Investor
Peak Planning Group, LLC
CIK 0002097384 · filed 2026-04-22 · SEC filing
13F book
$360.8M
Positions
120
3 new · 3 sold
Largest name
11.6%
Ishares Tr
Est. mark
−$10.9M
Price effect on 117 names still held. Flow $15.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ishares Tr | — | 64.2K | $41.9M | 11.6% | −$1.92M | Added$459.9K |
| Invesco Qqq Tr | — | 67.2K | $38.8M | 10.7% | −$2.42M | Added−$131.7K |
| Pgim Etf Tr | — | 589.2K | $29.2M | 8.1% | −$42.2K | Added$5.89M |
| Berkshire Hathaway Inc Del | — | 52.9K | $25.3M | 7.0% | −$1.23M | Added−$1.05M |
| Apple Inc. | AAPL | 83.1K | $21.1M | 5.8% | −$1.5M | Cut−$2.62M |
| Invesco Exchange Traded Fd T | — | 101K | $14.6M | 4.1% | $588.2K | Added$2.23M |
| First Tr Exchange Traded Fd | — | 213.3K | $14.6M | 4.0% | −$224.4K | Added$1.46M |
| Nvidia Corp | NVDA | 59.7K | $10.4M | 2.9% | −$708.1K | Added−$510.4K |
| Microsoft Corp | MSFT | 27.8K | $10.3M | 2.9% | −$3.16M | Cut−$3.2M |
| Applied Matls Inc | — | 25.4K | $8.69M | 2.4% | $2.16M | Added$2.19M |
| Alphabet Inc | — | 28.3K | $8.12M | 2.3% | −$706.1K | Added−$107.7K |
| Amazon Com Inc | AMZN | 36.3K | $7.55M | 2.1% | −$817.7K | Cut−$978.1K |
| Allspring Income Opportunit | — | 1.14M | $7.41M | 2.1% | −$342.8K | Cut−$656.9K |
| First Tr Inter Duratn Pfd & | — | 397.8K | $7.01M | 1.9% | −$393.3K | Added−$246.1K |
| Jpmorgan Chase & Co. | — | 19.3K | $5.69M | 1.6% | −$542.6K | Cut−$618.3K |
| Alphabet Inc | — | 19K | $5.46M | 1.5% | −$479.7K | Added−$440.6K |
| Amplify Etf Tr | — | 115.1K | $5.16M | 1.4% | $11K | Added$3.77M |
| Kla Corp | KLAC | 3.34K | $4.92M | 1.4% | $859.7K | Held |
| Ea Series Trust | — | 89.3K | $4.88M | 1.4% | $198.3K | Added$1.87M |
| Spdr S&P 500 Etf Tr | — | 7.49K | $4.87M | 1.4% | −$236.3K | Cut−$249.2K |
| Vaneck Etf Trust | — | 10K | $3.85M | 1.1% | $194.2K | Added$841K |
| Spdr Gold Tr | — | 7.67K | $3.3M | 0.9% | $260.8K | Cut$239K |
| Morgan Stanley Etf Trust | — | 62.3K | $3.16M | 0.9% | −$44.2K | Added$129K |
| Ishares Tr | — | 77.2K | $2.85M | 0.8% | −$30.5K | Added$790.4K |
| Broadcom Inc. | AVGO | 7.29K | $2.26M | 0.6% | −$266.9K | Cut−$284.5K |
| Palantir Technologies Inc. | PLTR | 15.3K | $2.24M | 0.6% | −$482.4K | Cut−$677.6K |
| Walmart Inc. | WMT | 17.9K | $2.23M | 0.6% | $229.6K | Added$241K |
| Exxon Mobil Corp | — | 12.8K | $2.17M | 0.6% | $628.4K | Added$637.2K |
| Invesco Exchange Traded Fd T | — | 11.1K | $2.14M | 0.6% | $4.05K | Cut−$488.1K |
| Vanguard Index Fds | — | 3.54K | $2.12M | 0.6% | −$104.7K | Cut−$106.6K |
| Eaton Corp Plc | ETN | 5.83K | $2.08M | 0.6% | $228.2K | Cut$182.3K |
| Marathon Pete Corp | — | 8.04K | $1.96M | 0.5% | $654.7K | Added$657.7K |
| Visa Inc. | V | 6.31K | $1.91M | 0.5% | −$306K | Cut−$352.7K |
| First Tr Exchange Traded Fd | — | 33.2K | $1.86M | 0.5% | −$138.1K | Cut−$152.3K |
| American Centy Etf Tr | — | 29.8K | $1.82M | 0.5% | −$117.8K | Added−$71.2K |
| American Centy Etf Tr | — | 14.9K | $1.65M | 0.5% | $123.1K | Added$167K |
| American Centy Etf Tr | — | 23K | $1.51M | 0.4% | $23.9K | Added$254.6K |
