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Portfolio (Quarterly) Guide ↗

Peak Planning Group, LLC

· CIK 0002097384
13F Portfolio $360.8B AUM 120 positions Filed Apr 22, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 37 Added 49 Reduced 3 Exited
Page 5 of 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WFC WELLS FARGO & CO Financial Services 5,829.0 $464K 0.13% -2K -28.3% $79.61 -6.7%
82 LOW LOWES COS INC Consumer Cyclical 1,915.0 $452K 0.12% $236.26 -7.0%
83 IUSG ISHARES TR 2,819.0 $437K 0.12% -130.0 -4.4% $155.11 +19.3%
84 MCK MCKESSON CORP Healthcare 458.0 $396K 0.11% -10.0 -2.1% $865.22 -10.5%
85 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,606.0 $372K 0.10% $142.85 -10.9%
86 VIOO VANGUARD ADMIRAL FDS INC 3,236.0 $372K 0.10% $114.83 +8.7%
87 MS MORGAN STANLEY Financial Services 2,184.0 $359K 0.10% +13.0 +0.6% $164.57 +16.8%
88 COF CAPITAL ONE FINL CORP Financial Services 1,958.0 $357K 0.10% +10.0 +0.5% $182.43 +2.7%
89 FLV AMERICAN CENTY ETF TR 4,473.0 $343K 0.10% -45.0 -1.0% $76.68 +4.5%
90 IJH ISHARES TR 4,892.0 $330K 0.09% -272.0 -5.3% $67.53 +6.9%
91 IYW ISHARES TR 1,814.0 $329K 0.09% $181.42 +30.0%
92 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,973.0 $327K 0.09% $82.33 -14.4%
93 GDX VANECK ETF TRUST 3,526.0 $324K 0.09% $91.77 -5.0%
94 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 307.0 $306K 0.09% $995.25 +6.9%
95 GDXJ VANECK ETF TRUST 2,524.0 $303K 0.08% $120.05 -3.6%
96 JCI JOHNSON CONTROLS INTERNATION Industrials 2,314.0 $303K 0.08% $130.94 +6.1%
97 XLE SELECT SECTOR SPDR TR 4,933.0 $302K 0.08% NEW $61.26 -1.3%
98 DUK DUKE ENERGY CORP NEW Utilities 2,304.0 $302K 0.08% -66.0 -2.8% $130.93 -6.9%
99 IBM INTERNATIONAL BUSINESS MACHS Technology 1,227.0 $297K 0.08% +245.0 +24.9% $242.34 -8.5%
100 NXST NEXSTAR MEDIA GROUP INC Communication Services 1,612.0 $291K 0.08% $180.83 +10.4%
Page 5 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 42.3%
Technology 35.2%
Communication Services 8.0%
Consumer Cyclical 5.0%
Energy 3.3%
Industrials 1.8%
Healthcare 1.7%
Consumer Defensive 1.7%
Utilities 0.5%
Real Estate 0.4%