Peak Planning Group, LLC Top Holdings and 13F Report (2026) About Peak Planning Group, LLCInvestment ActivityPeak Planning Group, LLC has $360.81 million in total holdings as of March 31, 2026.Peak Planning Group, LLC owns shares of 120 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 6.70% of the portfolio was purchased this quarter.About 2.42% of the portfolio was sold this quarter.This quarter, Peak Planning Group, LLC has purchased 120 new stocks and bought additional shares in 48 stocks.Peak Planning Group, LLC sold shares of 54 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $41,946,260Invesco QQQ $38,762,462PGIM Ultra Short Bond ETF $29,167,270Berkshire Hathaway $25,333,720Apple $21,090,467 Largest New Holdings this Quarter 81369Y506 - Energy Select Sector SPDR Fund $302,183 HoldingF92124100 - TOTALENERGIES SE $242,462 Holding149123101 - Caterpillar $225,999 Holding Largest Purchases this Quarter PGIM Ultra Short Bond ETF 119,852 shares (about $5.93M)Amplify CWP Enhanced Dividend Income ETF 83,778 shares (about $3.76M)iShares Core S&P 500 ETF 3,645 shares (about $2.38M)Invesco QQQ 3,956 shares (about $2.28M)First Trust Rising Dividend Achievers ETF 24,699 shares (about $1.69M) Largest Sales this Quarter Aptus Collared Investment Opportunity ETF 91,376 shares (about $3.83M)Apple 4,129 shares (about $1.05M)Invesco S&P 500 Equal Weight ETF 2,569 shares (about $493.07K)ALLSPRING INCOME OPPORTUNIT 46,322 shares (about $300.17K)Wells Fargo & Company 2,297 shares (about $182.86K) Sector Allocation Over TimeMap of 500 Largest Holdings ofPeak Planning Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$41,946,260$2,380,972 â–²6.0%64,21511.6%ETFQQQInvesco QQQ$38,762,462$2,283,336 â–²6.3%67,15810.7%FinancePULSPGIM Ultra Short Bond ETF$29,167,270$5,932,672 â–²25.5%589,2388.1%ETFBRK.BBerkshire Hathaway$25,333,720$185,449 â–²0.7%52,8677.0%FinanceAAPLApple$21,090,467$1,047,899 â–¼-4.7%83,1025.8%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$14,644,690$1,641,770 â–²12.6%100,9844.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$14,563,037$1,686,448 â–²13.1%213,2844.0%ManufacturingNVDANVIDIA$10,405,900$197,769 â–²1.9%59,6672.9%Computer and TechnologyMSFTMicrosoft$10,306,082$32,576 â–¼-0.3%27,8412.9%Computer and TechnologyAMATApplied Materials$8,685,434$35,950 â–²0.4%25,3682.4%Computer and TechnologyGOOGAlphabet$8,117,229$598,386 â–²8.0%28,2972.2%Computer and TechnologyAMZNAmazon.com$7,552,078$144,748 â–¼-1.9%36,2612.1%Retail/WholesaleALLSPRING INCOME OPPORTUNIT$7,405,125$300,167 â–¼-3.9%1,142,7662.1%INC OPPTY FDFPFFirst Trust Intermediate Duration Preferred & Income Fund$7,013,084$147,210 â–²2.1%397,7931.9%Financial ServicesJPMJPMorgan Chase & Co.