Institutional Fund
Peak Planning Group, LLC
Centennial, COCIK 209738416 filings on record
Portfolio Value
$360.81M
Q1 2026
Holdings
120
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.2%
from $356.66M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr11.6%
- Invesco Qqq Tr10.7%
- Pgim ETF Tr8.1%
- Berkshire Hathaway Inc Del7.0%
- Apple Inc5.8%
- Invesco Exchange Traded Fd T4.1%
- Other52.6%
Portfolio Holdings
120 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 64.2K | $41.95M | 11.6% | +3.6K | Added |
| 2 | Invesco Qqq Tr | 67.2K | $38.76M | 10.7% | +4.0K | Added |
| 3 | Pgim ETF Tr | 589.2K | $29.17M | 8.1% | +119.9K | Added |
| 4 | Berkshire Hathaway Inc Del | 52.9K | $25.33M | 7.0% | +387 | Added |
| 5 | Apple Inc | 83.1K | $21.09M | 5.8% | −4.1K | Reduced |
| 6 | Invesco Exchange Traded Fd T | 101.0K | $14.64M | 4.1% | +11.3K | Added |
| 7 | First Tr Exchange Traded Fd | 213.3K | $14.56M | 4.0% | +24.7K | Added |
| 8 | Nvidia Corporation | 59.7K | $10.41M | 2.9% | +1.1K | Added |
| 9 | Microsoft Corp | 27.8K | $10.31M | 2.9% | −88 | Reduced |
| 10 | Applied Matls Inc | 25.4K | $8.69M | 2.4% | +105 | Added |
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