Peak Planning Group, LLC - Portfolio overview

Peak Planning Group, LLC has 49 reported holdings in this dataset, with the latest filing dated 2026-05-29.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. AAPL - APPLE INC, 14.77%
2. IVV - ISHARES TR, 11.86%
3. AMZN - AMAZON COM INC, 8.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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