$5,685,692$69,126 â–¼-1.2%19,3291.6%FinanceGOOGLAlphabet$5,461,265$39,108 â–²0.7%18,9921.5%Computer and TechnologyDIVOAmplify CWP Enhanced Dividend Income ETF$5,160,810$3,757,451 â–²267.7%115,0681.4%ETFKLACKLA$4,918,2760.0%3,3411.4%Computer and TechnologyFRDMFreedom 100 Emerging Markets ETF$4,880,078$1,674,420 â–²52.2%89,2971.4%ETFSPYSPDR S&P 500 ETF Trust$4,873,945$12,357 â–¼-0.3%7,4941.4%FinanceSMHVanEck Semiconductor ETF$3,848,195$646,797 â–²20.2%10,0371.1%ManufacturingGLDSPDR Gold Shares$3,302,476$23,666 â–¼-0.7%7,6750.9%FinanceMORGAN STANLEY ETF TRUST$3,161,918$173,209 â–²5.8%62,3040.9%EATON VANCE TOTAUSHYiShares Broad USD High Yield Corporate Bond ETF$2,845,830$820,947 â–²40.5%77,2480.8%ETFAVGOBroadcom$2,255,838$15,784 â–¼-0.7%7,2890.6%Computer and TechnologyPALANTIR TECHNOLOGIES INC$2,242,326$160,615 â–¼-6.7%15,3290.6%CL AWALMART INC$2,228,218$11,434 â–²0.5%17,9290.6%COMXOMExxonMobil$2,170,731$8,822 â–²0.4%12,7950.6%EnergyRSPInvesco S&P 500 Equal Weight ETF$2,137,511$493,065 â–¼-18.7%11,1370.6%ETFVOOVanguard S&P 500 ETF$2,115,327$1,793 â–¼-0.1%3,5400.6%ETFETNEaton$2,083,684$51,502 â–¼-2.4%5,8260.6%IndustrialsMPCMarathon Petroleum$1,963,573$2,930 â–²0.1%8,0420.5%EnergyVVisa$1,908,085$40,199 â–¼-2.1%6,3130.5%Business ServicesFXOFirst Trust Financials AlphaDEX Fund$1,864,709$13,205 â–¼-0.7%33,1860.5%ETFMIDAmerican Century Mid Cap Growth Impact ETF$1,817,849$46,616 â–²2.6%29,7540.5%ETFAVUVAvantis U.S. Small Cap Value ETF$1,645,619$43,966 â–²2.7%14,8970.5%ETFQINTAmerican Century Quality Diversified International ETF$1,505,491$230,673 â–²18.1%23,0060.4%ETFIEFAiShares Core MSCI EAFE ETF$1,475,995$147,654 â–²11.1%16,3040.4%ETFTSMTaiwan Semiconductor Manufacturing$1,392,890$122,664 â–²9.7%4,1220.4%Computer and TechnologyCVXChevron$1,314,912$77,372 â–²6.3%6,3560.4%EnergyFTCSFirst Trust Capital Strength ETF$1,228,116$21,891 â–¼-1.8%13,2400.3%ETFCGGRCapital Group Growth ETF$1,204,133$3,095 â–¼-0.3%29,9610.3%ETFLLYEli Lilly and Company$1,179,008$8,277 â–²0.7%1,2820.3%MedicalIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$1,149,617$39,316 â–²3.5%21,8720.3%ManufacturingXLKTechnology Select Sector SPDR Fund$1,140,925$9,569 â–¼-0.8%8,5850.3%ETFGSThe Goldman Sachs Group$1,132,775$846 â–¼-0.1%1,3390.3%FinanceTOWNTowne Bank$1,123,467$176,060 â–¼-13.5%33,3670.3%FinanceSCHWCharles Schwab$1,116,615$15,601 â–¼-1.4%11,8810.3%FinanceIJRiShares Core S&P Small-Cap ETF$1,074,460$13,923 â–¼-1.3%8,6430.3%ETFINTCIntel$985,398$9,885 â–¼-1.0%22,3290.3%Computer and TechnologyPPHVanEck Pharmaceutical ETF$924,536$36,566 â–²4.1%8,9000.3%ManufacturingAMDAdvanced Micro Devices$816,834$39,806 â–²5.1%3,9810.2%Computer and TechnologyABBVAbbVie$758,101$38,927 â–¼-4.9%3,4860.2%MedicalFXLFirst Trust Technology AlphaDEX Fund$753,283$9,215 â–¼-1.2%4,7410.2%ETFRJFRaymond James Financial$744,222$150,292 â–¼-16.8%5,1400.2%FinanceWELLWelltower$699,951$4,350 â–¼-0.6%3,5400.2%FinancePGProcter & Gamble$676,670$5,055 â–¼-0.7%4,6850.2%Consumer StaplesMDYSPDR S&P MidCap 400 ETF Trust$676,340$67,819 â–¼-9.1%1,0970.2%ETFGBILGoldman Sachs Access Treasury 0-1 Year ETF$671,186$74,342 â–¼-10.0%6,6990.2%ETFTSLATesla$669,224$14,872 