13F Insight
DOSSIER · 13F-HR · Q1 2026

Peak Planning Group, LLC

$361M in tracked AUM across 120 positions as of Q1 2026.

PP
CIK 0002097384 · last filed Mar 31, 2026
Total AUM
$361M
as of Q1 2026
Holdings
120
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Peak Planning Group, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$42M64K11.6%02
QQQ
INVESCO QQQ TR
$39M67K10.7%03
PULS
PGIM ETF TR
$29M589K8.1%04
BRK/B
BERKSHIRE HATHAWAY INC DEL
$25M53K7.0%05
AAPL
APPLE INC
$21M83K5.8%06
XMMO
INVESCO EXCHANGE TRADED FD T
$15M101K4.1%07
RDVY
FIRST TR EXCHANGE TRADED FD
$15M213K4.0%08
NVDA
NVIDIA CORPORATION
$10M60K2.9%09
MSFT
MICROSOFT CORP
$10M28K2.9%10
AMAT
APPLIED MATLS INC
$9M25K2.4%

Filing history

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 positionsLocked2023Q2Jun 30
$135M▲ 9.2%
77 positionsLocked
Showing 12 of 13