Peak Planning Group, LLC Q1 2026 Filing
Filed May 26, 2026
Portfolio Value
$27.3B
Holdings
77
Report Date
Q1 2026
Filing Type
13F-HR
All Holdings (77 positions)
| Stock | Value |
|---|---|
FPFFIRST TR INTER DURATN PFD & | $3.0B |
FTSMFIRST TR EXCHANGE-TRADED FD | $2.8B |
FNYFIRST TR EXCHANGE-TRADED ALP | $1.9B |
FXOFIRST TR EXCHANGE TRADED FD | $1.4B |
INTCINTEL CORP | $1.2B |
FTCSFIRST TR EXCHANGE-TRADED FD | $1.1B |
AVEMAMERICAN CENTY ETF TR | $1.1B |
QINTAMERICAN CENTY ETF TR | $1.0B |
IEMGISHARES INC | $1.0B |
BACVERIZON COMMUNICATIONS INC | $998.4M |
FLOTISHARES TR | $977.7M |
XOMEXXON MOBIL CORP | $939.1M |
INDAISHARES TR | $761.5M |
SOSOUTHERN CO | $753.7M |
AQLTISHARES TR | $752.2M |
PPHVANECK ETF TRUST | $714.5M |
XFEBFIRST TR EXCH TRADED FD III | $674.2M |
TAT&T INC | $620.9M |
IGSBISHARES TR | $553.1M |
WFCWELLS FARGO CO NEW | $485.9M |
LMBSFIRST TR EXCHANGE-TRADED FD | $472.8M |
FTGCFIRST TR EXCHANGE TRAD FD VI | $421.8M |
CSCOCISCO SYS INC | $398.7M |
TTENTOTALENERGIES SE | $389.0M |
DVNDEVON ENERGY CORP NEW | $368.6M |
FLVAMERICAN CENTY ETF TR | $342.9M |
MRKMERCK & CO INC | $314.1M |
CMCSACOMCAST CORP NEW | $297.5M |
FMHIFIRST TR EXCH TRADED FD III | $256.0M |
DONWISDOMTREE TR | $235.1M |
HYGISHARES TR | $230.4M |
AVUVAMERICAN CENTY ETF TR | $222.7M |
SHYISHARES TR | $219.3M |
MPCMARATHON PETE CORP | $207.3M |
IVVISHARES TR | $15.3M |
AAPLAPPLE INC | $12.9M |
NDQINVESCO QQQ TR | $11.1M |
GOOGALPHABET INC | $7.3M |
AMZNAMAZON COM INC | $6.7M |
MSFTMICROSOFT CORP | $3.6M |
SPYSPDR S&P 500 ETF TR | $3.1M |
IJRISHARES TR | $2.6M |
GQ9SPDR GOLD TR | $2.4M |
GOOGLALPHABET INC | $2.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.9M |
JPMJPMORGAN CHASE & CO | $1.8M |
VVISA INC | $1.8M |
RSPINVESCO EXCHANGE TRADED FD T | $1.5M |
KLACKLA CORP | $1.2M |
HDHOME DEPOT INC | $1.1M |
TSLATESLA INC | $969K |
SKYYFIRST TR EXCHANGE TRADED FD | $808K |
ARKKARK ETF TR | $747K |
JNJJOHNSON & JOHNSON | $709K |
AQLTISHARES TR | $690K |
METAFACEBOOK INC | $662K |
ETNEATON CORP PLC | $631K |
RPGINVESCO EXCHANGE TRADED FD T | $628K |
WMTWALMART INC | $614K |
AMATAPPLIED MATLS INC | $597K |
XLKSELECT SECTOR SPDR TR | $503K |
CVXCHEVRON CORP NEW | $497K |
FXHFIRST TR EXCHANGE TRADED FD | $477K |
ABBVABBVIE INC | $408K |
LOWLOWES COS INC | $377K |
AMDADVANCED MICRO DEVICES INC | $364K |
MDYSPDR S&P MIDCAP 400 ETF TR | $362K |
MSIMOTOROLA SOLUTIONS INC | $341K |
APDAIR PRODS & CHEMS INC | $341K |
UNPUNION PAC CORP | $303K |
TIPISHARES TR | $291K |
NFLXNETFLIX INC | $284K |
MDTMEDTRONIC PLC | $282K |
CMECME GROUP INC | $249K |
CBCHUBB LIMITED | $241K |
BBYBEST BUY INC | $227K |
DYHTARGET CORP | $225K |