Peak Planning Group, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 13, 2026, for the 2025 Q4 period, Peak Planning Group, LLC held in its portfolio 120 assets valued at $356,661,016 (i.e. $356.66M).
The most valuable assets in the portfolio included: ISHARES TR ($41.49M), INVESCO QQQ TR ($38.89M), and BERKSHIRE HATHAWAY INC DEL ($26.38M).
The chart below shows the top 10 valuable assets, and the table below shows the top 120 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Peak Planning Group, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 60570 | 41486369 | CORE S&P500 ETF |
| INVESCO QQQ TR | 63202 | 38894144 | UNIT SER 1 |
| BERKSHIRE HATHAWAY INC DEL | 52480 | 26378918 | CL B NEW |
| APPLE INC | 87231 | 23714494 | COM |
| PGIM ETF TR | 469386 | 23276814 | PGIM ULTRA SH BD |
| MICROSOFT CORP | 27929 | 13507018 | COM |
| FIRST TR EXCHANGE TRADED FD | 188585 | 13100981 | RISNG DIVD ACHIV |
| INVESCO EXCHANGE TRADED FD T | 89663 | 12414717 | S&P MDCP MOMNTUM |
| NVIDIA CORPORATION | 58533 | 10916277 | COM |
| AMAZON COM INC | 36956 | 8530184 | COM |
| ALPHABET INC | 26211 | 8224902 | CAP STK CL C |
| ALLSPRING INCOME OPPORTUNIT | 1189088 | 8062018 | INC OPPTY FD |
| FIRST TR INTER DURATN PFD & | 389443 | 7259219 | COM |
| APPLIED MATLS INC | 25263 | 6492294 | COM |
| JPMORGAN CHASE & CO. | 19564 | 6304036 | COM |
| ALPHABET INC | 18856 | 5901851 | CAP STK CL A |
| SPDR S&P 500 ETF TR | 7513 | 5123159 | TR UNIT |
| ETF SER SOLUTIONS | 104472 | 4565428 | APTUS COLLRD INV |
| KLA CORP | 3341 | 4058592 | COM NEW |
| SPDR GOLD TR | 7730 | 3063477 | GOLD SHS |
| MORGAN STANLEY ETF TRUST | 58891 | 3032876 | EATON VANCE TOTA |
| EA SERIES TRUST | 58658 | 3007393 | FREEDOM 100 EM |
| VANECK ETF TRUST | 8350 | 3007162 | SEMICONDUCTR ETF |
| PALANTIR TECHNOLOGIES INC | 16427 | 2919899 | CL A |
| INVESCO EXCHANGE TRADED FD T | 13706 | 2625589 | S&P500 EQL WGT |
| BROADCOM INC | 7340 | 2540360 | COM |
| VISA INC | 6446 | 2260776 | COM CL A |
| VANGUARD INDEX FDS | 3543 | 2221922 | S&P 500 ETF SHS |
| ISHARES TR | 54964 | 2055389 | BROAD USD HIGH |
| FIRST TR EXCHANGE TRADED FD | 33421 | 2016974 | FINLS ALPHADEX |
| WALMART INC | 17837 | 1987190 | COM |
| EATON CORP PLC | 5970 | 1901384 | SHS |
| AMERICAN CENTY ETF TR | 28991 | 1889066 | MID CAP GRW IMP |
| EXXON MOBIL CORP | 12743 | 1533505 | COM |
| AMERICAN CENTY ETF TR | 14499 | 1478572 | US SML CP VALU |
| AMPLIFY ETF TR | 31290 | 1392404 | CWP ENHANCED DIV |
| ELI LILLY & CO | 1273 | 1367774 | COM |
| CAPITAL GROUP GROWTH ETF | 30038 | 1335790 | SHS CREATION UNI |
| ISHARES TR | 14673 | 1312623 | CORE MSCI EAFE |
| MARATHON PETE CORP | 8030 | 1305896 | COM |
| TOWNEBANK PORTSMOUTH VA | 38596 | 1287949 | COM |
| AMERICAN CENTY ETF TR | 19481 | 1250893 | QUALITY DIVRSFED |
| FIRST TR EXCHANGE-TRADED FD | 13476 | 1246645 | CAP STRENGTH ETF |
| SELECT SECTOR SPDR TR | 8657 | 1246410 | STATE STREET TEC |
| SCHWAB CHARLES CORP | 12047 | 1203634 | COM |
| GOLDMAN SACHS GROUP INC | 1340 | 1177838 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 3759 | 1142401 | SPONSORED ADS |
| ISHARES TR | 21124 | 1117018 | ISHS 1-5YR INVS |
| ISHARES TR | 8755 | 1052175 | CORE S&P SCP ETF |
| RAYMOND JAMES FINL INC | 6178 | 992076 | COM |
| CHEVRON CORP NEW | 5982 | 911656 | COM |
| TALEN ENERGY CORP | 2398 | 898866 | COM |
| VANECK ETF TRUST | 8548 | 881854 | PHARMACEUTCL ETF |
