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Portfolio (Quarterly) Guide ↗

Peak Planning Group, LLC

· CIK 0002097384
13F Portfolio $443M AUM 128 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 11 New 42 Added 40 Reduced 3 Exited
Page 1 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QQQ INVESCO QQQ TR Financial Services 69,787.0 $51.4M 11.60% +3K +3.9% $736.40 -3.1%
2 IVV ISHARES TR 67,160.0 $50.3M 11.35% +3K +4.6% $748.89 +2.7%
3 PULS PGIM ETF TR 749,150.0 $37.1M 8.38% +160K +27.1% $49.55 +0.2%
4 BERKSHIRE HATHAWAY INC DEL 53,838.0 $26.9M 6.08% +971.0 +1.8% $500.39
5 XMMO INVESCO EXCHANGE TRADED FD T 109,569.0 $18.6M 4.21% +9K +8.5% $170.14 -7.7%
6 AMAT APPLIED MATLS INC Technology 25,499.0 $18.4M 4.16% +131.0 +0.5% $722.98 -31.9%
7 RDVY FIRST TR EXCHANGE TRADED FD 223,203.0 $18.1M 4.08% +10K +4.7% $81.06 +1.1%
8 NVDA NVIDIA CORPORATION Technology 60,440.0 $12.1M 2.73% +773.0 +1.3% $200.09 +7.3%
9 GOOG ALPHABET INC 28,629.0 $10.1M 2.28% +332.0 +1.2% $353.34
10 KLAC KLA CORP Technology 33,422.0 $10.1M 2.28% +30K +900.4% $301.71 -39.0%
11 AMZN AMAZON COM INC Consumer Cyclical 36,563.0 $8.7M 1.97% +302.0 +0.8% $238.34 +8.5%
12 FRDM EA SERIES TRUST 102,201.0 $7.5M 1.68% +13K +14.4% $72.90 -5.7%
13 SMH VANECK ETF TRUST 11,138.0 $7.3M 1.65% +1K +11.0% $655.89 -14.6%
14 FPF FIRST TR INTER DURATN PFD & Financial Services 400,589.0 $7.3M 1.64% +3K +0.7% $18.17 -2.7%
15 DIVO AMPLIFY ETF TR 152,710.0 $7.0M 1.57% +38K +32.7% $45.70 +6.3%
16 GOOGL ALPHABET INC Communication Services 19,156.0 $6.8M 1.54% +164.0 +0.9% $357.37 -3.5%
17 SPY STATE STR SPDR S&P 500 ETF T Financial Services 7,729.0 $5.8M 1.30% +235.0 +3.1% $746.74 +2.5%
18 USHY ISHARES TR 83,765.0 $3.1M 0.70% +7K +8.4% $37.02 -0.5%
19 AVGO BROADCOM INC Technology 7,665.0 $2.9M 0.65% +376.0 +5.2% $377.72 -2.5%
20 ETN EATON CORP PLC Industrials 5,913.0 $2.5M 0.57% +87.0 +1.5% $426.10 -1.6%
Page 1 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 42.1%
Technology 41.6%
Consumer Cyclical 4.6%
Communication Services 3.5%
Energy 2.2%
Industrials 1.8%
Healthcare 1.6%
Consumer Defensive 1.4%
Utilities 0.4%
Real Estate 0.4%