Sponsored

The Analysis of Peak Planning Group, LLC's Holdings & P&L

Currently, Peak Planning Group, LLC holds 120 types of securities in its portfolio with a total value $360.8M. In the most recent quarter, they have increased their positions in PULS (+119.9K shares, valued at $5.9M), DIVO (+83.8K shares, valued at $3.8M), IVV (+3.6K shares, valued at $2.4M); decreased their positions in ACIO (-91.4K shares, valued at $3.8M), AAPL (-4.1K shares, valued at $1.0M), N/A (-2.6K shares, valued at $493.1K); initiated new positions in XLE (+4.9K shares, valued at $302.2K), N/A (+2.7K shares, valued at $242.5K), CAT (+319 shares, valued at $226.0K).

1M P&L

-5.0M-1.66%

3M P&L

-40.8M-12.18%

HY P&L

-18.8M-6.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A172.0M

62.8%

2Consumer Electronics21.1M

7.7%

3Semiconductor Equipment & Materials13.6M

5.0%

Top Industries by Stock Count

1N/A55 stocks

50.5%

2Drug Manufacturers - General4 stocks

3.7%

3Semiconductors4 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR64.2K shares6.02%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR67.2K shares6.26%2026-03-312026-04-22

PULS PGIM ETF TR589.2K shares25.53%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL52.9K shares0.74%2026-03-312026-04-22

AAPL APPLE INC83.1K shares-4.73%2026-03-312026-04-22

XMMO INVESCO EXCHANGE TRADED FD T101.0K shares12.63%2026-03-312026-04-22

RDVY FIRST TR EXCHANGE TRADED FD213.3K shares13.10%2026-03-312026-04-22

NVDA NVIDIA CORPORATION59.7K shares1.94%2026-03-312026-04-22

Sponsored

MSFT MICROSOFT CORP27.8K shares-0.32%2026-03-312026-04-22

AMAT APPLIED MATLS INC25.4K shares0.42%2026-03-312026-04-22

ALPHABET INC ALPHABET INC28.3K shares7.96%2026-03-312026-04-22

AMZN AMAZON COM INC36.3K shares-1.88%2026-03-312026-04-22

EAD ALLSPRING INCOME OPPORTUNIT1.1M shares-3.90%2026-03-312026-04-22

FPF FIRST TR INTER DURATN PFD &397.8K shares2.14%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO19.3K shares-1.20%2026-03-312026-04-22

ALPHABET INC ALPHABET INC19.0K shares0.72%2026-03-312026-04-22

Sponsored

DIVO AMPLIFY ETF TR115.1K shares267.75%2026-03-312026-04-22

KLAC KLA CORP3.3K shares0.00%2026-03-312026-04-22

FRDM EA SERIES TRUST89.3K shares52.23%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T7.5K shares-0.25%2026-03-312026-04-22

SMH VANECK ETF TRUST10.0K shares20.20%2026-03-312026-04-22

GLD SPDR GOLD TR7.7K shares-0.71%2026-03-312026-04-22

EVTR MORGAN STANLEY ETF TRUST62.3K shares5.80%2026-03-312026-04-22

USHY ISHARES TR77.2K shares40.54%2026-03-312026-04-22

Sponsored

BROADCOM INC BROADCOM INC7.3K shares-0.69%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC15.3K shares-6.68%2026-03-312026-04-22

WMT WALMART INC17.9K shares0.52%2026-03-312026-04-22

XOM EXXON MOBIL CORP12.8K shares0.41%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.1K shares-18.74%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares-0.08%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC5.8K shares-2.41%2026-03-312026-04-22

MPC MARATHON PETE CORP8.0K shares0.15%2026-03-312026-04-22

Sponsored

V VISA INC6.3K shares-2.06%2026-03-312026-04-22

FXO FIRST TR EXCHANGE-TRADED FD33.2K shares-0.70%2026-03-312026-04-22

MID AMERICAN CENTY ETF TR29.8K shares2.63%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR14.9K shares2.75%2026-03-312026-04-22

