Peak Planning Group, LLC
•CIK: 2097384•Filing: Q4 2025
**Peak Planning Group, LLC** manages $357M across a diversified portfolio of 120 positions. The strategy exhibits significant concentration in core indices and mega-cap technology, highlighted by top holdings including IVV ($41.5M) and NDQ ($38.9M). Further allocations are notable in value and technology leaders, with BRK/B ($26.4M), AAPL ($23.7M), and PULS ($23.3M) anchoring the portfolio structure. This positioning suggests a tactical blend of broad market exposure and selective, high-conviction growth bets.
Total AUM
$356.7M
QoQ Performance
N/A
Positions
90
Top 10 Concentration
59.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
NDQ
BRK/B
AAPL
PULS
IVV11.6%
NDQ10.9%
BRK/B7.4%
AAPL6.6%
PULS6.5%
MSFT3.8%
RDVY3.7%
XMMO3.5%
📈 Biggest Buys
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Other50.8%
Technology19.0%
ETF13.7%
Financial11.0%
Consumer3.6%
Healthcare0.8%
Energy0.8%
Industrial0.2%