Institutional Manager · CIK 0002097384
Peak Planning Group, LLC
CENTENNIAL, CO · File #028-26310
Latest AUM
$356.7M
Positions
120
Top-10 Concentration
65.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 60,570 | $41.5M | 12.80% |
| 2 | INVESCO QQQ TR | IVZ | 63,202 | $38.9M | 12.00% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 52,480 | $26.4M | 8.14% |
| 4 | APPLE INC | AAPL | 87,231 | $23.7M | 7.32% |
| 5 | PGIM ETF TR | 69344A107 | 469,386 | $23.3M | 7.18% |
| 6 | MICROSOFT CORP | MSFT | 27,929 | $13.5M | 4.17% |
| 7 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 188,585 | $13.1M | 4.04% |
| 8 | INVESCO EXCHANGE TRADED FD T | IVZ | 89,663 | $12.4M | 3.83% |
| 9 | NVIDIA CORPORATION | NVDA | 58,533 | $10.9M | 3.37% |
| 10 | AMAZON COM INC | AMZN | 36,956 | $8.5M | 2.63% |
| 11 | ALPHABET INC | GOOG | 26,211 | $8.2M | 2.54% |
| 12 | ALLSPRING INCOME OPPORTUNIT | EAD | 1,189,088 | $8.1M | 2.49% |
| 13 | FIRST TR INTER DURATN PFD & | 33718W103 | 389,443 | $7.3M | 2.24% |
| 14 | APPLIED MATLS INC | 038222105 | 25,263 | $6.5M | 2.00% |
| 15 | JPMORGAN CHASE & CO. | VYLD | 19,564 | $6.3M | 1.94% |
| 16 | ALPHABET INC | GOOG | 18,856 | $5.9M | 1.82% |
| 17 | SPDR S&P 500 ETF TR | SPY | 7,513 | $5.1M | 1.58% |
| 18 | ETF SER SOLUTIONS | 26922A222 | 104,472 | $4.6M | 1.41% |
| 19 | KLA CORP | KLAC | 3,341 | $4.1M | 1.25% |
| 20 | SPDR GOLD TR | GLD | 7,730 | $3.1M | 0.94% |