SEC 13F Intelligence

Managers / Q2 2026

Peak Planning Group, LLC

CIK 0002097384 · 5975 SOUTH QUEBEC STREET, SUITE 310, CENTENNIAL, CO, 80111 · 303-991-0056

Reported Value
$228M
Q2 2026
Positions
108
Filings on Record
21
2019–present window
Filed
Jun 24, 2026
original filing

Summary

Peak Planning Group, LLC reported $228M in U.S.-listed holdings across 108 positions for Q2 2026.

Its largest position, Ishares Tr, represents 10.9% of the portfolio.

Compared with Q1 2026, the fund opened 74 new positions and exited 15.

Portfolio Metrics

Turnover
+11.3%
vs prior filed quarter
Top-10 Concentration
+55.7%
share of reported value
Largest Position
+10.9%
Ishares Tr
New / Exited
74 / 15
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’25: $357MQ4 ’25Q1 ’26: $71MQ1 ’26Q2 ’26: $228MQ2 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 49.4%ETP: 43.7%Closed-End Fund: 4.8%Other: 1.4%ADR: 0.3%Other: 0.4%
  • Common Stock · 49.4% · $113M
  • ETP · 43.7% · $100M
  • Closed-End Fund · 4.8% · $11M
  • Other · 1.4% · $3M
  • ADR · 0.3% · $689,307
  • Other · 0.4% · $875,371

Quarter-over-Quarter Changes full breakdown →

vs Q1 2026 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
NVDANVIDIA CORPORATIONNEW+50.6K50.6K+$6M$6M
AMATAPPLIED MATLS INCNEW+29.7K29.7K+$6M$6M
RDVYFIRST TR EXCHANGE-TRADED FDNEW+94.9K94.9K+$6M$6M
FIRST TR EXCHANGE-TRADED FDNEW+144.6K144.6K+$5M$5M
XEADXALLSPRING INCOME OPPORTUNITNEW+697.9K697.9K+$5M$5M
MORGAN STANLEY ETF TRUSTNEW+46.7K46.7K+$2M$2M
AMERICAN CENTY ETF TRNEW+29.6K29.6K+$2M$2M
MPCMARATHON PETE CORPNEW+10.4K10.4K+$2M$2M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q2 2026

40 positions
#IssuerClass% PortfolioValueShares
1ISHARES TRCORE S&P500 ETF · CORE S&P SCP ETF · CORE S&P MCP ETF · RUS 1000 GRW ETF · MSCI INDIA ETF12.80%$29M90.2K
2AAPLAPPLE INChistory →COM10.09%$23M98.7K
3NDQINVESCO QQQ TRhistory →UNIT SER 18.87%$20M41.5K
4BRK/BBERKSHIRE HATHAWAY INC DELhistory →CL B NEW7.22%$16M35.8K
5RDVYFIRST TR EXCHANGE-TRADED FDRISNG DIVD ACHIV · SMID RISNG ETF · CAP STRENGTH ETF · FINLS ALPHADEX6.25%$14M290.9K
6MSFTMICROSOFT CORPhistory →COM5.49%$13M29.1K
7GOOGALPHABET INCCAP STK CL C · CAP STK CL A3.11%$7M42.6K
8AMZNAMAZON COM INChistory →COM2.87%$7M35.2K
9NVDANVIDIA CORPORATIONhistory →COM2.69%$6M50.6K
10AMATAPPLIED MATLS INChistory →COM2.63%$6M29.7K
11FIRST TR INTER DURATN PFD &COM2.50%$6M291.7K
12XEADXALLSPRING INCOME OPPORTUNIThistory →INC OPPTY FD2.18%$5M697.9K
13SPDR S&P 500 ETF TRTR UNIT2.00%$5M8.0K
14JPMJPMORGAN CHASE & CO.history →COM1.74%$4M18.8K
15INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT1.44%$3M18.4K
16AMERICAN CENTY ETF TRMID CAP GRW IMP · US SML CP VALU1.42%$3M44.4K
17KLACKLA CORPhistory →COM NEW1.10%$3M3.2K
18MORGAN STANLEY ETF TRUSTEATON VANCE TOTA1.06%$2M46.7K
19EXMOCEXXON MOBIL CORPCOM0.99%$2M19.3K
20XLESELECT SECTOR SPDR TRENERGY · TECHNOLOGY0.99%$2M18.6K
21GQ9SPDR GOLD TRGOLD SHS0.88%$2M8.3K
22VVISA INCCOM CL A0.77%$2M6.4K
23MPCMARATHON PETE CORPCOM0.74%$2M10.4K
24EATON CORP PLCSHS0.74%$2M5.1K
25WMTWALMART INCCOM0.67%$2M18.8K
26TOWNEBANK PORTSMOUTH VACOM0.66%$2M45.4K
27MRKMERCK & CO INCCOM0.64%$1M12.8K
28RJFRAYMOND JAMES FINL INCCOM0.62%$1M11.6K
29AMPLIFY ETF TRCWP ENHANCED DIV0.57%$1M31.8K
30CGGRUSDCAPITAL GROUP GROWTH ETFSHS CREATION UNI0.53%$1M35.0K
31FIRST TR VALUE LINE DIVID INSHS0.50%$1M25.1K
32VANECK ETF TRUSTPHARMACEUTCL ETF0.49%$1M11.8K
33LLYELI LILLY & COCOM0.48%$1M1.2K
34AVGOBROADCOM INCCOM0.47%$1M6.2K
35SPDR DOW JONES INDL AVERAGEUT SER 10.46%$1M2.5K
36CHVCHEVRON CORP NEWCOM0.45%$1M7.0K
37WISDOMTREE TRINDIA ERNGS FD0.44%$1M19.9K
38HDHOME DEPOT INCCOM0.43%$992,0352.4K
39AMDADVANCED MICRO DEVICES INCCOM0.41%$924,7415.6K
40VANGUARD INDEX FDSS&P 500 ETF SHS0.39%$880,6811.7K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q2 2026$228M108Jun 24, 202613F-HRchanges · EDGAR ↗
Q1 2026$71M49May 29, 202613F-HRchanges · EDGAR ↗
Q4 2025$357M120Feb 13, 202613F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.