â–¼-2.2%1,8000.2%Auto/Tires/TrucksEMLPFirst Trust North American Energy Infrastructure Fund$667,544$1,222 â–²0.2%15,2900.2%ETFDIASPDR Dow Jones Industrial Average ETF Trust$654,506$7,411 â–¼-1.1%1,4130.2%FinanceAIQGlobal X Artificial Intelligence & Technology ETF$626,182$14,141 â–²2.3%13,4170.2%ETFIWFiShares Russell 1000 Growth ETF$619,133$83,574 â–¼-11.9%1,4520.2%ETFMETAMeta Platforms$619,019$43,480 â–¼-6.6%1,0820.2%Computer and TechnologyTALEN ENERGY CORP$614,837$150,677 â–¼-19.7%1,9260.2%COMRYRoyal Bank Of Canada$604,410$3,074 â–¼-0.5%3,7360.2%FinanceBIVVanguard Intermediate-Term Bond ETF$593,669$81,039 â–²15.8%7,6920.2%ETFISHARES BITCOIN TRUST ETF$593,320$141,539 â–²31.3%15,4430.2%SHS BEN INTAVEMAvantis Emerging Markets Equity ETF$572,117$70,266 â–²14.0%7,1000.2%ETFEPDEnterprise Products Partners$569,796$832 â–²0.1%15,0580.2%EnergyVTVVanguard Value ETF$566,294$37,282 â–¼-6.2%2,8860.2%ETFMSIMotorola Solutions$564,053$38,182 â–¼-6.3%1,3000.2%Computer and TechnologyACIOAptus Collared Investment Opportunity ETF$549,488$3,833,996 â–¼-87.5%13,0960.2%ETFSDSIAmerican Century Short Duration Strategic Income ETF$537,363$4,103 â–²0.8%10,4770.1%ETFDVYiShares Select Dividend ETF$505,051$3,482 â–²0.7%3,3360.1%ETFQQQEDirexion NASDAQ-100 Equal Weighted Index Shares$489,875$17,636 â–¼-3.5%4,9720.1%ETFINDAiShares MSCI India ETF$486,508$69,976 â–¼-12.6%10,3870.1%ETFFVDFirst Trust Value Line Dividend Index Fund$485,797$110,562 â–¼-18.5%10,3300.1%ETFCBChubb$478,355$73,969 â–¼-13.4%1,4680.1%FinanceWFCWells Fargo & Company$464,047$182,864 â–¼-28.3%5,8290.1%FinanceLOWLowe's Companies$452,4310.0%1,9150.1%Retail/WholesaleIUSGiShares Core S&P U.S. Growth ETF$437,255$20,164 â–¼-4.4%2,8190.1%ManufacturingMCKMcKesson$396,271$8,652 â–¼-2.1%4580.1%MedicalCHKPCheck Point Software Technologies$372,2670.0%2,6060.1%Computer and TechnologyVIOOVanguard S&P Small-Cap 600 ETF$371,5900.0%3,2360.1%ETFMSMorgan Stanley$359,421$2,139 â–²0.6%2,1840.1%FinanceCOFCapital One Financial$357,198$1,824 â–²0.5%1,9580.1%FinanceFLVAmerican Century Focused Large Cap Value ETF$343,004$3,451 â–¼-1.0%4,4730.1%ETFIJHiShares Core S&P Mid-Cap ETF$330,357$18,368 â–¼-5.3%4,8920.1%ETFIYWiShares U.S. Technology ETF$329,0960.0%1,8140.1%ManufacturingBLDRBuilders FirstSource$327,0970.0%3,9730.1%Retail/WholesaleGDXVanEck Gold Miners ETF$323,5640.0%3,5260.1%ETFCOSTCostco Wholesale$305,5430.0%3070.1%Retail/WholesaleGDXJVanEck Junior Gold Miners ETF$303,0140.0%2,5240.1%ETFJCIJohnson Controls International$302,995$1,048 â–²0.3%2,3140.1%ConstructionXLEEnergy Select Sector SPDR Fund$302,183$302,183 â–²New Holding4,9330.1%ETFDUKDuke Energy$301,660$8,641 â–¼-2.8%2,3040.1%UtilitiesIBMInternational Business Machines$297,347$59,372 â–²24.9%1,2270.1%Computer and TechnologyNXSTNexstar Media Group$291,4980.0%1,6120.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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