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Portfolio (Quarterly) Guide ↗

Peak Planning Group, LLC

· CIK 0002097384
13F Portfolio $357M AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New
Page 2 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EVTR MORGAN STANLEY ETF TRUST 58,891.0 $3.0M 0.85% NEW $51.50 -2.2%
22 FRDM EA SERIES TRUST 58,658.0 $3.0M 0.84% NEW $51.27 +28.6%
23 SMH VANECK ETF TRUST 8,350.0 $3.0M 0.84% NEW $360.14 +51.7%
24 PLTR PALANTIR TECHNOLOGIES INC Technology 16,427.0 $2.9M 0.82% NEW $177.75 -24.6%
25 RSP INVESCO EXCHANGE TRADED FD T 13,706.0 $2.6M 0.74% NEW $191.56 +5.9%
26 AVGO BROADCOM INC Technology 7,340.0 $2.5M 0.71% NEW $346.10 +21.6%
27 V VISA INC Financial Services 6,446.0 $2.3M 0.63% NEW $350.73 -7.1%
28 VOO VANGUARD INDEX FDS 3,543.0 $2.2M 0.62% NEW $627.13 +8.3%
29 USHY ISHARES TR 54,964.0 $2.1M 0.58% NEW $37.40 -1.6%
30 FXO FIRST TR EXCHANGE TRADED FD 33,421.0 $2.0M 0.57% NEW $60.35 -2.0%
31 WMT WALMART INC Consumer Defensive 17,837.0 $2.0M 0.56% NEW $111.41 +18.0%
32 ETN EATON CORP PLC Industrials 5,970.0 $1.9M 0.53% NEW $318.49 +25.4%
33 MID AMERICAN CENTY ETF TR 28,991.0 $1.9M 0.53% NEW $65.16 -2.5%
34 XOM EXXON MOBIL CORP Energy 12,743.0 $1.5M 0.43% NEW $120.34 +31.2%
35 AVUV AMERICAN CENTY ETF TR 14,499.0 $1.5M 0.41% NEW $101.98 +16.1%
36 DIVO AMPLIFY ETF TR 31,290.0 $1.4M 0.39% NEW $44.50 +2.5%
37 LLY ELI LILLY & CO Healthcare 1,273.0 $1.4M 0.38% NEW $1074.45 -6.3%
38 CGGR CAPITAL GROUP GROWTH ETF 30,038.0 $1.3M 0.38% NEW $44.47 +2.6%
39 IEFA ISHARES TR 14,673.0 $1.3M 0.37% NEW $89.46 +7.4%
40 MPC MARATHON PETE CORP Energy 8,030.0 $1.3M 0.37% NEW $162.63 +56.8%
Page 2 of 6  ·  120 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 42.4%
Technology 35.7%
Communication Services 8.1%
Consumer Cyclical 5.4%
Energy 2.3%
Healthcare 1.7%
Industrials 1.7%
Consumer Defensive 1.5%
Utilities 0.6%
Real Estate 0.3%