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

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	TOTALENERGIES SE	—	2,665	$242K	0.07%	SOLD
2	MCD	MCDONALDS CORP	Consumer Cyclical	700	$217K	0.06%	SOLD
3	NFLX	NETFLIX INC.	Communication Services	2,180	$210K	0.06%	SOLD

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%