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Home > Institutional Investor > Peak Planning Group, Llc > 13F Holdings

Instuitional Investor - Peak Planning Group, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 69,787 $51,391,361 11.6%
2.
Ishares Trust
 IEF 67,160 $50,295,265 11.35%
3.
Pgim Etf Tr - PGIM ULTRA SH BD
 749,150 $37,120,368 8.38%
4.
Berkshire Hathaway Inc
 BRK-B 53,838 $26,939,844 6.08%
5.
Apple Inc.
 AAPL 81,639 $23,622,924 5.33%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.