1y return+24.9%S&P 500 +20.9%
3y return+71.7%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2022: $200 against $198 in the S&P 500.2
Peak Planning Group, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| QQQInvesco Qqq Tr | $51.4M | 11.6% | +3.9% |
| IVVIshares Tr | $50.3M | 11.3% | +4.6% |
| PULSPgim Etf Tr | $37.1M | 8.4% | +27.1% |
| BRK/BBerkshire Hathaway Inc Del | $26.9M | 6.1% | +1.8% |
| AAPLApple Inc | $23.6M | 5.3% | −1.8% |
| XMMOInvesco Exchange Traded Fd T | $18.6M | 4.2% | +8.5% |
| AMATApplied Matls Inc | $18.4M | 4.2% | |
| RDVYFirst Tr Exchange Traded Fd | $18.1M | 4.1% | +4.7% |
| NVDANvidia Corporation | $12.1M | 2.7% | +1.3% |
| MSFTMicrosoft Corp | $10.2M | 2.3% | −1.6% |
| GOOGAlphabet Inc | $10.1M | 2.3% | +1.2% |
| KLACKla Corp | $10.1M | 2.3% | +900.4% |
| AMZNAmazon Com Inc | $8.7M | 2.0% | |
| FRDMEa Series Trust | $7.5M | 1.7% | +14.5% |
| SMHVaneck Etf Trust | $7.3M | 1.6% | +11.0% |
| FPFFirst Tr Inter Duratn Pfd & | $7.3M | 1.6% | |
| XEADXAllspring Income Opportunit | $7.1M | 1.6% | −4.6% |
| DIVOAmplify Etf Tr | $7.0M | 1.6% | +32.7% |
| GOOGLAlphabet Inc | $6.8M | 1.5% | |
| JPMJpmorgan Chase & Co | $6.3M | 1.4% | −1.2% |
| SPYState Str Spdr S&p 500 Etf T | $5.8M | 1.3% | +3.1% |
| EVTRMorgan Stanley Etf Trust | $3.2M | 0.7% | |
| USHYIshares Tr | $3.1M | 0.7% | +8.4% |
| INTCIntel Corp | $2.9M | 0.7% | −7.0% |
| AVGOBroadcom Inc | $2.9M | 0.7% | +5.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMATApplied Matls Inc | June 30, 2022 | +694.7% | $18.4M |
| NVDANvidia Corporation | March 31, 2023 | +620.3% | $12.1M |
| AVGOBroadcom Inc | December 31, 2022 | +575.6% | $2.9M |
| Eaton Corp PLCCUSIP G29183103 | June 30, 2022 | +238.2% | $2.5M |
| GOOGLAlphabet Inc | June 30, 2022 | +228.0% | $6.8M |
| GOOGAlphabet Inc | June 30, 2022 | +223.0% | $10.1M |
| MPCMarathon Pete Corp | June 30, 2022 | +211.0% | $2.1M |
| SMHVaneck Etf Trust | March 31, 2025 | +210.2% | $7.3M |
| JPMJpmorgan Chase & Co | June 30, 2022 | +190.7% | $6.3M |
| WMTWalmart Inc | June 30, 2022 | +179.5% | $2.0M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.5% | +14.8% |
| March 31, 2026 | −3.2% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +9.1% | +7.8% |
| June 30, 2025 | +8.8% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
| December 31, 2024 | +1.9% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
| June 30, 2024 | +5.8% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +10.5% | +11.2% |
| September 30, 2023 | −2.8% | −3.6% |
| June 30, 2023 | +9.1% | +8.3% |
| March 31, 2023 | +7.6% | +7.0% |
| December 31, 2022 | +4.0% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| March 31, 2022 | −3.9% | −4.9% |
| December 31, 2021 | +9.4% | +10.7% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Peak Planning Group, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2097384&type=13F-HR&dateb=&owner=include&count=40CIK 2097384
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2097384/000195175726001241/Filed August 12, 2026 · accession 0001951757-26-001241