Peak Planning Group, LLC

Est. AUM

$228.1M

13F long equity, this entity only

Positions

108

Period

Sep 2024 (Q3)

SEC EDGAR

View filings ↗

Mar 2025 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE S&P500 ETF	$26.4M	47041	11.59%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$22.7M	42534	9.93%	SOLE
3	INVESCO QQQ TR	UNIT SER 1	$22.2M	47210	9.72%	SOLE
4	APPLE INC	COM	$21.1M	95110	9.26%	SOLE
5	MICROSOFT CORP	COM	$10.5M	28043	4.62%	SOLE
6	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$7.1M	121154	3.11%	SOLE
7	AMAZON COM INC	COM	$6.8M	35742	2.98%	SOLE
8	NVIDIA CORPORATION	COM	$5.9M	54474	2.59%	SOLE
9	FIRST TR INTER DURATN PFD &	COM	$5.8M	317026	2.56%	SOLE
10	FIRST TR EXCHANGE-TRADED FD	SMID RISNG ETF	$5.8M	173454	2.55%	SOLE
11	ALLSPRING INCOME OPPORTUNIT	INC OPPTY FD	$5.4M	782407	2.35%	SOLE
12	JPMORGAN CHASE & CO.	COM	$4.6M	18652	2.01%	SOLE
13	SPDR S&P 500 ETF TR	TR UNIT	$4.5M	8021	1.97%	SOLE
14	ALPHABET INC	CAP STK CL C	$4.3M	27393	1.88%	SOLE
15	APPLIED MATLS INC	COM	$4.1M	28473	1.81%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.3M	18930	1.44%	SOLE
17	ALPHABET INC	CAP STK CL A	$3.1M	19881	1.35%	SOLE
18	PGIM ETF TR	PGIM ULTRA SH BD	$3.0M	60321	1.32%	SOLE
19	MORGAN STANLEY ETF TRUST	EATON VANCE TOTA	$2.4M	47059	1.04%	SOLE
20	SPDR GOLD TR	GOLD SHS	$2.3M	7953	1.00%	SOLE
21	VISA INC	COM CL A	$2.3M	6497	1.00%	SOLE
22	KLA CORP	COM NEW	$2.3M	3313	0.99%	SOLE
23	SELECT SECTOR SPDR TR	ENERGY	$1.9M	20049	0.82%	SOLE
24	EXXON MOBIL CORP	COM	$1.8M	15390	0.80%	SOLE
25	FIRST TR EXCHANGE TRADED FD	FINLS ALPHADEX	$1.8M	33026	0.77%	SOLE
26	AMERICAN CENTY ETF TR	MID CAP GRW IMP	$1.7M	29972	0.74%	SOLE
27	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$1.7M	18452	0.73%	SOLE
28	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.6M	3171	0.71%	SOLE
29	TOWNEBANK PORTSMOUTH VA	COM	$1.5M	44561	0.67%	SOLE
30	WALMART INC	COM	$1.5M	17356	0.67%	SOLE
31	EATON CORP PLC	SHS	$1.4M	5282	0.63%	SOLE
32	AMPLIFY ETF TR	CWP ENHANCED DIV	$1.3M	31914	0.57%	SOLE
33	RAYMOND JAMES FINL INC	COM	$1.3M	9289	0.57%	SOLE
34	MARATHON PETE CORP	COM	$1.3M	8654	0.55%	SOLE
35	AMERICAN CENTY ETF TR	US SML CP VALU	$1.2M	14286	0.55%	SOLE
36	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.1M	32489	0.49%	SOLE
37	CHEVRON CORP NEW	COM	$1.1M	6627	0.49%	SOLE
38	PALANTIR TECHNOLOGIES INC	CL A	$1.1M	13013	0.48%	SOLE
39	BROADCOM INC	COM	$1.1M	6486	0.48%	SOLE
40	ISHARES TR	CORE S&P SCP ETF	$1.1M	10114	0.46%	SOLE
41	ELI LILLY & CO	COM	$1.1M	1274	0.46%	SOLE
42	SCHWAB CHARLES CORP	COM	$951K	12152	0.42%	SOLE
43	ISHARES TR	RUS 1000 GRW ETF	$918K	2541	0.40%	SOLE
44	SELECT SECTOR SPDR TR	TECHNOLOGY	$914K	4425	0.40%	SOLE
45	FIRST TR VALUE LINE DIVID IN	SHS	$878K	19680	0.38%	SOLE
46	ISHARES TR	CORE S&P MCP ETF	$852K	14607	0.37%	SOLE
47	ISHARES TR	MSCI INDIA ETF	$835K	16217	0.37%	SOLE
48	ABBVIE INC	COM	$829K	3955	0.36%	SOLE
49	ANTERO RESOURCES CORP	COM	$810K	20018	0.36%	SOLE
50	GOLDMAN SACHS ETF TR	ACCES TREASURY	$809K	8072	0.35%	SOLE

1–50 of 122

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.