SEC Form 13F

Peak Planning Group, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-13
Reported value$443,130,265
Positions128

Largest disclosed positions

IssuerTickerClassReported valueReported amount
INVESCO QQQ TRQQQUNIT SER 1$51,391,36169,787
ISHARES TRIVVCORE S&P500 ETF$50,295,26567,160
PGIM ETF TRPULSPGIM ULTRA SH BD$37,120,368749,150
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$26,939,84453,838
APPLE INCAAPLCOM$23,622,92481,639
INVESCO EXCHANGE TRADED FD TXMMOS&P MDCP MOMNTUM$18,642,109109,569
APPLIED MATLS INCAMATCOM$18,435,27025,499
FIRST TR EXCHANGE TRADED FDRDVYRISNG DIVD ACHIV$18,092,864223,203
NVIDIA CORPORATIONNVDACOM$12,093,36960,440
MICROSOFT CORPMSFTCOM$10,218,81127,395

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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