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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MU MICRON TECHNOLOGY INC Technology 1,291.0 $1.5M 0.34% NEW $1154.32 -16.2%
2 LRCX LAM RESEARCH CORP Technology 975.0 $422K 0.10% NEW $433.21 -27.5%
3 DELL DELL TECHNOLOGIES INC Technology 859.0 $371K 0.08% NEW $431.49 +2.4%
4 AVUS AMERICAN CENTY ETF TR 2,581.0 $331K 0.07% NEW $128.06 +2.0%
5 SPACE EXPLORATION TECHN CORP 1,928.0 $329K 0.07% NEW $170.86
6 FENI FIDELITY COVINGTON TRUST 7,760.0 $311K 0.07% NEW $40.13 +4.0%
7 NUE NUCOR CORP Basic Materials 1,298.0 $289K 0.07% NEW $222.67 +9.4%
8 GLW CORNING INC Technology 1,071.0 $274K 0.06% NEW $255.53 -41.4%
9 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 806.0 $219K 0.05% NEW $271.95 -15.2%
10 PROSHARES TR II 5,987.0 $210K 0.05% NEW $35.02
11 XLG INVESCO EXCHANGE TRADED FD T 3,309.0 $203K 0.05% NEW $61.23 +1.4%

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%