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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 4 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,047.0 $736K 0.17% -50.0 -4.6% $703.07 -0.5%
62 DIA STATE STR SPDR DOW JONES IND Financial Services 1,373.0 $717K 0.16% -40.0 -2.8% $522.50 +1.9%
63 TLN TALEN ENERGY CORP Utilities 1,866.0 $717K 0.16% -60.0 -3.1% $384.26 -18.2%
64 GBIL GOLDMAN SACHS ETF TR 6,707.0 $672K 0.15% $100.16 -0.0%
65 EMLP FIRST TR EXCHANGE-TRADED FD 15,319.0 $666K 0.15% $43.50 +0.5%
66 IWF ISHARES TR 5,268.0 $654K 0.15% +4K +262.8% $124.17 -1.4%
67 RJF RAYMOND JAMES FINL INC Financial Services 4,247.0 $646K 0.15% -893.0 -17.4% $152.02 +15.3%
68 PG PROCTER & GAMBLE CO Consumer Defensive 4,327.0 $635K 0.14% -358.0 -7.6% $146.66 -1.3%
69 VTV VANGUARD INDEX FDS 2,880.0 $628K 0.14% $217.96 +3.9%
70 QQQE DIREXION SHARES ETF TRUST 4,973.0 $607K 0.14% $122.01 +0.6%
71 BIV VANGUARD BD INDEX FDS 7,642.0 $586K 0.13% -50.0 -0.7% $76.70 -1.7%
72 EPD ENTERPRISE PRODS PARTNERS L 15,104.0 $555K 0.12% $36.76
73 META META PLATFORMS INC Communication Services 971.0 $547K 0.12% -111.0 -10.3% $562.95 -2.3%
74 DVY ISHARES TR 3,356.0 $525K 0.12% +20.0 +0.6% $156.31 +5.0%
75 INDA ISHARES TR 10,387.0 $513K 0.12% $49.39 +0.5%
76 QTUM ETF SER SOLUTIONS 2,957.0 $489K 0.11% +580.0 +24.4% $165.36 -9.0%
77 WFC WELLS FARGO & CO Financial Services 5,829.0 $482K 0.11% $82.64 +1.5%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 1,660.0 $467K 0.10% +433.0 +35.3% $281.27 -16.2%
79 CB CHUBB LIMITED Financial Services 1,368.0 $466K 0.10% -100.0 -6.8% $340.82 +0.0%
80 MS MORGAN STANLEY Financial Services 2,191.0 $458K 0.10% $209.04 +2.5%
Page 4 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%