Peak Planning Group, LLC holds a focused book of 120 stocks worth $360.8M as of Q1 2026 (disclosed Apr 22, 2026, a ~45-day 13F lag). This quarter they opened SS Energy Select Sector and trimmed Apple Inc. Their largest long position is Ishares Core S&P 500 ETF at 12% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2097384/holdings"
Use Arkolith to show Peak Planning Group, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
41% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR CORE S&P500 ETF | $41.9M | 64.2K | 11.6% | ▲+6.0% Added · +4K sh | |
| 2 | Invesco QQQ TR UNIT SER 1 | $38.8M | 67.2K | 10.7% | ▲+6.3% Added · +4K sh | |
| 3 | Pgim ETF TR PGIM ULTRA SH BD | $29.2M | 589.2K | 8.1% | ▲+26% Added · +120K sh | |
| 4 | Berkshire Hathaway Inc Del CL B NEW | $25.3M | 52.9K | 7.0% | ▲+0.7% Added · +387 sh | |
| 5 | Apple Inc COM | $21.1M | 83.1K | 5.8% | ▼−4.7% Reduced · −4K sh | |
| 6 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $14.6M | 101.0K | 4.1% | ▲+13% Added · +11K sh | |
| 7 | First TR Exchange Traded FD RISNG DIVD ACHIV | $14.6M | 213.3K | 4.0% | ▲+13% Added · +25K sh | |
| 8 | Nvidia Corporation COM | $10.4M | 59.7K | 2.9% | ▲+1.9% Added · +1K sh | |
| 9 | Microsoft Corp COM | $10.3M | 27.8K | 2.9% | ▼−0.3% Reduced · −88 sh | |
| 10 | Applied Matls Inc COM | $8.7M | 25.4K | 2.4% | ▲+0.4% Added · +105 sh | |
| 11 | Alphabet Inc CAP STK CL C | $8.1M | 28.3K | 2.2% | ▲+8.0% Added · +2K sh | |
| 12 | Amazon Com Inc COM | $7.6M | 36.3K | 2.1% | ▼−1.9% Reduced · −695 sh | |
| 13 | Allspring Income Opportunit INC OPPTY FD | $7.4M | 1.14M | 2.1% | ▼−3.9% Reduced · −46K sh | |
| 14 | First TR Inter Duratn PFD & COM | $7.0M | 397.8K | 1.9% | ▲+2.1% Added · +8K sh | |
| 15 | JPMorgan Chase & Co COM | $5.7M | 19.3K | 1.6% | ▼−1.2% Reduced · −235 sh | |
| 16 | Alphabet Inc CAP STK CL A | $5.5M | 19.0K | 1.5% | ▲+0.7% Added · +136 sh | |
| 17 | Amplify ETF TR CWP ENHANCED DIV | $5.2M | 115.1K | 1.4% | ▲+268% Added · +84K sh | |
| 18 | Kla Corp COM NEW | $4.9M | 3.3K | 1.4% | —Held | |
| 19 | Ea Series Trust FREEDOM 100 EM | $4.9M | 89.3K | 1.4% | ▲+52% Added · +31K sh | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $4.9M | 7.5K | 1.4% | ▼−0.3% Reduced · −19 sh | |
| 21 | Vaneck ETF Trust SEMICONDUCTR ETF | $3.8M | 10.0K | 1.1% | ▲+20% Added · +2K sh | |
| 22 | SPDR Gold TR GOLD SHS | $3.3M | 7.7K | 0.9% | ▼−0.7% Reduced · −55 sh | |
| 23 | Morgan Stanley ETF Trust EATON VANCE TOTA | $3.2M | 62.3K | 0.9% | ▲+5.8% Added · +3K sh | |
| 24 | Ishares TR BROAD USD HIGH | $2.8M | 77.2K | 0.8% | ▲+41% Added · +22K sh | |
| 25 | Broadcom Inc COM | $2.3M | 7.3K | 0.6% | ▼−0.7% Reduced · −51 sh | |
| 26 | Palantir Technologies Inc CL A | $2.2M | 15.3K | 0.6% | ▼−6.7% Reduced · −1K sh | |
| 27 | Walmart Inc COM | $2.2M | 17.9K | 0.6% | ▲+0.5% Added · +92 sh | |
| 28 | Exxon Mobil Corp COM | $2.2M | 12.8K | 0.6% | ▲+0.4% Added · +52 sh | |
| 29 | Invesco Exchange Traded FD T S&P500 EQL WGT | $2.1M | 11.1K | 0.6% | ▼−19% Reduced · −3K sh | |
| 30 | Vanguard Index FDS S&P 500 ETF SHS | $2.1M | 3.5K | 0.6% | ▼−0.1% Reduced · −3 sh | |
| 31 | Eaton Corp PLC SHS | $2.1M | 5.8K | 0.6% | ▼−2.4% Reduced · −144 sh | |
| 32 | Marathon Pete Corp COM | $2.0M | 8.0K | 0.5% | ▲+0.1% Added · +12 sh | |