| ABBVIE INC | 3665 | 837407 | COM |
| INTEL CORP | 22553 | 832222 | COM |
| TESLA INC | 1840 | 827575 | COM |
| ADVANCED MICRO DEVICES INC | 3787 | 819156 | COM |
| FIRST TR EXCHANGE TRADED FD | 4799 | 807661 | TECH ALPHADEX |
| ISHARES TR | 1648 | 779998 | RUS 1000 GRW ETF |
| META PLATFORMS INC | 1158 | 764064 | CL A |
| WELLS FARGO CO NEW | 8126 | 757368 | COM |
| GOLDMAN SACHS ETF TR | 7441 | 743687 | ACCES TREASURY |
| SPDR S&P MIDCAP 400 ETF TR | 1207 | 728433 | UTSER1 S&PDCRP |
| SPDR DOW JONES INDL AVERAGE | 1429 | 686757 | UT SER 1 |
| PROCTER AND GAMBLE CO | 4720 | 676466 | COM |
| GLOBAL X FDS | 13114 | 666978 | ARTIFICIAL ETF |
| WELLTOWER INC | 3562 | 661127 | COM |
| ISHARES TR | 11881 | 642145 | MSCI INDIA ETF |
| ROYAL BK CDA | 3755 | 640190 | COM |
| VANGUARD INDEX FDS | 3076 | 587514 | VALUE ETF |
| FIRST TR EXCHANGE-TRADED FD | 12681 | 584378 | SHS |
| ISHARES BITCOIN TRUST ETF | 11759 | 583834 | SHS BEN INT |
| FIRST TR EXCHANGE-TRADED FD | 15262 | 577963 | NO AMER ENERGY |
| AMERICAN CENTY ETF TR | 10397 | 536252 | SHORT DURTN STRG |
| MOTOROLA SOLUTIONS INC | 1388 | 531926 | COM NEW |
| CHUBB LIMITED | 1695 | 529044 | COM |
| DIREXION SHS ETF TR | 5151 | 527004 | NAS100 EQL WGT |
| VANGUARD BD INDEX FDS | 6642 | 517279 | INTERMED TERM |
| ISHARES TR | 2949 | 495255 | CORE S&P US GWT |
| CHECK POINT SOFTWARE TECH LT | 2606 | 483569 | ORD |
| ENTERPRISE PRODS PARTNERS L | 15036 | 482057 | COM |
| AMERICAN CENTY ETF TR | 6228 | 479644 | AVANTIS EMGMKT |
| CAPITAL ONE FINL CORP | 1948 | 472117 | COM |
| ISHARES TR | 3313 | 467644 | SELECT DIVID ETF |
| LOWES COS INC | 1915 | 461776 | COM |
| BUILDERS FIRSTSOURCE INC | 3973 | 408782 | COM |
| MORGAN STANLEY | 2171 | 385417 | COM NEW |
| MCKESSON CORP | 468 | 383835 | COM |
| HOME DEPOT INC | 1064 | 366074 | COM |
| ISHARES TR | 1814 | 362220 | U.S. TECH ETF |
| VANGUARD ADMIRAL FDS INC | 3236 | 359067 | SMLLCP 600 IDX |
| AMERICAN CENTY ETF TR | 4518 | 342292 | FOCUSED LRG CAP |
| ISHARES TR | 5164 | 340824 | CORE S&P MCP ETF |
| KKR & CO INC | 2610 | 332710 | COM |
| NEXSTAR MEDIA GROUP INC | 1612 | 327317 | COMMON STOCK |
| VANECK ETF TRUST | 3526 | 302410 | GOLD MINERS ETF |
| INTERNATIONAL BUSINESS MACHS | 982 | 290757 | COM |
| VANECK ETF TRUST | 2524 | 287212 | JUNIOR GOLD MINE |
| DUKE ENERGY CORP NEW | 2370 | 277764 | COM NEW |
| JOHNSON CTLS INTL PLC | 2306 | 276140 | SHS |
| RTX CORPORATION | 1479 | 271305 | COM |
| BLACKROCK ENHANCED EQUITY DI | 28400 | 269231 | COM |
| CISCO SYS INC | 3489 | 268772 | COM |
| S&P GLOBAL INC | 510 | 266269 | COM |
| COSTCO WHSL CORP NEW | 307 | 264426 | COM |
| ETF SER SOLUTIONS | 2333 | 255817 | DEFIANCE QUANTUM |
| ANTERO RESOURCES CORP | 7391 | 254694 | COM |
| ISHARES TR | 4907 | 247558 | 10+ YR INVST GRD |
| ISHARES TR | 3433 | 245141 | EAFE VALUE ETF |
| GILEAD SCIENCES INC | 1938 | 237842 | COM |
| 3M CO | 1432 | 229264 | COM |
| MCDONALDS CORP | 736 | 225034 | COM |
| FIRST TR EXCHANGE TRADED FD | 3475 | 218669 | DORSEY WRT 5 ETF |
| GOLDMAN SACHS ETF TR | 1641 | 217219 | ACTIVEBETA US LG |
| PARKER-HANNIFIN CORP | 247 | 217056 | COM |
| JOHNSON & JOHNSON | 1044 | 216000 | COM |
| NETFLIX INC | 2262 | 212085 | COM |
| ECOLAB INC | 800 | 210111 | COM |
| MERCK & CO INC | 1958 | 206111 | COM |
| METAGENOMI INC | 12500 | 20250 | COM |
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