Peak Planning Group
Peak Planning Group reported 128 stocks worth $443M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are QQQ (11.6%), IVV (11.3%) and PULS (8.4%). Compared with Q1 2026, the fund opened new positions in MU, LRCX and DELL, added to QQQ, IVV and PULS, trimmed AAPL, MSFT and EAD and sold out of TTE, MCD and NFLX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  QQQ Invesco Qqq TR | $51.4M | 11.6% | 70K | +2,629 (+4%) | 8 of 8 | |
| 2 |  IVV Ishares TR | $50.3M | 11.3% | 67K | +2,945 (+5%) | 8 of 8 | |
| 3 |  PULS Pgim ETF TR | $37.1M | 8.4% | 749K | +160K (+27%) | 6 of 8 | |
| 4 |  BRK.B Berkshire Hathaway Inc Del | $26.9M | 6.1% | 54K | +971 (+2%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $23.6M | 5.3% | 82K | −1,463 (−2%) | 8 of 8 | |
| 6 |  XMMO Invesco S & P Midcap | $18.6M | 4.2% | 110K | +8,585 (+9%) | 3 of 8 | |
| 7 |  AMAT Applied Matls Inc | $18.4M | 4.2% | 25K | +131 (+1%) | 8 of 8 | |
| 8 |  RDVY First TR Exchange Traded FD | $18.1M | 4.1% | 223K | +9,919 (+5%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $12.1M | 2.7% | 60K | +773 (+1%) | 8 of 8 | |
| 10 |  MSFT Microsoft Corp | $10.2M | 2.3% | 27K | −446 (−2%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 12, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Peak Planning Group 13F FAQ
What does Peak Planning Group own?
Peak Planning Group reported 128 stocks worth $443M in its 13F filing for Q2 2026, filed Aug 12, 2026. Its largest holdings are QQQ (11.6%), IVV (11.3%) and PULS (8.4%). The table above lists every position in the filing (the top 10 without an account).
What did Peak Planning Group buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 54 added to, 42 trimmed and 3 sold out. New positions include MU, LRCX and DELL. It sold all of TTE, MCD and NFLX.
When will Peak Planning Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Peak Planning Group's portfolio worth?
The Q2 2026 filing reports $443M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.