Peak Planning Group, LLC
121 holdingsFiling period: 2026-03-31Current AUM: $406.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 64.2K | $41.9M | $48.2M | 11.85% | +3.6K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 67.2K | $38.8M | $46.2M | 11.36% | +4.0K | 2026-03-31 |
| 3 | PULS | PGIM ETF TR | 589.2K | $29.2M | $29.2M | 7.18% | +119.9K | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 52.9K | $25.3M | $25.3M | 6.23% | +387 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 83.1K | $21.1M | $25.7M | 6.31% | -4,129 | 2026-03-31 |
| 6 | XMMO | INVESCO EXCHANGE TRADED FD T | 101.0K | $14.6M | $15.6M | 3.83% | +11.3K | 2026-03-31 |
| 7 | RDVY | FIRST TR EXCHANGE TRADED FD | 213.3K | $14.6M | $17.3M | 4.25% | +24.7K | 2026-03-31 |
| 8 | NVDA | NVIDIA CORPORATION | 59.7K | $10.4M | $12.0M | 2.94% | +1.1K | 2026-03-31 |
| 9 | MSFT | MICROSOFT CORP | 27.8K | $10.3M | $12.9M | 3.18% | -88 | 2026-03-31 |
| 10 | AMAT | APPLIED MATLS INC | 25.4K | $8.7M | $12.9M | 3.17% | +105 | 2026-03-31 |
| 11 | GOOG | ALPHABET INC | 28.3K | $8.1M | $10.1M | 2.48% | +2.1K | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 36.3K | $7.6M | $9.8M | 2.42% | -695 | 2026-03-31 |
| 13 | XEADX | ALLSPRING INCOME OPPORTUNIT | 1.14M | $7.4M | $7.4M | 1.82% | -46,322 | 2026-03-31 |
| 14 | FPF | FIRST TR INTER DURATN PFD & | 397.8K | $7.0M | $7.0M | 1.72% | +8.3K | 2026-03-31 |
| 15 | JPM | JPMORGAN CHASE & CO | 19.3K | $5.7M | $6.8M | 1.67% | -235 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 19.0K | $5.5M | $6.8M | 1.66% | +136 | 2026-03-31 |
| 17 | DIVO | AMPLIFY ETF TR | 115.1K | $5.2M | $5.4M | 1.33% | +83.8K | 2026-03-31 |
| 18 | KLAC | KLA CORP | 3.3K | $4.9M | $611K | 0.15% | -- | 2026-03-31 |
| 19 | FRDM | EA SERIES TRUST | 89.3K | $4.9M | $5.8M | 1.43% | +30.6K | 2026-03-31 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 7.5K | $4.9M | $5.6M | 1.38% | -19 | 2026-03-31 |
| 21 | SMH | VANECK ETF TRUST | 10.0K | $3.8M | $5.4M | 1.33% | +1.7K | 2026-03-31 |
| 22 | GLD | SPDR GOLD TR | 7.7K | $3.3M | $2.9M | 0.70% | -55 | 2026-03-31 |
| 23 | EVTR | MORGAN STANLEY ETF TRUST | 62.3K | $3.2M | $3.1M | 0.76% | +3.4K | 2026-03-31 |
| 24 | USHY | ISHARES TR | 77.2K | $2.8M | $2.8M | 0.70% | +22.3K | 2026-03-31 |
| 25 | AVGO | BROADCOM INC | 7.3K | $2.3M | $2.8M | 0.70% | -51 | 2026-03-31 |
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