QINT AMERICAN CENTY ETF TR23.0K shares18.09%2026-03-312026-04-22

IEFA ISHARES TR16.3K shares11.12%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC4.1K shares9.66%2026-03-312026-04-22

CVX CHEVRON CORPORATION6.4K shares6.25%2026-03-312026-04-22

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD13.2K shares-1.75%2026-03-312026-04-22

CGGR CAPITAL GROUP GROWTH ETF30.0K shares-0.26%2026-03-312026-04-22

LLY ELI LILLY & CO1.3K shares0.71%2026-03-312026-04-22

IGSB ISHARES TR21.9K shares3.54%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR8.6K shares-0.83%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC1.3K shares-0.07%2026-03-312026-04-22

TOWN TOWNEBANK PORTSMOUTH VA33.4K shares-13.55%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP11.9K shares-1.38%2026-03-312026-04-22

Sponsored

IJR ISHARES TR8.6K shares-1.28%2026-03-312026-04-22

INTC INTEL CORP22.3K shares-0.99%2026-03-312026-04-22

PPH VANECK ETF TRUST8.9K shares4.12%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC4.0K shares5.12%2026-03-312026-04-22

ABBV ABBVIE INC3.5K shares-4.88%2026-03-312026-04-22

FXL FIRST TR EXCHANGE-TRADED FD4.7K shares-1.21%2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC5.1K shares-16.80%2026-03-312026-04-22

WELL WELLTOWER INC3.5K shares-0.62%2026-03-312026-04-22

Sponsored

PG PROCTER & GAMBLE CO4.7K shares-0.74%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 401.1K shares-9.11%2026-03-312026-04-22

GBIL GOLDMAN SACHS ETF TR6.7K shares-9.97%2026-03-312026-04-22

TSLA TESLA INC1.8K shares-2.17%2026-03-312026-04-22

EMLP FIRST TR EXCHANGE-TRADED FD15.3K shares0.18%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND1.4K shares-1.12%2026-03-312026-04-22

AIQ GLOBAL X FDS13.4K shares2.31%2026-03-312026-04-22

IWF ISHARES TR1.5K shares-11.89%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC1.1K shares-6.56%2026-03-312026-04-22

TLN TALEN ENERGY CORP1.9K shares-19.68%2026-03-312026-04-22

RY ROYAL BK CDA3.7K shares-0.51%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS7.7K shares15.81%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF15.4K shares31.33%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR7.1K shares14.00%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L15.1K shares0.15%2026-03-312026-04-22

VTV VANGUARD INDEX FDS2.9K shares-6.18%2026-03-312026-04-22

Sponsored

MSI MOTOROLA SOLUTIONS INC1.3K shares-6.34%2026-03-312026-04-22

ACIO ETF SER SOLUTIONS13.1K shares-87.46%2026-03-312026-04-22

SDSI AMERICAN CENTY ETF TR10.5K shares0.77%2026-03-312026-04-22

DVY ISHARES TR3.3K shares0.69%2026-03-312026-04-22

QQQE DIREXION SHARES ETF TRUST5.0K shares-3.48%2026-03-312026-04-22

INDA ISHARES TR10.4K shares-12.57%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD10.3K shares-18.54%2026-03-312026-04-22

CB CHUBB LTD SWITZ1.5K shares-13.39%2026-03-312026-04-22

Sponsored

WFC WELLS FARGO & CO5.8K shares-28.27%2026-03-312026-04-22

LOW LOWES COS INC1.9K shares0.00%2026-03-312026-04-22

IUSG ISHARES TR2.8K shares-4.41%2026-03-312026-04-22

MCK MCKESSON CORP458 shares-2.14%2026-03-312026-04-22

CHKP CHECK POINT SOFTWARE TECH LT2.6K shares0.00%2026-03-312026-04-22

VIOO VANGUARD ADMIRAL FDS INC3.2K shares0.00%2026-03-312026-04-22

MS MORGAN STANLEY2.2K shares0.60%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP2.0K shares0.51%2026-03-312026-04-22

