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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 3 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PLTR PALANTIR TECHNOLOGIES INC Technology 13,371.0 $1.6M 0.35% -2K -12.8% $116.67 +54.2%
42 IEFA ISHARES TR 16,131.0 $1.6M 0.35% -173.0 -1.1% $96.58 +4.4%
43 LLY ELI LILLY & CO Healthcare 1,286.0 $1.5M 0.35% $1199.39 +4.6%
44 MU MICRON TECHNOLOGY INC Technology 1,291.0 $1.5M 0.34% NEW $1154.32 -16.2%
45 CGGR CAPITAL GROUP GROWTH ETF 29,761.0 $1.4M 0.32% -200.0 -0.7% $47.20 -0.4%
46 GS GOLDMAN SACHS GROUP INC Financial Services 1,342.0 $1.4M 0.31% $1011.01 +2.8%
47 IJR ISHARES TR 8,654.0 $1.3M 0.29% $148.30 -0.7%
48 TOWN TOWNEBANK PORTSMOUTH VA Financial Services 33,081.0 $1.2M 0.27% -286.0 -0.9% $36.24 +4.2%
49 IGSB ISHARES TR 21,641.0 $1.1M 0.26% -231.0 -1.1% $52.41 -0.6%
50 FTCS FIRST TR EXCHANGE-TRADED FD 11,875.0 $1.1M 0.25% -1K -10.3% $93.92 +8.1%
51 CVX CHEVRON CORPORATION Energy 6,241.0 $1.0M 0.23% -115.0 -1.8% $165.76 +23.8%
52 FXL FIRST TR EXCHANGE-TRADED FD 4,741.0 $1.0M 0.23% $217.24 -1.3%
53 PPH VANECK ETF TRUST 9,187.0 $1.0M 0.23% +287.0 +3.2% $109.34 +6.7%
54 RY ROYAL BK CDA Financial Services 4,673.0 $967K 0.22% +937.0 +25.1% $206.97 -0.8%
55 AIQ GLOBAL X FDS 13,755.0 $902K 0.20% +338.0 +2.5% $65.61 -3.3%
56 ABBV ABBVIE INC Healthcare 3,487.0 $877K 0.20% $251.63 +5.3%
57 SCHW SCHWAB CHARLES CORP Financial Services 9,047.0 $835K 0.19% -3K -23.9% $92.27 +21.7%
58 WELL WELLTOWER INC Real Estate 3,406.0 $773K 0.17% -134.0 -3.8% $226.99 +5.4%
59 AVEM AMERICAN CENTY ETF TR 7,918.0 $764K 0.17% +818.0 +11.5% $96.49 -2.3%
60 TSLA TESLA INC Consumer Cyclical 1,814.0 $763K 0.17% +14.0 +0.8% $420.65 -13.7%
Page 3 of 7  ·  128 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%