| 33 | Visa Inc COM CL A | $1.9M | 6.3K | 0.5% | ▼−2.1% Reduced · −133 sh | |
| 34 | First TR Exchange-Traded FD FINLS ALPHADEX | $1.9M | 33.2K | 0.5% | ▼−0.7% Reduced · −235 sh | |
| 35 | American Centy ETF TR MID CAP GRW IMP | $1.8M | 29.8K | 0.5% | ▲+2.6% Added · +763 sh | |
| 36 | American Centy ETF TR US SML CP VALU | $1.6M | 14.9K | 0.5% | ▲+2.7% Added · +398 sh | |
| 37 | American Centy ETF TR QUALITY DIVRSFED | $1.5M | 23.0K | 0.4% | ▲+18% Added · +4K sh | |
| 38 | Ishares TR CORE MSCI EAFE | $1.5M | 16.3K | 0.4% | ▲+11% Added · +2K sh | |
| 39 | Taiwan Semiconductor Manufac SPONSORED ADS | $1.4M | 4.1K | 0.4% | ▲+9.7% Added · +363 sh | |
| 40 | Chevron Corporation COM | $1.3M | 6.4K | 0.4% | ▲+6.3% Added · +374 sh | |
| 41 | First TR Exchange-Traded FD CAP STRENGTH ETF | $1.2M | 13.2K | 0.3% | ▼−1.8% Reduced · −236 sh | |
| 42 | Capital Group Growth ETF SHS CREATION UNI | $1.2M | 30.0K | 0.3% | ▼−0.3% Reduced · −77 sh | |
| 43 | Eli Lilly & Co COM | $1.2M | 1.3K | 0.3% | ▲+0.7% Added · +9 sh | |
| 44 | Ishares TR ISHS 1-5YR INVS | $1.1M | 21.9K | 0.3% | ▲+3.5% Added · +748 sh | |
| 45 | Select Sector SPDR TR STATE STREET TEC | $1.1M | 8.6K | 0.3% | ▼−0.8% Reduced · −72 sh | |
| 46 | Goldman Sachs Group Inc COM | $1.1M | 1.3K | 0.3% | ▼−0.1% Reduced · −1 sh | |
| 47 | Townebank Portsmouth Va COM | $1.1M | 33.4K | 0.3% | ▼−14% Reduced · −5K sh | |
| 48 | Schwab Charles Corp COM | $1.1M | 11.9K | 0.3% | ▼−1.4% Reduced · −166 sh | |
| 49 | Ishares TR CORE S&P SCP ETF | $1.1M | 8.6K | 0.3% | ▼−1.3% Reduced · −112 sh | |
| 50 | Intel Corp COM | $985K | 22.3K | 0.3% | ▼−1.0% Reduced · −224 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 120 | $360.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 120 | $356.7M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | May 26, 2026 | 94 | $192.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jun 24, 2026 | 90 | $156.3M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Jun 24, 2026 | 122 | $237.8M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | May 26, 2026 | 116 | $240.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Jun 24, 2026 | 108 | $228.1M | 13F-HR |
| Q2 2024 | Jun 30, 2024 | May 26, 2026 | 105 | $203.4M | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 26, 2026 | 76 | $159.6M | 13F-HR |
| Q4 2023 | Dec 31, 2023 | May 26, 2026 | 70 | $139.0M | 13F-HR |
| Q3 2023 | Sep 30, 2023 | May 26, 2026 | 73 | $127.7M | 13F-HR |
| Q2 2023 | Jun 30, 2023 | May 26, 2026 | 77 | $134.6M | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 26, 2026 | 77 | $123.2M | 13F-HR |
| Q4 2022 | Dec 31, 2022 | May 26, 2026 | 80 | $113.7M | 13F-HR |
| Q3 2022 | Sep 30, 2022 | May 26, 2026 | 77 | $108.0M | 13F-HR |
| Q2 2022 | Jun 30, 2022 | May 26, 2026 | 78 | $119.0M | 13F-HR |
| Q4 2021 | Dec 31, 2021 | May 26, 2026 | 83 | $135.4M | 13F-HR |
| Q3 2021 | Sep 30, 2021 | May 26, 2026 | 77 | $116.2M | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Jun 22, 2026 | 75 | $102.5M | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jun 3, 2026 | 61 | $88.0M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | May 29, 2026 | 49 | $71.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.