Sponsored

FLV AMERICAN CENTY ETF TR4.5K shares-1.00%2026-03-312026-04-22

IJH ISHARES TR4.9K shares-5.27%2026-03-312026-04-22

IYW ISHARES TR1.8K shares0.00%2026-03-312026-04-22

BLDR BUILDERS FIRSTSOURCE INC4.0K shares0.00%2026-03-312026-04-22

GDX VANECK ETF TRUST3.5K shares0.00%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION307 shares0.00%2026-03-312026-04-22

GDXJ VANECK ETF TRUST2.5K shares0.00%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION2.3K shares0.35%2026-03-312026-04-22

Sponsored

XLE SELECT SECTOR SPDR TR4.9K sharesnew addition2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.3K shares-2.78%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.2K shares24.95%2026-03-312026-04-22

NXST NEXSTAR MEDIA GROUP INC1.6K shares0.00%2026-03-312026-04-22

HD HOME DEPOT INC878 shares-17.48%2026-03-312026-04-22

CSCO CISCO SYS INC3.5K shares0.20%2026-03-312026-04-22

QTUM ETF SER SOLUTIONS2.4K shares1.89%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON1.0K shares-0.96%2026-03-312026-04-22

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI28.9K shares1.75%2026-03-312026-04-22

EFV ISHARES TR3.3K shares-4.14%2026-03-312026-04-22

IGLB ISHARES TR4.9K shares0.00%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE2.7K sharesnew addition2026-03-312026-04-22

GILD GILEAD SCIENCES INC1.7K shares-11.82%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.0K shares0.26%2026-03-312026-04-22

CAT CATERPILLAR INC319 sharesnew addition2026-03-312026-04-22

PH PARKER-HANNIFIN CORP247 shares0.00%2026-03-312026-04-22

Sponsored

MCD MCDONALDS CORP700 shares-4.89%2026-03-312026-04-22

SPGI S&P GLOBAL INC511 shares0.20%2026-03-312026-04-22

ECL ECOLAB INC800 shares0.00%2026-03-312026-04-22

FV FIRST TR EXCHANGE TRADED FD3.5K shares0.06%2026-03-312026-04-22

NFLX NETFLIX INC.2.2K shares-3.63%2026-03-312026-04-22

MMM 3M CO1.4K shares0.14%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR1.6K shares0.00%2026-03-312026-04-22

