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Disclosed positions
Peak Planning Group, LLC: source evidence dated 2026-08-13T03:59:59.999Z.
- Issuer
- INVESCO QQQ TR
- Ticker
- QQQ
- Class
- UNIT SER 1
- Reported value
- $51,391,361
- Reported amount
- 69,787
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001241Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| INVESCO QQQ TR | QQQ | UNIT SER 1 | $51,391,361 | 69,787 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $50,295,265 | 67,160 | SH | None |
| PGIM ETF TR | PULS | PGIM ULTRA SH BD | $37,120,368 | 749,150 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $26,939,844 | 53,838 | SH | None |
| APPLE INC | AAPL | COM | $23,622,924 | 81,639 | SH | None |
| INVESCO EXCHANGE TRADED FD T | XMMO | S&P MDCP MOMNTUM | $18,642,109 | 109,569 | SH | None |
| APPLIED MATLS INC | AMAT | COM | $18,435,270 | 25,499 | SH | None |
| FIRST TR EXCHANGE TRADED FD | RDVY | RISNG DIVD ACHIV | $18,092,864 | 223,203 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $12,093,369 | 60,440 | SH | None |
| MICROSOFT CORP | MSFT | COM | $10,218,811 | 27,395 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $10,115,691 | 28,629 | SH | None |
| KLA CORP | KLAC | COM NEW | $10,083,754 | 33,422 | SH | None |
| AMAZON COM INC | AMZN | COM | $8,714,425 | 36,563 | SH | None |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $7,450,459 | 102,201 | SH | None |
| VANECK ETF TRUST | SMH | SEMICONDUCTR ETF | $7,305,318 | 11,138 | SH | None |
| FIRST TR INTER DURATN PFD & | FPF | COM | $7,278,710 | 400,589 | SH | None |
| ALLSPRING INCOME OPPORTUNIT | EAD | INC OPPTY FD | $7,087,647 | 1,090,407 | SH | None |
| AMPLIFY ETF TR | DIVO | CWP ENHANCED DIV | $6,978,838 | 152,710 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $6,845,768 | 19,156 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $6,251,277 | 19,098 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $5,771,523 | 7,729 | SH | None |
| MORGAN STANLEY ETF TRUST | EVTR | EATO VANC BD ETF | $3,158,188 | 62,279 | SH | None |
| ISHARES TR | USHY | BROAD USD HIGH | $3,100,966 | 83,765 | SH | None |
| INTEL CORP | INTC | COM | $2,898,641 | 20,759 | SH | None |
| BROADCOM INC | AVGO | COM | $2,895,240 | 7,665 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,740,011 | 7,438 | SH | None |
| EATON CORP PLC | ETN | SHS | $2,519,517 | 5,913 | SH | None |
| ADVANCED MICRO DEVICES INC | AMD | COM | $2,469,479 | 4,251 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $2,302,874 | 3,353 | SH | None |
| VISA INC | V | COM CL A | $2,199,277 | 6,410 | SH | None |
| AMERICAN CENTY ETF TR | MID | MID CAP GRW IMP | $2,168,212 | 31,538 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $2,131,866 | 10,020 | SH | None |
| MARATHON PETE CORP | MPC | COM | $2,109,723 | 8,252 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FXO | FINLS ALPHADEX | $2,068,737 | 33,121 | SH | None |
| WALMART INC | WMT | COM | $2,030,493 | 17,928 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $1,978,302 | 4,142 | SH | None |
| AMERICAN CENTY ETF TR | AVUV | US SML CP VALU | $1,890,017 | 15,149 | SH | None |
| AMERICAN CENTY ETF TR | QINT | QUALITY DIVRSFED | $1,802,968 | 25,968 | SH | None |
| SELECT SECTOR SPDR TR | XLK | ST STR TECHN ETF | $1,702,711 | 8,937 | SH | None |
| EXXON MOBIL CORP | XOM | COM | $1,657,361 | 12,123 | SH | None |
| PALANTIR TECHNOLOGIES INC | PLTR | CL A | $1,559,995 | 13,371 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $1,557,953 | 16,131 | SH | None |
| ELI LILLY & CO | LLY | COM | $1,542,414 | 1,286 | SH | None |
| MICRON TECHNOLOGY INC | MU | COM | $1,490,221 | 1,291 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $1,404,719 | 29,761 | SH | None |
| GOLDMAN SACHS GROUP INC | GS | COM | $1,356,776 | 1,342 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,283,409 | 8,654 | SH | None |
| TOWNEBANK PORTSMOUTH VA | TOWN | COM | $1,198,855 | 33,081 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $1,134,224 | 21,641 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTCS | CAP STRENGTH ETF | $1,115,331 | 11,875 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.