Peak Planning Group, LLC

CIK 0002097384 · Q2 2026

13F Equity AUM

$443.1M

+22.8% QoQ

Positions

128

+8 QoQ

AUM Rank

#5,312

Top 42%

Skill Alpha (FF)

+3.8%/yr^ns

No Clear Edge

Rank #888 · Top 11%

vs S&P +1.7%/yr (unadj.)

Quarters Tracked

~5 years

Portfolio Concentration

Top 5: 42.7%Top 10: 60.2%Top 20: 77.8%

NDQ11.6%

IVV11.3%

PULS8.4%

BRK/B6.1%

AAPL5.3%

XMMO4.2%

AMAT4.2%

RDVY4.1%

NVDA2.7%

MSFT2.3%

Others (118)39.8%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services68.9%

Technology20.4%

Communication Services4.0%

Consumer Cyclical2.3%

Other4.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 128Median: 0.15%Avg: 0.78%

0–0.5%

99(15.9%)

0.5–1%

8(5.0%)

1–3%

13(24.0%)

3–5%

3(12.4%)

5%+

5(42.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 128vs 20 funds

0%Low

128

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New11Increased57Decreased44Exited3

New Positions

MU0.3%

+1K

LRCX0.1%

+975

DELL0.1%

+859

NUE0.1%

+1K

FENI0.1%

+8K

AVUS0.1%

+3K

SPACE EXPLORATION TE…0.1%

+2K

GLW0.1%

+1K

CRDO0.1%

+806

PROSHARES TR II0.1%

+6K

Increased

PULS8.4%

+160K(+27%)

DIVO1.6%

+38K(+33%)

KLAC2.3%

+30K(+900%)

FRDM1.7%

+13K(+14%)

RDVY4.1%

+10K(+5%)

XMMO4.2%

+9K(+9%)

USHY0.7%

+7K(+8%)

IWF0.1%

+4K(+263%)

QINT0.4%

+3K(+13%)

IVV11.3%

+3K(+5%)

Decreased

XEADX1.6%

-52,359(-5%)

IBIT0.1%

-8,017(-52%)

ACIO0.1%

-7,556(-58%)

BDJ0.1%

-4,530(-16%)

SDSI0.1%

-3,028(-29%)

SCHW0.2%

-2,834(-24%)

PLTR0.3%

-1,958(-13%)

FVD0.1%

-1,835(-18%)

INTC0.7%

-1,570(-7%)

AAPL5.3%

-1,463(-2%)

Exited

TTE

-2,665

NFLX

-2,180

MCD

-700

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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