MGX METAGENOMI THERAPEUTICS INC12.5K shares0.00%2026-03-312026-04-22

Sponsored

IVV

ISHARES TR

6.02%

Shares64.2K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

6.26%

Shares67.2K

Event2026-03-31

Filed2026-04-22

PULS

PGIM ETF TR

25.53%

Shares589.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.74%

Shares52.9K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-4.73%

Shares83.1K

Event2026-03-31

Filed2026-04-22

XMMO

INVESCO EXCHANGE TRADED FD T

12.63%

Shares101.0K

Event2026-03-31

Filed2026-04-22

RDVY

FIRST TR EXCHANGE TRADED FD

13.10%

Shares213.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

1.94%

Shares59.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-0.32%

Shares27.8K

Event2026-03-31

Filed2026-04-22

AMAT

APPLIED MATLS INC

0.42%

Shares25.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

7.96%

Shares28.3K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-1.88%

Shares36.3K

Event2026-03-31

Filed2026-04-22

EAD

ALLSPRING INCOME OPPORTUNIT

-3.90%

Shares1.1M

Event2026-03-31

Filed2026-04-22

FPF

FIRST TR INTER DURATN PFD &

2.14%

Shares397.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-1.20%

Shares19.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.72%

Shares19.0K

Event2026-03-31

Filed2026-04-22

DIVO

AMPLIFY ETF TR

267.75%

Shares115.1K

Event2026-03-31

Filed2026-04-22

KLAC

KLA CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-22

FRDM

EA SERIES TRUST

52.23%

Shares89.3K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-0.25%

Shares7.5K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

20.20%

Shares10.0K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-0.71%

Shares7.7K

Event2026-03-31

Filed2026-04-22

EVTR

MORGAN STANLEY ETF TRUST

5.80%

Shares62.3K

Event2026-03-31

Filed2026-04-22

USHY

ISHARES TR

40.54%

Shares77.2K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-0.69%

Shares7.3K

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

-6.68%

Shares15.3K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.52%

Shares17.9K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

0.41%

Shares12.8K

Event2026-03-31

Filed2026-04-22

INVESCO EXCHANGE TRADED FD T

-18.74%

Shares11.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-0.08%

Shares3.5K

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

-2.41%

Shares5.8K

Event2026-03-31

Filed2026-04-22

MPC

MARATHON PETE CORP

0.15%

Shares8.0K

Event2026-03-31

Filed2026-04-22

VISA INC

-2.06%

Shares6.3K

Event2026-03-31

Filed2026-04-22

FXO

FIRST TR EXCHANGE-TRADED FD

-0.70%

Shares33.2K

Event2026-03-31

Filed2026-04-22

MID

AMERICAN CENTY ETF TR

2.63%

Shares29.8K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

2.75%

Shares14.9K

Event2026-03-31

Filed2026-04-22

QINT

AMERICAN CENTY ETF TR

18.09%

Shares23.0K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

11.12%

Shares16.3K

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.66%

Shares4.1K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

6.25%

Shares6.4K

Event2026-03-31

Filed2026-04-22

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.75%

Shares13.2K

Event2026-03-31

Filed2026-04-22

CGGR

CAPITAL GROUP GROWTH ETF

-0.26%

Shares30.0K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

0.71%

Shares1.3K

Event2026-03-31

Filed2026-04-22

IGSB

ISHARES TR

3.54%

Shares21.9K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

-0.83%

Shares8.6K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

-0.07%

Shares1.3K

Event2026-03-31

Filed2026-04-22

TOWN

TOWNEBANK PORTSMOUTH VA

-13.55%

Shares33.4K

Event2026-03-31

Filed2026-04-22

SCHW

SCHWAB CHARLES CORP

-1.38%

Shares11.9K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

-1.28%

Shares8.6K

Event2026-03-31

Filed2026-04-22

INTC

INTEL CORP

-0.99%

Shares22.3K

Event2026-03-31

Filed2026-04-22

PPH

VANECK ETF TRUST

4.12%

Shares8.9K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

5.12%

Shares4.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-4.88%

Shares3.5K

Event2026-03-31

Filed2026-04-22

FXL

FIRST TR EXCHANGE-TRADED FD

-1.21%

Shares4.7K

Event2026-03-31

Filed2026-04-22

RJF

RAYMOND JAMES FINL INC

-16.80%

Shares5.1K

Event2026-03-31

Filed2026-04-22

WELL

WELLTOWER INC

-0.62%

Shares3.5K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-0.74%

Shares4.7K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

-9.11%

Shares1.1K

Event2026-03-31

Filed2026-04-22

GBIL

GOLDMAN SACHS ETF TR

-9.97%

Shares6.7K

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

-2.17%

Shares1.8K

Event2026-03-31

Filed2026-04-22

EMLP

FIRST TR EXCHANGE-TRADED FD

0.18%

Shares15.3K

Event2026-03-31

Filed2026-04-22

DIA

STATE STR SPDR DOW JONES IND

-1.12%

Shares1.4K

Event2026-03-31

Filed2026-04-22

AIQ

GLOBAL X FDS

2.31%

Shares13.4K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

-11.89%

Shares1.5K

Event2026-03-31

Filed2026-04-22