Peak Planning Group, LLC
CIK: 2097384SEC EDGAR →
Portfolio Value
$27.3B
Holdings
77
As of
Q1 2026
New Positions
77
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | FIRST TR INTER DURATN PFD & | 119,427 | $3.0B | 10.94% |
| 2 | FIRST TR EXCHANGE-TRADED FD | 47,018 | $2.8B | 10.32% |
| 3 | FIRST TR EXCHANGE-TRADED ALP | 25,983 | $1.9B | 6.84% |
| 4 | FIRST TR EXCHANGE TRADED FD | 32,113 | $1.4B | 5.20% |
| 5 | INTEL CORP | 23,361 | $1.2B | 4.56% |
| 6 | FIRST TR EXCHANGE-TRADED FD | 14,973 | $1.1B | 4.10% |
| 7 | AMERICAN CENTY ETF TR | 17,266 | $1.1B | 4.08% |
| 8 | AMERICAN CENTY ETF TR | 20,752 | $1.0B | 3.80% |
| 9 | ISHARES INC | 16,366 | $1.0B | 3.70% |
| 10 | VERIZON COMMUNICATIONS INC | 18,485 | $998.4M | 3.65% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $17.3B | 63.4% |
| Technology | 9 | $4.7B | 17.0% |
| Unknown | 8 | $1.8B | 6.7% |
| Energy | 4 | $1.5B | 5.5% |
| Communication Services | 6 | $928.8M | 3.4% |
| Utilities | 1 | $753.7M | 2.8% |
| Healthcare | 4 | $315.5M | 1.2% |
| Consumer Cyclical | 5 | $9.3M | 0.0% |
| Industrials | 2 | $934K | 0.0% |
| Consumer Defensive | 1 | $614K | 0.0% |
| Basic Materials | 1 | $341K | 0.0% |