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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 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TLN TALEN ENERGY CORP Utilities 1,866.0 $717K 0.16% -60.0 -3.1% $384.26 -18.2%
22 RJF RAYMOND JAMES FINL INC Financial Services 4,247.0 $646K 0.15% -893.0 -17.4% $152.02 +15.3%
23 PG PROCTER & GAMBLE CO Consumer Defensive 4,327.0 $635K 0.14% -358.0 -7.6% $146.66 -1.3%
24 BIV VANGUARD BD INDEX FDS 7,642.0 $586K 0.13% -50.0 -0.7% $76.70 -1.7%
25 META META PLATFORMS INC Communication Services 971.0 $547K 0.12% -111.0 -10.3% $562.95 -2.3%
26 CB CHUBB LIMITED Financial Services 1,368.0 $466K 0.10% -100.0 -6.8% $340.82 +0.0%
27 IUSG ISHARES TR 2,396.0 $451K 0.10% -423.0 -15.0% $188.09 +0.9%
28 FVD FIRST TR EXCHANGE-TRADED FD 8,495.0 $409K 0.09% -2K -17.8% $48.18 +5.2%
29 CSCO CISCO SYS INC Technology 3,466.0 $407K 0.09% -30.0 -0.9% $117.45 -5.5%
30 SDSI AMERICAN CENTY ETF TR 7,449.0 $382K 0.09% -3K -28.9% $51.35 -0.3%
31 IJH ISHARES TR 4,777.0 $368K 0.08% -115.0 -2.4% $77.11 -0.4%
32 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,597.0 $322K 0.07% -376.0 -9.5% $89.48 -21.5%
33 MSI MOTOROLA SOLUTIONS INC Technology 652.0 $271K 0.06% -648.0 -49.9% $415.59 +15.6%
34 DUK DUKE ENERGY CORP NEW Utilities 2,061.0 $261K 0.06% -243.0 -10.6% $126.57 -5.3%
35 ACIO ETF SER SOLUTIONS 5,540.0 $256K 0.06% -8K -57.7% $46.14 +1.6%
36 GDX VANECK ETF TRUST 3,301.0 $249K 0.06% -225.0 -6.4% $75.45 +36.3%
37 IBIT ISHARES BITCOIN TRUST ETF Financial Services 7,426.0 $247K 0.06% -8K -51.9% $33.29 +31.2%
38 FV FIRST TR EXCHANGE TRADED FD 3,127.0 $237K 0.05% -350.0 -10.1% $75.88 -2.5%
39 BDJ BLACKROCK ENHANCED EQUITY DI Financial Services 24,367.0 $233K 0.05% -5K -15.7% $9.57 +2.3%
40 HD HOME DEPOT INC Consumer Cyclical 590.0 $208K 0.05% -288.0 -32.8% $352.90 -4.9%
Page 2 of 2  ·  40 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%