Peak Planning Group, LLC reported 68 positions worth $181.25M for the quarter ended Jun 30, 2026, up 22.0% on the prior quarter. It opened 8 new positions, added to 29, trimmed 22 and exited 3. Its largest holding is Berkshire Hathaway Inc at 14.9% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| MU Micron Technology Inc | +1,291 | – | $1.49M | 0.822% |
| BRK-B Berkshire Hathaway Inc | +971 | +1.8% | $485.88K | 14.86% |
| LRCX Lam Research Corp | +975 | – | $422.38K | 0.233% |
| DELL Dell Technologies Inc. | +859 | – | $370.65K | 0.204% |
| SPCX Space Exploration Technologies Corp | +1,928 | – | $329.42K | 0.182% |
| NUE Nucor Corp | +1,298 | – | $289.03K | 0.159% |
| GLW Corning Inc | +1,071 | – | $273.67K | 0.151% |
| CRDO Credo Technology Group Holding Ltd | +806 | – | $219.19K | 0.121% |
| SCO ProShares Trust II | +5,987 | – | $209.67K | 0.116% |
| RY Royal Bank Of Canada | +937 | +25.1% | $193.93K | 0.534% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AAPL Apple Inc. | -1,463 | -1.8% | $423.33K | 13.03% |
| MSI Motorola Solutions, Inc. | -648 | -49.8% | $269.30K | 0.149% |
| IBIT iShares Bitcoin Trust ETF | -8,017 | -51.9% | $266.89K | 0.136% |
| SCHW Schwab Charles Corp | -2,834 | -23.9% | $261.49K | 0.461% |
| TTE TotalEnergies SE | -2,665 | -100.0% | $242.46K | Exited |
| PLTR Palantir Technologies Inc. | -1,958 | -12.8% | $228.44K | 0.861% |
| INTC Intel Corp | -1,570 | -7.0% | $219.22K | 1.6% |
| MCD Mcdonalds Corp | -700 | -100.0% | $217.46K | Exited |
| NFLX Netflix Inc | -2,180 | -100.0% | $209.61K | Exited |
| MSFT Microsoft Corp | -446 | -1.6% | $166.37K | 5.64% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| MU Micron Technology Inc | +1,291 | $1.49M | 0.822% |
| LRCX Lam Research Corp | +975 | $422.38K | 0.233% |
| DELL Dell Technologies Inc. | +859 | $370.65K | 0.204% |
| SPCX Space Exploration Technologies Corp | +1,928 | $329.42K | 0.182% |
| NUE Nucor Corp | +1,298 | $289.03K | 0.159% |
| GLW Corning Inc | +1,071 | $273.67K | 0.151% |
| CRDO Credo Technology Group Holding Ltd | +806 | $219.19K | 0.121% |
| SCO ProShares Trust II | +5,987 | $209.67K | 0.116% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B Berkshire Hathaway Inc | Financial Services | 53.8K | $26.94M | 14.86% | +971 | +1.8% | Added | 0% |
| 2 | AAPL Apple Inc. | Technology | 81.6K | $23.62M | 13.03% | -1,463 | -1.8% | Reduced | 0% |
| 3 | AMAT Applied Materials Inc | Technology | 25.5K | $18.44M | 10.17% | +131 | +0.5% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 60.4K | $12.09M | 6.67% | +773 | +1.3% | Added | 0% |
| 5 | MSFT Microsoft Corp | Technology | 27.4K | $10.22M | 5.64% | -446 | -1.6% | Reduced | 0% |
| 6 | GOOG Alphabet Inc. | Technology | 28.6K | $10.12M | 5.58% | +332 | +1.2% | Added | 0% |
| 7 | KLAC Kla Corp | Technology | 33.4K | $10.08M | 5.56% | +12 | +0.0% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 36.6K | $8.71M | 4.81% | +302 | +0.8% | Added | 0% |
| 9 | GOOGL Alphabet Inc. | Technology | 19.2K | $6.85M | 3.78% | +164 | +0.9% | Added | 0% |
| 10 | JPM Jpmorgan Chase & Co | Financial Services | 19.1K | $6.25M | 3.45% | -231 | -1.2% | Reduced | 0% |
| 11 | INTC Intel Corp | Technology | 20.8K | $2.90M | 1.6% | -1,570 | -7.0% | Reduced | 0% |
| 12 | AVGO Broadcom Inc. | Technology | 7,665 | $2.90M | 1.6% | +376 | +5.2% | Added | 0% |
| 13 | GLD Spdr Gold Trust | Others | 7,438 | $2.74M | 1.51% | -237 | -3.1% | Reduced | 0% |
| 14 | ETN Eaton Corp plc | Industrials | 5,913 | $2.52M | 1.39% | +87 | +1.5% | Added | 0% |
| 15 | AMD Advanced Micro Devices Inc | Technology | 4,251 | $2.47M | 1.36% | +270 | +6.8% | Added | 0% |
Tip. Select a row to see that position’s full history at Peak Planning.
As of its Q2 2026 13F filing, Peak Planning Group, LLC’s five largest positions were Berkshire Hathaway Inc (BRK-B) at 14.9%, Apple Inc. (AAPL) at 13.0%, Applied Materials Inc (AMAT) at 10.2%, Nvidia Corp (NVDA) at 6.7%, Microsoft Corp (MSFT) at 5.6% of the reported portfolio.
Peak Planning Group, LLC reported a 13F portfolio worth $181.25M across 68 positions for Q2 2026. That is up 22.0% from the previous quarter.
Its largest purchases by value were Micron Technology Inc ($1.49M), Berkshire Hathaway Inc ($485.88K), Lam Research Corp ($422.38K). It opened 8 new positions.
Its largest sales by value were Apple Inc. ($423.33K), Motorola Solutions, Inc. ($269.30K), iShares Bitcoin Trust ETF ($266.89K). It exited 3 positions entirely.
From the Form 13F-HR reports Peak Planning Group, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.