| Ishares Tr | — | 16.3K | $1.48M | 0.4% | $15.7K | Added$163.4K |
| Taiwan Semiconductor Mfg Ltd | — | 4.12K | $1.39M | 0.4% | $127.8K | Added$250.5K |
| Chevron Corp New | CVX | 6.36K | $1.31M | 0.4% | $325.9K | Added$403.3K |
| First Tr Exchange-Traded Fd | — | 13.2K | $1.23M | 0.3% | $3.3K | Cut−$18.5K |
| Capital Group Growth Etf | — | 30K | $1.2M | 0.3% | −$128.2K | Cut−$131.7K |
| Eli Lilly & Co | LLY | 1.28K | $1.18M | 0.3% | −$197K | Added−$188.8K |
| Ishares Tr | — | 21.9K | $1.15M | 0.3% | −$6.72K | Added$32.6K |
| Select Sector Spdr Tr | — | 8.59K | $1.14M | 0.3% | −$95.1K | Cut−$105.5K |
| Goldman Sachs Group Inc | — | 1.34K | $1.13M | 0.3% | −$44.2K | Cut−$45.1K |
| Townebank Portsmouth Va | — | 33.4K | $1.12M | 0.3% | $10K | Cut−$164.5K |
| Schwab Charles Corp | — | 11.9K | $1.12M | 0.3% | −$70.4K | Cut−$87K |
| Ishares Tr | — | 8.64K | $1.07M | 0.3% | $35.7K | Cut$22.3K |
| Intel Corp | INTC | 22.3K | $985.4K | 0.3% | $161.4K | Cut$153.2K |
| Vaneck Etf Trust | — | 8.9K | $924.5K | 0.3% | $6.12K | Added$42.7K |
| Advanced Micro Devices Inc | AMD | 3.98K | $816.8K | 0.2% | −$42.1K | Added−$2.32K |
| AbbVie Inc. | ABBV | 3.49K | $758.1K | 0.2% | −$38.4K | Cut−$79.3K |
| First Tr Exchange Traded Fd | — | 4.74K | $753.3K | 0.2% | −$44.6K | Cut−$54.4K |
| Raymond James Finl Inc | — | 5.14K | $744.2K | 0.2% | −$81.2K | Cut−$247.9K |
| Welltower Inc. | WELL | 3.54K | $700K | 0.2% | $42.9K | Cut$38.8K |
| Procter And Gamble Co | PG | 4.68K | $676.7K | 0.2% | $5.22K | Cut$204 |
| Spdr S&P Midcap 400 Etf Tr | — | 1.1K | $676.3K | 0.2% | $14.3K | Cut−$52.1K |
| Goldman Sachs Etf Tr | — | 6.7K | $671.2K | 0.2% | $1.66K | Cut−$72.5K |
| Tesla, Inc. | TSLA | 1.8K | $669.2K | 0.2% | −$140.4K | Cut−$158.4K |
| First Tr Exchange-Traded Fd | — | 15.3K | $667.5K | 0.2% | $88.4K | Added$89.6K |
| Spdr Dow Jones Indl Average | — | 1.41K | $654.5K | 0.2% | −$24.6K | Cut−$32.3K |
| Global X Fds | — | 13.4K | $626.2K | 0.2% | −$54.9K | Added−$40.8K |
| Ishares Tr | — | 1.45K | $619.1K | 0.2% | −$68.1K | Cut−$160.9K |
| Meta Platforms, Inc. | META | 1.08K | $619K | 0.2% | −$94.9K | Cut−$145K |
| Talen Energy Corp | TLN | 1.93K | $614.8K | 0.2% | −$107.1K | Cut−$284K |
| Royal Bk Cda | — | 3.74K | $604.4K | 0.2% | −$32.5K | Cut−$35.8K |
| Vanguard Bd Index Fds | — | 7.69K | $593.7K | 0.2% | −$4.65K | Added$76.4K |
| Ishares Bitcoin Trust Etf | IBIT | 15.4K | $593.3K | 0.2% | −$132.1K | Added$9.49K |
| American Centy Etf Tr | — | 7.1K | $572.1K | 0.2% | $22.2K | Added$92.5K |
| Enterprise Prods Partners L | — | 15.1K | $569.8K | 0.2% | $86.9K | Added$87.7K |
| Vanguard Index Fds | — | 2.89K | $566.3K | 0.2% | $15.1K | Cut−$21.2K |
| Motorola Solutions, Inc. | MSI | 1.3K | $564.1K | 0.2% | $65.9K | Cut$32.1K |
| Etf Ser Solutions | — | 13.1K | $549.5K | 0.2% | −$22.8K | Cut−$4.02M |
| American Centy Etf Tr | — | 10.5K | $537.4K | 0.1% | −$2.99K | Added$1.11K |
| Ishares Tr | — | 3.34K | $505.1K | 0.1% | $33.9K | Added$37.4K |
| Direxion Shs Etf Tr | — | 4.97K | $489.9K | 0.1% | −$18.8K | Cut−$37.1K |
| Ishares Tr | — | 10.4K | $486.5K | 0.1% | −$74.9K | Cut−$155.6K |
