| AAPL Apple Inc. | 80,568 | -1.3% | -$356.7K |
| AMZN Amazon.com, Inc. | 35,166 | -3.8% | -$348.1K |
| Invesco Exchange Traded Fd T S&P500 Eql Wgt | 8,359 | -16.6% | -$345.5K |
| SCHW Charles Schwab Corporation | 5,827 | -35.6% | -$314.7K |
| MSFT Microsoft Corporation | 26,916 | -1.7% | -$245.7K |
| KLAC KLA Corporation | 32,334 | -3.3% | -$212.1K |
| PLTR Palantir Technologies Inc. | 12,428 | -7.1% | -$176.4K |
| iShares Tr Core S&P Scp Etf | 7,391 | -14.6% | -$171.8K |
Exited (8)
| Exxon Mobil Corp | 12,123 | Exited | -$1.7M |
| GLW Corning Incorporated | 1,071 | Exited | -$273.7K |
| ETF Ser Solutions Aptus Collrd Inv | 5,540 | Exited | -$255.6K |
| BDJ Blackrock Enhanced Equity Dividend Trust | 24,367 | Exited | -$233.2K |
| CRDO Credo Technology Group Holding Ltd | 806 | Exited | -$219.2K |
| HD Home Depot, Inc. | 590 | Exited | -$208.2K |
| Invesco Exchange Traded Fd T S&P 500 Top 50 | 3,309 | Exited | -$202.6K |
| MGX Metagenomi Therapeutics, Inc. | 12,500 | Exited | -$14.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
Search, sort and filter every position, with puts and calls on their own tab. Premium plan.
Every position, puts and calls. Part of Premium.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Any two quarters side by side. Part of Premium.
Reported value by quarter
Value and number of positions at the end of each quarter.
Loading…
Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
Loading…
Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 12, 2026 | 13F-HR | 126 | $459.1M | Current | SEC ↗ |
| Q2 2026 | Aug 12, 2026 | 13F-HR | 128 | $443.1M | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR | 120 | $360.8M | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 120 | $356.7M | Current | SEC ↗ |
| Q3 2025 | May 26, 2026 | 13F-HR | 94 | $192.0M | Current | SEC ↗ |
| Q2 2025 | Jun 24, 2026 | 13F-HR | 90 | $156.3M | Current | SEC ↗ |
| Q1 2025 | Jun 24, 2026 | 13F-HR | 122 | $237.8M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer