Peak Planning Group, LLC
CIK 2097384
13F filing for Q2 2026・No. 4,227
- Holdings
- US$443.13M
- Quarter change
- +US$82.32M
- Entries
- 128
- Net bought (estimate)
- +US$20.01M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 11
- Sold out 3
- Cut 45
- Added 56
- Corporate actions 0
- Unchanged 16
Largest holdings
128 stocks worth US$443.13M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| QQQInvesco QQQUNIT SER 1 | Added | 69,787 | US$51.39M | 11.60% |
| IVVISHARES TRCORE S&P500 ETF | Added | 67,160 | US$50.3M | 11.35% |
| PULSPGIM ETF TRPGIM ULTRA SH BD | Added | 749,150 | US$37.12M | 8.38% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 53,838 | US$26.94M | 6.08% |
| AAPLAppleCOM | Cut | 81,639 | US$23.62M | 5.33% |
| INVESCO EXCHANGE TRADED FD TS&P MDCP MOMNTUM | Added | 109,569 | US$18.64M | 4.21% |
| AMATAPPLIED MATLS INCCOM | Added | 25,499 | US$18.44M | 4.16% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Added | 223,203 | US$18.09M | 4.08% |
| NVDANvidiaCOM | Added | 60,440 | US$12.09M | 2.73% |
| MSFTMicrosoftCOM | Cut | 27,395 | US$10.22M | 2.31% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.