| First Tr Exchange-Traded Fd | — | 10.3K | $485.8K | 0.1% | $9.76K | Cut−$98.6K |
| Chubb Limited | — | 1.47K | $478.4K | 0.1% | $20.2K | Cut−$50.7K |
| Wells Fargo Co New | — | 5.83K | $464K | 0.1% | −$79.2K | Cut−$293.3K |
| Lowes Cos Inc | — | 1.92K | $452.4K | 0.1% | −$9.34K | Held |
| Ishares Tr | — | 2.82K | $437.3K | 0.1% | −$36.2K | Cut−$58K |
| Mckesson Corp | MCK | 458 | $396.3K | 0.1% | $20.6K | Cut$12.4K |
| Check Point Software Tech Lt | — | 2.61K | $372.3K | 0.1% | −$111.3K | Held |
| Vanguard Admiral Fds Inc | — | 3.24K | $371.6K | 0.1% | $12.5K | Held |
| Morgan Stanley | — | 2.18K | $359.4K | 0.1% | −$28.1K | Added−$26K |
| Capital One Finl Corp | — | 1.96K | $357.2K | 0.1% | −$116.7K | Added−$114.9K |
| American Centy Etf Tr | — | 4.47K | $343K | 0.1% | $4.12K | Cut$712 |
| Ishares Tr | — | 4.89K | $330.4K | 0.1% | $7.49K | Cut−$10.5K |
| Ishares Tr | — | 1.81K | $329.1K | 0.1% | −$33.1K | Held |
| Builders FirstSource, Inc. | BLDR | 3.97K | $327.1K | 0.1% | −$81.7K | Held |
| Vaneck Etf Trust | — | 3.53K | $323.6K | 0.1% | $21.2K | Held |
| Costco Whsl Corp New | — | 307 | $305.5K | 0.1% | $41.1K | Held |
| Vaneck Etf Trust | — | 2.52K | $303K | 0.1% | $15.8K | Held |
| Johnson Ctls Intl Plc | — | 2.31K | $303K | 0.1% | $25.8K | Added$26.9K |
| Select Sector Spdr Tr | — | 4.93K | $302.2K | 0.1% | — | New |
| Duke Energy Corp New | — | 2.3K | $301.7K | 0.1% | $31.6K | Cut$23.9K |
| International Business Machs | — | 1.23K | $297.3K | 0.1% | −$52.8K | Added$6.59K |
| Nexstar Media Group, Inc. | NXST | 1.61K | $291.5K | 0.1% | −$35.8K | Held |
| Home Depot, Inc. | HD | 878 | $288.7K | 0.1% | −$13.4K | Cut−$77.3K |
| Cisco Sys Inc | — | 3.5K | $271.3K | 0.1% | $1.97K | Added$2.52K |
| Etf Ser Solutions | — | 2.38K | $255K | 0.1% | −$5.5K | Added−$784 |
| Johnson & Johnson | JNJ | 1.03K | $252.7K | 0.1% | $38.8K | Cut$36.7K |
| Blackrock Enhanced Equity Di | — | 28.9K | $249.1K | 0.1% | −$24.4K | Added−$20.1K |
| Ishares Tr | — | 3.29K | $244.7K | 0.1% | $9.67K | Cut−$465 |
| Ishrs 10 Yr Invest Grade | — | 4.91K | $243.5K | 0.1% | −$4.02K | Held |
| Totalenergies Se | TTE | 2.67K | $242.5K | 0.1% | — | New |
| Gilead Sciences, Inc. | GILD | 1.71K | $238.2K | 0.1% | $28.4K | Cut$316 |
| Merck & Co., Inc. | MRK | 1.96K | $236.1K | 0.1% | $29.4K | Added$30K |
| Caterpillar Inc | CAT | 319 | $226K | 0.1% | — | New |
| Parker-Hannifin Corp | PH | 247 | $221.1K | 0.1% | $4.02K | Held |
| Mcdonalds Corp | MCD | 700 | $217.5K | 0.1% | $3.43K | Cut−$7.58K |
| S&P Global Inc. | SPGI | 511 | $217.2K | 0.1% | −$49.5K | Added−$49.1K |
| Ecolab Inc. | ECL | 800 | $212.9K | 0.1% | $2.8K | Held |
| First Tr Exchange Traded Fd | — | 3.48K | $210.2K | 0.1% | −$8.64K | Added−$8.52K |
| Netflix Inc | NFLX | 2.18K | $209.6K | 0.1% | $5.21K | Cut−$2.48K |
| 3M CO | MMM | 1.43K | $208.3K | 0.1% | −$21.3K | Added−$21K |
| Goldman Sachs Etf Tr | — | 1.64K | $205.3K | 0.1% | −$11.9K | Held |
| Metagenomi Inc | MGX | 12.5K | $16.8K | 0.0% | −$3.5K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.