Peak Planning Group, LLC: 13F holdings
CIK 20973842026Q2
| Positions | 128 |
|---|
| Reported value | $443.1m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 128 (+8 vs prior quarter) |
|---|
| Reported value | $443.1m (+22.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| QQQ INVESCO QQQ TR | 69,787 | $51.4m | 11.6% |
| IVV ISHARES TR | 67,160 | $50.3m | 11.3% |
| PULS PGIM ETF TR | 749,150 | $37.1m | 8.4% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 53,838 | $26.9m | 6.1% |
| AAPL APPLE INC | 81,639 | $23.6m | 5.3% |
| XMMO INVESCO EXCHANGE TRADED FD T | 109,569 | $18.6m | 4.2% |
| AMAT APPLIED MATLS INC | 25,499 | $18.4m | 4.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 223,203 | $18.1m | 4.1% |
| NVDA NVIDIA CORPORATION | 60,440 | $12.1m | 2.7% |
| MSFT MICROSOFT CORP | 27,395 | $10.2m | 2.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2097384")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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