Peak Planning Group, LLC - Q12026 Holdings

Peak Planning Group, LLC holds 120 stocks with a total portfolio value of $ 360.81M as of Q12026. In Q12026, Peak Planning Group, LLC added 3 new positions, increased stakes in 48 stocks, reduced 54 holdings, and fully exited 3 positions. The largest holding is Ishares Tr (IVV), representing 11.63% of the total portfolio.