account_balance
Investment manager · 13F filer · SEC CIK 2097384
Peak Planning Group, LLC
Reported value$459Mas of Sep 30, 2026
Positions126 5 new, 7 sold out
Top 10 weight62.1%IVV alone is 12%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
11.7%Added +4%
QQQInvesco QQQ Tr
11.6%Added +3%
PULSPgim ETF Tr
10.1%Added +25%
BRK-BBerkshire Hathaway Inc
6.2%Added +7%
AAPLApple Inc
5.8%
RDVYFirst Tr Exchange Traded Fd
4.1%Added +7%
XMMOInvesco Exchange Traded Fd T
3.8%Added +8%
MSFTMicrosoft Corp
3.0%
NVDANvidia Corporation
3.0%
AMATApplied Matls Inc
2.9%
DIVOAmplify ETF Tr
2.3%Added +50%
GOOGAlphabet Inc
2.2%
IVViShares Tr
11.7%Added +4%
QQQInvesco QQQ Tr
11.6%Added +3%
PULSPgim ETF Tr
10.1%Added +25%
BRK-BBerkshire Hathaway Inc
6.2%Added +7%
AAPL5.8%RDVY4.1%
XMMO3.8%
MSFT3.0%NVDA3.0%AMAT2.9%DIVO2.3%
GOOG2.2%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 11.7% Added +4%
QQQ Invesco QQQ Tr 11.6% Added +3%
PULS Pgim ETF Tr 10.1% Added +25%
BRK-B Berkshire Hathaway Inc 6.2% Added +7%AAPL Apple Inc 5.8% HeldRDVY First Tr Exchange Traded Fd 4.1% Added +7%
XMMO Invesco Exchange Traded Fd T 3.8% Added +8%
MSFT Microsoft Corp 3.0% HeldNVDA Nvidia Corporation 3.0% HeldAMAT Applied Matls Inc 2.9% HeldDIVO Amplify ETF Tr 2.3% Added +50%
GOOG Alphabet Inc 2.2% HeldWhat changed