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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 5 of 7  ·  128 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IYW ISHARES TR 1,814.0 $458K 0.10% $252.23 -2.0%
82 IUSG ISHARES TR 2,396.0 $451K 0.10% -423.0 -15.0% $188.09 +0.9%
83 VIOO VANGUARD ADMIRAL FDS INC 3,236.0 $445K 0.10% $137.54 -0.7%
84 LRCX LAM RESEARCH CORP Technology 975.0 $422K 0.10% NEW $433.21 -27.5%
85 LOW LOWES COS INC Consumer Cyclical 1,915.0 $422K 0.10% $220.47 -2.0%
86 FVD FIRST TR EXCHANGE-TRADED FD 8,495.0 $409K 0.09% -2K -17.8% $48.18 +5.2%
87 CSCO CISCO SYS INC Technology 3,466.0 $407K 0.09% -30.0 -0.9% $117.45 -5.5%
88 COF CAPITAL ONE FINL CORP Financial Services 1,968.0 $395K 0.09% +10.0 +0.5% $200.62 +8.6%
89 SDSI AMERICAN CENTY ETF TR 7,449.0 $382K 0.09% -3K -28.9% $51.35 -0.3%
90 DELL DELL TECHNOLOGIES INC Technology 859.0 $371K 0.08% NEW $431.49 +2.4%
91 IJH ISHARES TR 4,777.0 $368K 0.08% -115.0 -2.4% $77.11 -0.4%
92 FLV AMERICAN CENTY ETF TR 4,493.0 $365K 0.08% $81.30 +7.8%
93 MCK MCKESSON CORP Healthcare 458.0 $346K 0.08% $755.48 +13.7%
94 CHKP CHECK POINT SOFTWARE TECH LT Technology 2,606.0 $343K 0.08% $131.43 -0.7%
95 CAT CATERPILLAR INC Industrials 319.0 $340K 0.08% $1064.90 -22.3%
96 JCI JOHNSON CONTROLS INTERNATION Industrials 2,320.0 $339K 0.08% $146.12 -2.1%
97 AVUS AMERICAN CENTY ETF TR 2,581.0 $331K 0.07% NEW $128.06 +2.0%
98 SPACE EXPLORATION TECHN CORP 1,928.0 $329K 0.07% NEW $170.86
99 BLDR BUILDERS FIRSTSOURCE INC Industrials 3,597.0 $322K 0.07% -376.0 -9.5% $89.48 -21.5%
100 FENI FIDELITY COVINGTON TRUST 7,760.0 $311K 0.07% NEW $40.13 +4.0%
Page 5 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%