Peak Planning Group, LLC
130 holdingsFiling period: 2026-06-30Current AUM: $433.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq TR | 69.8K | $51.4M | $49.2M | 11.35% | +2.6K | 2026-06-30 |
| 2 | IVV | iShares TR | 67.2K | $50.3M | $51.5M | 11.90% | +2.9K | 2026-06-30 |
| 3 | PULS | Pgim ETF TR | 749.1K | $37.1M | $37.1M | 8.58% | +159.9K | 2026-06-30 |
| 4 | BRK-B | Berkshire Hathaway Inc Del | 53.8K | $26.9M | $26.9M | 6.22% | +971 | 2026-06-30 |
| 5 | AAPL | Apple Inc | 81.6K | $23.6M | $28.4M | 6.56% | -1,463 | 2026-06-30 |
| 6 | XMMO | Invesco Exchange Traded FD T | 109.6K | $18.6M | $14.8M | 3.42% | +8.6K | 2026-06-30 |
| 7 | AMAT | Applied Matls Inc | 25.5K | $18.4M | $9.6M | 2.21% | +131 | 2026-06-30 |
| 8 | RDVY | First TR Exchange Traded FD | 223.2K | $18.1M | $17.8M | 4.11% | +9.9K | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 60.4K | $12.1M | $12.8M | 2.96% | +773 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp | 27.4K | $10.2M | $14.3M | 3.30% | -446 | 2026-06-30 |
| 11 | GOOG | Alphabet Inc | 28.6K | $10.1M | $9.2M | 2.12% | +332 | 2026-06-30 |
| 12 | KLAC | Kla Corp | 33.4K | $10.1M | $4.9M | 1.14% | +30.1K | 2026-06-30 |
| 13 | AMZN | Amazon.com Inc | 36.6K | $8.7M | $9.2M | 2.11% | +302 | 2026-06-30 |
| 14 | FRDM | EA Series Trust | 102.2K | $7.5M | $6.5M | 1.49% | +12.9K | 2026-06-30 |
| 15 | SMH | VanEck ETF Trust | 11.1K | $7.3M | $5.8M | 1.35% | +1.1K | 2026-06-30 |
| 16 | FPF | First TR Inter Duratn Pfd & | 400.6K | $7.3M | $6.2M | 1.44% | +2.8K | 2026-06-30 |
| 17 | XEADX | Allspring Income Opportunit | 1.09M | $7.1M | $7.1M | 1.64% | -52,359 | 2026-06-30 |
| 18 | DIVO | Amplify ETF TR | 152.7K | $7.0M | $7.3M | 1.69% | +37.6K | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 19.2K | $6.8M | $6.2M | 1.43% | +164 | 2026-06-30 |
| 20 | JPM | JPMorgan Chase & Co | 19.1K | $6.3M | $6.4M | 1.48% | -231 | 2026-06-30 |
| 21 | SPY | State Str Spdr S&P 500 ETF T | 7.7K | $5.8M | $5.9M | 1.36% | +235 | 2026-06-30 |
| 22 | EVTR | Morgan Stanley ETF Trust | 62.3K | $3.2M | $3.1M | 0.71% | -25 | 2026-06-30 |
| 23 | USHY | iShares TR | 83.8K | $3.1M | $3.0M | 0.69% | +6.5K | 2026-06-30 |
| 24 | INTC | Intel Corp | 20.8K | $2.9M | $1.8M | 0.41% | -1,570 | 2026-06-30 |
| 25 | AVGO | Broadcom Inc | 7.7K | $2.9M | $2.5M | 0.57% | +376 | 2026-06-30 |
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