Peak Planning Group, LLC - Portfolio Stock Holdings
Peak Planning Group, LLC disclosed 112 stock positions in a recent SEC 13F filing. $223,985,596 of stock holdings were filed, with the largest holdings including IVV, AAPL, and QQQ. This filing represented positions held on Sept. 30, 2024, and was filed on June 24, 2026.We estimate the fund has a total AUM of $709,995,204 and has 11 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
Sept. 30, 2024No. of Stocks:
112Est. Stock Holding Value:
$223,985,596Top Stock Holdings By Sector
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Portfolio Stock Holdings - Peak Planning Group, LLC
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