Peak Planning Group, LLC
CIK: 0002097384SEC EDGAR →
Portfolio Value
$356.7M
Holdings
120
As of
Q4 2025
New Positions
120
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 60,570 | $41.5M | 11.63% |
| 2 | INVESCO QQQ TR | 63,202 | $38.9M | 10.91% |
| 3 | BERKSHIRE HATHAWAY INC DEL | 52,480 | $26.4M | 7.40% |
| 4 | APPLE INC | 87,231 | $23.7M | 6.65% |
| 5 | PGIM ETF TR | 469,386 | $23.3M | 6.53% |
| 6 | MICROSOFT CORP | 27,929 | $13.5M | 3.79% |
| 7 | FIRST TR EXCHANGE TRADED FD | 188,585 | $13.1M | 3.67% |
| 8 | INVESCO EXCHANGE TRADED FD T | 89,663 | $12.4M | 3.48% |
| 9 | NVIDIA CORPORATION | 58,533 | $10.9M | 3.06% |
| 10 | AMAZON COM INC | 36,956 | $8.5M | 2.39% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $159.9M | 44.8% |
| Unknown | 8 | $78.8M | 22.1% |
| Technology | 16 | $76.0M | 21.3% |
| Communication Services | 5 | $15.4M | 4.3% |
| Consumer Cyclical | 5 | $10.4M | 2.9% |
| Energy | 5 | $4.5M | 1.3% |
| Industrials | 6 | $3.3M | 0.9% |
| Healthcare | 7 | $3.3M | 0.9% |
| Consumer Defensive | 3 | $2.9M | 0.8% |
| Utilities | 2 | $1.2M | 0.3% |
| Real Estate | 1 | $661K | 0.2% |
| Basic Materials | 1 | $210K | 0.1% |