StockDriftsStockDriftsTop 50 Peak Planning Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 11.6% | 69.8K | $51.4M | +3.91%(+2.63K) | $501.24(+46.14%) | 2026-06-30 | |
| IVV | ISHARES TR | 11.35% | 67.2K | $50.3M | +4.59%(+2.94K) | $577.23(+34.94%) | 2026-06-30 | |
| PULS | PGIM ETF TR | 8.38% | 749.1K | $37.1M | +27.14%(+159.91K) | $49.67(-0.07%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.08% | 53.8K | $26.9M | +1.84%(+971) | $403.52(+24.24%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.33% | 81.6K | $23.6M | -1.76%(-1.46K) | $136.84(+123.17%) | 2026-06-30 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 4.21% | 109.6K | $18.6M | +8.50%(+8.59K) | $138.74(+17.51%) | 2026-06-30 | |
| AMAT | APPLIED MATLS INC | 4.16% | 25.5K | $18.4M | +0.52%(+131) | $220.76(+140.90%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 4.08% | 223.2K | $18.1M | +4.65%(+9.92K) | $60.45(+38.29%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.73% | 60.4K | $12.1M | +1.30%(+773) | $130.64(+73.05%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.31% | 27.4K | $10.2M | -1.60%(-446) | $331.37(+46.68%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.97% | +81.46% | +19.12% | +139.89% |
| Top 20 Holdings Unweighted | +25.75% | +98.84% | +21.73% | +167.30% |
Peak Planning Group LLC reports $443.13M in US-listed equity holdings across 128 positions in its most recent 13F filing. Its largest disclosed positions are QQQ (11.6%), IVV (11.3%) and PULS (8.4%). The top 20 holdings account for 77.85% of reported assets. Its disclosed equity book has returned +81.46% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Peak Planning Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2097384). View Peak Planning Group LLC’s 13F filings on SEC