13F Insight
DOSSIER · 13F-HR · Q2 2026

Peak Planning Group, LLC

$443M in tracked AUM across 128 positions as of Q2 2026.

PP
CIK 0002097384 · last filed Jun 30, 2026
Total AUM
$443M
as of Q2 2026
Holdings
128
—
positions
Whale Score
63
63
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Peak Planning Group, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
QQQ
INVESCO QQQ TR
$51M70K11.6%02
IVV
ISHARES TR
$50M67K11.3%03
PULS
PGIM ETF TR
$37M749K8.4%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$27M54K6.1%05
AAPL
APPLE INC
$24M82K5.3%06
XMMO
INVESCO EXCHANGE TRADED FD T
$19M110K4.2%07
AMAT
APPLIED MATLS INC
$18M25K4.2%08
RDVY
FIRST TR EXCHANGE TRADED FD
$18M223K4.1%09
NVDA
NVIDIA CORPORATION
$12M60K2.7%10
MSFT
MICROSOFT CORP
$10M27K2.3%

Filing history

2026Q2Jun 30
$443M▲ 22.8%
128 positionsView →2026Q1Mar 31
$361M▲ 1.2%
120 positionsView →2025Q4Dec 31
$357M▲ 85.8%
120 positionsView →2025Q3Sep 30
$192M▲ 22.8%
94 positionsView →2025Q2Jun 30
$156M▼ 34.3%
90 positionsLocked2025Q1Mar 31
$238M▼ 0.9%
122 positionsLocked2024Q4Dec 31
$240M▲ 5.2%
116 positionsLocked2024Q3Sep 30
$228M▲ 12.1%
108 positionsLocked2024Q2Jun 30
$203M▲ 27.5%
105 positionsLocked2024Q1Mar 31
$160M▲ 14.8%
76 positionsLocked2023Q4Dec 31
$139M▲ 8.8%
70 positionsLocked2023Q3Sep 30
$128M▼ 5.1%
73 positionsLocked
Showing 12 of 14