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Disclosery

13F-HR filed by Peak Planning Group, LLC

Peak Planning Group, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2026-06-24, with 90 holding rows worth $156,309,085.

Accession
0001951757-26-000923
Filer
CIK 2097384
Filed
2026-06-24
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 90 entries on the cover page, a total value of $156,309,085 stated on the cover page (in dollars after the unit check, H1), rows summing to $156,309,085 with VALUE read as dollars as filed, 13F file number 028-26310. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
INVESCO QQQ TR46090E103COM31,782$17,532,055dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS26,674$16,562,133dollars as filed
Apple Inc037833100COM74,603$15,306,240dollars as filed
Berkshire Hathaway Inc084670702COM29,062$14,117,448dollars as filed
Microsoft Corp594918104COM20,975$10,433,132dollars as filed
FIRST TR EXCHANGE TRADED FD33738R506RISNG DIVD ACHIV108,791$6,825,527dollars as filed
Amazon.com, Inc023135106COM27,469$6,026,424dollars as filed
PGIM ETF TR69344A107PGIM ULTRA SH BD108,969$5,422,301dollars as filed
NVIDIA Corp67066G104COM28,418$4,489,766dollars as filed
ISHARES TR464287812US CONSM STAPLES62,005$4,370,121dollars as filed
JPMorgan Chase & Co46625H100COM11,147$3,231,560dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM17,120$3,036,850dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM11,775$2,139,953dollars as filed
SPDR GOLD TR78463V107GOLD SHS6,560$1,999,685dollars as filed
SPY78462F103SHS3,159$1,951,666dollars as filed
Vanguard S&P 500 ETF922908363COM3,413$1,938,686dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM9,814$1,729,585dollars as filed
Broadcom Inc.11135F101COM5,359$1,477,319dollars as filed
TOWNEBANK PORTSMOUTH VA89214P109COM42,431$1,450,292dollars as filed
Eaton Corp. PlcG29183103COM4,004$1,429,480dollars as filed
AMPLIFY ETF TR032108409CWP ENHANCED DIV32,066$1,364,400dollars as filed
RAYMOND JAMES FINL INC COM754730109Stock8,604$1,319,534dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT31,552$1,282,589dollars as filed
Energy Select Sector SPDR Fund81369Y506SHS15,002$1,272,359dollars as filed
VANECK ETF TRUST92189F676COM4,508$1,257,191dollars as filed
Walmart Inc.931142103COM12,514$1,223,623dollars as filed
EXXON MOBIL CORP30231G102COM9,322$1,004,906dollars as filed
MARATHON PETE CORP COM56585A102Stock5,908$981,399dollars as filed
FIRST TR EXCHANGE-TRADED FD33733E104CAP STRENGTH ETF10,681$970,835dollars as filed
Procter & Gamble Co742718109COM5,024$800,451dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,258$712,579dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,663$706,077dollars as filed
ISHARES CORE S&P U.S. GROWTH ETF464287671ETF4,569$687,178dollars as filed
IJH464287507COM10,324$640,294dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 11,450$638,881dollars as filed
iShares Broad USD High Yield Corporate Bond ETF46435U853SHS16,759$628,641dollars as filed
Applied Materials,Inc.038222105COM3,168$579,927dollars as filed
WISDOMTREE TR97717W422INDIA ERNGS FD12,190$578,637dollars as filed
FIRST TR EXCHANGE-TRADED FD33738D101NO AMER ENERGY15,183$569,527dollars as filed
Visa Inc92826C839COM1,586$563,044dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS5,126$560,221dollars as filed
WELLTOWER INC COM95040Q104REIT3,552$546,042dollars as filed
Chubb LimitedH1467J104COM1,840$533,072dollars as filed
DIREXION SHARES ETF TRUST25459Y207NASDAQ 100 EQ WT5,408$531,634dollars as filed
ANTERO RESOURCES CORP COM03674X106Stock13,014$524,204dollars as filed
Home Depot, Inc437076102COM1,392$510,473dollars as filed
ROYAL BK CDA COM780087102Stock3,755$493,970dollars as filed
TALEN ENERGY CORP COM87422Q109Stock1,676$487,331dollars as filed
Wells Fargo & Company949746101COM5,829$467,019dollars as filed
MCKESSON CORP COM58155Q103Stock637$466,726dollars as filed
ENTERPRISE PRODS PARTNERS L293792107COM14,715$456,302dollars as filed
ETF SER SOLUTIONS26922A222APTUS COLLRD INV11,000$455,408dollars as filed
META PLATFORMS INC CL A30303M102COM605$446,758dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,272$446,039dollars as filed
MOTOROLA SOLUTIONS INC COM NEW620076307Stock1,044$439,118dollars as filed
Lowes Companies,Inc.548661107COM1,923$426,614dollars as filed
BUILDERS FIRSTSOURCE INC COM12008R107Stock3,500$408,415dollars as filed
Chevron Corporation166764100COM2,758$394,854dollars as filed
Duke Energy Corporation26441C204COM2,969$350,318dollars as filed
KKR & CO INC48251W104COM2,603$346,245dollars as filed
VANGUARD S&P SMALL-CAP 600 ETF921932828ETF3,236$327,580dollars as filed
IShares Bitcoin Trust Registered46438F101SHS5,182$317,190dollars as filed
FIRST TR EXCHANGE TRADED FD33738R605DORSEY WRT 5 ETF5,310$314,643dollars as filed
iShares U.S. Technology ETF464287721SHS1,814$314,312dollars as filed
Costco Wholesale Corporation22160K105COM310$306,523dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS6,847$306,060dollars as filed
International Business Machines Corporation459200101COM1,008$297,183dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF5,037$286,353dollars as filed
NEXSTAR MEDIA GROUP INC COMMON STOCK65336K103Stock1,612$278,795dollars as filed
CME Group Inc. Class A12572Q105COM993$273,666dollars as filed
S&P Global,Inc.78409V104COM508$267,700dollars as filed
BLACKROCK ENHANCED EQUITY DI09251A104COM29,825$265,146dollars as filed
GOLDMAN SACHS ETF TR381430503ACTIVEBETA US LG2,166$262,909dollars as filed
Cisco Systems,Inc.17275R102COM3,787$262,753dollars as filed
iShares Core S&P U.S. Value ETF464287663SHS2,704$255,880dollars as filed
iShares MSCI EAFE Value ETF464288877SHS4,024$255,444dollars as filed
ISHARES 10 Y INVE GRADE COR B46428951110+ YR INVST GRD4,907$246,380dollars as filed
TRUIST FINL CORP COM89832Q109Stock5,722$245,989dollars as filed
Johnson & Johnson478160104COM1,602$244,687dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS2,431$241,155dollars as filed
Netflix, Inc64110L106COM179$239,704dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock2,248$237,389dollars as filed
SPOTIFYTECHNOLOGYSAFL8681T102STOK305$234,039dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE3,292$222,520dollars as filed
McDonalds Corporation580135101COM754$220,436dollars as filed
ECOLAB INC COM278865100Stock800$215,650dollars as filed
Gilead Sciences,Inc.375558103COM1,905$211,255dollars as filed
Raytheon Technologies Corporation75513E101COM1,431$208,999dollars as filed
Merck & Co.,Inc.58933Y105COM2,571$203,494dollars as filed
VANECK ETF TRUST92189F106GOLD MINERS ETF3,884$202,193dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001951757-26-000923this filing2026-06-24acceptance time not in the bulk data set