Peak Planning Group, LLC
CIK: 0002097384SEC EDGAR →
Portfolio Value
$357K
Holdings
120
As of
Q4 2025
New Positions
120
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 87,231 | $23.7M | 6648.89% |
| 2 | PGIM ETF TR | 469,386 | $23.3M | 6526.08% |
| 3 | MICROSOFT CORP | 27,929 | $13.5M | 3787.07% |
| 4 | FIRST TR EXCHANGE TRADED FD | 188,585 | $13.1M | 3672.96% |
| 5 | INVESCO EXCHANGE TRADED FD T | 89,663 | $12.4M | 3480.62% |
| 6 | NVIDIA CORPORATION | 58,533 | $10.9M | 3060.61% |
| 7 | AMAZON COM INC | 36,956 | $8.5M | 2391.63% |
| 8 | ALPHABET INC | 26,211 | $8.2M | 2305.83% |
| 9 | ALLSPRING INCOME OPPORTUNIT | 1,189,088 | $8.1M | 2260.41% |
| 10 | FIRST TR INTER DURATN PFD & | 389,443 | $7.3M | 2035.27% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 61 | $109.0M | 46.7% |
| Technology | 16 | $72.0M | 30.8% |
| Communication Services | 5 | $14.7M | 6.3% |
| Unknown | 8 | $13.6M | 5.8% |
| Consumer Cyclical | 5 | $10.4M | 4.5% |
| Energy | 5 | $4.5M | 1.9% |
| Industrials | 6 | $3.1M | 1.3% |
| Consumer Defensive | 3 | $2.7M | 1.1% |
| Healthcare | 7 | $1.5M | 0.7% |
| Utilities | 2 | $1.2M | 0.5% |
| Real Estate | 1 | $661K | 0.3% |
| Basic Materials | 1 | $210K | 0.1% |